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 418 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
104,534
shares
|
$1.89 Million
0.35% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
104,443
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2024
Reduced 35.03%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 14, 2024 Q2 2024 |
102,862
shares
|
$1.86 Million
4.12% of portfolio
|
Q2 2024
Added 6.59%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
100,982
shares
|
$1.82 Million
0.12% of portfolio
|
Q3 2024
Added 128.84%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
99,186
shares
|
$1.79 Million
0.43% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
98,664
shares
|
$1.78 Million
0.26% of portfolio
|
Q3 2024
Reduced 35.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
98,610
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2024
Reduced 50.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
98,546
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 39.51%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
97,718
shares
|
$1.76 Million
0.27% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
97,410
shares
|
$1.76 Million
0.09% of portfolio
|
Q2 2024
Reduced 8.15%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
95,824
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Chase Investment Counsel Corp
|
Aug 19, 2024 Q2 2024 |
93,370
shares
|
$1.69 Million
0.59% of portfolio
|
Q2 2024
Added 15.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
93,099
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.99%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
82,973
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
82,720
shares
|
$1.49 Million
0.65% of portfolio
|
Q2 2024
Added 12.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
82,173
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
81,116
shares
|
$1.46 Million
0.52% of portfolio
|
Q4 2022
Reduced 93.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
80,464
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
78,716
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2024
Added 7.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
78,388
shares
|
$1.42 Million
0.57% of portfolio
|
Q3 2023
Added 88.54%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
78,285
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2024
Added 42.25%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
76,912
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
76,686
shares
|
$1.38 Million
0.35% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
75,847
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Added 5.94%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
74,994
shares
|
$1.35 Million
0.55% of portfolio
|
Q3 2024
Reduced 22.17%
|