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Global X Alternative Income ETF (ALTY) Institutional Ownership

Global X Alternative Income ETF logo
$12.38 +0.03 (+0.24%)
As of 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Global X Alternative Income ETF (NASDAQ:ALTY)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$2.78M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$501.61K
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ALTY Institutional Buying and Selling by Quarter

Global X Alternative Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers39,825$479K0.0%N/A1.112%
4/27/2026 Private Advisor Group LLC15,600$187K0.0%+48.0%0.435%
2/17/2026 Kovack Advisors Inc.12,988$155K0.0%-16.7%0.356%
2/13/2026 Kestra Advisory Services LLC6,091$73K0.0%N/A0.167%
2/12/2026 Kovack Advisors Inc.12,988$155K0.0%-16.7%0.356%
2/11/2026 LPL Financial LLC414,192$4.94M0.0%+5.4%11.348%
2/9/2026 Kingsview Wealth Management LLC42,159$503K0.0%+36.4%1.155%
2/9/2026Harbour Investments Inc.3,793$45K0.0%N/A0.104%
2/2/2026 Truist Financial Corp24,347$290K0.0%-11.4%0.678%
1/28/2026 Kingswood Wealth Advisors LLC52,594$627K0.0%-14.3%1.465%
1/8/2026 Wealth Enhancement Advisory Services LLC19,500$234K0.0%N/A0.579%
11/18/2025Advisory Services Network LLC5,143$61K0.0%N/A0.160%
11/17/2025Bank of America Corp DE30,837$366K0.0%+27.8%0.961%
11/12/2025 Kingsview Wealth Management LLC30,917$367K0.0%N/A0.963%
11/5/2025 SBI Securities Co. Ltd.6,954$83K0.0%-11.7%0.217%
11/5/2025 Envestnet Asset Management Inc.25,438$302K0.0%-43.1%0.792%
11/3/2025 Truist Financial Corp27,480$326K0.0%+57.0%0.856%
10/23/2025 Kingswood Wealth Advisors LLC61,341$728K0.0%+273.1%1.935%
9/4/2025Osaic Holdings Inc.2,700$31K0.0%-59.7%0.086%
8/15/2025Bank of America Corp DE24,131$281K0.0%+54.0%0.766%
8/8/2025 Cetera Investment Advisers17,783$207K0.0%+7.2%0.565%
8/4/2025 Kovack Advisors Inc.16,282$190K0.0%-5.8%0.517%
8/1/2025 Envestnet Asset Management Inc.44,703$521K0.0%+2.4%1.419%
7/23/2025 Kingswood Wealth Advisors LLC16,442$192K0.0%N/A0.522%
7/18/2025 Truist Financial Corp17,507$204K0.0%+14.8%0.567%
5/7/2025LPL Financial LLC403,493$4.73M0.0%+11.7%14.410%
5/6/2025Cetera Investment Advisers16,589$194K0.0%+46.6%0.592%
5/6/2025Kovack Advisors Inc.17,290$202K0.0%-7.5%0.618%
5/2/2025SBI Securities Co. Ltd.7,244$85K0.0%+19.1%0.259%
4/29/2025Envestnet Asset Management Inc.43,674$511K0.0%+58.7%1.560%
2/18/2025GTS Securities LLC30,801$357K0.0%N/A1.092%
2/17/2025Bank of America Corp DE8,446$98K0.0%+60.6%0.300%
2/14/2025Talon Private Wealth LLC29,624$343K0.1%N/A1.050%
2/13/2025Envestnet Asset Management Inc.27,525$319K0.0%+3.8%0.976%
2/13/2025Wells Fargo & Company MN21,044$244K0.0%+2,104,300.0%0.746%
2/11/2025LPL Financial LLC361,341$4.19M0.0%-4.3%12.814%
2/6/2025SBI Securities Co. Ltd.6,084$71K0.0%N/A0.216%
11/6/2024Kovack Advisors Inc.19,152$231K0.0%-18.4%0.665%
8/12/2024Mercer Global Advisors Inc. ADV26,675$303K0.0%-5.0%0.907%
4/25/2024Triumph Capital Management47,864$552K0.2%-4.3%1.559%
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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%
2/6/2024Great Valley Advisor Group Inc.11,200$127K0.0%-42.8%0.368%
2/5/2024Triumph Capital Management50,034$570K0.2%-24.5%1.646%
2/2/2024Kovack Advisors Inc.21,522$243K0.0%+18.1%0.708%
2/1/2024Eudaimonia Advisors LLC42,146$477K0.3%-20.9%1.386%
1/19/2024PFG Advisors11,815$134K0.0%-51.8%0.389%
11/7/2023Great Valley Advisor Group Inc.19,594$211K0.0%-16.7%0.614%
10/31/2023Triumph 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%
8/3/2023Triumph Capital Management65,231$736K0.3%-3.4%1.995%
7/31/2023LPL Financial LLC65,295$737K0.0%-5.6%1.973%
7/20/2023PFG 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%
5/8/2023Triumph 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%
4/21/2023PFG Advisors22,773$258K0.0%+21.4%0.664%
2/22/2023Kovack Advisors Inc.18,972$209K0.0%N/A0.602%
2/10/2023Advisor Group Holdings Inc.521,247$5.74M0.0%+5.0%16.548%
2/8/2023UBS Group AG12,328$136K0.0%N/A0.391%
2/7/2023LPL Financial LLC49,842$549K0.0%-1.8%1.582%
2/7/2023Envestnet Asset Management Inc.12,142$134K0.0%-12.1%0.385%
1/31/2023Triumph Capital Management64,839$714K0.4%-25.5%2.058%
1/30/2023PFG 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%
11/7/2022Arete Wealth Advisors LLC17,923$190K0.0%N/A0.548%
11/4/2022Eudaimonia Partners LLC32,617$346K0.1%-44.8%0.997%
11/1/2022Triumph Capital Management86,994$922K0.5%+3.6%2.660%
10/21/2022Great Valley Advisor Group Inc.24,994$265K0.0%N/A0.755%
10/14/2022PFG Advisors11,769$125K0.0%N/A0.362%
8/11/2022Cetera Investment Advisers284,357$3.28M0.1%+106.3%9.385%
8/2/2022Triumph Capital Management83,944$969K0.5%+2.1%2.770%
7/19/2022Commonwealth Equity Services LLC25,789$297K0.0%-17.8%0.824%
7/13/2022Private Advisor Group LLC10,776$124K0.0%N/A0.346%
5/12/2022Founders Financial Alliance LLC11,279$147K0.1%+12.3%0.377%
5/10/2022Truadvice LLC20,319$249K0.1%N/A0.680%
5/4/2022Advisor Group Holdings Inc.358,835$4.68M0.0%+36.0%12.460%
5/4/2022Commonwealth Equity Services LLC31,392$409K0.0%+6.9%1.090%
5/3/2022Triumph Capital Management82,207$1.07M0.5%+70.8%2.854%
2/10/2022Regal Investment Advisors LLC30,335$407K0.0%+5.8%1.028%


ALTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of Global X Alternative Income ETF. The most heavily invested institutionals were LPL Financial LLC ($4.94M), Kingswood Wealth Advisors LLC ($627K), Kingsview Wealth Management LLC ($503K), Cetera Investment Advisers ($479K), Bank of America Corp DE ($366K), GTS Securities LLC ($357K), and Talon Private Wealth LLC ($343K).Learn more on Global X Alternative Income ETF's institutional investors.

Of the 16 institutional investors that purchased Global X Alternative Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($63.44K), Kingswood Wealth Advisors LLC ($61.34K), Cetera Investment Advisers ($46.30K), Kingsview Wealth Management LLC ($42.16K), GTS Securities LLC ($30.80K), Talon Private Wealth LLC ($29.62K), and Wells Fargo & Company MN ($21.04K).

Institutional investors have bought a total of 233,814 shares in the last 24 months. This purchase volume represents approximately $2.78M in transactions.

The following institutional investors have sold Global X Alternative Income ETF stock in the last 24 months: Envestnet Asset Management Inc. ($19.27K), Kingswood Wealth Advisors LLC ($8.75K), Kovack Advisors Inc. ($6.21K), Osaic Holdings Inc. ($4K), Truist Financial Corp ($3.13K), and SBI Securities Co. Ltd. ($925.00).

Institutional investors have sold a total of 42,278 shares in the last 24 months. This volume of shares sold represents approximately $501.61K in transactions.


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This page (NASDAQ:ALTY) was last updated on 5/14/2026 by MarketBeat.com Staff.
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