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 | $658,524 | +37.7% | 16,933 | +45.4% | 0.01% | +25.0% |
| Q2 2023 | $478,109 | -13.2% | 11,647 | -14.4% | 0.01% | -11.1% |
| Q1 2023 | $550,800 | +16.5% | 13,600 | +13.2% | 0.01% | 0.0% |
| Q4 2022 | $472,794 | +28.8% | 12,009 | +24.9% | 0.01% | -10.0% |
| Q3 2022 | $367,000 | -44.4% | 9,618 | -37.8% | 0.01% | -33.3% |
| Q2 2022 | $660,000 | -6.8% | 15,456 | +8.2% | 0.02% | +7.1% |
| Q1 2022 | $708,000 | +5800.0% | 14,289 | +5615.6% | 0.01% | +1300.0% |
| Q1 2019 | $12,000 | -96.2% | 250 | -96.5% | 0.00% | -94.4% |
| Q4 2018 | $316,000 | – | 7,165 | – | 0.02% | – |
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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% |