Institutional Ownership Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD). We have compiled data on the 452 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
17,488
shares
|
$296,771
0.04% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
17,457
shares
|
$296,245
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
17,406
shares
|
$295,379
0.23% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
17,302
shares
|
$293,614
0.01% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
17,122
shares
|
$290,560
0.01% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
16,895
shares
|
$286,708
0.09% of portfolio
|
Q2 2025
Reduced 55.67%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
16,843
shares
|
$285,825
0.02% of portfolio
|
Q2 2025
Reduced 77.81%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
16,767
shares
|
$284,535
0.14% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
16,745
shares
|
$284,162
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
16,627
shares
|
$282,160
0.11% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
16,355
shares
|
$277,544
0.01% of portfolio
|
Q2 2025
Reduced 38.36%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
16,168
shares
|
$274,370
0.04% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
15,998
shares
|
$271,486
0.04% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
15,832
shares
|
$268,669
0.01% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
15,814
shares
|
$268,363
0.0% of portfolio
|
Q3 2023
Reduced 2.97%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,750
shares
|
$267,277
0.0% of portfolio
|
Q2 2025
Reduced 81.23%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
15,679
shares
|
$266,072
0.02% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
15,330
shares
|
$260,150
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
15,000
shares
|
$254,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
15,000
shares
|
$254,549
0.01% of portfolio
|
Q4 2023
Reduced 27.39%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
14,991
shares
|
$254,397
0.19% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14,939
shares
|
$253,514
0.0% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
14,783
shares
|
$250,867
0.3% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,606
shares
|
$247,863
0.01% of portfolio
|
Q4 2022
Added 5.96%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
14,564
shares
|
$247,151
0.15% of portfolio
|
Q2 2025
Reduced 1.05%
|