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 $576.02M 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 $131.85M, representing an estimated gain of +0.72% 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

89

Total Reported Value

$576.02M

Largest Holder

Wealth Enhancement Advisory Services, Llc

Largest Position

$130.91M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

113

Funds Exiting Positions

1

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Wealth Enhancement Advisory Services, Llc0.22%2,613,518$130,911,113$131,851,983+$940,870+0.72%
Waddell & Associates, Llc4.15%1,718,420$83,962,011$86,694,289+$2,732,278+3.25%
Lpl Financial Llc0.02%1,647,774$80,510,234$83,130,198+$2,619,964+3.25%
Commonwealth Equity Services, Llc0.07%1,162,072$56,778,820$58,626,532+$1,847,712+3.25%
Tidemark, Llc4.55%413,985$20,227,293$20,885,543+$658,250+3.25%
Private Advisor Group, Llc0.09%413,408$20,199,050$20,856,434+$657,384+3.25%
Arq Wealth Advisors, Llc2.25%357,877$18,108,569$18,054,895-$53,674-0.30%
Raymond James Financial Inc0.00%283,227$13,838,471$14,288,802+$450,331+3.25%
Cetera Investment Advisers0.01%281,777$13,767,645$14,215,650+$448,005+3.25%
Meridian Wealth Management, Llc0.37%246,844$12,060,805$12,453,280+$392,475+3.25%
Royal Bank Of Canada0.00%203,914$9,963,000$10,287,461+$324,461+3.26%
Channel Wealth Llc2.10%191,519$9,357,618$9,662,134+$304,516+3.25%
Sierra Ocean, Llc6.22%183,824$8,981,660$9,273,921+$292,261+3.25%
Snowden Capital Advisors Llc0.16%138,407$6,762,587$6,982,633+$220,046+3.25%
Envestnet Asset Management Inc0.00%131,896$6,444,419$6,654,153+$209,734+3.25%
Titleist Asset Management, Llc0.42%127,370$6,223,291$6,425,817+$202,526+3.25%
Bravera Wealth2.10%111,896$5,467,239$5,645,153+$177,914+3.25%
Equitable Holdings, Inc.0.03%104,260$5,094,151$5,259,917+$165,766+3.25%
Synergy Investment Management, Llc1.22%103,598$5,061,804$5,226,519+$164,715+3.25%
Nations Financial Group Inc0.21%88,727$4,335,211$4,476,277+$141,066+3.25%
&Partners0.02%86,464$4,231,186$4,362,109+$130,923+3.09%
Mml Investors Services, Llc0.01%85,172$4,161,520$4,296,927+$135,407+3.25%
Creativeone Wealth, Llc0.08%77,494$3,786,377$3,909,572+$123,195+3.25%
Kingsview Wealth Management, Llc0.03%57,187$2,794,157$2,885,084+$90,927+3.25%
Tactive Advisors, Llc0.65%54,012$2,639,047$2,724,905+$85,858+3.25%
Janney Montgomery Scott Llc0.01%53,193$2,599,000$2,683,587+$84,587+3.25%
Able Wealth Management Llc0.57%50,486$2,466,734$2,547,019+$80,285+3.25%
Investment Partners Asset Management, Inc.1.25%45,650$2,230,459$2,303,043+$72,584+3.25%
Northeast Planning Associates, Inc. / Nh /1.58%46,194$2,104,158$2,330,487+$226,329+10.76%
Osaic Holdings, Inc.0.00%37,618$1,838,567$1,897,828+$59,261+3.22%
Advisor Resource Council0.61%36,891$1,836,434$1,861,151+$24,717+1.35%
Koshinski Asset Management, Inc.0.09%35,790$1,748,709$1,805,606+$56,897+3.25%
Western Wealth Management, Llc0.06%35,560$1,737,475$1,794,002+$56,527+3.25%
Newedge Advisors, Llc0.00%34,206$1,671,315$1,725,693+$54,378+3.25%
Sonoma Allocations Llc0.47%30,383$1,502,302$1,532,822+$30,520+2.03%
Harbour Investments, Inc.0.02%28,303$1,382,866$1,427,886+$45,020+3.26%
Lifetime Wealth Management P.C.0.69%24,191$1,181,974$1,220,436+$38,462+3.25%
Advisory Services Network, Llc0.01%20,705$1,011,646$1,044,567+$32,921+3.25%
Nova Wealth Management, Inc.0.51%19,009$928,775$959,004+$30,229+3.25%
Moneco Advisors, Llc0.05%17,851$872,214$900,583+$28,369+3.25%
Goldman Sachs Group Inc0.00%17,606$860,229$888,223+$27,994+3.25%
Vestmark Advisory Solutions, Inc.0.01%16,799$820,777$847,510+$26,733+3.26%
Muirfield Wealth Advisors Llc0.52%16,265$794,708$820,569+$25,861+3.25%
Ameritas Advisory Services, Llc0.02%15,669$765,581$790,501+$24,920+3.26%
Hrt Financial Lp0.00%14,719$719,000$742,574+$23,574+3.28%
Concurrent Investment Advisors, Llc0.01%14,560$711,365$734,552+$23,187+3.26%
Susquehanna International Group, Llp0.00%13,820$675,245$697,219+$21,974+3.25%
Oxford Wealth Group, Llc0.29%13,344$651,970$673,205+$21,235+3.26%
Jane Street Group, Llc0.00%13,093$639,724$660,542+$20,818+3.25%
Sollinda Capital Management Llc0.14%13,036$636,939$657,666+$20,727+3.25%
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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.