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 |
|---|---|---|---|---|---|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
131,450
shares
|
$2.23 Million
1.74% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
128,504
shares
|
$2.18 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
128,504
shares
|
$2.18 Million
1.06% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
127,163
shares
|
$2.16 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
126,221
shares
|
$2.14 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
123,287
shares
|
$2.09 Million
1.43% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
116,783
shares
|
$1.98 Million
0.17% of portfolio
|
Q2 2025
Added 109.22%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,619
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2022
Reduced 6.56%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
114,849
shares
|
$1.95 Million
0.86% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
114,190
shares
|
$1.94 Million
0.08% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
113,163
shares
|
$1.92 Million
0.16% of portfolio
|
Q2 2025
Added 33.13%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
112,171
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
110,557
shares
|
$1.88 Million
1.28% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
109,099
shares
|
$1.85 Million
0.18% of portfolio
|
Q2 2025
Added 23.02%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
108,717
shares
|
$1.84 Million
0.42% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
107,094
shares
|
$1.82 Million
0.43% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
103,269
shares
|
$1.75 Million
0.67% of portfolio
|
Q2 2025
Added 36.3%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
102,894
shares
|
$1.75 Million
0.28% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
102,846
shares
|
$1.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
94,875
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
91,538
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2025
Added 703.46%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
89,874
shares
|
$1.53 Million
0.13% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
87,610
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Added 68.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
87,145
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
86,348
shares
|
$1.47 Million
1.22% of portfolio
|
Q1 2025
New holding
|