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 425 institutions that hold shares in the stock, with a total of 90.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
11,838
shares
|
$217,937
0.31% of portfolio
|
Q3 2022
Reduced 4.65%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
11,821
shares
|
$217,624
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
11,643
shares
|
$214,347
0.02% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
11,625
shares
|
$214,016
0.01% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
11,624
shares
|
$213,997
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,541
shares
|
$212,469
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
11,428
shares
|
$210,389
0.01% of portfolio
|
Q1 2024
Reduced 51.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11,275
shares
|
$207,572
0.07% of portfolio
|
Q4 2023
Reduced 10.25%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
11,218
shares
|
$206,523
0.03% of portfolio
|
Q3 2024
Reduced 48.62%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,184
shares
|
$205,897
0.09% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
11,136
shares
|
$205,013
0.12% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
11,098
shares
|
$204,314
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
10,996
shares
|
$202,436
0.13% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,908
shares
|
$200,816
0.02% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
10,545
shares
|
$194,133
0.05% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
10,400
shares
|
$191,464
0.0% of portfolio
|
Q3 2024
Reduced 37.35%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
10,302
shares
|
$189,659
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10,254
shares
|
$188,776
0.0% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
10,043
shares
|
$184,891
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,000
shares
|
$184,100
0.03% of portfolio
|
Q4 2023
Reduced 13.04%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
9,535
shares
|
$175,539
0.02% of portfolio
|
Q1 2024
Reduced 39.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,900
shares
|
$163,849
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,757
shares
|
$161,216
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,604
shares
|
$158,399
0.02% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,875
shares
|
$144,978
0.01% of portfolio
|
Q3 2024
New holding
|