GLOBAL X ADAPTIVE US FACTOR (AUSF) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $563.47M 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 $130.91M in its June 30, 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 $135.48M, representing an estimated gain of +3.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
86
Total Reported Value
$563.47M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$130.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
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 | 0.22% | 2,613,518 | $130,911,113 | $135,484,773 | +$4,573,660 | +3.49% | |
| Waddell & Associates, Llc | 4.15% | 1,718,420 | $83,962,011 | $89,082,893 | +$5,120,882 | +6.10% | |
| Lpl Financial Llc | 0.02% | 1,408,897 | $68,120,137 | $73,037,220 | +$4,917,083 | +7.22% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,162,072 | $56,778,820 | $60,241,812 | +$3,462,992 | +6.10% | |
| Private Advisor Group, Llc | 0.09% | 413,408 | $20,199,050 | $21,431,071 | +$1,232,021 | +6.10% | |
| Tidemark, Llc | 4.99% | 406,025 | $19,631,292 | $21,048,336 | +$1,417,044 | +7.22% | |
| Arq Wealth Advisors, Llc | 2.25% | 357,877 | $18,108,569 | $18,552,344 | +$443,775 | +2.45% | |
| Royal Bank Of Canada | 0.00% | 297,945 | $14,406,000 | $15,445,469 | +$1,039,469 | +7.22% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 294,377 | $14,233,144 | $15,260,504 | +$1,027,360 | +7.22% | |
| Raymond James Financial Inc | 0.00% | 263,275 | $12,729,347 | $13,648,176 | +$918,829 | +7.22% | |
| Cetera Investment Advisers | 0.01% | 258,002 | $12,474,391 | $13,374,824 | +$900,433 | +7.22% | |
| Meridian Wealth Management, Llc | 0.43% | 250,494 | $12,111,396 | $12,985,609 | +$874,213 | +7.22% | |
| Sierra Ocean, Llc | 7.11% | 179,175 | $8,663,113 | $9,288,432 | +$625,319 | +7.22% | |
| Channel Wealth Llc | 1.98% | 168,652 | $8,154,324 | $8,742,920 | +$588,596 | +7.22% | |
| Envestnet Asset Management Inc | 0.00% | 131,896 | $6,444,419 | $6,837,489 | +$393,070 | +6.10% | |
| Titleist Asset Management, Llc | 0.42% | 127,370 | $6,223,291 | $6,602,861 | +$379,570 | +6.10% | |
| Bravera Wealth | 2.10% | 111,896 | $5,467,239 | $5,800,689 | +$333,450 | +6.10% | |
| Synergy Investment Management, Llc | 1.53% | 96,801 | $4,680,336 | $5,018,164 | +$337,828 | +7.22% | |
| Nations Financial Group Inc | 0.21% | 88,727 | $4,335,211 | $4,599,608 | +$264,397 | +6.10% | |
| Equitable Holdings, Inc. | 0.03% | 91,404 | $4,238,403 | $4,738,383 | +$499,980 | +11.80% | |
| Creativeone Wealth, Llc | 0.10% | 85,728 | $4,144,945 | $4,444,140 | +$299,195 | +7.22% | |
| &Partners | 0.02% | 76,932 | $3,749,118 | $3,988,155 | +$239,037 | +6.38% | |
| Mml Investors Services, Llc | 0.01% | 65,408 | $3,162,479 | $3,390,751 | +$228,272 | +7.22% | |
| Tactive Advisors, Llc | 0.65% | 54,012 | $2,639,047 | $2,799,982 | +$160,935 | +6.10% | |
| Kingsview Wealth Management, Llc | 0.04% | 54,238 | $2,622,407 | $2,811,698 | +$189,291 | +7.22% | |
| Able Wealth Management Llc | 0.57% | 50,486 | $2,466,734 | $2,617,194 | +$150,460 | +6.10% | |
| Investment Partners Asset Management, Inc. | 1.25% | 45,650 | $2,230,459 | $2,366,496 | +$136,037 | +6.10% | |
| Northeast Planning Associates, Inc. / Nh / | 1.58% | 46,194 | $2,104,158 | $2,394,697 | +$290,539 | +13.81% | |
| Two Sigma Investments, Lp | 0.00% | 41,900 | $2,025,865 | $2,172,096 | +$146,231 | +7.22% | |
| Lifetime Wealth Management P.C. | 1.13% | 41,044 | $1,984,494 | $2,127,721 | +$143,227 | +7.22% | |
| Advisor Resource Council | 0.61% | 36,891 | $1,836,434 | $1,912,429 | +$75,995 | +4.14% | |
| Koshinski Asset Management, Inc. | 0.09% | 35,790 | $1,748,709 | $1,855,354 | +$106,645 | +6.10% | |
| Sonoma Allocations Llc | 0.47% | 30,383 | $1,502,302 | $1,575,055 | +$72,753 | +4.84% | |
| Wcg Wealth Advisors Llc | 0.04% | 30,856 | $1,491,904 | $1,599,575 | +$107,671 | +7.22% | |
| Western Wealth Management, Llc | 0.05% | 30,825 | $1,490,381 | $1,597,968 | +$107,587 | +7.22% | |
| Osaic Holdings, Inc. | 0.00% | 30,085 | $1,454,999 | $1,559,606 | +$104,607 | +7.19% | |
| Harbour Investments, Inc. | 0.02% | 28,727 | $1,388,963 | $1,489,208 | +$100,245 | +7.22% | |
| Advisory Services Network, Llc | 0.01% | 19,296 | $932,962 | $1,000,305 | +$67,343 | +7.22% | |
| Nova Wealth Management, Inc. | 0.51% | 19,009 | $928,775 | $985,427 | +$56,652 | +6.10% | |
| Muirfield Wealth Advisors Llc | 0.58% | 16,227 | $784,575 | $841,208 | +$56,633 | +7.22% | |
| Cypress Capital Group | 0.08% | 15,427 | $745,895 | $799,736 | +$53,841 | +7.22% | |
| Concurrent Investment Advisors, Llc | 0.01% | 14,560 | $711,365 | $754,790 | +$43,425 | +6.10% | |
| Moneco Advisors, Llc | 0.05% | 13,564 | $655,821 | $703,158 | +$47,337 | +7.22% | |
| Oxford Wealth Group, Llc | 0.35% | 13,072 | $632,013 | $677,652 | +$45,639 | +7.22% | |
| Sollinda Capital Management Llc | 0.15% | 13,036 | $630,291 | $675,786 | +$45,495 | +7.22% | |
| Susquehanna International Group, Llp | 0.00% | 11,150 | $539,103 | $578,016 | +$38,913 | +7.22% | |
| Prospera Financial Services Inc | 0.01% | 9,936 | $486,101 | $515,082 | +$28,981 | +5.96% | |
| Farther Finance Advisors, Llc | 0.00% | 9,569 | $467,541 | $496,057 | +$28,516 | +6.10% | |
| Fifth Third Bancorp | 0.00% | 9,581 | $463,241 | $496,679 | +$33,438 | +7.22% | |
| Geowealth Management, Llc | 0.01% | 8,901 | $434,884 | $461,428 | +$26,544 | +6.10% |
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.