Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ADAPTIVE US
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
6,060,566
-
Shares change
-
+88,949
-
Total reported value, excl. options
-
$258,754,867
-
Value change
-
+$4,152,272
-
Number of buys
-
26
-
Number of sells
-
12
-
Price
-
$42.70
Institutional Holders of GLOBAL X FDS - ADAPTIVE US (AUSF) as of Q3 2024
As of 30 Sep 2024 GLOBAL X FDS - ADAPTIVE US (AUSF) had 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,060,566 shares of stock of the company.
Largest 10 holders included WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Tidemark, LLC, LPL Financial LLC, Private Advisor Group, LLC, ARQ WEALTH ADVISORS, LLC, Concurrent Investment Advisors, LLC, Equitable Holdings, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Able Wealth Management LLC, and Arete Wealth Advisors, LLC.
This table shows 38 institutional shareholders of the security as of 30 Sep 2024.
| 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.