Institutional Ownership Global X Fds Adaptive U S Fact (AUSF)
This table provides information about the institutional ownership of Global X Fds Adaptive U S Fact (AUSF). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 6.84 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,749,122
shares
|
$207 Million
0.43% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
319,403
shares
|
$13.9 Million
0.01% of portfolio
|
Q4 2024
Added 55.21%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
288,208
shares
|
$12.6 Million
4.79% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
262,316
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Added 388.98%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
218,104
shares
|
$9.5 Million
0.05% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
143,048
shares
|
$6.23 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
140,834
shares
|
$6.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
120,159
shares
|
$5.24 Million
1.98% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
75,147
shares
|
$3.27 Million
0.08% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
70,396
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2024
Added 77.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
44,227
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
40,874
shares
|
$1.78 Million
1.13% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
38,839
shares
|
$1.69 Million
0.84% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
28,335
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 182.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
27,603
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,335
shares
|
$886,199
0.0% of portfolio
|
Q3 2024
Added 308.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
20,138
shares
|
$877,614
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,716
shares
|
$859,223
0.04% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,150
shares
|
$790,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
17,877
shares
|
$779,079
0.62% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,471
shares
|
$761,386
0.0% of portfolio
|
Q3 2024
Added 81.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,391
shares
|
$757,899
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
15,497
shares
|
$675,359
0.0% of portfolio
|
Q4 2024
Added 165.81%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
14,986
shares
|
$653,089
0.17% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,931
shares
|
$607,112
0.0% of portfolio
|
Q3 2024
New holding
|