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 |
---|---|---|---|---|---|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,406
shares
|
$441,526
0.25% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,368
shares
|
$440,055
0.0% of portfolio
|
Q4 2024
Reduced 36.24%
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
11,000
shares
|
$425,810
0.07% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
10,640
shares
|
$411,874
0.1% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,425
shares
|
$403,551
0.0% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
10,362
shares
|
$401,113
0.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,330
shares
|
$399,874
0.0% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,095
shares
|
$390,777
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
9,825
shares
|
$380,325
0.55% of portfolio
|
Q3 2023
Added 5.08%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
9,610
shares
|
$372,003
0.06% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
9,426
shares
|
$364,880
0.13% of portfolio
|
Q1 2025
Added 24.85%
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
9,221
shares
|
$356,944
0.04% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
9,170
shares
|
$354,970
0.02% of portfolio
|
Q2 2025
New holding
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
8,943
shares
|
$346,183
0.08% of portfolio
|
Q1 2025
Added 26.94%
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
8,873
shares
|
$343,473
0.01% of portfolio
|
Q1 2025
Reduced 93.59%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
8,861
shares
|
$343,009
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
8,806
shares
|
$340,880
0.03% of portfolio
|
Q2 2025
New holding
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,742
shares
|
$338,402
0.01% of portfolio
|
Q1 2025
Added 9.85%
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,592
shares
|
$332,596
0.01% of portfolio
|
Q1 2025
Added 37.14%
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
8,516
shares
|
$329,654
0.59% of portfolio
|
Q1 2025
Added 4.81%
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,447
shares
|
$326,983
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
8,354
shares
|
$323,383
0.26% of portfolio
|
Q2 2023
New holding
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,336
shares
|
$322,686
0.04% of portfolio
|
Q1 2025
Added 5.51%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
8,307
shares
|
$321,563
0.01% of portfolio
|
Q1 2025
Added 65.61%
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,242
shares
|
$319,047
0.15% of portfolio
|
Q2 2025
Added 17.32%
|