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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
74,588
shares
|
$1.35 Million
0.31% of portfolio
|
Q3 2024
Added 119.68%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
73,830
shares
|
$1.33 Million
1.46% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
73,382
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
72,719
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
72,348
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2024
Added 8.98%
|
|
|
Mas Advisors LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
72,165
shares
|
$1.3 Million
3.04% of portfolio
|
Q1 2024
Added 20.84%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
71,079
shares
|
$1.28 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
70,001
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2020
Added 10.25%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
68,947
shares
|
$1.25 Million
0.73% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
68,355
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.56%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
67,808
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Added 364.63%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
67,105
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
66,750
shares
|
$1.21 Million
0.62% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
65,899
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
65,677
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 15, 2024 Q2 2024 |
65,481
shares
|
$1.18 Million
0.49% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
65,470
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
65,226
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
63,972
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 12, 2024 Q2 2024 |
62,034
shares
|
$1.12 Million
0.52% of portfolio
|
Q3 2023
New holding
|
|
|
Blue Chip Partners, Inc.
|
Jul 29, 2024 Q2 2024 |
61,115
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2024
Added 12.92%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
58,891
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2022
Reduced 69.03%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
56,147
shares
|
$1.01 Million
0.33% of portfolio
|
Q2 2024
Added 6.84%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
55,773
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
55,597
shares
|
$1 Million
0.02% of portfolio
|
Q2 2024
Added 7.83%
|