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 | $906,236 | -36.9% | 36,019 | -30.1% | 0.16% | -40.6% |
| Q1 2024 | $1,436,160 | -20.3% | 51,549 | -26.9% | 0.28% | -27.6% |
| Q4 2023 | $1,802,482 | +44.8% | 70,492 | +14.0% | 0.38% | +33.7% |
| Q3 2023 | $1,245,135 | -1.5% | 61,824 | +7.9% | 0.28% | +1.1% |
| Q2 2023 | $1,264,567 | +109.1% | 57,298 | +97.3% | 0.28% | +98.6% |
| Q1 2023 | $604,738 | +80.6% | 29,046 | +67.1% | 0.14% | +21.4% |
| Q4 2022 | $334,874 | – | 17,378 | – | 0.12% | – |
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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% |