Global X Alternative IncomeALTYETF
13F holders, Q1 2024 (March 31)16holders
$11.53avg. 13F price*
At the end of Q1 2024, 16 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings. The largest holders were LPL Financial LLC ($1.7M), Eudaimonia Partners, LLC ($823K) and Triumph Capital Management ($552K).
- Company
- Global X Alternative Income
- CUSIP
- 37954Y806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $765K |
| Exits | 6 | $536K |
Ownership 16 holders
| LPL Financial LLC | 0.00% | Add +73.0% | 146,038 | $1.7M |
| Eudaimonia Partners, LLC | 0.20% | Add +16.6% | 71,393 | $823K |
| Triumph Capital Management | 0.23% | Reduce -4.3% | 47,864 | $552K |
| Eudaimonia Advisors LLC | 0.27% | Add +3.6% | 43,656 | $504K |
| Envestnet Asset Management Inc. | 0.00% | New | 37,261 | $430K |
| Arete Wealth Advisors, LLC | 0.04% | Add +4.5% | 35,408 | $408K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.9% | 28,071 | $324K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,903 | $172K |
| Cetera Investment Advisers | 0.00% | New | 14,121 | $163K |
| PFG Advisors | 0.01% | Reduce -0.2% | 11,796 | $136K |
| Rehmann Capital Advisory Group | 0.01% | No change | 10,030 | $116K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -44.9% | 8,638 | $100K |
| Bank of America Corp. | 0.00% | Add +5.4% | 6,915 | $80K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.7% | 1,024 | $12K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 93 | $1K |
| Morgan Stanley | 0.00% | Reduce -99.7% | 1 | $19 |
"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.