ALTY — GLOBAL X FDS
As of Q2 2026, 3 SEC-registered investment managers reported holding ALTY (GLOBAL X FDS) in their latest 13F filings, with a combined reported value of $786.27K across 63.30K shares. That is +20.4% by share count (+10.71K shares) versus the previous quarter, while reported value moved +24.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 58.71K | $729.29K | 0.00% | Add |
| Citadel Advisors history | Q2 2023 | 11.45K | $129.30K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 4.59K | $56.97K | 0.00% | Hold |
| UBS Group AG history | Q4 2024 | 26 | $301 | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 1 | $14 | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q3 2022 | 1 | $0 | — | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 82.14K | 68.80K | 8.70K | 7.52K | 4.82K | 6.82K | 5.91K | 6.43K | 6.47K | 6.56K | 6.92K | 3.40K | 5.26K | 8.45K | 15.67K | 24.13K | 30.84K | 42.12K | 48.00K | 58.71K |
| Morgan Stanley | 41 | — | — | — | — | — | — | — | 300 | 301 | 1 | 632 | 631 | 631 | 631 | 631 | 631 | 631 | 4.59K | 4.59K |
| Wells Fargo & Co | 1 | 1 | — | — | — | — | — | — | 1 | 1 | — | 1 | 1 | 21.04K | 21.04K | 1 | — | 1 | 1 | 1 |
| Citadel Advisors | — | — | — | — | — | — | 11.28K | 11.45K | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | 1 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | — | 73 | 39 | 568 | — | 12.33K | 21.75K | 58 | 1.54K | 975 | — | 1.05K | 6.39K | 26 | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details