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 33.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
75,954
shares
|
$2.94 Million
0.04% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
75,905
shares
|
$2.94 Million
2.06% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
74,919
shares
|
$2.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
68,632
shares
|
$2.66 Million
0.1% of portfolio
|
Q1 2025
Added 23.23%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
66,379
shares
|
$2.57 Million
0.56% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
62,794
shares
|
$2.43 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
59,955
shares
|
$2.32 Million
0.08% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
58,600
shares
|
$2.27 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
57,773
shares
|
$2.24 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
57,535
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
57,165
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Added 30.89%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
56,444
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 75.85%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
56,366
shares
|
$2.18 Million
0.3% of portfolio
|
Q2 2025
Added 18.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
54,745
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
53,490
shares
|
$2.07 Million
1.61% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
53,463
shares
|
$2.07 Million
0.04% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
50,579
shares
|
$1.96 Million
0.31% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,885
shares
|
$1.89 Million
0.08% of portfolio
|
Q1 2020
Reduced 98.98%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
48,489
shares
|
$1.88 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.63%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
46,937
shares
|
$1.82 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
46,734
shares
|
$1.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 67.9%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
46,195
shares
|
$1.79 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
45,739
shares
|
$1.77 Million
0.15% of portfolio
|
Q2 2025
Added 22.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
44,924
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
44,615
shares
|
$1.73 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.68%
|