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 269 institutions that hold shares in the stock, with a total of 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
8,351,126
shares
|
$327 Million
1.61% of portfolio
|
Q2 2025
Added 2480.38%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,921,029
shares
|
$193 Million
0.01% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,677,216
shares
|
$144 Million
0.06% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,406,160
shares
|
$133 Million
0.01% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
1,652,108
shares
|
$64.7 Million
0.43% of portfolio
|
Q3 2024
Reduced 63.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,479,055
shares
|
$57.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,279,713
shares
|
$50.1 Million
0.01% of portfolio
|
Q1 2025
Added 53.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,130,893
shares
|
$44.3 Million
0.01% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,051,469
shares
|
$41.2 Million
0.06% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
871,525
shares
|
$34.1 Million
0.01% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
840,761
shares
|
$32.9 Million
3.32% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
822,531
shares
|
$32.2 Million
0.48% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
625,045
shares
|
$24.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
599,693
shares
|
$23.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 37.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
591,638
shares
|
$23.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
539,030
shares
|
$21.1 Million
0.9% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
415,590
shares
|
$16.3 Million
0.39% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,797
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
366,576
shares
|
$14.4 Million
0.09% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
361,559
shares
|
$14.2 Million
5.66% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
360,623
shares
|
$14.1 Million
13.82% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
340,230
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
282,676
shares
|
$11.1 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
268,667
shares
|
$10.5 Million
0.35% of portfolio
|
Q1 2025
Added 37.66%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
258,215
shares
|
$10.1 Million
0.03% of portfolio
|
Q1 2025
Added 188.39%
|