Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ALTERNATIVE INCM
-
Total 13F shares
-
747,700
-
Share change
-
+52,548
-
Total reported value
-
$8,921,350
-
Price per share
-
$11.93
-
Number of holders
-
23
-
Value change
-
+$629,576
-
Number of buys
-
14
-
Number of sells
-
9
Institutional Holders of GLOBAL X FDS - ALTERNATIVE INCM (ALTY) as of Q4 2025
As of 31 Dec 2025,
GLOBAL X FDS - ALTERNATIVE INCM (ALTY) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
747,700 shares.
The largest 10 holders included
LPL Financial LLC, KINGSWOOD WEALTH ADVISORS, LLC, Kingsview Wealth Management, LLC, BANK OF AMERICA CORP /DE/, Triumph Capital Management, MERCER GLOBAL ADVISORS INC /ADV, TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
23
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.