Skip to content

ALTY GLOBAL X FDS

Follow

ALTERNATIVE INCM (fund)

22 managers (22 13F filers) reported a position in ALTY shares at 2025-09-30, 705,208 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
7
Reduced
8
Sold out
2
Shares held by filers
705,208

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 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC392,902$4.66M<0.01%-82,85913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC61,341$728K0.04%+44,89913F-HRTimeline
Kingsview Wealth Management, LLC30,917$367K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,837$366K<0.01%+6,70613F-HR/ATimelineGroup
Triumph Capital Management29,730$353K0.1%+29613F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,480$326K<0.01%+9,97313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV26,675$317K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,438$302K<0.01%-19,26513F-HRTimelineGroup
Kovack Advisors, Inc.15,588$185K0.02%-69413F-HRTimeline
Cetera Investment Advisers12,349$147K<0.01%-5,43413F-HRTimeline
Cambridge Investment Research Advisors,…12,320$146K<0.01%+86413F-HRTimeline
Rehmann Capital Advisory Group10,030$119K0.01%013F-HRTimeline
SBI Securities Co., Ltd.6,954$82.5K<0.01%-92513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,550$77.1K<0.01%+3,85013F-HRTimelineGroup
Founders Financial Alliance, LLC6,063$72K0.01%-38413F-HRTimeline
Advisory Services Network, LLC5,143$61K<0.01%new13F-HRTimeline
Luminist Capital LLC4,095$48.9K0.04%-23713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY631$7.5K<0.01%013F-HR/ATimelineGroup
Blue Trust, Inc.110$1.31K<0.01%new13F-HRTimeline
Allworth Financial LP30$357<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
SIMPLEX TRADING, LLC25$00%new13F-HRTimelineValue filed as zero, left out of ratios.