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 53 institutions that hold shares in the stock, with a total of 9.25 Million shares, which have been reported (via 13F filing form) to have a value of $400 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,679,485
shares
|
$202 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
1,423,088
shares
|
$61.5 Million
8.33% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
623,248
shares
|
$27 Million
0.04% of portfolio
|
Q1 2025
Added 137.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
421,757
shares
|
$18.2 Million
0.01% of portfolio
|
Q1 2025
Added 32.05%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
306,750
shares
|
$13.3 Million
5.08% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
279,356
shares
|
$12.1 Million
0.08% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
200,629
shares
|
$8.68 Million
6.55% of portfolio
|
Q1 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
174,205
shares
|
$7.53 Million
2.36% of portfolio
|
Q1 2025
Added 21.78%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
151,150
shares
|
$6.54 Million
2.51% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
151,068
shares
|
$6.53 Million
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
139,176
shares
|
$6.02 Million
0.06% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
77,503
shares
|
$3.35 Million
0.08% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
57,489
shares
|
$2.49 Million
1.48% of portfolio
|
Q1 2025
Added 40.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
49,122
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 63.84%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
42,926
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
41,849
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
40,546
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 43.1%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
38,839
shares
|
$1.68 Million
0.84% of portfolio
|
Q1 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
36,494
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 492.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
29,986
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
28,329
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Added 60.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
22,757
shares
|
$984,240
0.0% of portfolio
|
Q1 2025
Added 28.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
21,238
shares
|
$918,543
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,690
shares
|
$808,342
0.03% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,290
shares
|
$791,042
0.0% of portfolio
|
Q1 2025
Added 18.02%
|