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 |
|---|---|---|---|---|---|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
51,880
shares
|
$863,283
0.73% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,613
shares
|
$825,560
0.01% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
49,401
shares
|
$822,032
0.34% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
47,782
shares
|
$795,092
0.07% of portfolio
|
Q4 2022
Reduced 20.14%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
46,718
shares
|
$777,387
0.5% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
46,429
shares
|
$772,578
0.04% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
46,295
shares
|
$770,348
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
45,999
shares
|
$765,423
0.08% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
45,760
shares
|
$761,446
0.24% of portfolio
|
Q1 2025
Added 38.83%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
45,635
shares
|
$759,366
0.08% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
45,300
shares
|
$753,792
0.63% of portfolio
|
Q1 2025
Added 701.77%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
44,762
shares
|
$744,839
0.2% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
44,209
shares
|
$735,637
0.04% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
44,017
shares
|
$732,442
0.01% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
43,684
shares
|
$726,901
0.02% of portfolio
|
Q1 2025
Added 22.3%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
43,507
shares
|
$723,956
0.03% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
42,920
shares
|
$714,188
0.04% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
42,487
shares
|
$706,983
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
42,290
shares
|
$703,705
0.1% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
41,529
shares
|
$691,042
0.56% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
41,153
shares
|
$684,785
0.07% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
41,142
shares
|
$684,602
0.0% of portfolio
|
Q1 2025
Added 46.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
40,889
shares
|
$680,392
0.05% of portfolio
|
Q2 2025
Reduced 45.77%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
40,175
shares
|
$668,512
0.53% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
40,170
shares
|
$668,428
0.01% of portfolio
|
Q1 2025
Added 58.22%
|