GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 200 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,171 | +15.8% | 55,833 | +22.3% | 0.11% | +21.3% |
| Q2 2023 | $1,874 | +21.4% | 45,651 | +19.8% | 0.09% | +15.6% |
| Q1 2023 | $1,544 | +3.9% | 38,116 | +1.0% | 0.08% | -6.1% |
| Q4 2022 | $1,486 | -99.9% | 37,740 | +21.8% | 0.08% | +24.2% |
| Q3 2022 | $1,181,000 | +15.9% | 30,986 | +29.7% | 0.07% | +20.0% |
| Q2 2022 | $1,019,000 | +10.9% | 23,884 | +28.7% | 0.06% | +31.0% |
| Q1 2022 | $919,000 | – | 18,560 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Horse Wealth Management, LLC | 106,142 | $5,151,000 | 3.19% |
| Castle Rock Wealth Management, LLC | 114,276 | $5,777,000 | 1.98% |
| BEAM WEALTH ADVISORS, INC. | 29,558 | $1,434,000 | 1.23% |
| Trinity Legacy Partners, LLC | 21,874 | $1,062,000 | 0.38% |
| McAdam, LLC | 56,779 | $2,755,000 | 0.31% |
| Community Capital Management, LLC | 6,000 | $291,000 | 0.30% |
| ASHFORD CAPITAL MANAGEMENT INC | 46,421 | $2,253,000 | 0.20% |
| Brookstone Capital Management | 188,690 | $9,317,000 | 0.17% |
| Wagner Wealth Management, LLC | 2,790 | $141,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 51,072 | $2,479,000 | 0.10% |