Global X Alternative IncomeALTYETF
13F holders, Q2 2025 (June 30)20holders +2
3new positions
1sold out
$11.66avg. 13F price*
At the end of Q2 2025, 20 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($5.5M), Envestnet Asset Management Inc. ($521K) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $345K |
| Exits | 1 | $9K |
All 13F filers, Q1 2025 → Q2 2025: 115,436 shares bought and 27,992 shares sold, net +87,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| LPL Financial LLC | 0.00% | Add +17.9% | 475,761 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 44,703 | $521K |
| Triumph Capital Management | 0.10% | Reduce -0.6% | 29,434 | $343K |
| Mercer Global Advisors Inc. | 0.00% | No change | 26,675 | $311K |
| Bank of America Corp. | 0.00% | Add +54.0% | 24,131 | $281K |
| Cetera Investment Advisers | 0.00% | Add +7.2% | 17,783 | $207K |
| Truist Financial Corp. | 0.00% | Add +14.8% | 17,507 | $204K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 16,442 | $192K |
| Kovack Advisors, Inc. | 0.02% | Reduce -5.8% | 16,282 | $190K |
| GTS Securities LLC | 0.01% | New | 12,159 | $142K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 11,456 | $134K |
| Rehmann Capital Advisory Group | 0.01% | No change | 10,030 | $117K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.8% | 7,879 | $92K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -7.4% | 6,447 | $75K |
| Luminist Capital LLC | 0.05% | Reduce -6.8% | 4,332 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.7% | 2,700 | $31K |
| Raymond James Financial Inc. | 0.00% | New | 1,000 | $12K |
| Morgan Stanley | 0.00% | No change | 631 | $7K |
| Allworth Financial LP | 0.00% | No change | 29 | $344 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $11 |
"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.