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 33.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
15,582
shares
|
$603,179
0.48% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,305
shares
|
$592,456
1.04% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,081
shares
|
$583,785
0.05% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
14,974
shares
|
$579,643
0.18% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
14,908
shares
|
$577,088
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
14,552
shares
|
$563,307
0.95% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
14,484
shares
|
$560,675
0.04% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,310
shares
|
$553,940
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,301
shares
|
$553,591
0.14% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
13,704
shares
|
$530,481
0.06% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
13,397
shares
|
$518,597
0.01% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
13,368
shares
|
$517,475
0.56% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
13,043
shares
|
$504,894
0.39% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
13,003
shares
|
$503,346
0.01% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,837
shares
|
$496,920
0.02% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
12,466
shares
|
$482,558
0.13% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
12,439
shares
|
$481,513
0.07% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,270
shares
|
$474,971
0.02% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,261
shares
|
$474,623
0.0% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
12,189
shares
|
$471,836
0.27% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,157
shares
|
$470,597
0.16% of portfolio
|
Q1 2025
Added 48.49%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
11,962
shares
|
$463,049
0.39% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,717
shares
|
$453,565
0.01% of portfolio
|
Q2 2025
Added 79.43%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,598
shares
|
$448,958
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,543
shares
|
$446,829
0.02% of portfolio
|
Q1 2025
Added 25.07%
|