Global X Adaptive US FactorAUSFETF
13F holders, Q4 2024 (December 31)43holders +5
6new positions
1sold out
$42.00avg. 13F price*
At the end of Q4 2024, 43 institutions reported holding Global X Adaptive US Factor (AUSF) in their 13F filings, up 5 from Q3 2024. 6 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($198.5M), LPL Financial LLC ($13.4M) and Tidemark, LLC ($12.1M).
- Company
- Global X Adaptive US Factor
- CUSIP
- 37954Y574
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $9.8M |
| Exits | 1 | $1K |
All 13F filers, Q3 2024 → Q4 2024: 757,915 shares bought and 44,230 shares sold, net +713,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Wealth Enhancement Advisory Services, LLC | 0.38% | Reduce -0.5% | 4,725,670 | $198.5M |
| LPL Financial LLC | 0.01% | Add +55.2% | 319,403 | $13.4M |
| Tidemark, LLC | 4.64% | Add +8.3% | 288,208 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +389.0% | 262,316 | $11.0M |
| Private Advisor Group, LLC | 0.05% | Add +8.9% | 218,104 | $9.2M |
| Channel Wealth LLC | 1.96% | New | 143,048 | $6.0M |
| Raymond James Financial Inc. | 0.00% | — | 140,834 | $5.9M |
| Arq Wealth Advisors, LLC | 2.23% | Add +16.2% | 139,575 | $5.9M |
| Equitable Holdings, Inc. | 0.05% | Add +69.3% | 119,208 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +4.3% | 75,147 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 44,227 | $1.9M |
| Able Wealth Management LLC | 1.13% | Add +27.1% | 40,874 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +155.4% | 34,880 | $1.5M |
| &partners | 0.02% | Add +53.6% | 30,931 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +65.2% | 29,981 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +182.9% | 28,335 | $1.2M |
| Arete Wealth Advisors, LLC | 0.08% | Add +1.4% | 27,991 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | New | 21,176 | $889K |
| WCG Wealth Advisors LLC | 0.05% | New | 19,791 | $831K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -5.2% | 18,690 | $785K |
| Muirfield Wealth Advisors LLC | 0.62% | Add +1.1% | 17,877 | $751K |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 17,779 | $747K |
| Visionary Wealth Advisors | 0.04% | Add +33.6% | 17,705 | $744K |
| Janney Montgomery Scott LLC | 0.00% | Add +165.8% | 15,497 | $651K |
| Sollinda Capital Management LLC | 0.17% | Reduce -3.2% | 14,986 | $629K |
| Thrivent Financial for Lutherans | 0.00% | Add +12.5% | 13,228 | $556K |
| DHK Financial Advisors, Inc. | 0.26% | No change | 10,000 | $421K |
| SteelPeak Wealth, LLC | 0.01% | No change | 7,990 | $337K |
| Creative Planning | 0.00% | Add +5.2% | 6,895 | $290K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.3% | 6,162 | $259K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.7% | 5,344 | $224K |
| Geneos Wealth Management Inc. | 0.01% | Add +68.5% | 5,306 | $223K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -55.7% | 4,938 | $207K |
| Atlas Financial Advisors, Inc. | 0.32% | New | 4,836 | $203K |
| Raleigh Capital Management Inc. | 0.07% | Add +0.7% | 4,586 | $193K |
| Nova Wealth Management, Inc. | 0.17% | — | 4,553 | $191K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,071 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 778 | $33K |
| Synergy Investment Management, LLC | 0.01% | — | 516 | $22K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 300 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 8 | $335 |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $294 |
| Morgan Stanley | 0.00% | No change | 1 | $62 |
"% of holder's portfolio" is AUSF's weight in each manager's 13F, not the share of Global X Adaptive US Factor the manager owns.