Global X Funds - ALTY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 412,253 | 5,121 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mezzasalma Advisors, LLC | History | New | 103,494 | 1,217 | 0.25% | — | 2 | +103,494 | New | Q3 2026 | Oct 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 60,813 | 755 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 58,709 | 729 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 52,131 | 647 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 50,561 | 628 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 46,030 | 538 | 0.0% | 0.0% | 7 | +21,000 | 83.9% | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 28,374 | 352 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | No change | 27,790 | 345 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 29,308 | 344 | 0.06% | 0.07% | 10 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 26,675 | 331 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 24,094 | 299 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 24,148 | 299 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 22,970 | 285 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 20,513 | 254 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kovack Advisors, Inc. | History | No change | 12,988 | 160 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 11,849 | 147 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,030 | 124 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 6,285 | 78 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 4,586 | 56 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,793 | 47 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Luminist Capital LLC | History | No change | 2,813 | 34 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,502 | 17 | 0.0% | 0.0% | 23 | +596 | 65.78% | Q3 2026 | Oct 16, 2026 |
| Realta Investment Advisors | History | No change | 563 | 6 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |