GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 132 filers reported holding GLOBAL X FDS in Q1 2022. The put-call ratio across all filers is 1.76 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,163 | -5.2% | 10,084 | +0.0% | 0.17% | +4.9% |
| Q2 2023 | $413,735 | +29.5% | 10,079 | +27.8% | 0.16% | +1.9% |
| Q1 2023 | $319,470 | +22.0% | 7,888 | +18.6% | 0.16% | +33.3% |
| Q4 2022 | $261,917 | +25.9% | 6,653 | +21.9% | 0.12% | +13.2% |
| Q3 2022 | $208,000 | +9.5% | 5,459 | +22.5% | 0.11% | +10.4% |
| Q2 2022 | $190,000 | +47.3% | 4,458 | +71.7% | 0.10% | +68.4% |
| Q1 2022 | $129,000 | +22.9% | 2,597 | +24.7% | 0.06% | +35.7% |
| Q4 2021 | $105,000 | +14.1% | 2,082 | +9.7% | 0.04% | -2.3% |
| Q3 2021 | $92,000 | +33.3% | 1,898 | +34.6% | 0.04% | +38.7% |
| Q2 2021 | $69,000 | +9.5% | 1,410 | +7.7% | 0.03% | 0.0% |
| Q1 2021 | $63,000 | -1.6% | 1,309 | -6.3% | 0.03% | -13.9% |
| Q4 2020 | $64,000 | +10.3% | 1,397 | +6.5% | 0.04% | +2.9% |
| Q3 2020 | $58,000 | – | 1,312 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Truadvice, LLC | 313,706 | $13,797,000 | 7.30% |
| Iron Horse Wealth Management, LLC | 170,757 | $7,288,000 | 4.15% |
| MAS Advisors LLC | 77,912 | $3,325,000 | 3.01% |
| OLD SECOND NATIONAL BANK OF AURORA | 251,958 | $10,753,000 | 3.00% |
| Cavalier Investments, LLC | 193,531 | $8,260,000 | 2.89% |
| Blue Chip Partners, LLC | 382,513 | $16,326,000 | 2.08% |
| BEAM WEALTH ADVISORS, INC. | 41,706 | $1,780,000 | 1.98% |
| Castle Rock Wealth Management, LLC | 77,301 | $3,324,000 | 1.70% |
| Thrive Capital Management, LLC | 46,149 | $1,970,000 | 1.36% |
| Anfield Capital Management, LLC | 45,147 | $1,927,000 | 0.87% |