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 | $3,286,538 | +18.5% | 81,290 | +19.6% | 0.27% | +10.2% |
| Q1 2024 | $2,773,223 | +44.3% | 67,988 | +39.5% | 0.25% | +29.5% |
| Q4 2023 | $1,921,645 | +2.3% | 48,723 | +0.9% | 0.19% | -11.6% |
| Q3 2023 | $1,878,094 | +29.5% | 48,292 | +36.7% | 0.22% | +31.9% |
| Q2 2023 | $1,450,354 | +69.9% | 35,331 | +67.6% | 0.16% | +49.5% |
| Q1 2023 | $853,639 | +36.6% | 21,077 | +32.7% | 0.11% | +26.7% |
| Q4 2022 | $625,139 | – | 15,878 | – | 0.09% | – |
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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% |