GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814. A total of 169 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $215,414 | +2.3% | 7,732 | -6.1% | 0.00% | -33.3% |
| Q4 2023 | $210,492 | +4.4% | 8,232 | -15.0% | 0.00% | 0.0% |
| Q1 2023 | $201,663 | -29.2% | 9,686 | +9.0% | 0.00% | -25.0% |
| Q1 2022 | $285,000 | -8.7% | 8,886 | +14.1% | 0.00% | -50.0% |
| Q4 2021 | $312,000 | -26.9% | 7,786 | -12.4% | 0.01% | -27.3% |
| Q3 2021 | $427,000 | – | 8,886 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TPB WEALTH ADVISORS | 99,265 | $4,726,000 | 3.05% |
| Conservest Capital Advisors, Inc. | 405,760 | $19,343,000 | 2.18% |
| Stelac Advisory Services LLC | 170,137 | $8,032,000 | 1.83% |
| Baltimore-Washington Financial Advisors, Inc. | 341,527 | $16,280,000 | 1.52% |
| Sargent Investment Group, LLC | 99,282 | $4,733,000 | 1.12% |
| Joseph P. Lucia & Associates, LLC | 34,862 | $1,662,000 | 0.99% |
| STRATEGIC WEALTH MANAGEMENT INC | 33,536 | $1,599,000 | 0.86% |
| TriaGen Wealth Management LLC | 23,716 | $1,114,000 | 0.57% |
| Castle Rock Wealth Management, LLC | 21,430 | $1,041,000 | 0.38% |
| Merit Financial Group, LLC | 81,270 | $3,874,000 | 0.36% |