GLOBAL X FDS's ticker is MLPX and the CUSIP is 37954Y293. A total of 176 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,200,740 | -44.8% | 75,518 | -45.8% | 1.11% | -45.4% |
| Q2 2023 | $5,794,733 | +14.3% | 139,397 | +9.9% | 2.03% | +6.4% |
| Q1 2023 | $5,068,616 | +3.4% | 126,874 | +5.5% | 1.90% | -2.5% |
| Q4 2022 | $4,901,798 | +13.1% | 120,260 | +4.0% | 1.95% | +5.4% |
| Q3 2022 | $4,334,000 | – | 115,640 | – | 1.85% | – |
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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% |