Global X Adaptive US FactorAUSFETF
13F holders, Q1 2025 (March 31)48holders +5
12new positions
6sold out
$43.65avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding Global X Adaptive US Factor (AUSF) in their 13F filings, up 5 from Q4 2024. 12 opened new positions and 6 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($204.3M), Waddell & Associates, LLC ($62.1M) and Commonwealth Equity Services, LLC ($27.2M).
- Company
- Global X Adaptive US Factor
- CUSIP
- 37954Y574
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $73.7M |
| Exits | 6 | $3.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,427,835 shares bought and 134,726 shares sold, net +2,293,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Wealth Enhancement Advisory Services, LLC | 0.39% | Reduce -1.0% | 4,679,485 | $204.3M |
| Waddell & Associates, LLC | 7.54% | New | 1,423,088 | $62.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +137.6% | 623,248 | $27.2M |
| LPL Financial LLC | 0.01% | Add +32.0% | 421,757 | $18.4M |
| Tidemark, LLC | 4.91% | Add +6.4% | 306,750 | $13.4M |
| Private Advisor Group, LLC | 0.07% | Add +28.1% | 279,356 | $12.2M |
| Seros Financial, LLC | 6.54% | New | 200,629 | $8.8M |
| Channel Wealth LLC | 2.36% | Add +21.8% | 174,205 | $7.6M |
| Arq Wealth Advisors, LLC | 2.45% | Add +8.3% | 151,150 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Add +7.3% | 151,068 | $6.6M |
| Equitable Holdings, Inc. | 0.06% | Add +16.8% | 139,176 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +3.1% | 77,503 | $3.4M |
| Able Wealth Management LLC | 1.49% | Add +40.6% | 57,489 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +63.8% | 49,122 | $2.1M |
| &partners | 0.02% | Add +38.8% | 42,926 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +20.0% | 41,849 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.1% | 40,546 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +492.2% | 36,494 | $1.6M |
| Arete Wealth Advisors, LLC | 0.10% | Add +7.1% | 29,986 | $1.3M |
| Visionary Wealth Advisors | 0.07% | Add +60.0% | 28,329 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +28.0% | 22,757 | $993K |
| CreativeOne Wealth, LLC | 0.03% | Add +0.3% | 21,238 | $927K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.0% | 18,290 | $798K |
| Muirfield Wealth Advisors LLC | 0.67% | Add +1.3% | 18,107 | $790K |
| Clarity Capital Partners LLC | 0.29% | New | 16,606 | $725K |
| Sollinda Capital Management LLC | 0.17% | Reduce -6.7% | 13,986 | $610K |
| Two Sigma Investments, LP | 0.00% | New | 12,000 | $524K |
| DHK Financial Advisors, Inc. | 0.24% | No change | 10,000 | $437K |
| SteelPeak Wealth, LLC | 0.02% | Add +19.3% | 9,529 | $416K |
| Savvy Advisors, Inc. | 0.04% | New | 9,178 | $401K |
| Comerica Bank | 0.00% | New | 7,849 | $343K |
| Creative Planning | 0.00% | Add +5.0% | 7,240 | $316K |
| Brand Asset Management Group, Inc. | 0.11% | New | 6,290 | $275K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +24.7% | 6,156 | $269K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 5,953 | $260K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.4% | 5,160 | $225K |
| Nova Wealth Management, Inc. | 0.16% | Reduce -4.8% | 4,335 | $189K |
| Advisors Preferred, LLC | 0.02% | New | 3,652 | $159K |
| Larson Financial Group LLC | 0.00% | New | 2,057 | $90K |
| Synergy Investment Management, LLC | 0.02% | Add +121.9% | 1,145 | $50K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,071 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 778 | $34K |
| FMR LLC | 0.00% | New | 417 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 300 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 69 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 8 | $345 |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $306 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $31 |
"% 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.