FORTE CAPITAL LLC /ADV - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is SOCL and the CUSIP is 37950E416. A total of 74 filers reported holding GLOBAL X FDS in Q4 2020. The put-call ratio across all filers is 10.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
FORTE CAPITAL LLC /ADV ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2021$201,000
-15.9%
3,3050.0%0.03%
-18.2%
Q2 2021$239,000
+8.6%
3,3050.0%0.03%
-2.9%
Q1 2021$220,000
+7.8%
3,3050.0%0.03%
+9.7%
Q4 2020$204,000
-34.0%
3,305
-70.6%
0.03%
-76.0%
Q4 2018$309,000
-12.7%
11,239
+1.1%
0.13%
+1.6%
Q3 2018$354,000
-6.6%
11,114
+4.3%
0.13%
-14.2%
Q2 2018$379,000
+2.7%
10,6590.0%0.15%
-3.9%
Q1 2018$369,000
+6.6%
10,659
+1.2%
0.15%
+49.5%
Q4 2017$346,000
-15.8%
10,530
-19.5%
0.10%
-22.0%
Q3 2017$411,000
+8.2%
13,080
-2.6%
0.13%
+5.6%
Q2 2017$380,000
+14.1%
13,4300.0%0.12%
+9.6%
Q1 2017$333,000
-6.7%
13,430
-18.8%
0.11%
-14.9%
Q4 2016$357,000
-14.4%
16,5300.0%0.13%
-15.7%
Q3 2016$417,000
+21.9%
16,530
+1.1%
0.16%
+20.5%
Q2 2016$342,000
+14.0%
16,355
+0.3%
0.13%0.0%
Q1 2016$300,000
-6.0%
16,305
+1.6%
0.13%
+0.8%
Q4 2015$319,000
+18.1%
16,055
+3.9%
0.13%
+6.5%
Q3 2015$270,000
-9.1%
15,455
+4.1%
0.12%
-2.4%
Q2 2015$297,000
+20.2%
14,845
+16.6%
0.13%
+18.9%
Q1 2015$247,00012,7350.11%
Other shareholders
GLOBAL X FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 117,250$8,488,0006.12%
NexWave Capital Partners LLC 13,280$961,0001.84%
Joseph P. Lucia & Associates, LLC 31,940$2,312,0001.38%
Daiwa Securities Group Inc. 1,735,000$125,597,0000.85%
SEAVIEW INVESTMENT MANAGERS LLC 17,644$1,277,0000.65%
Great Diamond Partners, LLC 15,120$1,094,0000.31%
CreativeOne Wealth, LLC 61,904$4,481,0000.28%
Archford Capital Strategies, LLC 14,643$1,060,0000.27%
SOA Wealth Advisors, LLC. 14,244$1,031,0000.26%
Selective Wealth Management, Inc. 3,600$261,0000.21%
View complete list of GLOBAL X FDS shareholders