Cresset Asset Management, LLC - GLOBAL X FDS ownership

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q1 2020$2,272,000
-42.2%
369,979
+15.6%
0.07%
-34.9%
Q4 2019$3,929,000
+2.1%
319,985
+2.2%
0.11%
-10.2%
Q3 2019$3,850,000
+10.2%
312,993
+18.1%
0.12%
-13.2%
Q1 2019$3,495,000265,0050.14%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 2,653,452$34,999,00017.68%
Arlington Partners LLC 1,383,188$18,244,00013.05%
Tiller Private Wealth, Inc. 557,109$7,348,0006.37%
Callan Capital, LLC 1,422,682$18,765,0006.13%
Weatherstone Capital Management 271,296$3,578,0003.79%
3D ASSET MANAGEMENT, INC 1,209,687$15,956,0003.76%
REGENTATLANTIC CAPITAL LLC 3,801,210$50,138,0003.49%
Apollon Wealth Management, LLC 134,018$1,768,0002.33%
SAGE FINANCIAL GROUP INC 1,040,070$13,719,0002.12%
NORTHWEST INVESTMENT COUNSELORS, LLC 412,789$5,445,0002.11%
View complete list of GLOBAL X FDS shareholders