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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
8,162
shares
|
$315,951
0.01% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,938
shares
|
$307,279
0.02% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,688
shares
|
$297,602
0.13% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,530
shares
|
$291,486
0.01% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
7,467
shares
|
$289,047
0.0% of portfolio
|
Q1 2025
Added 25.6%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
7,041
shares
|
$272,557
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,934
shares
|
$268,415
0.01% of portfolio
|
Q4 2022
Added 10.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,934
shares
|
$268,415
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,893
shares
|
$266,828
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,846
shares
|
$265,008
0.09% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
6,767
shares
|
$261,950
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
6,744
shares
|
$261,060
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
6,517
shares
|
$252,273
0.08% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,497
shares
|
$251,498
0.03% of portfolio
|
Q1 2025
Added 66.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
6,421
shares
|
$248,556
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,412
shares
|
$248,208
0.02% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,326
shares
|
$244,879
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
6,294
shares
|
$243,640
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,222
shares
|
$240,853
0.0% of portfolio
|
Q1 2025
Added 141.91%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
6,180
shares
|
$239,227
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,052
shares
|
$234,272
0.09% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
5,885
shares
|
$227,808
0.07% of portfolio
|
Q2 2025
Reduced 23.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,757
shares
|
$222,853
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,664
shares
|
$219,253
0.01% of portfolio
|
Q2 2025
Added 30.15%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
5,560
shares
|
$215,227
0.13% of portfolio
|
Q1 2025
Added 3.73%
|