Institutional Ownership Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD). We have compiled data on the 253 institutions that hold shares in the stock, with a total of 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,892,516
shares
|
$165 Million
0.01% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,213,625
shares
|
$137 Million
0.06% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,901,399
shares
|
$123 Million
0.01% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
1,652,108
shares
|
$70.2 Million
0.44% of portfolio
|
Q3 2024
Reduced 63.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,535,886
shares
|
$65.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,076,050
shares
|
$45.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,051,469
shares
|
$44.7 Million
0.06% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
917,898
shares
|
$39 Million
0.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
707,786
shares
|
$30.1 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
643,510
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
577,565
shares
|
$24.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
575,340
shares
|
$24.5 Million
0.01% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
414,835
shares
|
$17.6 Million
1.46% of portfolio
|
Q4 2024
Reduced 96.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
413,191
shares
|
$17.6 Million
0.39% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,797
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
392,323
shares
|
$16.7 Million
2.05% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
352,374
shares
|
$15 Million
0.66% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
324,615
shares
|
$13.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
320,034
shares
|
$13.6 Million
12.68% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
276,470
shares
|
$11.7 Million
0.07% of portfolio
|
Q4 2024
Added 15.26%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
272,689
shares
|
$11.6 Million
6.46% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
268,372
shares
|
$11.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
253,982
shares
|
$10.8 Million
2.83% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
228,351
shares
|
$9.7 Million
3.58% of portfolio
|
Q4 2024
Added 791.09%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
218,087
shares
|
$9.27 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.21%
|