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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
764
shares
|
$12,965
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
750
shares
|
$12,727
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
678
shares
|
$11,505
0.0% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
655
shares
|
$11,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
624
shares
|
$10,589
0.01% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
591
shares
|
$10,029
0.0% of portfolio
|
Q1 2025
Reduced 65.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
538
shares
|
$9,129
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
502
shares
|
$8,518
0.0% of portfolio
|
Q1 2025
Reduced 77.89%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
500
shares
|
$8,485
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
465
shares
|
$7,891
0.0% of portfolio
|
Q1 2024
Reduced 68.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
450
shares
|
$7,636
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
413
shares
|
$7,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$6,788
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
400
shares
|
$6,788
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
398
shares
|
$6,754
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
395
shares
|
$6,703
0.01% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
372
shares
|
$6,312
0.0% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
322
shares
|
$5,464
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
300
shares
|
$5,091
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
293
shares
|
$4,972
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
257
shares
|
$4,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
250
shares
|
$4,242
0.0% of portfolio
|
Q2 2024
Reduced 35.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
250
shares
|
$4,242
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
200
shares
|
$3,394
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$3,394
0.01% of portfolio
|
Q2 2022
New holding
|