Global X Alternative IncomeALTYETF
13F holders, Q1 2025 (March 31)18holders −1
1new positions
2sold out
$11.71avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.7M), Envestnet Asset Management Inc. ($511K) and Triumph Capital Management ($347K).
- Company
- Global X Alternative Income
- CUSIP
- 37954Y806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $179K |
| Exits | 2 | $357K |
All 13F filers, Q4 2024 → Q1 2025: 87,274 shares bought and 32,334 shares sold, net +54,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| LPL Financial LLC | 0.00% | Add +11.7% | 403,493 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +58.7% | 43,674 | $511K |
| Triumph Capital Management | 0.12% | No change | 29,624 | $347K |
| Mercer Global Advisors Inc. | 0.00% | No change | 26,675 | $312K |
| Wells Fargo & Company | 0.00% | No change | 21,044 | $246K |
| Kovack Advisors, Inc. | 0.02% | Reduce -7.5% | 17,290 | $202K |
| Cetera Investment Advisers | 0.00% | Add +46.6% | 16,589 | $194K |
| Bank of America Corp. | 0.00% | Add +85.6% | 15,674 | $184K |
| Truist Financial Corp. | 0.00% | New | 15,255 | $179K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 11,600 | $136K |
| Rehmann Capital Advisory Group | 0.01% | No change | 10,030 | $117K |
| SBI Securities Co., Ltd. | 0.00% | Add +19.1% | 7,244 | $85K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.6% | 6,961 | $82K |
| Osaic Holdings, Inc. | 0.00% | No change | 6,700 | $78K |
| Luminist Capital LLC | 0.06% | Reduce -2.4% | 4,648 | $55K |
| Ameriflex Group, Inc. | 0.00% | No change | 777 | $9K |
| Morgan Stanley | 0.00% | No change | 631 | $7K |
| Allworth Financial LP | 0.00% | Add +93.3% | 29 | $332 |
"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.