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Global X Alternative Income (ALTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares410,599 from 412,253
Change-1,654 (0%)
Value$4.8M (-$292.2K)
Filed 2026-11-06
Mezzasalma Advisors, LLC
NEW
Shares103,494
Change+103,494
Value$1.2M
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED
Shares50,278 from 50,561
Change-283 (-1%)
Value$591.3K (-$36.8K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares46,030 from 25,030
Change+21,000 (+84%)
Value$538.9K (+$228.8K)
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares29,308 from 29,308
Change0 (0%)
Value$344.7K (-$19.4K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares24,455 from 24,094
Change+361 (+2%)
Value$287.6K (-$11.7K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares18,264 from 22,970
Change-4,706 (-20%)
Value$215.0K (-$70.0K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares13,087 from 11,849
Change+1,238 (+10%)
Value$153.9K (+$6.7K)
Filed 2026-10-22
Harbour Investments, Inc.
UNCHANGED
Shares3,793 from 3,793
Change0 (0%)
Value$44.6K (-$2.5K)
Filed 2026-11-09
TD Waterhouse Canada Inc.
INCREASED
Shares1,502 from 906
Change+596 (+66%)
Value$17.6K (+$6.4K)
Filed 2026-10-16
Realta Investment Advisors
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$6.6K (-$373)
Filed 2026-10-14
Allworth Financial LP
NEW
Shares32
Change+32
Value$395
Filed 2026-11-06
Envestnet Asset Management Inc
N/A
Shares— from 60,813
Change-60,813 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 58,709
Change-58,709 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 52,131
Change-52,131 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,374
Change-28,374 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 27,790
Change-27,790 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 26,675
Change-26,675 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,148
Change-24,148 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,513
Change-20,513 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,988
Change-12,988 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,030
Change-10,030 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED410,599412,253-1,6540%$5.1M$4.8M-$292.2K2026-11-06
Mezzasalma Advisors, LLC
NEW103,494—+103,494——$1.2M—2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED50,27850,561-283-1%$628.1K$591.3K-$36.8K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED46,03025,030+21,000+84%$310.1K$538.9K+$228.8K2026-10-13
Triumph Capital Management
UNCHANGED29,30829,30800%$364.1K$344.7K-$19.4K2026-10-14
Truist Financial Corp
INCREASED24,45524,094+361+2%$299.3K$287.6K-$11.7K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED18,26422,970-4,706-20%$285.0K$215.0K-$70.0K2026-11-02
SBI Securities Co., Ltd.
INCREASED13,08711,849+1,238+10%$147.2K$153.9K+$6.7K2026-10-22
Harbour Investments, Inc.
UNCHANGED3,7933,79300%$47.1K$44.6K-$2.5K2026-11-09
TD Waterhouse Canada Inc.
INCREASED1,502906+596+66%$11.2K$17.6K+$6.4K2026-10-16
Realta Investment Advisors
UNCHANGED56356300%$7.0K$6.6K-$3732026-10-14
Allworth Financial LP
NEW32—+32——$395—2026-11-06
Envestnet Asset Management Inc
N/A—60,813-60,813-100%$755.4K———
Bank of America Corp
N/A—58,709-58,709-100%$729.3K———
Cetera Investment Advisers
N/A—52,131-52,131-100%$647.6K———
Private Advisor Group, LLC
N/A—28,374-28,374-100%$352.5K———
GTS Securities LLC
N/A—27,790-27,790-100%$345.2K———
Mercer Global Advisors Inc
N/A—26,675-26,675-100%$331.4K———
Osaic Holdings, Inc.
N/A—24,148-24,148-100%$299.9K———
Kingsview Wealth Management, LLC
N/A—20,513-20,513-100%$254.8K———
Kovack Advisors, Inc.
N/A—12,988-12,988-100%$160.5K———
Rehmann Capital Advisory Group
N/A—10,030-10,030-100%$124.6K———
Founders Financial Alliance, LLC
N/A—6,285-6,285-100%$78.1K———
Morgan Stanley
N/A—4,586-4,586-100%$57.0K———
Luminist Capital LLC
N/A—2,813-2,813-100%$34.9K———
Wells Fargo & Company
N/A—1-1-100%$14———
Showing 26 of 26 institutions