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 269 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,252,499
shares
|
$180 Million
0.01% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,573,475
shares
|
$151 Million
0.06% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,832,410
shares
|
$120 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
1,652,108
shares
|
$69.9 Million
0.44% of portfolio
|
Q3 2024
Reduced 63.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,535,886
shares
|
$65 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,095,278
shares
|
$46.4 Million
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,051,469
shares
|
$44.5 Million
0.06% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
831,797
shares
|
$35.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
730,569
shares
|
$30.9 Million
0.01% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
707,786
shares
|
$30 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
593,634
shares
|
$25.1 Million
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
584,968
shares
|
$24.8 Million
0.01% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
457,194
shares
|
$19.3 Million
0.82% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
414,835
shares
|
$17.6 Million
1.46% of portfolio
|
Q4 2024
Reduced 96.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
413,191
shares
|
$17.5 Million
0.39% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,797
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
392,323
shares
|
$16.6 Million
2.05% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
325,493
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
324,883
shares
|
$13.7 Million
12.89% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
276,470
shares
|
$11.7 Million
0.07% of portfolio
|
Q4 2024
Added 15.26%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
272,689
shares
|
$11.5 Million
6.46% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
268,372
shares
|
$11.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
253,982
shares
|
$10.7 Million
2.83% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
228,351
shares
|
$9.66 Million
3.58% of portfolio
|
Q4 2024
Added 791.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
220,040
shares
|
$9.31 Million
0.03% of portfolio
|
Q4 2024
Added 2.29%
|