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 422 institutions that hold shares in the stock, with a total of 88.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
750
shares
|
$13,934
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
700
shares
|
$13,005
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
655
shares
|
$12,169
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
630
shares
|
$11,705
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
550
shares
|
$10,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
538
shares
|
$9,996
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
529
shares
|
$9,828
0.01% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$9,290
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
500
shares
|
$9,290
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
488
shares
|
$9,067
0.0% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
465
shares
|
$8,639
0.0% of portfolio
|
Q1 2024
Reduced 68.26%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
451
shares
|
$8,379
0.0% of portfolio
|
Q3 2024
Reduced 57.49%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
450
shares
|
$8,361
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
446
shares
|
$8,286
0.0% of portfolio
|
Q4 2024
Reduced 80.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$7,431
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
361
shares
|
$6,707
0.0% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
350
shares
|
$6,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
337
shares
|
$6,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
293
shares
|
$5,443
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
250
shares
|
$4,645
0.0% of portfolio
|
Q2 2024
Reduced 35.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
250
shares
|
$4,645
0.0% of portfolio
|
Q3 2024
Added 575.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
250
shares
|
$4,645
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
222
shares
|
$4,124
0.0% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
209
shares
|
$3,883
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$3,715
0.01% of portfolio
|
Q2 2022
New holding
|