Global X Alternative IncomeALTYETF
13F holders, Q3 2024 (September 30)17holders
2new positions
2sold out
$12.05avg. 13F price*
At the end of Q3 2024, 17 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings, unchanged from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.6M), Kingswood Wealth Advisors, LLC ($692K) and Triumph Capital Management ($350K).
- Company
- Global X Alternative Income
- CUSIP
- 37954Y806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.0M |
| Exits | 2 | $854K |
All 13F filers, Q2 2024 → Q3 2024: 92,316 shares bought and 132,421 shares sold, net −40,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| LPL Financial LLC | 0.00% | Reduce -6.1% | 377,724 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 57,433 | $692K |
| Triumph Capital Management | 0.12% | Reduce -39.6% | 29,032 | $350K |
| Osaic Holdings, Inc. | 0.00% | New | 27,655 | $333K |
| Mercer Global Advisors Inc. | 0.00% | No change | 26,675 | $322K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.7% | 26,525 | $320K |
| Kovack Advisors, Inc. | 0.02% | Reduce -18.4% | 19,152 | $231K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 14,900 | $180K |
| PFG Advisors | 0.01% | Add +0.2% | 11,498 | $139K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 11,312 | $136K |
| Rehmann Capital Advisory Group | 0.01% | No change | 10,030 | $121K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -17.7% | 7,100 | $86K |
| UBS Group AG | 0.00% | Add +507.0% | 6,392 | $77K |
| Bank of America Corp. | 0.00% | Add +54.4% | 5,258 | $63K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 631 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 93 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.