Who Owns GLOBAL X FDS (ALTY)? -- Institutional Holders (2026-03-31)
28 institutions reported holding $10.9M of GLOBAL X FDS (ALTY) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($4.9M), KINGSWOOD WEALTH ADVISORS, LLC ($952,057), ENVESTNET ASSET MANAGEMENT INC ($623,254), BANK OF AMERICA CORP /DE/ ($576,677), Cetera Investment Advisers ($478,503). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $4.9M | 411,873 | Trimmed |
| 2 | KINGSWOOD WEALTH ADVISORS, LLC | $952,057 | 79,238 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $623,254 | 51,873 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $576,677 | 47,996 | Added |
| 5 | Cetera Investment Advisers | $478,503 | 39,825 | New |
| 6 | Triumph Capital Management | $351,177 | 29,228 | Hold |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $320,503 | 26,675 | Hold |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $302,738 | 25,030 | Added |
| 9 | GTS SECURITIES LLC | $292,097 | 24,311 | New |
| 10 | Cambridge Investment Research Advisors, Inc. | $282,000 | 23,433 | Added |
| 11 | TRUIST FINANCIAL CORP | $279,178 | 23,236 | Trimmed |
| 12 | Kingsview Wealth Management, LLC | $244,864 | 20,380 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $222,225 | 18,488 | Added |
| 14 | Private Advisor Group, LLC | $187,436 | 15,600 | Added |
| 15 | Kovack Advisors, Inc. | $156,434 | 12,988 | Hold |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $154,598 | 12,867 | New |
| 17 | Rehmann Capital Advisory Group | $120,511 | 10,030 | New |
| 18 | SBI Securities Co., Ltd. | $112,257 | 9,343 | Added |
| 19 | Founders Financial Alliance, LLC | $75,024 | 6,244 | Added |
| 20 | Advisory Services Network, LLC | $61,277 | 5,100 | New |
| 21 | MORGAN STANLEY | $55,117 | 4,587 | Added |
| 22 | HARBOUR INVESTMENTS, INC. | $45,573 | 3,793 | Hold |
| 23 | Luminist Capital LLC | $37,572 | 3,127 | Trimmed |
| 24 | TD Waterhouse Canada Inc. | $3,970 | 330 | Added |
| 25 | Allworth Financial LP | $375 | 31 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31