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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
78,445
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
77,516
shares
|
$3.11 Million
2.55% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
74,678
shares
|
$2.99 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
70,394
shares
|
$2.82 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Feb 14, 2025 Q4 2024 |
65,292
shares
|
$2.62 Million
0.27% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
64,612
shares
|
$2.59 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
64,027
shares
|
$2.57 Million
0.83% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
61,800
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
60,331
shares
|
$2.42 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
59,127
shares
|
$2.37 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
58,800
shares
|
$2.36 Million
1.32% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
56,719
shares
|
$2.27 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
55,695
shares
|
$2.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
55,296
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
49,686
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Added 23.25%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
49,380
shares
|
$1.98 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,885
shares
|
$1.96 Million
0.08% of portfolio
|
Q1 2020
Reduced 98.98%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
48,658
shares
|
$1.95 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
48,236
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
47,832
shares
|
$1.92 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
46,659
shares
|
$1.87 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
45,842
shares
|
$1.84 Million
0.63% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
42,562
shares
|
$1.71 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
40,627
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 17.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
39,232
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 35.32%
|