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 94 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 30, 2026 Q4 2025 |
771
shares
|
$34,918
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
750
shares
|
$33,967
0.0% of portfolio
|
Q3 2025
Reduced 72.26%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
748
shares
|
$33,876
0.0% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
699
shares
|
$31,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
688
shares
|
$31,159
0.0% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
604
shares
|
$27,355
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Jan 30, 2026 Q4 2025 |
500
shares
|
$22,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
271
shares
|
$12,273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
173
shares
|
$7,835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 28, 2026 Q4 2025 |
135
shares
|
$6,114
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
101
shares
|
$4,574
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
69
shares
|
$3,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
50
shares
|
$2,264
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
27
shares
|
$1,222
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
25
shares
|
$1,132
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8
shares
|
$362
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
7
shares
|
$317
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|