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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,406
shares
|
$436,849
0.25% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,368
shares
|
$435,394
0.0% of portfolio
|
Q4 2024
Reduced 36.24%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
11,000
shares
|
$421,299
0.07% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
10,640
shares
|
$407,511
0.1% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,425
shares
|
$399,277
0.0% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
10,362
shares
|
$396,864
0.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,330
shares
|
$395,638
0.0% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,095
shares
|
$386,638
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
9,825
shares
|
$376,297
0.55% of portfolio
|
Q3 2023
Added 5.08%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
9,610
shares
|
$368,063
0.06% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
9,426
shares
|
$361,015
0.13% of portfolio
|
Q1 2025
Added 24.85%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
9,221
shares
|
$353,164
0.04% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
9,159
shares
|
$350,789
0.08% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
8,943
shares
|
$342,516
0.08% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
8,873
shares
|
$339,835
0.01% of portfolio
|
Q1 2025
Reduced 93.59%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
8,861
shares
|
$339,376
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,742
shares
|
$334,818
0.01% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,592
shares
|
$329,073
0.01% of portfolio
|
Q1 2025
Added 37.14%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
8,516
shares
|
$326,162
0.59% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,447
shares
|
$323,520
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
8,354
shares
|
$319,958
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,336
shares
|
$319,268
0.04% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
8,307
shares
|
$318,158
0.01% of portfolio
|
Q1 2025
Added 65.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
8,162
shares
|
$312,604
0.01% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,938
shares
|
$304,025
0.02% of portfolio
|
Q1 2025
Added 4.13%
|