Who owns ALTY?
Global X Alternative Income ETF · Global X
24 institutions reported holding ALTY, worth $11.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ALTY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $5.1M | 412,253 | +380 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $755K | 60,813 | +8,940 shares |
| Bank of America Corp. | Charlotte, NC | $729K | 58,709 | +10,713 shares |
| Cetera Investment Advisers | Schaumburg, IL | $648K | 52,131 | +12,306 shares |
| Kingswood Wealth Advisors, LLC | San Diego, CA | $628K | 50,561 | −28,677 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $570K | 45,940 | +22,507 shares |
| Triumph Capital Management | Denver, CO | $364K | 29,308 | +80 shares |
| Private Advisor Group, LLC | Morristown, NJ | $352K | 28,374 | +12,774 shares |
| GTS Securities LLC | New York, NY | $345K | 27,790 | +3,479 shares |
| Mercer Global Advisors Inc. | Denver, CO | $331K | 26,675 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ALTY?
24 institutional managers reported holding ALTY in Form 13F filings for June 30, 2026, worth $11.7M in total. The largest reported position was held by LPL Financial LLC, at $5.1M.
Did institutions buy or sell ALTY last quarter?
Reported 13F value rose 7.3% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ALTY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.