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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
5,533
shares
|
$214,182
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
5,500
shares
|
$212,905
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,425
shares
|
$210,001
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,284
shares
|
$204,543
0.01% of portfolio
|
Q1 2025
Reduced 96.53%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,250
shares
|
$203,227
0.15% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,208
shares
|
$201,601
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
5,089
shares
|
$196,995
0.13% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,058
shares
|
$195,795
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,542
shares
|
$175,820
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,370
shares
|
$169,162
0.0% of portfolio
|
Q1 2025
Added 84.7%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,255
shares
|
$164,711
0.06% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,234
shares
|
$163,898
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,136
shares
|
$160,104
0.0% of portfolio
|
Q1 2025
Added 92.37%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
4,000
shares
|
$154,840
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,784
shares
|
$146,478
0.0% of portfolio
|
Q1 2025
Reduced 57.04%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
3,566
shares
|
$138,039
0.13% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
3,336
shares
|
$129,136
0.02% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,539
shares
|
$98,284
0.01% of portfolio
|
Q1 2025
Added 397.84%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,515
shares
|
$97,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,894
shares
|
$73,316
0.0% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,758
shares
|
$68,052
0.0% of portfolio
|
Q1 2025
Reduced 75.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,751
shares
|
$67,781
0.02% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,715
shares
|
$66,387
0.0% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,575
shares
|
$60,968
0.03% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,450
shares
|
$56,129
0.01% of portfolio
|
Q3 2023
New holding
|