Institutional Ownership Global X Fds Adaptive U S Fact (AUSF)
This table provides information about the institutional ownership of Global X Fds Adaptive U S Fact (AUSF). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 8.86 Million shares, which have been reported (via 13F filing form) to have a value of $376 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,679,485
shares
|
$199 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Waddell & Associates, LLC
|
May 07, 2025 Q1 2025 |
1,423,088
shares
|
$60.5 Million
8.33% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
421,757
shares
|
$17.9 Million
0.01% of portfolio
|
Q1 2025
Added 32.05%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
288,208
shares
|
$12.2 Million
4.79% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
279,356
shares
|
$11.9 Million
0.08% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
262,316
shares
|
$11.1 Million
0.02% of portfolio
|
Q4 2024
Added 388.98%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
200,629
shares
|
$8.52 Million
6.55% of portfolio
|
Q1 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
174,205
shares
|
$7.4 Million
2.36% of portfolio
|
Q1 2025
Added 21.78%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
151,150
shares
|
$6.42 Million
2.51% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
140,834
shares
|
$5.98 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
119,208
shares
|
$5.06 Million
0.05% of portfolio
|
Q4 2024
Added 69.34%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
77,503
shares
|
$3.29 Million
0.08% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
57,489
shares
|
$2.44 Million
1.48% of portfolio
|
Q1 2025
Added 40.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
49,122
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 63.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
44,227
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
38,839
shares
|
$1.65 Million
0.84% of portfolio
|
Q1 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
36,494
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 492.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,880
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Added 155.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
30,931
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Added 53.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
28,335
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 182.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
27,991
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
22,757
shares
|
$966,717
0.0% of portfolio
|
Q1 2025
Added 28.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
21,176
shares
|
$899,556
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,335
shares
|
$863,830
0.0% of portfolio
|
Q3 2024
Added 308.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
19,791
shares
|
$840,721
0.06% of portfolio
|
Q4 2024
New holding
|