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 | Added to | 414,192 | 4,941 | 0.0% | 0.0% | 1 | +21,290 | 5.42% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 52,594 | 627 | 0.03% | 0.04% | 2 | -8,747 | -14.26% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 42,124 | 502 | 0.0% | 0.0% | 3 | +11,287 | 36.6% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 42,159 | 502 | 0.01% | 0.01% | 4 | +11,242 | 36.36% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | Reduced | 29,228 | 348 | 0.08% | 0.09% | 5 | -502 | -1.69% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 26,675 | 318 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,347 | 290 | 0.0% | 0.0% | 7 | -3,133 | -11.4% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,597 | 269 | 0.0% | 0.0% | 8 | -2,841 | -11.17% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 19,500 | 234 | 0.0% | — | 9 | +19,500 | New | Q4 2025 | Jan 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,612 | 162 | 0.0% | 0.0% | 10 | +1,292 | 10.49% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 12,988 | 154 | 0.01% | 0.02% | 11 | -2,600 | -16.68% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | New | 10,539 | 125 | 0.0% | — | 12 | +10,539 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,050 | 119 | 0.0% | 0.0% | 13 | +3,500 | 53.44% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 6,715 | 80 | 0.0% | 0.0% | 14 | -239 | -3.44% | Q4 2025 | Feb 03, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 6,197 | 73 | 0.01% | 0.01% | 15 | +134 | 2.21% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,091 | 72 | 0.0% | — | 16 | +6,091 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 3,793 | 45 | 0.0% | — | 17 | +3,793 | New | Q4 2025 | Feb 09, 2026 |
| Luminist Capital LLC | History | Reduced | 3,227 | 38 | 0.05% | 0.04% | 18 | -868 | -21.2% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | No change | 631 | 7 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | May 27, 2026 |
| TD Waterhouse Canada Inc. | History | New | 299 | 3 | 0.0% | — | 20 | +299 | New | Q4 2025 | Jan 27, 2026 |
| Blue Trust, Inc. | History | No change | 110 | 1 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -12,349 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -10,030 | -100.0% | Q4 2025 | Mar 04, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,143 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |