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 481 institutions that hold shares in the stock, with a total of 114 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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
126,968
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
126,221
shares
|
$2.09 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
124,684
shares
|
$2.07 Million
1.89% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
124,504
shares
|
$2.06 Million
0.07% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
124,077
shares
|
$2.06 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
121,702
shares
|
$2.02 Million
0.15% of portfolio
|
Q1 2025
Added 77.69%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
121,404
shares
|
$2.01 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
118,918
shares
|
$1.97 Million
0.31% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,619
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2022
Reduced 6.56%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
116,099
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
114,018
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
112,171
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
111,094
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 16358.37%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
110,711
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
108,863
shares
|
$1.8 Million
0.09% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
108,461
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
107,094
shares
|
$1.78 Million
0.43% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
105,281
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Added 89.41%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
104,872
shares
|
$1.74 Million
0.27% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
101,973
shares
|
$1.69 Million
0.6% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
101,246
shares
|
$1.68 Million
1.39% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
99,169
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
96,172
shares
|
$1.59 Million
0.64% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
94,856
shares
|
$1.57 Million
0.12% of portfolio
|
Q1 2025
Added 36.58%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
89,714
shares
|
$1.49 Million
0.92% of portfolio
|
Q1 2025
Added 46.34%
|