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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
58,891
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2022
Reduced 69.03%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
58,139
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
57,763
shares
|
$1.06 Million
0.63% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
56,796
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
55,938
shares
|
$1.03 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
55,055
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
55,000
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
54,617
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
53,939
shares
|
$991,938
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
53,302
shares
|
$980,223
0.06% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
51,880
shares
|
$954,073
0.73% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
50,762
shares
|
$933,513
0.03% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
49,858
shares
|
$916,888
0.03% of portfolio
|
Q3 2024
Reduced 23.56%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
49,060
shares
|
$902,213
0.01% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
47,782
shares
|
$878,710
0.07% of portfolio
|
Q4 2022
Reduced 20.14%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
44,017
shares
|
$809,472
0.01% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
43,502
shares
|
$800,001
0.16% of portfolio
|
Q3 2024
Added 105.7%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
43,009
shares
|
$790,935
0.61% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
42,676
shares
|
$784,811
0.02% of portfolio
|
Q3 2024
Added 25.68%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
41,987
shares
|
$772,140
0.26% of portfolio
|
Q2 2024
Reduced 7.28%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
41,315
shares
|
$759,782
0.21% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
41,083
shares
|
$755,516
0.06% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
41,001
shares
|
$754,008
0.04% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
40,905
shares
|
$752,242
0.13% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
40,729
shares
|
$749,006
0.02% of portfolio
|
Q3 2024
Added 104.22%
|