Global X Alternative IncomeALTYETF
13F holders, Q4 2024 (December 31)19holders +2
2new positions
3sold out
$11.59avg. 13F price*
At the end of Q4 2024, 19 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($4.2M), GTS Securities LLC ($357K) and Triumph Capital Management ($343K).
- Company
- Global X Alternative Income
- CUSIP
- 37954Y806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $357K |
| Exits | 3 | $832K |
All 13F filers, Q3 2024 → Q4 2024: 56,639 shares bought and 116,674 shares sold, net −60,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| LPL Financial LLC | 0.00% | Reduce -4.3% | 361,341 | $4.2M |
| GTS Securities LLC | 0.02% | New | 30,801 | $357K |
| Triumph Capital Management | 0.12% | Add +2.0% | 29,624 | $343K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.8% | 27,525 | $319K |
| Mercer Global Advisors Inc. | 0.00% | No change | 26,675 | $309K |
| Wells Fargo & Company | 0.00% | Add +2104300.0% | 21,044 | $244K |
| Kovack Advisors, Inc. | 0.02% | Reduce -2.4% | 18,684 | $217K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.1% | 11,600 | $134K |
| Cetera Investment Advisers | 0.00% | No change | 11,312 | $131K |
| Rehmann Capital Advisory Group | 0.01% | No change | 10,030 | $116K |
| Bank of America Corp. | 0.00% | Add +60.6% | 8,446 | $98K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -2.5% | 6,922 | $80K |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.8% | 6,700 | $78K |
| SBI Securities Co., Ltd. | 0.00% | — | 6,084 | $71K |
| Luminist Capital LLC | 0.10% | — | 4,761 | $55K |
| Ameriflex Group, Inc. | 0.00% | — | 777 | $9K |
| Morgan Stanley | 0.00% | No change | 631 | $7K |
| UBS Group AG | 0.00% | Reduce -99.6% | 26 | $301 |
| Allworth Financial LP | 0.00% | New | 15 | $177 |
"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.