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 465 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
465
shares
|
$7,551
0.0% of portfolio
|
Q1 2024
Reduced 68.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
450
shares
|
$7,307
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
423
shares
|
$6,869
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$6,495
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
400
shares
|
$6,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
368
shares
|
$5,976
0.0% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
350
shares
|
$5,683
0.0% of portfolio
|
Q4 2024
Reduced 91.53%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
344
shares
|
$5,586
0.0% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
322
shares
|
$5,229
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
293
shares
|
$4,758
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
250
shares
|
$4,059
0.0% of portfolio
|
Q2 2024
Reduced 35.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
250
shares
|
$4,059
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
222
shares
|
$3,605
0.0% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
209
shares
|
$3,394
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
201
shares
|
$3,264
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
200
shares
|
$3,247
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$3,247
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$3,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
178
shares
|
$2,890
0.0% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
133
shares
|
$2,159
0.0% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
70
shares
|
$1,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
29
shares
|
$470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
24
shares
|
$389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
24
shares
|
$389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
20
shares
|
$324
0.0% of portfolio
|
Q2 2024
New holding
|