Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / ALTERNATIVE INCM
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
253,811
-
Shares change
-
+38,105
-
Total reported value, excl. options
-
$3,452,000
-
Value change
-
+$528,770
-
Number of buys
-
7
-
Number of sells
-
-3
-
Price
-
$13.61
Significant Holders of GLOBAL X FDS - ALTERNATIVE INCM (ALTY) as of Q2 2021
12 filings reported holding ALTY - GLOBAL X FDS - ALTERNATIVE INCM as of Q2 2021.
GLOBAL X FDS - ALTERNATIVE INCM (ALTY) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 253,811 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (84,465 shares), Triumph Capital Management (49,284 shares), LPL Financial LLC (47,893 shares), Regal Investment Advisors LLC (27,979 shares), OSAIC HOLDINGS, INC. (22,676 shares), Founders Financial Alliance, LLC (7,336 shares), Arkadios Wealth Advisors (6,165 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (4,000 shares), UBS Group AG (1,993 shares), and Capital Investment Advisory Services, LLC (1,593 shares).
This table shows the top 11 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.