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 238 institutions that hold shares in the stock, with a total of 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
4,516,919
shares
|
$187 Million
1.22% of portfolio
|
Q2 2023
Added 382.66%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,529,385
shares
|
$146 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
3,103,006
shares
|
$128 Million
0.06% of portfolio
|
Q2 2024
Added 13.41%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,453,614
shares
|
$102 Million
0.01% of portfolio
|
Q2 2024
Added 25.49%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,002,149
shares
|
$41.5 Million
0.01% of portfolio
|
Q2 2024
Added 3.32%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,001,643
shares
|
$41.5 Million
0.06% of portfolio
|
Q2 2024
Added 2.82%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
855,026
shares
|
$35.4 Million
0.01% of portfolio
|
Q2 2024
Added 9.47%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
786,725
shares
|
$32.6 Million
0.01% of portfolio
|
Q2 2024
Added 9.41%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
694,124
shares
|
$28.7 Million
0.53% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
630,042
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 33.28%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
538,183
shares
|
$22.3 Million
0.01% of portfolio
|
Q2 2024
Added 33.79%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
400,754
shares
|
$16.6 Million
0.04% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
396,746
shares
|
$16.4 Million
0.44% of portfolio
|
Q2 2024
Added 3.86%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
375,177
shares
|
$15.5 Million
0.01% of portfolio
|
Q2 2024
Added 3.58%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
350,039
shares
|
$14.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
Hamilton Wealth, LLC
|
Aug 13, 2024 Q2 2024 |
335,716
shares
|
$13.9 Million
3.89% of portfolio
|
Q2 2024
New holding
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
309,987
shares
|
$12.8 Million
0.63% of portfolio
|
Q2 2024
Added 106.04%
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Aug 07, 2024 Q2 2024 |
278,702
shares
|
$11.5 Million
1.6% of portfolio
|
Q2 2024
Added 14.03%
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
278,501
shares
|
$11.5 Million
11.09% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
256,877
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2024
Added 31.16%
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
224,147
shares
|
$9.28 Million
2.4% of portfolio
|
Q2 2024
Reduced 18.53%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
223,301
shares
|
$9.24 Million
0.34% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
221,811
shares
|
$9.18 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
208,458
shares
|
$8.63 Million
0.03% of portfolio
|
Q2 2024
Added 53.01%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
193,119
shares
|
$7.99 Million
0.02% of portfolio
|
Q2 2024
Added 2.32%
|