Institutional Ownership Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD). We have compiled data on the 477 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
16,627
shares
|
$276,673
0.11% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
15,814
shares
|
$263,144
0.0% of portfolio
|
Q3 2023
Reduced 2.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
15,785
shares
|
$262,662
0.01% of portfolio
|
Q1 2025
Reduced 79.5%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
15,724
shares
|
$261,647
0.0% of portfolio
|
Q1 2025
Added 53.35%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
15,679
shares
|
$260,898
0.02% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
15,218
shares
|
$253,227
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
15,000
shares
|
$249,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
15,000
shares
|
$249,600
0.01% of portfolio
|
Q4 2023
Reduced 27.39%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
14,751
shares
|
$245,456
0.1% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
14,719
shares
|
$244,924
0.18% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
14,654
shares
|
$243,842
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,606
shares
|
$243,043
0.01% of portfolio
|
Q4 2022
Added 5.96%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
14,413
shares
|
$239,832
0.01% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
14,314
shares
|
$238,184
0.07% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
14,259
shares
|
$237,269
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
14,251
shares
|
$237,136
0.11% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
14,060
shares
|
$233,958
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
13,800
shares
|
$229,632
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
13,777
shares
|
$229,249
0.07% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
13,628
shares
|
$226,769
0.0% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,579
shares
|
$225,954
0.13% of portfolio
|
Q2 2023
Added 207.57%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
13,448
shares
|
$223,774
0.03% of portfolio
|
Q2 2025
Added 19.72%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
13,405
shares
|
$223,059
0.09% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
13,387
shares
|
$222,759
0.28% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
13,156
shares
|
$218,915
0.0% of portfolio
|
Q1 2025
New holding
|