Global X Alternative IncomeALTYETF
13F holders, Q2 2026 (June 30)24holders −2
1new positions
3sold out
$12.42avg. 13F price*
At the end of Q2 2026, 24 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings, down 2 from Q1 2026. 1 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($5.1M), Envestnet Asset Management Inc. ($755K) and Bank of America Corp. ($729K).
- Company
- Global X Alternative Income
- CUSIP
- 37954Y806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 3 | $216K |
All 13F filers, Q1 2026 → Q2 2026: 59,009 shares bought and 47,453 shares sold, net +11,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| LPL Financial LLC | 0.00% | Add +0.1% | 412,253 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.2% | 60,813 | $755K |
| Bank of America Corp. | 0.00% | Add +22.3% | 58,709 | $729K |
| Cetera Investment Advisers | 0.00% | Add +30.9% | 52,131 | $648K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -36.2% | 50,561 | $628K |
| Triumph Capital Management | 0.07% | Add +0.3% | 29,308 | $364K |
| Private Advisor Group, LLC | 0.00% | Add +81.9% | 28,374 | $352K |
| GTS Securities LLC | 0.01% | Add +14.3% | 27,790 | $345K |
| Mercer Global Advisors Inc. | 0.00% | No change | 26,675 | $331K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 25,030 | $310K |
| Osaic Holdings, Inc. | 0.00% | Add +30.6% | 24,148 | $300K |
| Truist Financial Corp. | 0.00% | Add +3.7% | 24,094 | $299K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 22,970 | $285K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.7% | 20,513 | $255K |
| Kovack Advisors, Inc. | 0.01% | No change | 12,988 | $161K |
| SBI Securities Co., Ltd. | 0.00% | Add +26.8% | 11,849 | $147K |
| Rehmann Capital Advisory Group | 0.01% | No change | 10,030 | $125K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.7% | 6,285 | $78K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 4,586 | $57K |
| Harbour Investments, Inc. | 0.00% | No change | 3,793 | $47K |
| Luminist Capital LLC | 0.04% | Reduce -10.0% | 2,813 | $35K |
| TD Waterhouse Canada Inc. | 0.00% | Add +174.6% | 906 | $11K |
| Realta Investment Advisors | 0.00% | New | 563 | $7K |
| Wells Fargo & Company | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.