GLOBAL X ALTERNATIVE INCOME (ALTY) Top Institutional Shareholders
GLOBAL X ALTERNATIVE INCOME (ALTY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $10.60M in ALTY holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ALTY tracked by InsiderSet, reporting ownership valued at approximately $4.95M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.04M, representing an estimated gain of +1.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed ALTY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Kingswood Wealth Advisors, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in GLOBAL X ALTERNATIVE INCOME (ALTY).
This page ranks the largest institutional ALTY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$10.60M
Largest Holder
Lpl Financial Llc
Largest Position
$4.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 411,873 | $4,948,696 | $5,039,101 | +$90,405 | +1.83% | |
| Kingswood Wealth Advisors, Llc | 0.05% | 79,238 | $952,057 | $969,445 | +$17,388 | +1.83% | |
| Envestnet Asset Management Inc | 0.00% | 51,873 | $623,254 | $634,645 | +$11,391 | +1.83% | |
| Bank Of America Corp | 0.00% | 47,996 | $576,677 | $587,212 | +$10,535 | +1.83% | |
| Cetera Investment Advisers | 0.00% | 39,825 | $478,503 | $487,243 | +$8,740 | +1.83% | |
| Triumph Capital Management | 0.07% | 29,228 | $351,177 | $357,593 | +$6,416 | +1.83% | |
| Mercer Global Advisors Inc | 0.00% | 26,675 | $320,503 | $326,358 | +$5,855 | +1.83% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 25,030 | $302,738 | $306,232 | +$3,494 | +1.15% | |
| Gts Securities Llc | 0.01% | 24,311 | $292,097 | $297,435 | +$5,338 | +1.83% | |
| Truist Financial Corp | 0.00% | 23,236 | $279,178 | $284,283 | +$5,105 | +1.83% | |
| Kingsview Wealth Management, Llc | 0.00% | 20,380 | $244,864 | $249,341 | +$4,477 | +1.83% | |
| Osaic Holdings, Inc. | 0.00% | 18,488 | $222,225 | $226,193 | +$3,968 | +1.79% | |
| Private Advisor Group, Llc | 0.00% | 15,600 | $187,436 | $190,860 | +$3,424 | +1.83% | |
| Kovack Advisors, Inc. | 0.01% | 12,988 | $156,434 | $158,903 | +$2,469 | +1.58% | |
| Susquehanna International Group, Llp | 0.00% | 12,867 | $154,598 | $157,423 | +$2,825 | +1.83% | |
| Rehmann Capital Advisory Group | 0.01% | 10,030 | $120,511 | $122,713 | +$2,202 | +1.83% | |
| Sbi Securities Co., Ltd. | 0.00% | 9,343 | $112,257 | $114,308 | +$2,051 | +1.83% | |
| Founders Financial Alliance, Llc | 0.01% | 6,244 | $75,024 | $76,393 | +$1,369 | +1.82% | |
| Advisory Services Network, Llc | 0.00% | 5,100 | $61,277 | $62,396 | +$1,119 | +1.83% | |
| Morgan Stanley | 0.00% | 4,587 | $55,117 | $56,120 | +$1,003 | +1.82% | |
| Harbour Investments, Inc. | 0.00% | 3,793 | $45,573 | $46,406 | +$833 | +1.83% | |
| Luminist Capital Llc | 0.05% | 3,127 | $37,572 | $38,258 | +$686 | +1.82% | |
| Td Waterhouse Canada Inc. | 0.00% | 330 | $3,970 | $4,037 | +$67 | +1.70% | |
| Allworth Financial Lp | 0.00% | 31 | $375 | $379 | +$4 | +1.14% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 23,433 | $282 | $286,693 | +$286,411 | +101564.32% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $7 | $12 | +$5 | +74.78% |
Frequently asked questions about ALTY
Who owns the most ALTY stock?
The largest holders of ALTY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GLOBAL X ALTERNATIVE INCOME (ALTY).
Is ALTY widely held by superinvestors?
Many widely followed stocks like ALTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ALTY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.