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 481 institutions that hold shares in the stock, with a total of 114 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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
70,001
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2020
Added 10.25%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
69,185
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
67,645
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
67,201
shares
|
$1.11 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
67,037
shares
|
$1.11 Million
0.32% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
66,486
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
66,327
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
64,942
shares
|
$1.08 Million
0.55% of portfolio
|
Q1 2025
Added 24.07%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
62,034
shares
|
$1.03 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
59,209
shares
|
$981,685
0.11% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
58,891
shares
|
$976,412
0.02% of portfolio
|
Q4 2022
Reduced 69.03%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
58,658
shares
|
$972,549
0.43% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
58,055
shares
|
$962,551
0.01% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
57,894
shares
|
$959,882
0.23% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
57,141
shares
|
$947,397
0.03% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
57,063
shares
|
$946,104
0.03% of portfolio
|
Q1 2025
Added 22.45%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
55,818
shares
|
$925,462
0.09% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
55,389
shares
|
$918,349
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
55,000
shares
|
$911,899
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
53,851
shares
|
$892,849
0.02% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
53,231
shares
|
$882,569
0.34% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
52,702
shares
|
$873,799
0.02% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
52,587
shares
|
$871,892
0.3% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
52,217
shares
|
$865,757
0.3% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
52,040
shares
|
$862,823
0.0% of portfolio
|
Q1 2025
Added 91.82%
|