GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 2 filers reported holding GLOBAL X FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $872,183 | +0.4% | 22,427 | +5.9% | 0.21% | +7.7% |
| Q2 2023 | $869,038 | -10.2% | 21,170 | -11.4% | 0.20% | -15.9% |
| Q1 2023 | $967,455 | +72.0% | 23,888 | +67.2% | 0.23% | +68.8% |
| Q4 2022 | $562,610 | +2.3% | 14,290 | -1.0% | 0.14% | -3.5% |
| Q3 2022 | $550,000 | -29.2% | 14,430 | -20.7% | 0.14% | 0.0% |
| Q2 2022 | $777,000 | +259.7% | 18,195 | +317.5% | 0.14% | +286.5% |
| Q1 2022 | $216,000 | +764.0% | 4,358 | +733.3% | 0.04% | +640.0% |
| Q1 2021 | $25,000 | +8.7% | 523 | +3.6% | 0.01% | 0.0% |
| Q4 2020 | $23,000 | – | 505 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Caerus Investment Advisors, LLC | 280,333 | $11,507,670 | 13.02% |
| Pasadena Private Wealth, LLC | 690,900 | $28,361,460 | 7.99% |
| Hamilton Wealth, LLC | 464,731 | $19,077,216 | 6.64% |
| River Street Advisors LLC | 110,362 | $4,530,351 | 4.32% |
| OLD SECOND NATIONAL BANK OF AURORA | 321,729 | $13,206,975 | 3.82% |
| Cavalier Investments, LLC | 250,178 | $10,269,807 | 3.74% |
| Thrive Capital Management, LLC | 118,737 | $4,874,141 | 2.78% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 120,668 | $4,953,433 | 2.72% |
| MAS Advisors LLC | 35,262 | $1,447,514 | 2.02% |
| ELCO Management Co., LLC | 64,300 | $2,639,515 | 1.91% |