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 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
218,087
shares
|
$8.74 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
199,496
shares
|
$8 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
195,162
shares
|
$7.82 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
191,871
shares
|
$7.69 Million
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,432
shares
|
$7.51 Million
0.02% of portfolio
|
Q3 2023
Added 304.15%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
155,868
shares
|
$6.25 Million
1.75% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
153,951
shares
|
$6.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
152,172
shares
|
$6.1 Million
0.26% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
148,893
shares
|
$5.97 Million
2.34% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
138,498
shares
|
$5.55 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
133,108
shares
|
$5.34 Million
0.13% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
132,405
shares
|
$5.31 Million
0.04% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
118,110
shares
|
$4.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
109,585
shares
|
$4.39 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
108,940
shares
|
$4.37 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
108,414
shares
|
$4.35 Million
2.08% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
105,987
shares
|
$4.25 Million
0.01% of portfolio
|
Q4 2024
Added 34.43%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
102,808
shares
|
$4.12 Million
0.28% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
96,385
shares
|
$3.86 Million
0.31% of portfolio
|
Q4 2024
Reduced 46.2%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
96,017
shares
|
$3.85 Million
2.63% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
95,690
shares
|
$3.84 Million
2.27% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
89,537
shares
|
$3.59 Million
0.01% of portfolio
|
Q4 2024
Added 112.21%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
82,051
shares
|
$3.29 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
81,070
shares
|
$3.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
78,994
shares
|
$3.17 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.19%
|