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 |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,912
shares
|
$303,029
0.1% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
7,716
shares
|
$295,522
0.11% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,688
shares
|
$294,450
0.13% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,530
shares
|
$288,399
0.01% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
7,467
shares
|
$285,986
0.0% of portfolio
|
Q1 2025
Added 25.6%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
7,025
shares
|
$269,057
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
7,008
shares
|
$268,406
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,934
shares
|
$265,572
0.01% of portfolio
|
Q4 2022
Added 10.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,934
shares
|
$265,572
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,893
shares
|
$264,001
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,846
shares
|
$262,201
0.09% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
6,767
shares
|
$259,176
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
6,744
shares
|
$258,295
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
6,615
shares
|
$253,354
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
6,530
shares
|
$250,098
0.01% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,497
shares
|
$248,835
0.03% of portfolio
|
Q1 2025
Added 66.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
6,421
shares
|
$245,924
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
|
$245,579
0.02% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
6,382
shares
|
$244,430
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,326
shares
|
$242,285
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
6,294
shares
|
$241,060
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,222
shares
|
$238,302
0.0% of portfolio
|
Q1 2025
Added 141.91%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
6,180
shares
|
$236,693
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
5,878
shares
|
$225,127
0.11% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
5,691
shares
|
$217,965
0.04% of portfolio
|
Q1 2025
Reduced 19.12%
|