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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
24,014
shares
|
$919,736
0.3% of portfolio
|
Q1 2025
Added 63.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
21,758
shares
|
$833,331
0.01% of portfolio
|
Q1 2025
Added 91.23%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
21,574
shares
|
$826,284
0.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
21,297
shares
|
$815,675
0.09% of portfolio
|
Q1 2025
Added 27.33%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
21,280
shares
|
$815,023
0.08% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
21,078
shares
|
$807,287
0.1% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
21,014
shares
|
$804,836
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
20,970
shares
|
$803,150
0.03% of portfolio
|
Q1 2025
Added 197.24%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
20,380
shares
|
$780,554
0.03% of portfolio
|
Q1 2025
Added 49.39%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
20,288
shares
|
$777,030
0.01% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
20,000
shares
|
$766,000
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
19,810
shares
|
$758,723
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
19,674
shares
|
$753,514
0.02% of portfolio
|
Q4 2022
Reduced 75.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
19,360
shares
|
$741,488
0.01% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
19,187
shares
|
$734,862
0.41% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
19,080
shares
|
$730,764
0.01% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,667
shares
|
$714,946
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,242
shares
|
$698,668
0.0% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
18,022
shares
|
$690,242
0.06% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
17,599
shares
|
$674,041
0.09% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
17,511
shares
|
$670,671
0.0% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
17,463
shares
|
$668,832
0.17% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
16,969
shares
|
$649,912
0.05% of portfolio
|
Q1 2025
Added 103.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,868
shares
|
$646,044
0.01% of portfolio
|
Q1 2025
Added 17.56%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
16,009
shares
|
$613,144
0.0% of portfolio
|
Q1 2025
Added 47.85%
|