Global X Alternative IncomeALTYETF

13F holders, Q2 2024 (June 30)
17holders +1
4new positions
2sold out
$11.36avg. 13F price*

At the end of Q2 2024, 17 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.6M), Susquehanna International Group, LLP ($554K) and Triumph Capital Management ($546K).

Company
Global X Alternative Income
CUSIP
37954Y806
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 16Q1 2024Q2 2024: 17Q2 2024Q3 2024: 17Q3 2024Q4 2024: 19Q4 2024Q1 2025: 18Q1 2025Q2 2025: 20Q2 2025Q3 2025: 21Q3 2025Q4 2025: 23Q4 2025Q1 2026: 26Q1 2026Q2 2026: 24Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$1.1M
Exits2$420K

All 13F filers, Q1 2024 → Q2 2024: 356,787 shares bought and 47,434 shares sold, net +309,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

LPL Financial LLC 0.00% Add +175.5% 402,301 $4.6M
Susquehanna International Group, LLP 0.00% New 48,724 $554K
Triumph Capital Management 0.21% Add +0.4% 48,048 $546K
Envestnet Asset Management Inc. 0.00% Reduce -7.9% 34,324 $390K
Mercer Global Advisors Inc. 0.00% Reduce -5.0% 26,675 $303K
GTS Securities LLC 0.01% New 26,451 $301K
Kovack Advisors, Inc. 0.03% New 23,480 $267K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.0% 14,900 $169K
PFG Advisors 0.01% Reduce -2.7% 11,475 $130K
Cetera Investment Advisers 0.00% Reduce -20.0% 11,299 $128K
Rehmann Capital Advisory Group 0.01% No change 10,030 $114K
Founders Financial Alliance, LLC 0.03% Reduce -0.1% 8,625 $98K
Bank of America Corp. 0.00% Reduce -50.8% 3,405 $39K
UBS Group AG 0.00% New 1,053 $12K
Morgan Stanley 0.00% Add +63100.0% 632 $7K
Capital Investment Advisory Services, LLC 0.00% No change 93 $1K
Wells Fargo & Company 0.00% Add +0.0% 1 $6

"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.