Who owns AUSF?
Global X Adaptive U.S. Factor ETF · Global X
89 institutions reported holding AUSF, worth $600.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AUSF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $130.9M | 2,613,518 | +213,940 shares |
| Waddell & Associates, LLC | Memphis, TN | $84.0M | 1,718,420 | +33,711 shares |
| LPL Financial LLC | Fort Mill, SC | $80.5M | 1,647,774 | +238,877 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $56.8M | 1,162,072 | +108,056 shares |
| Tidemark, LLC | San Diego, CA | $20.2M | 413,985 | +7,960 shares |
| Private Advisor Group, LLC | Morristown, NJ | $20.2M | 413,408 | −4,300 shares |
| ARQ Wealth Advisors, LLC | Scottsdale, AZ | $18.1M | 357,877 | +96,675 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $14.4M | 295,528 | +1,151 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $13.8M | 283,227 | +19,952 shares |
| Cetera Investment Advisers | Schaumburg, IL | $13.8M | 281,777 | +23,775 shares |
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 AUSF?
89 institutional managers reported holding AUSF in Form 13F filings for June 30, 2026, worth $600.9M in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $130.9M.
Did institutions buy or sell AUSF last quarter?
Reported 13F value rose 1.6% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 12 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 AUSF 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.