Institutional Ownership Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD). We have compiled data on the 277 institutions that hold shares in the stock, with a total of 40.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
8,351,126
shares
|
$327 Million
1.61% of portfolio
|
Q2 2025
Added 2480.38%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,428,331
shares
|
$173 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,326,720
shares
|
$130 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,457,801
shares
|
$96.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,652,108
shares
|
$64.7 Million
0.38% of portfolio
|
Q3 2024
Reduced 63.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,463,572
shares
|
$57.3 Million
0.01% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,351,802
shares
|
$53 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,233,590
shares
|
$48.3 Million
0.01% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,051,469
shares
|
$41.2 Million
0.06% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
956,228
shares
|
$37.5 Million
0.01% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
840,761
shares
|
$32.9 Million
3.32% of portfolio
|
Q2 2025
Added 18.48%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
822,531
shares
|
$32.2 Million
0.48% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
625,045
shares
|
$24.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
577,045
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
529,454
shares
|
$20.7 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
425,465
shares
|
$16.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 29.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
417,860
shares
|
$16.4 Million
0.31% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,797
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
361,559
shares
|
$14.2 Million
5.66% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
340,230
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
332,473
shares
|
$13 Million
0.02% of portfolio
|
Q2 2025
Added 75.52%
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
319,267
shares
|
$12.5 Million
12.09% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
292,599
shares
|
$11.5 Million
0.03% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
253,982
shares
|
$9.95 Million
2.83% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
240,634
shares
|
$9.43 Million
0.03% of portfolio
|
Q2 2025
Added 3.94%
|