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 |
|---|---|---|---|---|---|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
173,220
shares
|
$2.94 Million
3.06% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
172,910
shares
|
$2.93 Million
0.1% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
171,860
shares
|
$2.92 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
171,264
shares
|
$2.91 Million
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
169,500
shares
|
$2.88 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
167,920
shares
|
$2.85 Million
0.12% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
163,959
shares
|
$2.78 Million
1.9% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
161,660
shares
|
$2.74 Million
0.58% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
160,180
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
160,095
shares
|
$2.72 Million
0.18% of portfolio
|
Q2 2025
Added 31.55%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
159,876
shares
|
$2.71 Million
0.88% of portfolio
|
Q1 2025
Added 53.0%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
157,485
shares
|
$2.67 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
152,751
shares
|
$2.59 Million
0.22% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
151,077
shares
|
$2.56 Million
0.57% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
150,324
shares
|
$2.55 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
150,133
shares
|
$2.55 Million
0.02% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
143,862
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Added 319.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
143,093
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2025
Reduced 76.63%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
142,749
shares
|
$2.42 Million
0.66% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
140,091
shares
|
$2.38 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.38%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
139,296
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
138,301
shares
|
$2.35 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
136,356
shares
|
$2.31 Million
0.11% of portfolio
|
Q2 2025
Reduced 60.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
135,931
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Added 29.11%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
134,343
shares
|
$2.28 Million
0.33% of portfolio
|
Q2 2025
Added 12.97%
|