Global X Funds - ALTY
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Funds
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Investment Company
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$8.91M
QoQ value delta ($000)
+$549K
(+6.57%)
Implied price effect (QoQ)
+0.51%
Shares
Total shares
747,700
QoQ shares delta
+42,522
(+6.03%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q2 2026 data: only 24 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| LPL Financial LLC | 4,941 | 414,192 | 0.0% |
| KINGSWOOD WEALTH ADVISORS, LLC | 627 | 52,594 | 0.03% |
| BANK OF AMERICA CORP /DE/ | 502 | 42,124 | 0.0% |
| Kingsview Wealth Management, LLC | 502 | 42,159 | 0.01% |
| Triumph Capital Management | 348 | 29,228 | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 318 | 26,675 | 0.0% |
| TRUIST FINANCIAL CORP | 290 | 24,347 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 269 | 22,597 | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 234 | 19,500 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 162 | 13,612 | 0.0% |
| Kovack Advisors, Inc. | 154 | 12,988 | 0.01% |
| Private Advisor Group, LLC | 125 | 10,539 | 0.0% |
| OSAIC HOLDINGS, INC. | 119 | 10,050 | 0.0% |
| SBI Securities Co., Ltd. | 80 | 6,715 | 0.0% |
| Founders Financial Alliance, LLC | 73 | 6,197 | 0.01% |
| Kestra Advisory Services, LLC | 72 | 6,091 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 45 | 3,793 | 0.0% |
| Luminist Capital LLC | 38 | 3,227 | 0.05% |
| MORGAN STANLEY | 7 | 631 | 0.0% |
| TD Waterhouse Canada Inc. | 3 | 299 | 0.0% |
| Blue Trust, Inc. | 1 | 110 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | 1 | 0.0% |
| Allworth Financial LP | 0 | 31 | 0.0% |