GLOBAL X FDS's ticker is MLPX and the CUSIP is 37954Y293. A total of 103 filers reported holding GLOBAL X FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,694,844 | +5.5% | 39,988 | +3.5% | 0.20% | +9.0% |
| Q2 2023 | $1,606,390 | +7.3% | 38,643 | +3.1% | 0.19% | +0.5% |
| Q1 2023 | $1,497,047 | +0.8% | 37,473 | +2.9% | 0.19% | -1.1% |
| Q4 2022 | $1,484,887 | +17.5% | 36,430 | +8.0% | 0.19% | +8.6% |
| Q3 2022 | $1,264,000 | +1.3% | 33,730 | +3.0% | 0.17% | +7.4% |
| Q2 2022 | $1,248,000 | -10.9% | 32,760 | -0.1% | 0.16% | 0.0% |
| Q1 2022 | $1,401,000 | +22.7% | 32,786 | +1.4% | 0.16% | +22.7% |
| Q4 2021 | $1,142,000 | +9.2% | 32,336 | +10.9% | 0.13% | -3.6% |
| Q3 2021 | $1,046,000 | +9.0% | 29,145 | +10.3% | 0.14% | +3.0% |
| Q2 2021 | $960,000 | +28.7% | 26,418 | +11.9% | 0.13% | +17.7% |
| Q1 2021 | $746,000 | +31.8% | 23,603 | +12.4% | 0.11% | +17.7% |
| Q4 2020 | $566,000 | +47.8% | 21,008 | +21.1% | 0.10% | +28.0% |
| Q3 2020 | $383,000 | +18.9% | 17,341 | +34.0% | 0.08% | +8.7% |
| Q2 2020 | $322,000 | – | 12,944 | – | 0.07% | – |
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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% |