GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 224 filers reported holding GLOBAL X FDS in Q4 2023. The put-call ratio across all filers is 2.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,431,345 | +302.4% | 159,074 | +306.0% | 0.04% | +290.9% |
| Q1 2024 | $1,598,337 | +12.5% | 39,185 | +8.8% | 0.01% | 0.0% |
| Q4 2023 | $1,421,019 | -57.1% | 36,030 | -57.7% | 0.01% | -63.3% |
| Q3 2023 | $3,309,553 | -6.2% | 85,100 | -1.0% | 0.03% | -3.2% |
| Q2 2023 | $3,528,578 | +283.4% | 85,958 | +278.3% | 0.03% | +244.4% |
| Q1 2023 | $920,269 | +19593.3% | 22,722 | -80.9% | 0.01% | – |
| Q4 2022 | $4,673 | -99.9% | 118,706 | -29.8% | 0.00% | -100.0% |
| Q3 2022 | $6,441,000 | -10.1% | 169,000 | +0.6% | 0.07% | +15.6% |
| Q2 2022 | $7,167,000 | -0.8% | 167,918 | +15.1% | 0.06% | +16.4% |
| Q1 2022 | $7,222,000 | +1265.2% | 145,835 | +1291.7% | 0.06% | +1275.0% |
| Q4 2021 | $529,000 | +18.6% | 10,479 | +14.0% | 0.00% | +33.3% |
| Q3 2021 | $446,000 | +725.9% | 9,191 | +620.9% | 0.00% | +200.0% |
| Q2 2020 | $54,000 | – | 1,275 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Caerus Investment Advisors, LLC | 278,501 | $11,259,795 | 11.01% |
| MAS Advisors LLC | 39,574 | $1,599,970 | 3.81% |
| Hamilton Wealth, LLC | 335,716 | $13,573,012 | 3.65% |
| Investment Partners Asset Management, Inc. | 74,955 | $3,030,434 | 2.70% |
| StoneCrest Wealth Management, Inc. | 87,041 | $3,519,068 | 2.68% |
| OLD SECOND NATIONAL BANK OF AURORA | 224,147 | $9,062,263 | 2.32% |
| JUNCTURE WEALTH STRATEGIES, LLC | 127,768 | $5,165,660 | 2.16% |
| River Street Advisors LLC | 80,012 | $3,234,886 | 1.99% |
| Thrive Capital Management, LLC | 101,558 | $4,105,965 | 1.88% |
| Global X Japan Co., Ltd. | 278,702 | $11,267,922 | 1.60% |