Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / ALTERNATIVE INCM
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
166,422
-
Shares change
-
-61,869
-
Total reported value, excl. options
-
$2,114,000
-
Value change
-
-$735,786
-
Number of buys
-
4
-
Number of sells
-
-7
-
Price
-
$12.70
Significant Holders of GLOBAL X FDS - ALTERNATIVE INCM (ALTY) as of Q1 2021
12 filings reported holding ALTY - GLOBAL X FDS - ALTERNATIVE INCM as of Q1 2021.
GLOBAL X FDS - ALTERNATIVE INCM (ALTY) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 166,422 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (90,920 shares), LPL Financial LLC (33,775 shares), ADVISOR GROUP HOLDINGS, INC. (16,157 shares), Evanson Asset Management, LLC (12,098 shares), Founders Financial Alliance, LLC (6,080 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (4,000 shares), Arkadios Wealth Advisors (1,715 shares), Capital Investment Advisory Services, LLC (1,677 shares), UBS Group AG (0 shares), and Regal Investment Advisors LLC (0 shares).
This table shows the top 8 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.