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ALTY GLOBAL X FDS

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ALTERNATIVE INCM (fund)

26 managers (26 13F filers) reported a position in ALTY shares at 2026-03-31, 905,627 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
26
13F filers
26
New
5
Added
11
Reduced
4
Sold out
2
Shares held by filers
905,627

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC411,873$4.95M<0.01%-2,31913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC79,238$952K0.05%+26,64413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,873$623K<0.01%+29,27613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,996$577K<0.01%+5,87213F-HRTimelineGroup
Cetera Investment Advisers39,825$479K<0.01%new13F-HRTimeline
Triumph Capital Management29,228$351K0.07%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,675$321K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,030$303K<0.01%+5,53013F-HRTimeline
GTS SECURITIES LLC24,311$292K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…23,433$282K<0.01%+9,82113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,236$279K<0.01%-1,11113F-HRTimelineGroup
Kingsview Wealth Management, LLC20,380$245K<0.01%-21,77913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,488$222K<0.01%+8,43813F-HRTimelineGroup
Private Advisor Group, LLC15,600$187K<0.01%+5,06113F-HRTimeline
Kovack Advisors, Inc.12,988$156K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,867$155K<0.01%new13F-HRTimelineGroup
Rehmann Capital Advisory Group10,030$121K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.9,343$112K<0.01%+2,62813F-HRTimeline
Founders Financial Alliance, LLC6,244$75K0.01%+4713F-HRTimeline
Advisory Services Network, LLC5,100$61.3K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,587$55.1K<0.01%+3,95613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,793$45.6K<0.01%013F-HRTimeline
Luminist Capital LLC3,127$37.6K0.05%-10013F-HRTimeline
TD Waterhouse Canada Inc.330$3.97K<0.01%+3113F-HRTimeline
Allworth Financial LP31$375<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$7<0.01%013F-HR/ATimelineGroup