Who Owns AUSF?

Global X - Adaptive U.S. Factor ETF — Institutional Ownership & 13F Holdings

$49.16

+0.34 (+0.70%)

Market Cap

$835.9M

Shares Outstanding

17,651,513

Institutional Holders

49

Total Inst. Value

$348.8M

% of Float Held

QoQ Holder Change

+35

Institutional data as of Q1 2025

New Positions

19

Closed Positions

7

Increased

22

Decreased

3

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$204.3M4,679,485
2WADDELL & ASSOCIATES, LLCNew$62.1M1,423,088
3Tidemark, LLC$13.4M306,750
4Private Advisor Group, LLC$12.2M279,356
5Seros Financial, LLCNew$8.8M200,629
6CHANNEL WEALTH LLCNew$7.6M174,205
7ARQ WEALTH ADVISORS, LLC$6.6M151,150
8RAYMOND JAMES FINANCIAL INC$6.6M151,068
9Equitable Holdings, Inc.$6.1M139,176
10Concurrent Investment Advisors, LLC$3.4M77,503

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
WADDELL & ASSOCIATES, LLCNew+1.4M$62.1M
Tidemark, LLC+19K$13.4M
Private Advisor Group, LLC+61K$12.2M
Seros Financial, LLCNew+201K$8.8M
CHANNEL WEALTH LLCNew+174K$7.6M

Top Sellers

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Frequently Asked Questions

How many institutional investors hold AUSF?

As of Q1 2025, 49 institutional investors report holding AUSF (Global X - Adaptive U.S. Factor ETF) in their 13F filings.

Which hedge fund owns the most AUSF?

The largest institutional holder of AUSF is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $204.3M in shares.

Are institutions buying or selling AUSF?

This quarter, 19 institutions opened new positions in AUSF and 7 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.