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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
76,686
shares
|
$1.41 Million
0.35% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
76,239
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
75,525
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
75,447
shares
|
$1.39 Million
0.36% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
75,363
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Added 59.96%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
74,994
shares
|
$1.38 Million
0.55% of portfolio
|
Q3 2024
Reduced 22.17%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
74,588
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2024
Added 119.68%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
73,830
shares
|
$1.36 Million
1.46% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
73,699
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 65.33%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
72,719
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
72,170
shares
|
$1.33 Million
2.78% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
71,291
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
71,079
shares
|
$1.31 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
70,001
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2020
Added 10.25%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
69,943
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
68,947
shares
|
$1.27 Million
0.73% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
66,750
shares
|
$1.23 Million
0.62% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
66,226
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
65,899
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
65,677
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
65,470
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
64,036
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
63,040
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 37.03%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
62,034
shares
|
$1.14 Million
0.61% of portfolio
|
Q3 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
61,678
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 10.94%
|