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 279 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,305
shares
|
$611,587
1.04% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
15,293
shares
|
$611,108
0.05% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,216
shares
|
$608,031
0.01% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
14,974
shares
|
$598,361
0.18% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
14,703
shares
|
$587,531
0.0% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
14,458
shares
|
$577,741
0.26% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
14,361
shares
|
$573,865
0.02% of portfolio
|
Q3 2025
Added 55.73%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,301
shares
|
$571,467
0.14% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
14,076
shares
|
$562,476
0.12% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
14,022
shares
|
$560,319
0.52% of portfolio
|
Q4 2025
Added 4.16%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
13,786
shares
|
$550,888
0.02% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
13,751
shares
|
$549,489
0.01% of portfolio
|
Q3 2025
Reduced 23.63%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
13,613
shares
|
$543,975
0.02% of portfolio
|
Q3 2025
Reduced 33.2%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
13,347
shares
|
$533,346
0.12% of portfolio
|
Q3 2025
Added 25.39%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
13,346
shares
|
$533,306
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
13,029
shares
|
$520,638
0.0% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
12,695
shares
|
$507,292
0.37% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,516
shares
|
$500,139
0.01% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
12,398
shares
|
$495,424
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,214
shares
|
$488,071
0.0% of portfolio
|
Q3 2025
Reduced 34.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,162
shares
|
$485,993
0.01% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
12,004
shares
|
$479,679
0.0% of portfolio
|
Q3 2025
Added 57.26%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
11,795
shares
|
$471,328
0.04% of portfolio
|
Q3 2025
Added 203.06%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
11,676
shares
|
$466,572
0.27% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,627
shares
|
$464,614
0.0% of portfolio
|
Q3 2025
Added 3.28%
|
|