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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
24,014
shares
|
$935,345
0.3% of portfolio
|
Q1 2025
Added 63.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
21,758
shares
|
$847,474
0.01% of portfolio
|
Q1 2025
Added 91.23%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
21,574
shares
|
$840,307
0.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
21,297
shares
|
$829,518
0.09% of portfolio
|
Q1 2025
Added 27.33%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
21,280
shares
|
$828,856
0.08% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
21,078
shares
|
$820,988
0.1% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
21,014
shares
|
$818,495
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
20,970
shares
|
$816,781
0.03% of portfolio
|
Q1 2025
Added 197.24%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
20,380
shares
|
$793,801
0.03% of portfolio
|
Q1 2025
Added 49.39%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
20,288
shares
|
$790,217
0.01% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,000
shares
|
$779,000
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
19,810
shares
|
$771,599
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
19,674
shares
|
$766,302
0.02% of portfolio
|
Q4 2022
Reduced 75.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
19,360
shares
|
$754,072
0.01% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
19,187
shares
|
$747,333
0.41% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
19,105
shares
|
$744,139
0.25% of portfolio
|
Q2 2025
Added 188.81%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
19,080
shares
|
$743,166
0.01% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,667
shares
|
$727,079
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,242
shares
|
$710,525
0.0% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
18,022
shares
|
$701,956
0.06% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
17,599
shares
|
$685,481
0.09% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
17,511
shares
|
$682,053
0.0% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
17,463
shares
|
$680,183
0.17% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
16,969
shares
|
$660,942
0.05% of portfolio
|
Q1 2025
Added 103.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,868
shares
|
$657,008
0.01% of portfolio
|
Q1 2025
Added 17.56%
|