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 | $738,910 | -5.3% | 19,000 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $779,950 | +0.8% | 19,000 | -0.5% | 0.11% | -6.0% |
| Q1 2023 | $773,550 | +2.9% | 19,100 | 0.0% | 0.12% | -0.9% |
| Q4 2022 | $751,967 | -64.3% | 19,100 | -65.5% | 0.12% | -63.6% |
| Q3 2022 | $2,107,000 | -65.0% | 55,285 | -60.8% | 0.32% | -62.5% |
| Q2 2022 | $6,019,000 | -47.8% | 141,025 | -39.4% | 0.86% | -31.2% |
| Q1 2022 | $11,528,000 | +21.5% | 232,798 | +23.9% | 1.24% | +31.3% |
| Q4 2021 | $9,490,000 | +321.2% | 187,886 | +304.7% | 0.95% | +361.5% |
| Q3 2021 | $2,253,000 | +773.3% | 46,421 | +781.2% | 0.20% | +791.3% |
| Q2 2021 | $258,000 | – | 5,268 | – | 0.02% | – |
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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% |