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 69 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $482 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
|
Jul 10, 2025 Q2 2025 |
4,563,502
shares
|
$203 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,457,195
shares
|
$64.9 Million
7.02% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
728,610
shares
|
$32.4 Million
0.01% of portfolio
|
Q2 2025
Added 72.76%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
695,852
shares
|
$31 Million
0.04% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
326,933
shares
|
$14.6 Million
5.04% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
326,204
shares
|
$14.5 Million
0.01% of portfolio
|
Q2 2025
Added 115.93%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
306,772
shares
|
$13.7 Million
0.08% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
210,172
shares
|
$9.36 Million
5.95% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
179,288
shares
|
$7.98 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
179,285
shares
|
$7.98 Million
2.27% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
174,885
shares
|
$7.79 Million
0.01% of portfolio
|
Q2 2025
Added 331.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
156,018
shares
|
$6.95 Million
0.01% of portfolio
|
Q2 2025
Added 585.58%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
151,150
shares
|
$6.73 Million
2.51% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
139,176
shares
|
$6.2 Million
0.06% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
127,245
shares
|
$5.67 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
109,786
shares
|
$4.89 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
99,035
shares
|
$4.41 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
92,703
shares
|
$4.13 Million
0.0% of portfolio
|
Q2 2025
Added 88.72%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
86,623
shares
|
$3.86 Million
1.95% of portfolio
|
Q2 2025
Added 50.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
73,109
shares
|
$3.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
66,388
shares
|
$2.96 Million
0.02% of portfolio
|
Q2 2025
Added 81.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
56,478
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
55,118
shares
|
$2.45 Million
0.02% of portfolio
|
Q2 2025
Added 28.4%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
47,874
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2025
Added 4370.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
47,607
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
New holding
|