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 272 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 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
|
$163 Million
0.01% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,677,216
shares
|
$141 Million
0.06% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,832,410
shares
|
$109 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
|
$63.3 Million
0.44% of portfolio
|
Q3 2024
Reduced 63.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,479,055
shares
|
$56.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,279,713
shares
|
$49.1 Million
0.01% of portfolio
|
Q1 2025
Added 53.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,130,893
shares
|
$43.4 Million
0.01% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,051,469
shares
|
$40.3 Million
0.06% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
871,525
shares
|
$33.4 Million
0.01% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
782,703
shares
|
$30 Million
0.51% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Apr 21, 2025 Q1 2025 |
709,601
shares
|
$27.2 Million
3.22% of portfolio
|
Q1 2025
Added 80.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
599,693
shares
|
$23 Million
0.06% of portfolio
|
Q1 2025
Added 123.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
584,968
shares
|
$22.4 Million
0.01% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
580,213
shares
|
$22.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
457,194
shares
|
$17.5 Million
0.82% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
415,590
shares
|
$15.9 Million
0.39% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,797
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
366,576
shares
|
$14.1 Million
0.09% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
360,623
shares
|
$13.8 Million
13.82% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
347,458
shares
|
$13.3 Million
6.13% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
323,640
shares
|
$12.4 Million
1.05% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
322,373
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
282,676
shares
|
$10.8 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
258,215
shares
|
$9.9 Million
0.03% of portfolio
|
Q1 2025
Added 188.39%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
253,982
shares
|
$9.74 Million
2.83% of portfolio
|
Q3 2024
Reduced 24.35%
|