Who Owns GLOBAL X FDS (ALTY)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $11.4M of GLOBAL X FDS (ALTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($5.1M), ENVESTNET ASSET MANAGEMENT INC ($755,442), BANK OF AMERICA CORP /DE/ ($729,287), Cetera Investment Advisers ($647,588), KINGSWOOD WEALTH ADVISORS, LLC ($628,083). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $5.1M | 412,253 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $755,442 | 60,813 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $729,287 | 58,709 | Added |
| 4 | Cetera Investment Advisers | $647,588 | 52,131 | Added |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | $628,083 | 50,561 | Trimmed |
| 6 | Triumph Capital Management | $364,073 | 29,308 | Added |
| 7 | Private Advisor Group, LLC | $352,469 | 28,374 | Added |
| 8 | GTS SECURITIES LLC | $345,207 | 27,790 | Added |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $331,365 | 26,675 | Hold |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $310,122 | 25,030 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $299,917 | 24,148 | Added |
| 12 | TRUIST FINANCIAL CORP | $299,302 | 24,094 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $285,000 | 22,970 | Trimmed |
| 14 | Kingsview Wealth Management, LLC | $254,814 | 20,513 | Added |
| 15 | Kovack Advisors, Inc. | $160,532 | 12,988 | Hold |
| 16 | SBI Securities Co., Ltd. | $147,192 | 11,849 | Added |
| 17 | Rehmann Capital Advisory Group | $124,595 | 10,030 | Hold |
| 18 | Founders Financial Alliance, LLC | $78,075 | 6,285 | Added |
| 19 | MORGAN STANLEY | $56,969 | 4,586 | Trimmed |
| 20 | HARBOUR INVESTMENTS, INC. | $47,118 | 3,793 | Hold |
| 21 | Luminist Capital LLC | $34,942 | 2,813 | Trimmed |
| 22 | TD Waterhouse Canada Inc. | $11,207 | 906 | Added |
| 23 | Realta Investment Advisors | $6,994 | 563 | New |
| 24 | WELLS FARGO & COMPANY/MN | $14 | 1 | Hold |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30