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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
64,502
shares
|
$1.11 Million
0.28% of portfolio
|
Q2 2025
Added 473.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
64,073
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 59.5%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
62,832
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
62,526
shares
|
$1.07 Million
0.11% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
62,034
shares
|
$1.07 Million
0.56% of portfolio
|
Q3 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
61,528
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
61,223
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 26.01%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
60,566
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.21%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
59,874
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 96.59%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
58,891
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2022
Reduced 69.03%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
58,195
shares
|
$999,790
0.02% of portfolio
|
Q2 2025
Reduced 46.34%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
57,320
shares
|
$984,757
0.32% of portfolio
|
Q2 2025
Added 118.61%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
57,127
shares
|
$981,441
0.02% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
56,232
shares
|
$966,065
0.3% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
55,000
shares
|
$944,900
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
54,566
shares
|
$937,443
0.13% of portfolio
|
Q3 2025
Reduced 16.21%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
52,701
shares
|
$905,403
0.0% of portfolio
|
Q2 2025
Added 35.28%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
52,587
shares
|
$903,444
0.3% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
51,880
shares
|
$891,298
0.73% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
51,735
shares
|
$888,807
0.09% of portfolio
|
Q2 2025
Added 87.09%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
51,606
shares
|
$886,591
0.07% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
51,204
shares
|
$879,684
0.02% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
49,727
shares
|
$854,309
0.49% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,613
shares
|
$852,351
0.01% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
49,474
shares
|
$849,963
0.21% of portfolio
|
Q3 2025
Reduced 11.61%
|