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 231 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
61,678
shares
|
$2.59 Million
0.09% of portfolio
|
Q3 2024
Reduced 13.3%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
60,700
shares
|
$2.55 Million
1.39% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
56,865
shares
|
$2.39 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
56,196
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
55,906
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
52,517
shares
|
$2.21 Million
0.32% of portfolio
|
Q3 2024
Reduced 30.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
51,987
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
50,481
shares
|
$2.12 Million
0.04% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
49,652
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
49,634
shares
|
$2.09 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,885
shares
|
$2.06 Million
0.08% of portfolio
|
Q1 2020
Reduced 98.98%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
44,927
shares
|
$1.89 Million
0.18% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
44,718
shares
|
$1.88 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
42,193
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
40,312
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
39,581
shares
|
$1.66 Million
3.51% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
37,910
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
37,254
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
36,204
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
34,837
shares
|
$1.46 Million
0.23% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
34,579
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
33,440
shares
|
$1.41 Million
1.28% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
31,755
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
30,879
shares
|
$1.3 Million
0.32% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
30,793
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2024
Reduced 34.13%
|