Alpine Global Dynamic (XAGDX) institutional ownership

ALPINE GLOBAL DYNAMIC · 13F, 2026Q2

Managers holding64
Shares held4,839,355
Reported value$58.6m
Quarter flows7 new, 25 added, 13 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RAYMOND JAMES FINANCIAL INC889,919$10.8m0.0%
Penserra Capital Management LLC705,384$8.5m0.1%
WELLS FARGO & COMPANY/MN533,965$6.5m0.0%
BANK OF AMERICA CORP /DE/531,921$6.4m0.0%
Hennion & Walsh Asset Management, Inc.310,171$3.8m0.1%
ROYAL BANK OF CANADA182,769$2.2m0.0%
LPL Financial LLC160,563$1.9m0.0%
MORGAN STANLEY159,739$1.9m0.0%
OSAIC HOLDINGS, INC.136,655$1.7m0.0%
Rockefeller Capital Management L.P.135,667$1.6m0.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC125,921$1.5m0.1%
UBS Group AG96,789$1.2m0.0%
GUGGENHEIM CAPITAL LLC89,866$1.1m0.0%
Cerity Partners LLC74,306$899,8420.0%
COMMONWEALTH EQUITY SERVICES, LLC70,149$849,5000.0%
Cetera Investment Advisers41,304$500,1950.0%
1776 Wealth LLC37,890$458,8480.2%
AMERIPRISE FINANCIAL INC34,240$414,6420.0%
CHOREO, LLC33,547$406,2590.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC32,372$393,9710.0%
HighTower Advisors, LLC32,240$390,4220.0%
Kovack Advisors, Inc.32,219$387,6330.0%
OPPENHEIMER & CO INC31,670$383,5240.0%
Invesco Ltd.31,074$376,3060.0%
NWF Advisory Services Inc.30,851$373,6040.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XAGDX"). XAGDX price history · All 13F data

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