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Disclosery

AUSF GLOBAL X FDS

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ADAPTIVE US (fund)

88 managers (88 13F filers) reported a position in AUSF shares at 2025-12-31, 13,585,734 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
88
13F filers
88
New
15
Added
38
Reduced
19
Sold out
8
Shares held by filers
13,585,734

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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,679,763$222M0.3%+47,21213F-HRTimeline
WADDELL & ASSOCIATES, LLC1,593,001$73.9M4.99%+52,37713F-HRTimeline
LPL Financial LLC1,252,765$58.1M0.02%+302,28613F-HRTimeline
Bogart Wealth, LLC957,324$44.4M1.78%+28,86313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC620,532$28.8M0.04%-51,57613F-HRTimeline
Tidemark, LLC452,177$21M5.96%+35,77713F-HRTimeline
Private Advisor Group, LLC428,231$19.9M0.09%+112,60013F-HRTimeline
Meridian Wealth Management, LLC289,957$13.4M0.47%+11,37613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC251,934$11.7M<0.01%+16,73713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…250,377$11.6M0.01%+19,30613F-HR/ATimelineGroup
Cetera Investment Advisers249,460$11.6M0.01%+17,63213F-HRTimeline
ARQ WEALTH ADVISORS, LLC228,257$10.6M2.86%+35,67813F-HRTimeline
SIERRA OCEAN, LLC174,116$8.07M6.68%+6,02113F-HRTimeline
CHANNEL WEALTH LLC171,868$7.97M2.02%+5,50113F-HRTimeline
Able Wealth Management LLC149,578$6.94M2.19%+20,77213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,939$6.26M<0.01%-7,53213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.129,266$5.99M0.04%-21,15213F-HRTimelineGroup
Cambridge Investment Research Advisors,…120,845$5.6M0.01%+65,49913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,343$4.93M<0.01%-19,44813F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC101,388$4.7M0.38%+8,03713F-HRTimeline
Tactive Advisors, LLC101,090$4.69M1.37%+3,49813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC89,951$4.17M0.1%+71,28013F-HRTimelineGroup
Synergy Investment Management, LLC88,141$4.09M1.45%+1,46813F-HRTimeline
Bravera Wealth85,668$3.97M1.99%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP77,000$3.57M0.01%+48,00013F-HRTimelineGroup
&PARTNERS66,638$3.1M0.02%+10,77813F-HRTimeline
MML INVESTORS SERVICES, LLC66,621$3.09M0.01%-10,45613F-HRTimeline
Kingsview Wealth Management, LLC53,600$2.49M0.04%+3,65413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…53,039$2.46M0.03%+14,50313F-HRTimelineGroup
Janney Montgomery Scott LLC41,837$1.94M<0.01%+61213F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…41,470$1.92M1.36%+3,01813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,345$1.87M0.1%+25,19613F-HRTimeline
Lifetime Wealth Management P.C.38,550$1.79M1.12%13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.31,531$1.46M0.03%+2,27013F-HRTimeline
WCG Wealth Advisors LLC30,481$1.41M0.04%+6,51213F-HRTimeline
Koshinski Asset Management, Inc.28,976$1.34M0.09%+17,64913F-HRTimeline
Advisor Resource Council25,839$1.26M0.45%new13F-HRTimeline
Western Wealth Management, LLC23,726$1.1M0.05%+6,58013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,487$904K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,436$902K<0.01%-94213F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC16,203$751K0.55%-1,18613F-HRTimeline
Seros Financial, LLC15,642$725K0.43%-204,76913F-HRTimeline
Nova Wealth Management, Inc.13,767$638K0.44%+1,39513F-HRTimeline
Sollinda Capital Management LLC13,486$625K0.16%-50013F-HRTimeline
Oxford Wealth Group, LLC10,554$489K0.24%13F-HRTimeline
GeoWealth Management, LLC9,915$460K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC9,626$446K0.01%-36313F-HRTimeline
COMERICA BANK9,581$444K<0.01%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group9,580$444K0.05%+69013F-HRTimelineGroup
Signal Advisors Wealth, LLC8,734$405K0.03%+2,32113F-HRTimeline
Creative Planningin group Creative Planning8,013$372K<0.01%+26413F-HRTimelineGroup
Savvy Advisors, Inc.7,715$358K0.01%-42213F-HRTimeline
Investment Partners Asset Management, I…6,974$323K0.2%new13F-HRTimeline
Brand Asset Management Group, Inc.6,851$318K0.09%-1,06513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,736$312K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,662$309K<0.01%-20,62613F-HRTimelineGroup
SteelPeak Wealth, LLC6,435$299K0.01%013F-HRTimeline
MONECO ADVISORS, LLC5,739$266K0.02%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,285$245K<0.01%013F-HRTimelineGroup
HighPoint Advisor Group LLC5,096$236K0.01%new13F-HRTimeline
WILLNER & HELLER, LLC4,831$224K0.16%new13F-HRTimeline
Visionary Wealth Advisors4,734$220K0.01%-2,39813F-HRTimeline
Advisory Services Network, LLC4,659$216K<0.01%+50413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,639$216K0.01%-4,57013F-HRTimeline
Perigon Wealth Management, LLC4,577$212K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,132$145K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,500$69.5K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,441$66.8K<0.01%+66313F-HRTimelineGroup
Scarborough Advisors, LLC1,100$51K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,046$48.5K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC993$46K<0.01%+1013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC955$44.6K0.01%-1,64013F-HRTimelineGroup
Laurel Wealth Advisors LLC771$35.8K<0.01%new13F-HRTimeline
Root Financial Partners, LLC699$32.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…645$29.9K<0.01%-4313F-HRTimeline
Larson Financial Group LLC590$27.4K<0.01%-15813F-HRTimeline
Caldwell Trust Co500$23.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY319$14.8K<0.01%+31813F-HR/ATimelineGroup
LANARK FINANCIAL, INC.135$6.26K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…101$4.7K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC69$3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC50$2K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39$1.81K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA27$1.25K<0.01%new13F-HRTimeline
Investors Research Corp25$1.18K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC8$373<0.01%013F-HRTimeline
Parkside Financial Bank & Trust7$325<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%-27013F-HRTimelineGroup