GLOBAL X ADAPTIVE US FACTOR (AUSF) Top Institutional Shareholders
GLOBAL X ADAPTIVE US FACTOR (AUSF) 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 $585.38M in AUSF holdings during the latest filing period.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of AUSF tracked by InsiderSet, reporting ownership valued at approximately $117.03M 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 $116.93M, representing an estimated loss of -0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed AUSF value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Waddell & Associates, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in GLOBAL X ADAPTIVE US FACTOR (AUSF).
This page ranks the largest institutional AUSF 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
85
Total Reported Value
$585.38M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$117.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
98
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.26% | 2,399,578 | $117,027,439 | $116,931,436 | -$96,003 | -0.08% | |
| Waddell & Associates, Llc | 4.60% | 1,684,709 | $81,455,667 | $82,095,870 | +$640,203 | +0.79% | |
| Lpl Financial Llc | 0.02% | 1,408,897 | $68,120,137 | $68,655,551 | +$535,414 | +0.79% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,054,016 | $50,961,670 | $51,362,200 | +$400,530 | +0.79% | |
| Bogart Wealth, Llc | 1.81% | 967,641 | $46,785,418 | $47,153,146 | +$367,728 | +0.79% | |
| Private Advisor Group, Llc | 0.09% | 417,708 | $20,196,156 | $20,354,911 | +$158,755 | +0.79% | |
| Tidemark, Llc | 4.99% | 406,025 | $19,631,292 | $19,785,598 | +$154,306 | +0.79% | |
| Royal Bank Of Canada | 0.00% | 297,945 | $14,406,000 | $14,518,860 | +$112,860 | +0.78% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 294,377 | $14,233,144 | $14,344,991 | +$111,847 | +0.79% | |
| Raymond James Financial Inc | 0.00% | 263,275 | $12,729,347 | $12,829,391 | +$100,044 | +0.79% | |
| Arq Wealth Advisors, Llc | 2.28% | 261,202 | $12,629,112 | $12,728,373 | +$99,261 | +0.79% | |
| Cetera Investment Advisers | 0.01% | 258,002 | $12,474,391 | $12,572,437 | +$98,046 | +0.79% | |
| Meridian Wealth Management, Llc | 0.43% | 250,494 | $12,111,396 | $12,206,573 | +$95,177 | +0.79% | |
| Bravera Wealth | 2.09% | 185,945 | $8,820,818 | $9,061,100 | +$240,282 | +2.72% | |
| Sierra Ocean, Llc | 7.11% | 179,175 | $8,663,113 | $8,731,198 | +$68,085 | +0.79% | |
| Channel Wealth Llc | 1.98% | 168,652 | $8,154,324 | $8,218,412 | +$64,088 | +0.79% | |
| Titleist Asset Management, Llc | 0.44% | 120,072 | $5,805,474 | $5,851,109 | +$45,635 | +0.79% | |
| Envestnet Asset Management Inc | 0.00% | 117,515 | $5,681,866 | $5,726,506 | +$44,640 | +0.79% | |
| Tactive Advisors, Llc | 1.44% | 105,599 | $5,105,712 | $5,145,839 | +$40,127 | +0.79% | |
| Synergy Investment Management, Llc | 1.53% | 96,801 | $4,680,336 | $4,717,113 | +$36,777 | +0.79% | |
| Equitable Holdings, Inc. | 0.03% | 91,404 | $4,238,403 | $4,454,117 | +$215,714 | +5.09% | |
| Creativeone Wealth, Llc | 0.10% | 85,728 | $4,144,945 | $4,177,525 | +$32,580 | +0.79% | |
| Able Wealth Management Llc | 1.03% | 79,411 | $3,839,512 | $3,869,698 | +$30,186 | +0.79% | |
| &Partners | 0.02% | 76,932 | $3,749,118 | $3,748,896 | -$222 | -0.01% | |
| Nations Financial Group Inc | 0.18% | 73,115 | $3,535,140 | $3,562,894 | +$27,754 | +0.79% | |
| Mml Investors Services, Llc | 0.01% | 65,408 | $3,162,479 | $3,187,332 | +$24,853 | +0.79% | |
| Kingsview Wealth Management, Llc | 0.04% | 54,238 | $2,622,407 | $2,643,018 | +$20,611 | +0.79% | |
| Investment Partners Asset Management, Inc. | 1.32% | 44,212 | $2,137,650 | $2,154,451 | +$16,801 | +0.79% | |
| Northeast Planning Associates, Inc. / Nh / | 1.40% | 43,083 | $2,083,063 | $2,099,435 | +$16,372 | +0.79% | |
| Two Sigma Investments, Lp | 0.00% | 41,900 | $2,025,865 | $2,041,787 | +$15,922 | +0.79% | |
| Lifetime Wealth Management P.C. | 1.13% | 41,044 | $1,984,494 | $2,000,074 | +$15,580 | +0.79% | |
| Koshinski Asset Management, Inc. | 0.10% | 33,542 | $1,621,769 | $1,634,502 | +$12,733 | +0.79% | |
| Wcg Wealth Advisors Llc | 0.04% | 30,856 | $1,491,904 | $1,503,613 | +$11,709 | +0.78% | |
| Western Wealth Management, Llc | 0.05% | 30,825 | $1,490,381 | $1,502,102 | +$11,721 | +0.79% | |
| Osaic Holdings, Inc. | 0.00% | 30,085 | $1,454,999 | $1,466,042 | +$11,043 | +0.76% | |
| Harbour Investments, Inc. | 0.02% | 28,727 | $1,388,963 | $1,399,867 | +$10,904 | +0.79% | |
| Advisor Resource Council | 0.51% | 26,454 | $1,279,051 | $1,289,103 | +$10,052 | +0.79% | |
| Concurrent Investment Advisors, Llc | 0.01% | 22,575 | $1,091,482 | $1,100,080 | +$8,598 | +0.79% | |
| Nova Wealth Management, Inc. | 0.62% | 19,555 | $945,506 | $952,915 | +$7,409 | +0.78% | |
| Advisory Services Network, Llc | 0.01% | 19,296 | $932,962 | $940,294 | +$7,332 | +0.79% | |
| Muirfield Wealth Advisors Llc | 0.58% | 16,227 | $784,575 | $790,742 | +$6,167 | +0.79% | |
| Cypress Capital Group | 0.08% | 15,427 | $745,895 | $751,758 | +$5,863 | +0.79% | |
| Sonoma Allocations Llc | 0.25% | 15,061 | $734,826 | $733,923 | -$903 | -0.12% | |
| Moneco Advisors, Llc | 0.05% | 13,564 | $655,821 | $660,974 | +$5,153 | +0.79% | |
| Oxford Wealth Group, Llc | 0.35% | 13,072 | $632,013 | $636,999 | +$4,986 | +0.79% | |
| Sollinda Capital Management Llc | 0.15% | 13,036 | $630,291 | $635,244 | +$4,953 | +0.79% | |
| Susquehanna International Group, Llp | 0.00% | 11,150 | $539,103 | $543,340 | +$4,237 | +0.79% | |
| Fifth Third Bancorp | 0.00% | 9,581 | $463,241 | $466,882 | +$3,641 | +0.79% | |
| Signal Advisors Wealth, Llc | 0.03% | 8,922 | $431,355 | $434,769 | +$3,414 | +0.79% | |
| Geowealth Management, Llc | 0.02% | 8,918 | $431,182 | $434,574 | +$3,392 | +0.79% |
Frequently asked questions about AUSF
Who owns the most AUSF stock?
The largest holders of AUSF 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 ADAPTIVE US FACTOR (AUSF).
Is AUSF widely held by superinvestors?
Many widely followed stocks like AUSF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AUSF 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.