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 452 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
128,504
shares
|
$2.21 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
127,163
shares
|
$2.18 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
126,221
shares
|
$2.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
123,234
shares
|
$2.12 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
123,009
shares
|
$2.11 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
116,783
shares
|
$2.01 Million
0.17% of portfolio
|
Q2 2025
Added 109.22%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,619
shares
|
$2 Million
0.08% of portfolio
|
Q3 2022
Reduced 6.56%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
114,849
shares
|
$1.97 Million
0.86% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
114,591
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
113,163
shares
|
$1.94 Million
0.16% of portfolio
|
Q2 2025
Added 33.13%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
112,171
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
110,557
shares
|
$1.9 Million
1.28% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
109,099
shares
|
$1.87 Million
0.18% of portfolio
|
Q2 2025
Added 23.02%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
108,717
shares
|
$1.87 Million
0.42% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
108,051
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
107,603
shares
|
$1.85 Million
0.63% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
107,094
shares
|
$1.84 Million
0.43% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
105,408
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2025
Added 44.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
102,846
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
97,941
shares
|
$1.68 Million
1.48% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
94,875
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
91,538
shares
|
$1.57 Million
0.2% of portfolio
|
Q2 2025
Added 703.46%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
87,610
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 68.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
87,145
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
85,858
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 40.39%
|