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Disclosery

AUSF GLOBAL X FDS

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ADAPTIVE US (fund)

78 managers (78 13F filers) reported a position in AUSF shares at 2025-09-30, 12,816,004 shares in all. 20 filers opened a position and 3 filers sold out during the quarter.

Managers
78
13F filers
78
New
20
Added
30
Reduced
18
Sold out
3
Shares held by filers
12,816,004

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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,632,551$214M0.32%+69,04913F-HRTimeline
WADDELL & ASSOCIATES, LLC1,540,624$71.7M6.1%+83,42913F-HRTimeline
LPL Financial LLC950,479$44.2M0.01%+221,86913F-HRTimeline
Bogart Wealth, LLC928,461$43.2M1.75%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC672,108$31.3M0.04%-23,74413F-HRTimeline
Tidemark, LLC416,400$19.4M5.64%+89,46713F-HRTimeline
Private Advisor Group, LLC315,631$14.7M0.07%+8,85913F-HRTimeline
Meridian Wealth Management, LLC278,581$13M0.5%+168,79513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC235,197$10.9M<0.01%-91,00713F-HRTimelineGroup
Cetera Investment Advisers231,828$10.8M0.01%+75,81013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…231,071$10.7M0.01%+56,18613F-HRTimelineGroup
Seros Financial, LLC220,411$10.3M6.2%+10,23913F-HR/ATimeline
ARQ WEALTH ADVISORS, LLC192,579$8.96M2.65%+41,42913F-HRTimeline
SIERRA OCEAN, LLC168,095$7.82M6.57%+158,80713F-HRTimeline
CHANNEL WEALTH LLC166,367$7.74M2.07%-12,91813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.150,418$7M0.05%+1,47813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA142,471$6.63M<0.01%+15,22613F-HRTimelineGroup
Able Wealth Management LLC128,806$5.99M2.25%+42,18313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding125,791$5.85M-6,969Timeline
Tactive Advisors, LLC97,592$4.54M1.28%+56,44713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC93,351$4.34M0.38%-5,68413F-HRTimeline
Synergy Investment Management, LLC86,673$4.03M1.54%new13F-HRTimeline
MML INVESTORS SERVICES, LLC77,077$3.58M0.01%+20,59913F-HRTimeline
&PARTNERS55,860$2.6M0.02%+74213F-HRTimeline
Cambridge Investment Research Advisors,…55,346$2.57M0.01%+33,98113F-HRTimeline
Kingsview Wealth Management, LLC49,946$2.32M0.04%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …44,610$2.07M0.25%new13F-HR/ATimelineGroup
Janney Montgomery Scott LLC41,225$1.92M<0.01%+19,46113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,536$1.79M0.03%-34,57313F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…38,452$1.79M1.52%new13F-HRTimeline
Arete Wealth Advisors, LLC29,399$1.37M0.09%-88413F-HRTimeline
HARBOUR INVESTMENTS, INC.29,261$1.36M0.03%+50813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP29,000$1.35M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,288$1.27M<0.01%+13,83313F-HRTimelineGroup
WCG Wealth Advisors LLC23,969$1.11M0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,378$944K<0.01%+6,17113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,671$868K0.02%-5513F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC17,389$809K0.6%+23713F-HRTimeline
Western Wealth Management, LLC17,146$797K0.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,368$761K<0.01%-3,94413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,149$705K0.04%+5,12013F-HRTimeline
Sollinda Capital Management LLC13,986$650K0.18%013F-HRTimeline
Nova Wealth Management, Inc.12,372$575K0.41%+4,74713F-HRTimeline
Koshinski Asset Management, Inc.11,327$527K0.04%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,725$499K<0.01%-36,88213F-HRTimelineGroup
WEDBUSH SECURITIES INC9,989$465K0.02%new13F-HRTimeline
COMERICA BANK9,581$446K<0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,209$428K0.02%-1,90513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,890$413K0.05%new13F-HRTimelineGroup
Savvy Advisors, Inc.8,137$378K0.02%-1,09113F-HRTimeline
Brand Asset Management Group, Inc.7,916$368K0.1%-75813F-HRTimeline
Creative Planningin group Creative Planning7,749$360K<0.01%+28813F-HRTimelineGroup
Visionary Wealth Advisors7,132$332K0.02%-27,24213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,736$313K<0.01%013F-HRTimelineGroup
SteelPeak Wealth, LLC6,435$299K0.01%-3,09413F-HRTimeline
Signal Advisors Wealth, LLC6,413$298K0.03%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,070$282K0.05%-6,63413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,285$246K0.01%013F-HRTimelineGroup
Advisory Services Network, LLC4,155$193K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,132$146K<0.01%+1,57313F-HR/ATimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC2,595$120K0.02%new13F-HRTimelineGroup
Scarborough Advisors, LLC1,100$51.2K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC983$45.7K<0.01%+54413F-HRTimeline
FMR LLCin group FMR LLC778$36.2K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…750$34.9K<0.01%-1,95413F-HRTimelineGroup
Larson Financial Group LLC748$34.8K<0.01%-13713F-HRTimeline
Root Financial Partners, LLC699$32.5K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…688$32K<0.01%-4413F-HRTimeline
Grey Fox Wealth Advisors, LLC604$28.1K0.01%new13F-HRTimeline
Caldwell Trust Co500$23.3K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN271$12.6K<0.01%+27113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO173$8.05K<0.01%new13F-HR/ATimelineGroup
LANARK FINANCIAL, INC.135$6.28K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…101$4.68K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC69$3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC8$370<0.01%013F-HRTimeline
Parkside Financial Bank & Trust7$326<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$47<0.01%013F-HR/ATimelineGroup