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 463 institutions that hold shares in the stock, with a total of 102 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 |
|---|---|---|---|---|---|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
684,462
shares
|
$11.4 Million
11.81% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
573,229
shares
|
$9.53 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
568,078
shares
|
$9.44 Million
1.5% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
547,524
shares
|
$9.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
519,987
shares
|
$8.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
473,999
shares
|
$7.88 Million
0.1% of portfolio
|
Q4 2024
Reduced 93.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
459,863
shares
|
$7.64 Million
0.1% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
449,470
shares
|
$7.47 Million
0.34% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
446,152
shares
|
$7.42 Million
0.03% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
442,522
shares
|
$7.35 Million
0.05% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
438,542
shares
|
$7.29 Million
0.27% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
429,586
shares
|
$7.14 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
420,677
shares
|
$6.99 Million
3.72% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
395,765
shares
|
$6.58 Million
0.01% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
385,279
shares
|
$6.4 Million
3.97% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
374,852
shares
|
$6.23 Million
1.83% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
374,674
shares
|
$6.23 Million
0.21% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
368,310
shares
|
$6.12 Million
5.21% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
353,081
shares
|
$5.87 Million
0.04% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
349,679
shares
|
$5.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
326,582
shares
|
$5.43 Million
0.08% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
314,528
shares
|
$5.23 Million
0.04% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
304,603
shares
|
$5.06 Million
0.37% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
295,105
shares
|
$4.9 Million
0.09% of portfolio
|
Q4 2022
Added 2.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
285,472
shares
|
$4.74 Million
0.01% of portfolio
|
Q4 2024
Added 17.23%
|