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 |
|---|---|---|---|---|---|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
163,485
shares
|
$3.04 Million
2.72% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
161,933
shares
|
$3.01 Million
0.89% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
161,825
shares
|
$3.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
155,140
shares
|
$2.88 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
154,835
shares
|
$2.88 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
153,392
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2024
Added 126.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
153,176
shares
|
$2.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
152,505
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
147,527
shares
|
$2.74 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
142,883
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
140,034
shares
|
$2.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 31.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
135,401
shares
|
$2.52 Million
0.14% of portfolio
|
Q3 2024
Added 35.2%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
133,070
shares
|
$2.47 Million
0.12% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
131,155
shares
|
$2.44 Million
1.27% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
129,949
shares
|
$2.41 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
127,766
shares
|
$2.37 Million
1.89% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
120,923
shares
|
$2.25 Million
0.7% of portfolio
|
Q3 2024
Added 88.46%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
119,371
shares
|
$2.22 Million
1.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
118,428
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.73%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
117,034
shares
|
$2.17 Million
0.9% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,619
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2022
Reduced 6.56%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
116,331
shares
|
$2.16 Million
0.04% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
114,519
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 72.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
114,215
shares
|
$2.12 Million
0.07% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
113,308
shares
|
$2.11 Million
1.64% of portfolio
|
Q3 2024
Added 5.4%
|