Global X Alternative IncomeALTYETF
13F holders, Q4 2025 (December 31)23holders +2
5new positions
4sold out
$11.93avg. 13F price*
At the end of Q4 2025, 23 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($4.9M), Kingswood Wealth Advisors, LLC ($627K) and Kingsview Wealth Management, LLC ($503K).
- Company
- Global X Alternative Income
- CUSIP
- 37954Y806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $482K |
| Exits | 4 | $327K |
All 13F filers, Q3 2025 → Q4 2025: 88,969 shares bought and 46,477 shares sold, net +42,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| LPL Financial LLC | 0.00% | Add +5.4% | 414,192 | $4.9M |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -14.3% | 52,594 | $627K |
| Kingsview Wealth Management, LLC | 0.01% | Add +36.4% | 42,159 | $503K |
| Bank of America Corp. | 0.00% | Add +36.6% | 42,124 | $503K |
| Triumph Capital Management | 0.08% | Reduce -1.7% | 29,228 | $349K |
| Mercer Global Advisors Inc. | 0.00% | No change | 26,675 | $318K |
| Truist Financial Corp. | 0.00% | Reduce -11.4% | 24,347 | $290K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.2% | 22,597 | $270K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 19,500 | $234K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.5% | 13,612 | $162K |
| Kovack Advisors, Inc. | 0.01% | Reduce -16.7% | 12,988 | $155K |
| Private Advisor Group, LLC | 0.00% | New | 10,539 | $126K |
| Osaic Holdings, Inc. | 0.00% | Add +53.4% | 10,050 | $120K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.4% | 6,715 | $80K |
| Founders Financial Alliance, LLC | 0.01% | Add +2.2% | 6,197 | $74K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,091 | $73K |
| Harbour Investments, Inc. | 0.00% | New | 3,793 | $45K |
| Luminist Capital LLC | 0.05% | Reduce -21.2% | 3,227 | $38K |
| Morgan Stanley | 0.00% | No change | 631 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | New | 299 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 110 | $1K |
| Allworth Financial LP | 0.00% | Add +3.3% | 31 | $365 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $9 |
"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.