ALTY Institutional Ownership
Global X Alternative Income ETF
1W: -1.0%
1M: -3.4%
3M: -4.5%
YTD: -1.2%
1Y: +0.6%
3Y: +31.6%
5Y: +20.1%
$11.78
+0.03 (+0.24%)
Weekly Expected Move ±0.9%
$12
$12
$12
$12
$12
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — ALTY
27
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
1
New Positions
13
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 412,253 | $5M | +380 | +0.1% | 35Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 60,813 | $716K | +8,940 | +17.2% | 10Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 58,709 | $692K | +10,713 | +22.3% | 15Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 52,131 | $614K | +12,306 | +30.9% | 2Q | SEC ↗ |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | 50,561 | $596K | -28,677 | -36.2% | 5Q | SEC ↗ |
| 6 | Triumph Capital Management | 29,308 | $345K | +80 | +0.3% | 21Q | SEC ↗ |
| 7 | Private Advisor Group, LLC | 28,374 | $334K | +12,774 | +81.9% | 3Q | SEC ↗ |
| 8 | GTS SECURITIES LLC | 27,790 | $327K | +3,479 | +14.3% | 2Q | SEC ↗ |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 26,675 | $314K | — | +0.0% | 13Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 25,030 | $295K | — | +0.0% | 3Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 24,148 | $284K | +5,660 | +30.6% | 8Q | SEC ↗ |
| 12 | TRUIST FINANCIAL CORP | 24,094 | $284K | +858 | +3.7% | 6Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 22,970 | $271K | -463 | -2.0% | 10Q | SEC ↗ |
| 14 | Kingsview Wealth Management, LLC | 20,513 | $242K | +133 | +0.7% | 4Q | SEC ↗ |
| 15 | Kovack Advisors, Inc. | 12,988 | $153K | — | +0.0% | 9Q | SEC ↗ |
| 16 | SBI Securities Co., Ltd. | 11,849 | $140K | +2,506 | +26.8% | 7Q | SEC ↗ |
| 17 | Rehmann Capital Advisory Group | 10,030 | $118K | — | +0.0% | 2Q | SEC ↗ |
| 18 | Founders Financial Alliance, LLC | 6,285 | $74K | +41 | +0.7% | 24Q | SEC ↗ |
| 19 | MORGAN STANLEY | 4,586 | $54K | -1 | -0.0% | 12Q | SEC ↗ |
| 20 | HARBOUR INVESTMENTS, INC. | 3,793 | $45K | — | +0.0% | 3Q | SEC ↗ |
| 21 | Luminist Capital LLC | 2,813 | $33K | -314 | -10.0% | 7Q | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 906 | $11K | +576 | +174.5% | 3Q | SEC ↗ |
| 23 | Realta Investment Advisors NEW | 563 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 24 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 14Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -12,867 | -100.0% | 1Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 0 | $0K | -6,091 | -100.0% | 1Q | SEC ↗ |
| 27 | Allworth Financial LP | 0 | $0K | -31 | -100.0% | 6Q | SEC ↗ |
| 28 | Blue Trust, Inc. | 0 | $0K | -110 | -100.0% | 2Q | SEC ↗ |
| 29 | Advisory Services Network, LLC | 0 | $0K | -5,100 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Realta Investment Advisors | 563 | $7K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,867 | $152K |
| Kestra Advisory Services, LLC | 6,091 | $72K |
| Advisory Services Network, LLC | 5,100 | $60K |
| Blue Trust, Inc. | 110 | $1K |
| Allworth Financial LP | 31 | $0K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | +12,774 | +81.9% | 28,374 |
| Cetera Investment Advisers | +12,306 | +30.9% | 52,131 |
| BANK OF AMERICA CORP /DE | +10,713 | +22.3% | 58,709 |
| ENVESTNET ASSET MANAGEMENT INC | +8,940 | +17.2% | 60,813 |
| OSAIC HOLDINGS, INC. | +5,660 | +30.6% | 24,148 |
| GTS SECURITIES LLC | +3,479 | +14.3% | 27,790 |
| SBI Securities Co., Ltd. | +2,506 | +26.8% | 11,849 |
| TRUIST FINANCIAL CORP | +858 | +3.7% | 24,094 |
| TD Waterhouse Canada Inc. | +576 | +174.5% | 906 |
| LPL Financial LLC | +380 | +0.1% | 412,253 |
| Kingsview Wealth Management, LLC | +133 | +0.7% | 20,513 |
| Triumph Capital Management | +80 | +0.3% | 29,308 |
| Founders Financial Alliance, LLC | +41 | +0.7% | 6,285 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | -28,677 | -36.2% | 50,561 |
| Cambridge Investment Research Advis | -463 | -2.0% | 22,970 |
| Luminist Capital LLC | -314 | -10.0% | 2,813 |
| MORGAN STANLEY | -1 | -0.0% | 4,586 |