Global X Alternative IncomeALTYETF
13F holders, Q1 2026 (March 31)26holders +3
5new positions
2sold out
$12.02avg. 13F price*
At the end of Q1 2026, 26 institutions reported holding Global X Alternative Income (ALTY) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.9M), Kingswood Wealth Advisors, LLC ($952K) and Envestnet Asset Management Inc. ($623K).
- Company
- Global X Alternative Income
- CUSIP
- 37954Y806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.1M |
| Exits | 2 | $74K |
All 13F filers, Q4 2025 → Q1 2026: 189,437 shares bought and 31,510 shares sold, net +157,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| LPL Financial LLC | 0.00% | Reduce -0.6% | 411,873 | $4.9M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +50.7% | 79,238 | $952K |
| Envestnet Asset Management Inc. | 0.00% | Add +129.6% | 51,873 | $623K |
| Bank of America Corp. | 0.00% | Add +13.9% | 47,996 | $577K |
| Cetera Investment Advisers | 0.00% | New | 39,825 | $479K |
| Triumph Capital Management | 0.07% | No change | 29,228 | $351K |
| Mercer Global Advisors Inc. | 0.00% | No change | 26,675 | $321K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.4% | 25,030 | $303K |
| GTS Securities LLC | 0.01% | New | 24,311 | $292K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +72.2% | 23,433 | $282K |
| Truist Financial Corp. | 0.00% | Reduce -4.6% | 23,236 | $279K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -51.7% | 20,380 | $245K |
| Osaic Holdings, Inc. | 0.00% | Add +84.0% | 18,488 | $222K |
| Private Advisor Group, LLC | 0.00% | Add +48.0% | 15,600 | $187K |
| Kovack Advisors, Inc. | 0.01% | No change | 12,988 | $156K |
| Susquehanna International Group, LLP | 0.00% | New | 12,867 | $155K |
| Rehmann Capital Advisory Group | 0.01% | New | 10,030 | $121K |
| SBI Securities Co., Ltd. | 0.00% | Add +39.1% | 9,343 | $112K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.8% | 6,244 | $75K |
| Advisory Services Network, LLC | 0.00% | New | 5,100 | $61K |
| Morgan Stanley | 0.00% | Add +626.9% | 4,587 | $55K |
| Harbour Investments, Inc. | 0.00% | No change | 3,793 | $46K |
| Luminist Capital LLC | 0.05% | Reduce -3.1% | 3,127 | $38K |
| TD Waterhouse Canada Inc. | 0.00% | Add +10.4% | 330 | $4K |
| Allworth Financial LP | 0.00% | No change | 31 | $375 |
| Wells Fargo & Company | 0.00% | No change | 1 | $7 |
"% of holder's portfolio" is ALTY's weight in each manager's 13F, not the share of Global X Alternative Income the manager owns.