GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814. A total of 115 filers reported holding GLOBAL X FDS in Q4 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $755 | -9.7% | 30 | 0.0% | 0.00% | – |
| Q1 2024 | $836 | +8.9% | 30 | 0.0% | 0.00% | – |
| Q4 2023 | $768 | +90.6% | 30 | +50.0% | 0.00% | – |
| Q3 2023 | $403 | -8.6% | 20 | 0.0% | 0.00% | – |
| Q2 2023 | $441 | +6.0% | 20 | 0.0% | 0.00% | – |
| Q1 2023 | $416 | +8.1% | 20 | 0.0% | 0.00% | – |
| Q4 2022 | $385 | – | 20 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 20 | -4.8% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 21 | -32.3% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 31 | +55.0% | 0.00% | – |
| Q4 2021 | $1,000 | – | 20 | +300.0% | 0.00% | – |
| Q3 2021 | $0 | – | 5 | -16.7% | 0.00% | – |
| Q2 2021 | $0 | – | 6 | +500.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TPB WEALTH ADVISORS | 99,265 | $4,726,000 | 3.05% |
| Conservest Capital Advisors, Inc. | 405,760 | $19,343,000 | 2.18% |
| Stelac Advisory Services LLC | 170,137 | $8,032,000 | 1.83% |
| Baltimore-Washington Financial Advisors, Inc. | 341,527 | $16,280,000 | 1.52% |
| Sargent Investment Group, LLC | 99,282 | $4,733,000 | 1.12% |
| Joseph P. Lucia & Associates, LLC | 34,862 | $1,662,000 | 0.99% |
| STRATEGIC WEALTH MANAGEMENT INC | 33,536 | $1,599,000 | 0.86% |
| TriaGen Wealth Management LLC | 23,716 | $1,114,000 | 0.57% |
| Castle Rock Wealth Management, LLC | 21,430 | $1,041,000 | 0.38% |
| Merit Financial Group, LLC | 81,270 | $3,874,000 | 0.36% |