GLOBAL X FDS

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ALTY·37954Y806·US·etf·Unknown - Unknown

ALTERNATIVE INCM

ALTY (GLOBAL X FDS) is held by 14 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($4.9M), ENVESTNET ASSET MANAGEMENT INC ($623,254), BANK OF AMERICA CORP /DE/ ($576,677). Net institutional sentiment: Bullish.

14

Holders

Avg rating(2 Elite)

$8.2M

Total Value

75% (15)

Fund Consensus

9 buying - 3 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how ALTY's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

9

★★★★

Strong

4

★★★

Solid

0

★★

Below

0

★

Weak

Held by 14 funds

2 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (14)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	411,873(-0.6%)	$4.9M	0.0%	+21.16%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	51,873(+129.6%)	$623,254	0.0%	+6.52%	39
BANK OF AMERICA CORP /DE/	Increased	47,996(+13.9%)	$576,677	0.0%	+7.75%	19
Cetera Investment Advisers	New	39,825	$478,503	0.0%	-1.37%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Unchanged	26,675	$320,503	0.0%	+34.10%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	25,030(+28.4%)	$302,738	0.0%	+2.15%	29
TRUIST FINANCIAL CORP	Decreased	23,236(-4.6%)	$279,178	0.0%	+10.22%	0
OSAIC HOLDINGS, INC.	Increased	18,488(+84.0%)	$222,225	0.0%	+3.16%	36
Private Advisor Group, LLC	Increased	15,600(+48.0%)	$187,436	0.0%	+1.67%	31
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	12,867	$154,598	0.0%	-1.37%	34
MORGAN STANLEY	Increased	4,587(+626.9%)	$55,117	0.0%	+1.42%	23
TD Waterhouse Canada Inc.	Increased	330(+10.4%)	$3,970	0.0%	+2.75%	11
Allworth Financial LP	Unchanged	31	$375	0.0%	+13.25%	0
WELLS FARGO & COMPANY/MN	Unchanged	1	$7	0.0%	+3.20%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$72,666	0.0%	+4.63%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer