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ALTY GLOBAL X FDS

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ALTERNATIVE INCM (fund)

24 managers (24 13F filers) reported a position in ALTY shares at 2026-06-30, 917,183 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
24
13F filers
24
New
1
Added
13
Reduced
4
Sold out
3
Shares held by filers
917,183

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC412,253$5.12M<0.01%+38013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC60,813$755K<0.01%+8,94013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,709$729K<0.01%+10,71313F-HRTimelineGroup
Cetera Investment Advisers52,131$648K<0.01%+12,30613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC50,561$628K0.03%-28,67713F-HRTimeline
Triumph Capital Management29,308$364K0.07%+8013F-HRTimeline
Private Advisor Group, LLC28,374$352K<0.01%+12,77413F-HRTimeline
GTS SECURITIES LLC27,790$345K0.01%+3,47913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,675$331K<0.01%013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,030$310K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,148$300K<0.01%+5,66013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,094$299K<0.01%+85813F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,970$285K<0.01%-46313F-HR/ATimeline
Kingsview Wealth Management, LLC20,513$255K<0.01%+13313F-HRTimeline
Kovack Advisors, Inc.12,988$161K0.01%013F-HRTimeline
SBI Securities Co., Ltd.11,849$147K<0.01%+2,50613F-HRTimeline
Rehmann Capital Advisory Group10,030$125K0.01%013F-HRTimeline
Founders Financial Alliance, LLC6,285$78.1K0.01%+4113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,586$57K<0.01%-113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,793$47.1K<0.01%013F-HRTimeline
Luminist Capital LLC2,813$34.9K0.04%-31413F-HRTimeline
TD Waterhouse Canada Inc.906$11.2K<0.01%+57613F-HRTimeline
Realta Investment Advisors563$6.99K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$14<0.01%013F-HRTimelineGroup