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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,438,675 | +54.1% | 36,478 | +51.9% | 0.10% | +31.6% |
| Q3 2023 | $933,708 | +97.4% | 24,009 | +108.3% | 0.08% | +97.5% |
| Q2 2023 | $473,051 | +2.7% | 11,524 | +1.3% | 0.04% | -7.0% |
| Q1 2023 | $460,517 | +121.4% | 11,371 | +107.5% | 0.04% | +258.3% |
| Q3 2022 | $208,000 | -22.1% | 5,481 | -12.7% | 0.01% | -20.0% |
| Q2 2022 | $267,000 | -39.3% | 6,279 | -29.5% | 0.02% | -28.6% |
| Q1 2022 | $440,000 | +94.7% | 8,902 | +98.3% | 0.02% | -4.5% |
| Q4 2021 | $226,000 | – | 4,490 | – | 0.02% | – |
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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% |