Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / ADAPTIVE US RISK
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
3.57M
-
Shares change
-
+304K
-
Total reported value, excl. options
-
$116M
-
Value change
-
+$9.85M
-
Number of buys
-
4
-
Number of sells
-
-3
-
Price
-
$32.41
Significant Holders of GLOBAL X FDS - ADAPTIVE US RISK (ONOF) as of Q1 2025
10 filings reported holding ONOF - GLOBAL X FDS - ADAPTIVE US RISK as of Q1 2025.
GLOBAL X FDS - ADAPTIVE US RISK (ONOF) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.57M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.71M shares), LPL Financial LLC (523K shares), Cetera Investment Advisers (279K shares), GTS SECURITIES LLC (39.7K shares), PFG Advisors (9.45K shares), BANK OF AMERICA CORP /DE/ (5.45K shares), UBS Group AG (637 shares), Laurel Wealth Advisors LLC (411 shares), FMR LLC (287 shares), and Smartleaf Asset Management LLC (6 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.