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 |
|---|---|---|---|---|---|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
18,107
shares
|
$783,127
0.67% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,471
shares
|
$755,620
0.0% of portfolio
|
Q3 2024
Added 81.8%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
16,606
shares
|
$718,209
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
13,986
shares
|
$604,894
0.17% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,931
shares
|
$602,515
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
12,000
shares
|
$519,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
10,000
shares
|
$432,500
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
9,529
shares
|
$412,129
0.02% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
9,178
shares
|
$396,948
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,849
shares
|
$339,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,240
shares
|
$313,130
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
6,290
shares
|
$272,042
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,156
shares
|
$266,247
0.0% of portfolio
|
Q1 2025
Added 24.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
5,953
shares
|
$257,467
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,160
shares
|
$223,170
0.0% of portfolio
|
Q1 2025
Reduced 74.63%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
4,836
shares
|
$209,157
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
4,553
shares
|
$196,917
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
3,652
shares
|
$157,949
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,057
shares
|
$88,965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,145
shares
|
$49,521
0.02% of portfolio
|
Q1 2025
Added 121.9%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,071
shares
|
$46,320
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
778
shares
|
$33,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
300
shares
|
$12,975
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
69
shares
|
$2,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8
shares
|
$346
0.0% of portfolio
|
Q1 2024
New holding
|