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ALTY GLOBAL X FDS

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ALTERNATIVE INCM (fund)

18 managers (18 13F filers) reported a position in ALTY shares at 2024-09-30, 631,411 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
18
13F filers
18
New
2
Added
4
Reduced
6
Sold out
2
Shares held by filers
631,411

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, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, 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 LLC377,724$4.55M<0.01%-24,57713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC57,433$692K0.05%new13F-HRTimeline
Triumph Capital Management29,032$350K0.12%-19,01613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,655$333K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV26,675$322K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,525$320K<0.01%-7,79913F-HRTimelineGroup
Kovack Advisors, Inc.19,152$231K0.02%-4,32813F-HRTimeline
Cambridge Investment Research Advisors,…14,900$180K<0.01%013F-HRTimeline
PFG Advisors11,498$139K0.01%+2313F-HRTimeline
Cetera Investment Advisers11,312$136K<0.01%+1313F-HRTimeline
Rehmann Capital Advisory Group10,030$121K0.01%013F-HRTimeline
Founders Financial Alliance, LLC7,100$85.6K0.02%-1,52513F-HRTimeline
UBS Group AGin group UBS Group AG6,392$77K<0.01%+5,33913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,258$63.4K<0.01%+1,85313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY631$7.61K<0.01%-113F-HR/ATimelineGroup
Capital Investment Advisory Services, L…93$1.12K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$12<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.