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Global X Alternative Income ETF (ALTY) Institutional Ownership

Global X Alternative Income ETF logo
$11.51 -0.03 (-0.26%)
Closing price 06/13/2025 03:59 PM Eastern
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$11.50 0.00 (-0.04%)
As of 06/13/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X Alternative Income ETF (NASDAQ:ALTY)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.82M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$274.22K
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ALTY Institutional Buying and Selling by Quarter

Global X Alternative Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2025 LPL Financial LLC403,493$4.73M0.0%+11.7%14.410%
5/6/2025 Cetera Investment Advisers16,589$194K0.0%+46.6%0.592%
5/6/2025 Kovack Advisors Inc.17,290$202K0.0%-7.5%0.618%
5/2/2025 SBI Securities Co. Ltd.7,244$85K0.0%+19.1%0.259%
4/29/2025 Envestnet Asset Management Inc.43,674$511K0.0%+58.7%1.560%
2/18/2025 GTS Securities LLC30,801$357K0.0%N/A1.092%
2/17/2025 Bank of America Corp DE8,446$98K0.0%+60.6%0.300%
2/14/2025 Talon Private Wealth LLC29,624$343K0.1%N/A1.050%
2/13/2025 Envestnet Asset Management Inc.27,525$319K0.0%+3.8%0.976%
2/13/2025 Wells Fargo & Company MN21,044$244K0.0%+2,104,300.0%0.746%
2/11/2025 LPL Financial LLC361,341$4.19M0.0%-4.3%12.814%
2/6/2025 SBI Securities Co. Ltd.6,084$71K0.0%N/A0.216%
11/6/2024 Kovack Advisors Inc.19,152$231K0.0%-18.4%0.665%
8/12/2024 Mercer Global Advisors Inc. ADV26,675$303K0.0%-5.0%0.907%
4/25/2024 Triumph Capital Management47,864$552K0.2%-4.3%1.559%
4/25/2024Eudaimonia Partners LLC71,393$823K0.2%+16.6%2.326%
4/25/2024Eudaimonia Advisors LLC43,656$504K0.3%+3.6%1.422%
2/8/2024Eudaimonia Partners LLC61,227$692K0.2%+5.2%2.014%
2/6/2024 Great Valley Advisor Group Inc.11,200$127K0.0%-42.8%0.368%
2/5/2024 Triumph Capital Management50,034$570K0.2%-24.5%1.646%
2/2/2024 Kovack Advisors Inc.21,522$243K0.0%+18.1%0.708%
2/1/2024Eudaimonia Advisors LLC42,146$477K0.3%-20.9%1.386%
1/19/2024 PFG Advisors11,815$134K0.0%-51.8%0.389%
11/7/2023 Great Valley Advisor Group Inc.19,594$211K0.0%-16.7%0.614%
10/31/2023 Triumph Capital Management66,273$713K0.3%+1.6%2.078%
10/24/2023Eudaimonia Partners LLC58,179$626K0.2%+11.2%1.824%
10/24/2023Eudaimonia Advisors LLC53,265$573K0.4%+13.9%1.670%
8/17/2023Imprint Wealth LLC66,637$6.66M0.3%N/A2.038%
8/3/2023 Triumph Capital Management65,231$736K0.3%-3.4%1.995%
7/31/2023 LPL Financial LLC65,295$737K0.0%-5.6%1.973%
7/20/2023 PFG Advisors23,809$269K0.0%+4.5%0.721%
7/19/2023Eudaimonia Partners LLC52,339$591K0.1%-17.7%1.586%
7/19/2023Eudaimonia Advisors LLC46,769$528K0.4%+1.9%1.417%
5/8/2023 Triumph Capital Management67,514$766K0.4%+4.1%1.980%
5/5/2023Andesa Financial Management Inc.464,680$3.73M1.9%+217.8%13.627%
4/25/2023Eudaimonia Partners LLC63,616$721K0.2%+86.9%1.855%
4/25/2023Eudaimonia Advisors LLC45,891$520K0.4%+28.0%1.338%
4/21/2023 PFG Advisors22,773$258K0.0%+21.4%0.664%
2/22/2023 Kovack Advisors Inc.18,972$209K0.0%N/A0.602%
2/10/2023 Advisor Group Holdings Inc.521,247$5.74M0.0%+5.0%16.548%
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2/8/2023 UBS Group AG12,328$136K0.0%N/A0.391%
2/7/2023 LPL Financial LLC49,842$549K0.0%-1.8%1.582%
2/7/2023 Envestnet Asset Management Inc.12,142$134K0.0%-12.1%0.385%
1/31/2023 Triumph Capital Management64,839$714K0.4%-25.5%2.058%
1/30/2023 PFG Advisors18,754$206K0.0%+59.4%0.595%
1/24/2023Eudaimonia Partners LLC34,029$375K0.1%+4.3%1.037%
1/24/2023Eudaimonia Advisors LLC35,858$395K0.3%+3.5%1.093%
11/7/2022 Arete Wealth Advisors LLC17,923$190K0.0%N/A0.548%
11/4/2022Eudaimonia Partners LLC32,617$346K0.1%-44.8%0.997%
11/1/2022 Triumph Capital Management86,994$922K0.5%+3.6%2.660%
10/21/2022 Great Valley Advisor Group Inc.24,994$265K0.0%N/A0.755%
10/14/2022 PFG Advisors11,769$125K0.0%N/A0.362%
8/11/2022 Cetera Investment Advisers284,357$3.28M0.1%+106.3%9.385%
8/2/2022 Triumph Capital Management83,944$969K0.5%+2.1%2.770%
7/19/2022 Commonwealth Equity Services LLC25,789$297K0.0%-17.8%0.824%
7/13/2022 Private Advisor Group LLC10,776$124K0.0%N/A0.346%
5/12/2022 Founders Financial Alliance LLC11,279$147K0.1%+12.3%0.377%
5/10/2022Truadvice LLC20,319$249K0.1%N/A0.680%
5/4/2022 Advisor Group Holdings Inc.358,835$4.68M0.0%+36.0%12.460%
5/4/2022 Commonwealth Equity Services LLC31,392$409K0.0%+6.9%1.090%
5/3/2022 Triumph Capital Management82,207$1.07M0.5%+70.8%2.854%
2/10/2022 Regal Investment Advisors LLC30,335$407K0.0%+5.8%1.028%
2/3/2022 Advisor Group Holdings Inc.263,866$3.54M0.0%+595.5%9.037%
1/31/2022 Commonwealth Equity Services LLC29,357$393K0.0%+192.0%1.005%
11/16/2021 Triumph Capital Management43,816$463K0.3%-11.1%1.593%
11/15/2021 Founders Financial Alliance LLC9,281$124K0.1%+26.5%0.337%
11/5/2021 Advisor Group Holdings Inc.37,938$506K0.0%+67.3%1.511%
10/29/2021 Commonwealth Equity Services LLC10,055$133K0.0%N/A0.405%
10/19/2021 Arkadios Wealth Advisors9,115$121K0.0%+47.9%0.380%
8/16/2021 Bank of America Corp DE84,465$1.15M0.0%-7.1%3.379%
8/13/2021 LPL Financial LLC47,893$652K0.0%+41.8%1.916%
8/9/2021 Regal Investment Advisors LLC27,979$381K0.0%N/A1.119%
8/2/2021 Advisor Group Holdings Inc.22,676$309K0.0%+40.3%0.914%
8/2/2021 Founders Financial Alliance LLC7,336$99K0.0%+20.7%0.296%
7/31/2021 Arkadios Wealth Advisors6,165$83K0.0%+259.5%0.249%
7/31/2021 Triumph Capital Management49,284$668K0.4%N/A1.987%
5/14/2021 Founders Financial Alliance LLC6,080$79K0.0%+25.0%0.279%
5/14/2021Benjamin F. Edwards & Company Inc.4,000$51K0.0%-73.3%0.183%
(Data available from 1/1/2016 forward)

ALTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ALTY shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Global X Alternative Income ETF. The most heavily invested institutionals were Imprint Wealth LLC ($6.66M), LPL Financial LLC ($4.73M), Eudaimonia Partners LLC ($823K), Triumph Capital Management ($552K), Envestnet Asset Management Inc. ($511K), Eudaimonia Advisors LLC ($504K), and GTS Securities LLC ($357K).Learn more on ALTY's institutional investors.

Which institutional investors have been buying Global X Alternative Income ETF stock?

Of the 14 institutional investors that purchased Global X Alternative Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Imprint Wealth LLC ($66.64K), LPL Financial LLC ($42.15K), GTS Securities LLC ($30.80K), Talon Private Wealth LLC ($29.62K), Wells Fargo & Company MN ($21.04K), Eudaimonia Partners LLC ($19.05K), and Envestnet Asset Management Inc. ($17.15K).

How much institutional buying is happening at Global X Alternative Income ETF?

Institutional investors have bought a total of 256,425 shares in the last 24 months. This purchase volume represents approximately $2.95M in transactions.

Which Global X Alternative Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Global X Alternative Income ETF stock in the last 24 months: Triumph Capital Management ($20.69K), LPL Financial LLC ($20.26K), PFG Advisors ($12.71K), Great Valley Advisor Group Inc. ($12.32K), Eudaimonia Partners LLC ($11.28K), Eudaimonia Advisors LLC ($11.12K), and Kovack Advisors Inc. ($5.72K).

How much institutional selling is happening at Global X Alternative Income ETF?

Institutional investors have sold a total of 95,487 shares in the last 24 months. This volume of shares sold represents approximately $1.09M in transactions.



This page (NASDAQ:ALTY) was last updated on 6/15/2025 by MarketBeat.com Staff
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