Global X Alternative IncomeALTYETF
13F holders, Q3 2025 (September 30)21holders +1
4new positions
2sold out
$11.87avg. 13F price*
At the end of Q3 2025, 21 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings, up 1 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.7M), Kingswood Wealth Advisors, LLC ($728K) and Kingsview Wealth Management, LLC ($367K).
- Company
- Global X Alternative Income
- CUSIP
- 37954Y806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $429K |
| Exits | 2 | $153K |
All 13F filers, Q2 2025 → Q3 2025: 102,784 shares bought and 122,958 shares sold, net −20,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| LPL Financial LLC | 0.00% | Reduce -17.4% | 392,902 | $4.7M |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +273.1% | 61,341 | $728K |
| Kingsview Wealth Management, LLC | 0.01% | New | 30,917 | $367K |
| Bank of America Corp. | 0.00% | Add +27.8% | 30,837 | $366K |
| Triumph Capital Management | 0.10% | Add +1.0% | 29,730 | $353K |
| Truist Financial Corp. | 0.00% | Add +57.0% | 27,480 | $326K |
| Mercer Global Advisors Inc. | 0.00% | No change | 26,675 | $317K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.1% | 25,438 | $302K |
| Kovack Advisors, Inc. | 0.02% | Reduce -4.3% | 15,588 | $185K |
| Cetera Investment Advisers | 0.00% | Reduce -30.6% | 12,349 | $147K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.5% | 12,320 | $146K |
| Rehmann Capital Advisory Group | 0.01% | No change | 10,030 | $119K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.7% | 6,954 | $83K |
| Osaic Holdings, Inc. | 0.00% | Add +142.6% | 6,550 | $77K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -6.0% | 6,063 | $72K |
| Advisory Services Network, LLC | 0.00% | New | 5,143 | $61K |
| Luminist Capital LLC | 0.04% | Reduce -5.5% | 4,095 | $49K |
| Morgan Stanley | 0.00% | No change | 631 | $7K |
| Blue Trust, Inc. | 0.00% | New | 110 | $1K |
| Allworth Financial LP | 0.00% | Add +3.5% | 30 | $357 |
| Simplex Trading, LLC | 0.00% | New | 25 | $0 |
"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.