GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 200 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,265,144 | +8.0% | 135,386 | +14.0% | 2.92% | +5.0% |
| Q2 2023 | $4,874,141 | +32.4% | 118,737 | +30.2% | 2.78% | +19.8% |
| Q1 2023 | $3,680,417 | +14.5% | 91,167 | +11.6% | 2.32% | +10.4% |
| Q4 2022 | $3,215,303 | +27.1% | 81,669 | +23.1% | 2.10% | +22.9% |
| Q3 2022 | $2,529,000 | +28.4% | 66,364 | +43.8% | 1.71% | +25.4% |
| Q2 2022 | $1,970,000 | +253.7% | 46,149 | +310.5% | 1.36% | +306.0% |
| Q1 2022 | $557,000 | – | 11,243 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Horse Wealth Management, LLC | 106,142 | $5,151,000 | 3.19% |
| Castle Rock Wealth Management, LLC | 114,276 | $5,777,000 | 1.98% |
| BEAM WEALTH ADVISORS, INC. | 29,558 | $1,434,000 | 1.23% |
| Trinity Legacy Partners, LLC | 21,874 | $1,062,000 | 0.38% |
| McAdam, LLC | 56,779 | $2,755,000 | 0.31% |
| Community Capital Management, LLC | 6,000 | $291,000 | 0.30% |
| ASHFORD CAPITAL MANAGEMENT INC | 46,421 | $2,253,000 | 0.20% |
| Brookstone Capital Management | 188,690 | $9,317,000 | 0.17% |
| Wagner Wealth Management, LLC | 2,790 | $141,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 51,072 | $2,479,000 | 0.10% |