ALTY β€” GLOBAL X FDS

Ownership history in MERCER GLOBAL ADVISORS INC /ADV  Β·  11 quarters on record

AI Ownership Summary

MERCER GLOBAL ADVISORS INC /ADV reported GLOBAL X FDS (ALTY) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows ALTY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERCER GLOBAL ADVISORS INC /ADV's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ALTY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MERCER GLOBAL ADVISORS INC /ADV held ALTY β€” position size vs. price
% of Fund (quarterly)    ALTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 26,675 β€” 0% 0.00% $318K 2026-02-14 (Est.) $12.28
2025 Q3 UNCHANGED 26,675 β€” 0% 0.00% $317K 2025-11-14 $11.58
2025 Q2 UNCHANGED 26,675 β€” 0% 0.00% $311K 2025-08-14 $11.17
2025 Q1 UNCHANGED 26,675 β€” 0% 0.00% $312K 2025-05-15 $10.70
2024 Q4 UNCHANGED 26,675 β€” 0% 0.00% $309K 2025-02-14 $10.97
2024 Q3 UNCHANGED 26,675 β€” 0% 0.00% $322K 2024-11-14 $10.61
2024 Q2 REDUCED 26,675 -1,396 -5.0% 0.00% $303K 2024-08-12 $9.97
2024 Q1 REDUCED 28,071 -6,536 -18.9% 0.00% $324K 2024-05-15 $9.82
2023 Q4 REDUCED 34,607 -15,420 -30.8% 0.00% $391K 2024-02-15 $9.55
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ALTY

As of 2026 Q1 β€” sorted by position size

Luminist Capital LLC 0.05% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About MERCER GLOBAL ADVISORS INC /ADV and ALTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has MERCER GLOBAL ADVISORS INC /ADV reported owning ALTY?

MERCER GLOBAL ADVISORS INC /ADV reported ALTY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ALTY position in MERCER GLOBAL ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for ALTY was 0.00% in 2023 Q4.

What is the latest reported ALTY position on this page?

The most recent filing on this page is 2025 Q4, when MERCER GLOBAL ADVISORS INC /ADV reported 26,675 shares, equal to 0.00% of portfolio, with an estimated market value of $318K.

What does the chart on this ALTY ownership page compare?

The chart compares MERCER GLOBAL ADVISORS INC /ADV's quarterly ALTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MERCER GLOBAL ADVISORS INC /ADV Holdings