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 477 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 $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
175,948
shares
|
$2.93 Million
0.1% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
173,220
shares
|
$2.88 Million
3.06% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
171,752
shares
|
$2.86 Million
0.03% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
171,137
shares
|
$2.85 Million
0.17% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
May 05, 2025 Q1 2025 |
169,500
shares
|
$2.82 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
163,837
shares
|
$2.73 Million
2.13% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
161,660
shares
|
$2.69 Million
0.58% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
159,876
shares
|
$2.66 Million
1.01% of portfolio
|
Q1 2025
Added 53.0%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
157,485
shares
|
$2.62 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
156,845
shares
|
$2.61 Million
0.12% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
153,204
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
150,325
shares
|
$2.5 Million
0.09% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
150,324
shares
|
$2.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
144,025
shares
|
$2.4 Million
0.08% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
142,749
shares
|
$2.38 Million
0.66% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
142,583
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
139,918
shares
|
$2.33 Million
0.03% of portfolio
|
Q1 2025
Added 413.14%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
138,318
shares
|
$2.3 Million
0.03% of portfolio
|
Q1 2025
Added 278.48%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
138,301
shares
|
$2.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
136,356
shares
|
$2.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 60.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
133,253
shares
|
$2.22 Million
0.16% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
132,184
shares
|
$2.2 Million
0.59% of portfolio
|
Q1 2025
Reduced 42.54%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
132,037
shares
|
$2.2 Million
0.18% of portfolio
|
Q1 2025
Added 25.81%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
128,523
shares
|
$2.14 Million
1.03% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
126,968
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Added 8.51%
|