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 230 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 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
|
$163 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
|
$135 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
|
$122 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
|
$69.3 Million
0.44% of portfolio
|
Q3 2024
Reduced 63.42%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,076,050
shares
|
$45.2 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
|
$44.1 Million
0.06% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
917,898
shares
|
$38.5 Million
0.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
720,709
shares
|
$30.2 Million
0.5% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
643,510
shares
|
$27 Million
0.01% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
577,565
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
575,340
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,797
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
408,501
shares
|
$17.1 Million
0.41% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
376,181
shares
|
$15.8 Million
2.0% of portfolio
|
Q3 2024
Added 34.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
360,485
shares
|
$15.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
352,374
shares
|
$14.8 Million
0.66% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
324,615
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
320,034
shares
|
$13.4 Million
12.68% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
253,982
shares
|
$10.7 Million
2.83% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
239,861
shares
|
$10.1 Million
0.06% of portfolio
|
Q3 2024
Added 50.79%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
218,535
shares
|
$9.17 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
216,574
shares
|
$9.09 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
215,124
shares
|
$9.03 Million
0.03% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
212,042
shares
|
$8.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
191,650
shares
|
$8.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.76%
|