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 273 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
79,089
shares
|
$3.08 Million
2.45% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
75,954
shares
|
$2.96 Million
0.04% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
74,919
shares
|
$2.92 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
73,573
shares
|
$2.87 Million
0.19% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
68,632
shares
|
$2.67 Million
0.1% of portfolio
|
Q1 2025
Added 23.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
64,462
shares
|
$2.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
63,757
shares
|
$2.48 Million
0.57% of portfolio
|
Q1 2025
Added 264.49%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
62,794
shares
|
$2.45 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
59,955
shares
|
$2.34 Million
0.08% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
58,975
shares
|
$2.3 Million
1.84% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
58,600
shares
|
$2.28 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
57,165
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Added 30.89%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
56,444
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2025
Added 75.85%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
56,366
shares
|
$2.2 Million
0.3% of portfolio
|
Q2 2025
Added 18.56%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
55,753
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
54,745
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
53,463
shares
|
$2.08 Million
0.04% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
50,579
shares
|
$1.97 Million
0.31% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,885
shares
|
$1.9 Million
0.08% of portfolio
|
Q1 2020
Reduced 98.98%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
48,489
shares
|
$1.89 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.63%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
47,820
shares
|
$1.86 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
46,195
shares
|
$1.8 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
44,924
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
44,615
shares
|
$1.74 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
43,650
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
New holding
|