Creative Planning - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is CATH and the CUSIP is 37954Y889. A total of 113 filers reported holding GLOBAL X FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$1,212,471
-7.5%
23,183
-3.7%
0.00%0.0%
Q2 2023$1,310,752
+21.7%
24,077
+12.3%
0.00%0.0%
Q1 2023$1,076,690
+8.5%
21,448
+0.5%
0.00%
+100.0%
Q4 2022$992,551
-12.5%
21,336
-17.8%
0.00%
-50.0%
Q3 2022$1,134,000
+25.0%
25,969
+31.5%
0.00%
+100.0%
Q2 2022$907,000
-20.2%
19,754
-3.0%
0.00%
-50.0%
Q1 2022$1,136,000
+8.6%
20,368
+14.7%
0.00%0.0%
Q4 2021$1,046,000
+50.7%
17,762
+38.1%
0.00%
+100.0%
Q3 2021$694,000
+136.1%
12,866
+116.3%
0.00%0.0%
Q1 2021$294,0005,9470.00%
Other shareholders
GLOBAL X FDS shareholders Q3 2022
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 176,771$9,010,0252.44%
DAGCO, INC. 77,550$3,893,0102.09%
Fund Evaluation Group, LLC 339,189$17,0271.84%
First Bank & Trust 115,836$5,814,9671.54%
CENTRAL TRUST Co 704,425$35,362,1351.03%
JANICZEK WEALTH MANAGEMENT, LLC 55,747$2,810,7640.80%
Hirtle Callaghan & Co LLC 278,759$13,993,7020.70%
Corrigan Financial, Inc. 40,548$2,035,4960.67%
Intercontinental Wealth Advisors, LLC 50,405$2,530,3310.65%
ISLAY CAPITAL MANAGEMENT, LLC 9,967$500,3430.49%
View complete list of GLOBAL X FDS shareholders