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ALTY GLOBAL X FDS

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ALTERNATIVE INCM (fund)

23 managers (23 13F filers) reported a position in ALTY shares at 2025-12-31, 747,700 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
23
New
5
Added
8
Reduced
7
Sold out
4
Shares held by filers
747,700

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC414,192$4.94M<0.01%+21,29013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC52,594$627K0.03%-8,74713F-HRTimeline
Kingsview Wealth Management, LLC42,159$503K0.01%+11,24213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,124$503K<0.01%+11,28713F-HRTimelineGroup
Triumph Capital Management29,228$349K0.08%-50213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,675$318K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,347$290K<0.01%-3,13313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,597$270K<0.01%-2,84113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,500$234K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…13,612$162K<0.01%+1,29213F-HRTimeline
Kovack Advisors, Inc.12,988$155K0.01%-2,60013F-HR/ATimeline
Private Advisor Group, LLC10,539$126K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,050$120K<0.01%+3,50013F-HRTimelineGroup
SBI Securities Co., Ltd.6,715$80.1K<0.01%-23913F-HRTimeline
Founders Financial Alliance, LLC6,197$73.9K0.01%+13413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,091$72.7K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,793$45.2K<0.01%new13F-HRTimeline
Luminist Capital LLC3,227$38.5K0.05%-86813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY631$7.53K<0.01%013F-HR/ATimelineGroup
TD Waterhouse Canada Inc.299$3.56K<0.01%new13F-HRTimeline
Blue Trust, Inc.110$1.31K<0.01%013F-HRTimeline
Allworth Financial LP31$365<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$9<0.01%+113F-HRTimelineGroup