Global X Adaptive U.S. Factor
AUSF • ARCA
Global X Adaptive U.S. Factor is an exchange-traded fund on ARCA. As of Q3 2025, 76 institutional investors hold shares in this ETF, with total holdings valued at $594.5M. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest holder with a position valued at $214.0M.
Overview
Overview of institutional ownership in AUSF as of Q3 2025
All Institutions
- Institutions
- 76
- Value Held
- $594.5M
- Shares Held
- 12.8M
- Avg Position
- $7.8M
- Median Position
- $803.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.3M
- Shares Held
- 29.0K
- Avg Position
- $1.3M
- Median Position
- $1.3M
Biggest Investors
Institutions with the largest positions in AUSF as of Q3 2025
| Institution | Position Value |
|---|---|
$214.0M 0.33% of portfolio | |
 WADDELL & ASSOCIATES, LLC RIA/Wealth | $71.7M 6.10% of portfolio |
L LPL Financial LLC Institution | $44.2M 0.01% of portfolio |
B Bogart Wealth, LLC RIA/Wealth | $43.2M 1.75% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $31.3M 0.04% of portfolio |
T Tidemark, LLC RIA/Wealth | $19.4M 5.76% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $14.7M 0.07% of portfolio |
 Meridian Wealth Management, LLC RIA/Wealth | $13.0M 0.50% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $10.9M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $10.8M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AUSF in Q3 2025
- Traded
- +$92.0M
- Buyers
- 49
- Sellers
- 22
- Total Bought
- +$116.4M
- Total Sold
- −$24.4M
- Avg Position
- $7.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
B Bogart Wealth, LLC RIA/Wealth | +$43.2M +928.5K shares |
L LPL Financial LLC Institution | +$10.3M +221.9K shares |
Meridian Wealth Management, LLC RIA/Wealth | +$7.9M +168.8K shares |
S SIERRA OCEAN, LLC RIA/Wealth | +$7.4M +158.8K shares |
T Tidemark, LLC RIA/Wealth | +$4.2M +89.5K shares |
 Synergy Investment Management, LLC RIA/Wealth | +$4.0M +86.7K shares |
WADDELL & ASSOCIATES, LLC RIA/Wealth | +$3.9M +83.4K shares |
Cetera Investment Advisers RIA/Wealth | +$3.5M +75.8K shares |
+$3.2M +69.0K shares | |
 Tactive Advisors, LLC RIA/Wealth | +$2.6M +56.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Kovack Advisors, Inc. RIA/Wealth | −$8.0M −179.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$4.2M −91.0K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | −$2.1M −47.9K shares |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | −$1.8M −40.1K shares |
 GOLDMAN SACHS GROUP INC Institution | −$1.7M −36.9K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | −$1.6M −34.6K shares |
 Visionary Wealth Advisors RIA/Wealth | −$1.3M −27.2K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.1M −23.7K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$746.9K −16.7K shares |
 CHANNEL WEALTH LLC RIA/Wealth | −$600.8K −12.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AUSF in Q3 2025
- New Positions
- 15
- New Value
- $52.1M
- Exited Positions
- 4
- Exited Value
- $12.7M
New Positions
| Institution | Position Value |
|---|---|
B Bogart Wealth, LLC RIA/Wealth | $43.2M 928.5K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | $2.3M 49.9K shares |
O OneAscent Financial Services LLC RIA/Wealth | $2.1M 44.6K shares |
$1.8M 38.5K shares | |
 Western Wealth Management, LLC RIA/Wealth | $797.5K 17.1K shares |
 Koshinski Asset Management, Inc. RIA/Wealth | $526.8K 11.3K shares |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | $464.6K 10.0K shares |
C Cypress Capital Group RIA/Wealth | $413.5K 8.9K shares |
 Signal Advisors Wealth, LLC RIA/Wealth | $298.3K 6.4K shares |
A Advisory Services Network, LLC RIA/Wealth | $193.2K 4.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kovack Advisors, Inc. RIA/Wealth | $8.0M 179.3K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $2.1M 47.9K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $1.8M 40.1K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $746.9K 16.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in AUSF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AUSF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S SIERRA OCEAN, LLC RIA/Wealth | 6.57% $7.8M |
 Seros Financial, LLC RIA/Wealth | 6.21% $10.3M |
WADDELL & ASSOCIATES, LLC RIA/Wealth | 6.10% $71.7M |
T Tidemark, LLC RIA/Wealth | 5.76% $19.4M |
 ARQ WEALTH ADVISORS, LLC RIA/Wealth | 2.67% $9.0M |
 Able Wealth Management LLC RIA/Wealth | 2.24% $6.0M |
CHANNEL WEALTH LLC RIA/Wealth | 2.15% $7.7M |
B Bogart Wealth, LLC RIA/Wealth | 1.75% $43.2M |
Synergy Investment Management, LLC RIA/Wealth | 1.57% $4.0M |
1.52% $1.8M |
Hedge Fund Spotlight
Discover hedge funds investing in AUSF
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in Global X Adaptive U.S. Factor
- Market Value
- $1.3M
- Shares Held
- 29.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
