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 | $314,659 | +323.0% | 8,091 | +346.5% | 0.00% | – |
| Q2 2023 | $74,383 | -1.5% | 1,812 | -2.8% | 0.00% | – |
| Q1 2023 | $75,483 | +7.0% | 1,864 | +4.1% | 0.00% | – |
| Q4 2022 | $70,517 | -77.6% | 1,791 | -78.3% | 0.00% | -100.0% |
| Q3 2022 | $315,000 | +49.3% | 8,255 | +66.8% | 0.00% | 0.0% |
| Q2 2022 | $211,000 | -1.9% | 4,948 | +14.1% | 0.00% | 0.0% |
| Q1 2022 | $215,000 | +112.9% | 4,336 | +110.1% | 0.00% | – |
| Q2 2021 | $101,000 | – | 2,064 | – | 0.00% | – |
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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% |