BELLEVUE ASSET MANAGEMENT, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is BUG and the CUSIP is 37954Y384. A total of 147 filers reported holding GLOBAL X FDS in Q1 2023. The put-call ratio across all filers is 2.25 and the average weighting 0.1%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$9,647
+0.1%
3970.0%0.01%0.0%
Q2 2023$9,639
+3.5%
3970.0%0.01%0.0%
Q1 2023$9,317
+15.9%
397
+1.5%
0.01%0.0%
Q4 2022$8,041
-10.7%
3910.0%0.01%
-14.3%
Q3 2022$9,000
+28.6%
391
+34.4%
0.01%
+40.0%
Q2 2022$7,000
-22.2%
2910.0%0.01%
-16.7%
Q1 2022$9,0000.0%291
+0.3%
0.01%
+20.0%
Q4 2021$9,0000.0%2900.0%0.01%
-16.7%
Q3 2021$9,000
+125.0%
290
+93.3%
0.01%
+200.0%
Q2 2021$4,0000.0%1500.0%0.00%0.0%
Q1 2021$4,0001500.00%
Other shareholders
GLOBAL X FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Phoenix Holdings Ltd. 7,618,307$242,686,0004.00%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 135,242$4,297,0002.41%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,962,000$62,333,0001.96%
Anson Capital, Inc. 56,231$1,716,0001.69%
HERBST GROUP, LLC 79,736$2,533,0001.56%
Ayalon Insurance Comp Ltd. 123,468$3,923,0001.34%
Essex LLC 131,811$4,188,0001.12%
Ulland Investment Advisors, LLC 46,968$1,492,0000.95%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 379,321$12,051,0000.79%
Purus Wealth Management, LLC 30,999$985,0000.62%
View complete list of GLOBAL X FDS shareholders