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 274 institutions that hold shares in the stock, with a total of 33.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
42,562
shares
|
$1.63 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
42,234
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
42,207
shares
|
$1.62 Million
1.03% of portfolio
|
Q1 2025
Added 42.92%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
38,100
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
37,240
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
37,078
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
36,139
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
35,893
shares
|
$1.37 Million
0.14% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
33,780
shares
|
$1.29 Million
0.38% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
33,777
shares
|
$1.29 Million
0.37% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
32,524
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 35.9%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
30,718
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 97.47%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
30,050
shares
|
$1.15 Million
0.25% of portfolio
|
Q1 2025
Added 22.85%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
28,800
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
28,574
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,023
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2023
Reduced 13.28%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
27,981
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
27,257
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
26,740
shares
|
$1.02 Million
1.09% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
26,076
shares
|
$998,710
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
25,846
shares
|
$989,901
0.09% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
25,554
shares
|
$978,718
0.02% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
25,178
shares
|
$964,317
0.06% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
24,550
shares
|
$940,264
0.73% of portfolio
|
Q3 2024
Added 44536.36%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
24,271
shares
|
$929,579
0.0% of portfolio
|
Q1 2025
Added 10.92%
|