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 | $494,447 | +50.9% | 12,714 | +52.8% | 0.01% | +42.9% |
| Q4 2022 | $327,598 | -53.5% | 8,321 | -55.0% | 0.01% | -56.2% |
| Q3 2022 | $705,000 | +97.5% | 18,488 | +120.8% | 0.02% | +100.0% |
| Q2 2022 | $357,000 | -29.7% | 8,374 | -18.4% | 0.01% | -11.1% |
| Q1 2022 | $508,000 | +1.8% | 10,260 | +3.8% | 0.01% | 0.0% |
| Q4 2021 | $499,000 | +2.3% | 9,886 | -99.0% | 0.01% | 0.0% |
| Q3 2021 | $488,000 | – | 1,004,600 | – | 0.01% | – |
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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% |