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 231 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
17,829
shares
|
$748,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,747
shares
|
$744,664
0.02% of portfolio
|
Q3 2024
Added 28.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
17,234
shares
|
$723,138
0.26% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
16,463
shares
|
$690,787
0.01% of portfolio
|
Q3 2024
Reduced 39.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,313
shares
|
$684,493
0.0% of portfolio
|
Q3 2024
Reduced 20.76%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,155
shares
|
$677,863
0.0% of portfolio
|
Q3 2024
Added 29.64%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
16,023
shares
|
$672,325
0.05% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
16,000
shares
|
$671,360
0.09% of portfolio
|
Q2 2024
Reduced 15.79%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
15,797
shares
|
$662,842
0.14% of portfolio
|
Q3 2024
Added 128.25%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
15,726
shares
|
$659,862
0.07% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
15,605
shares
|
$654,785
0.72% of portfolio
|
Q3 2024
Added 21.5%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
15,589
shares
|
$654,114
0.51% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
15,311
shares
|
$642,449
0.0% of portfolio
|
Q3 2024
Reduced 32.34%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,305
shares
|
$642,197
1.04% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
15,268
shares
|
$640,645
0.1% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
15,158
shares
|
$636,029
0.18% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
15,032
shares
|
$630,742
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
14,935
shares
|
$626,672
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,697
shares
|
$616,686
0.01% of portfolio
|
Q3 2024
Reduced 20.26%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
14,398
shares
|
$604,140
0.45% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
14,369
shares
|
$602,923
0.07% of portfolio
|
Q3 2024
Added 49.4%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,301
shares
|
$600,069
0.14% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
14,241
shares
|
$597,552
0.06% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
14,035
shares
|
$588,908
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
13,958
shares
|
$585,677
0.0% of portfolio
|
Q3 2024
Reduced 7.67%
|