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ALTY GLOBAL X FDS

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ALTERNATIVE INCM (fund)

19 managers (19 13F filers) reported a position in ALTY shares at 2025-03-31, 637,938 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
19
13F filers
19
New
1
Added
7
Reduced
2
Sold out
2
Shares held by filers
637,938

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC403,493$4.72M<0.01%+42,15213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,674$511K<0.01%+16,14913F-HRTimelineGroup
Triumph Capital Management29,624$347K0.12%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,675$312K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,044$246K<0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.17,290$202K0.02%-1,39413F-HRTimeline
Cetera Investment Advisers16,589$194K<0.01%+5,27713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,674$184K<0.01%+7,22813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,255$179K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,600$136K<0.01%013F-HRTimeline
Rehmann Capital Advisory Group10,030$117K0.01%013F-HRTimeline
SBI Securities Co., Ltd.7,244$84.8K<0.01%+1,16013F-HRTimeline
Founders Financial Alliance, LLC6,961$81.5K0.02%+3913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,700$78.5K<0.01%013F-HRTimelineGroup
Luminist Capital LLC4,648$54.6K0.06%-11313F-HRTimeline
AMERIFLEX GROUP, INC.777$9.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY631$7.39K<0.01%013F-HRTimelineGroup
Allworth Financial LP29$332<0.01%+1413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.