GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 200 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,562 | -22.6% | 8,886 | -18.3% | 0.01% | -26.3% |
| Q2 2023 | $446,654 | -5.9% | 10,881 | -7.2% | 0.02% | -13.6% |
| Q1 2023 | $474,775 | -13.7% | 11,723 | -16.1% | 0.02% | -21.4% |
| Q4 2022 | $550,046 | -20.1% | 13,971 | -22.7% | 0.03% | -28.2% |
| Q3 2022 | $688,000 | -40.9% | 18,064 | -33.8% | 0.04% | -39.1% |
| Q2 2022 | $1,164,000 | +159.2% | 27,279 | +201.0% | 0.06% | +146.2% |
| Q1 2022 | $449,000 | – | 9,062 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Horse Wealth Management, LLC | 106,142 | $5,151,000 | 3.19% |
| Castle Rock Wealth Management, LLC | 114,276 | $5,777,000 | 1.98% |
| BEAM WEALTH ADVISORS, INC. | 29,558 | $1,434,000 | 1.23% |
| Trinity Legacy Partners, LLC | 21,874 | $1,062,000 | 0.38% |
| McAdam, LLC | 56,779 | $2,755,000 | 0.31% |
| Community Capital Management, LLC | 6,000 | $291,000 | 0.30% |
| ASHFORD CAPITAL MANAGEMENT INC | 46,421 | $2,253,000 | 0.20% |
| Brookstone Capital Management | 188,690 | $9,317,000 | 0.17% |
| Wagner Wealth Management, LLC | 2,790 | $141,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 51,072 | $2,479,000 | 0.10% |