GLOBAL X FDS's ticker is MLPX and the CUSIP is 37954Y293. A total of 3 filers reported holding GLOBAL X FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $955,755 | +4.3% | 22,550 | +2.3% | 0.17% | +8.1% |
| Q2 2023 | $916,618 | +4.1% | 22,050 | 0.0% | 0.16% | -2.4% |
| Q1 2023 | $880,898 | +10.0% | 22,050 | +12.2% | 0.16% | +4.5% |
| Q4 2022 | $800,934 | +8.8% | 19,650 | 0.0% | 0.16% | +1.3% |
| Q3 2022 | $736,000 | -1.7% | 19,650 | 0.0% | 0.16% | +6.2% |
| Q2 2022 | $749,000 | -2.9% | 19,650 | +8.9% | 0.15% | +13.2% |
| Q1 2022 | $771,000 | – | 18,050 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 3,511,222 | $87,359,000 | 12.06% |
| Arlington Partners LLC | 703,224 | $17,496,000 | 9.83% |
| BREITER CAPITAL MANAGEMENT INC | 158,835 | $3,952,000 | 3.66% |
| Verity & Verity, LLC | 345,024 | $8,177,000 | 1.95% |
| Fortis Advisors, LLC | 46,367 | $1,154,000 | 1.14% |
| GenTrust, LLC | 366,899 | $9,128,000 | 1.13% |
| IAG Wealth Partners, LLC | 91,902 | $2,287,000 | 1.11% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 544,068 | $13,536,000 | 1.02% |
| SOL Capital Management CO | 119,705 | $2,978,000 | 0.84% |
| Ameraudi Asset Management, Inc. | 49,852 | $1,240,000 | 0.82% |