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 417 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
630
shares
|
$11,585
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
550
shares
|
$10,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
538
shares
|
$9,893
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
529
shares
|
$9,728
0.01% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$9,195
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
500
shares
|
$9,195
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
488
shares
|
$8,974
0.0% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
465
shares
|
$8,551
0.0% of portfolio
|
Q1 2024
Reduced 68.26%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
451
shares
|
$8,293
0.0% of portfolio
|
Q3 2024
Reduced 57.49%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
450
shares
|
$8,275
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$7,356
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
361
shares
|
$6,638
0.0% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
350
shares
|
$6,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
337
shares
|
$6,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
293
shares
|
$5,388
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
250
shares
|
$4,597
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
250
shares
|
$4,597
0.0% of portfolio
|
Q2 2024
Reduced 35.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
250
shares
|
$4,597
0.0% of portfolio
|
Q3 2024
Added 575.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
222
shares
|
$4,082
0.0% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
209
shares
|
$3,843
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$3,678
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
200
shares
|
$3,678
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
200
shares
|
$3,678
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
200
shares
|
$3,678
0.0% of portfolio
|
Q2 2024
Reduced 82.85%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
130
shares
|
$2,390
0.0% of portfolio
|
Q3 2024
Added 4.0%
|