Skip to content
Disclosery

AUSF GLOBAL X FDS

Follow

ADAPTIVE US (fund)

49 managers (49 13F filers) reported a position in AUSF shares at 2025-03-31, 9,158,335 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
49
New
12
Added
26
Reduced
4
Sold out
6
Shares held by filers
9,158,335

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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,679,485$204M0.39%-46,18513F-HRTimeline
WADDELL & ASSOCIATES, LLC1,423,088$62.1M7.54%new13F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC623,248$27.2M0.04%+360,93213F-HRTimeline
LPL Financial LLC421,757$18.4M0.01%+102,35413F-HRTimeline
Tidemark, LLC306,750$13.4M4.91%+18,54213F-HRTimeline
Private Advisor Group, LLC279,356$12.2M0.07%+61,25213F-HRTimeline
Seros Financial, LLC200,629$8.76M6.55%new13F-HRTimeline
CHANNEL WEALTH LLC174,205$7.6M2.36%+31,15713F-HRTimeline
ARQ WEALTH ADVISORS, LLC151,150$6.6M2.45%+11,57513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,068$6.59M<0.01%+10,23413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.139,176$6.08M0.06%+19,96813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…77,503$3.38M0.08%+2,35613F-HRTimelineGroup
Able Wealth Management LLC57,489$2.51M1.49%+16,61513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,122$2.14M<0.01%+19,14113F-HRTimelineGroup
&PARTNERS42,926$1.86M0.02%+11,99513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,849$1.83M<0.01%+6,96913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,546$1.77M<0.01%+12,21113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.36,494$1.59M0.01%+30,33213F-HRTimeline
Arete Wealth Advisors, LLC29,986$1.31M0.1%+1,99513F-HRTimeline
Visionary Wealth Advisors28,329$1.24M0.07%+10,62413F-HRTimeline
Cetera Investment Advisers22,757$993K<0.01%+4,97813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,238$927K0.03%+6213F-HRTimelineGroup
Janney Montgomery Scott LLC18,290$798K<0.01%+2,79313F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC18,107$790K0.67%+23013F-HRTimeline
Clarity Capital Partners LLC16,606$725K0.29%new13F-HRTimeline
Sollinda Capital Management LLC13,986$610K0.17%-1,00013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,000$524K<0.01%new13F-HRTimelineGroup
DHK Financial Advisors, Inc.10,000$436K0.24%013F-HRTimeline
SteelPeak Wealth, LLC9,529$416K0.02%+1,53913F-HRTimeline
Savvy Advisors, Inc.9,178$401K0.04%new13F-HRTimeline
COMERICA BANK7,849$343K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning7,240$316K<0.01%+34513F-HRTimelineGroup
Brand Asset Management Group, Inc.6,290$275K0.11%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,156$269K<0.01%+1,21813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,953$260K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,160$225K<0.01%-18413F-HRTimelineGroup
Nova Wealth Management, Inc.4,335$189K0.16%-21813F-HR/ATimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,652$159K0.02%new13F-HRTimelineGroup
Larson Financial Group LLC2,057$89.8K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC1,145$50K0.02%+62913F-HRTimeline
Laurel Wealth Advisors LLC1,071$46.8K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…778$34K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC417$18.2K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…300$13.1K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC69$3K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC8$345<0.01%013F-HRTimeline
Parkside Financial Bank & Trust7$306<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$31<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.