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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
5,644
shares
|
$216,165
0.08% of portfolio
|
Q3 2023
Added 15.18%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
5,560
shares
|
$212,947
0.13% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
5,533
shares
|
$211,913
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
5,500
shares
|
$210,649
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,425
shares
|
$207,777
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,284
shares
|
$202,377
0.01% of portfolio
|
Q1 2025
Reduced 96.53%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,250
shares
|
$201,074
0.15% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,208
shares
|
$199,466
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
5,129
shares
|
$196,440
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
5,089
shares
|
$194,908
0.13% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,058
shares
|
$193,721
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
4,541
shares
|
$173,920
0.0% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,370
shares
|
$167,371
0.0% of portfolio
|
Q1 2025
Added 84.7%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,352
shares
|
$166,681
0.01% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,255
shares
|
$162,966
0.06% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,234
shares
|
$162,162
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,136
shares
|
$158,408
0.0% of portfolio
|
Q1 2025
Added 92.37%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
4,000
shares
|
$153,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,784
shares
|
$144,927
0.0% of portfolio
|
Q1 2025
Reduced 57.04%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
3,566
shares
|
$136,577
0.13% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
3,533
shares
|
$135,313
0.02% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,539
shares
|
$97,243
0.01% of portfolio
|
Q1 2025
Added 397.84%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,515
shares
|
$96,324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,973
shares
|
$75,565
0.0% of portfolio
|
Q1 2025
Added 15.04%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,758
shares
|
$67,331
0.0% of portfolio
|
Q1 2025
Reduced 75.05%
|