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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
21,280
shares
|
$815,875
0.08% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
21,014
shares
|
$805,676
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
20,970
shares
|
$803,989
0.03% of portfolio
|
Q1 2025
Added 197.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
20,765
shares
|
$796,130
0.11% of portfolio
|
Q4 2024
Reduced 25.83%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
20,439
shares
|
$783,631
0.45% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
20,380
shares
|
$781,369
0.03% of portfolio
|
Q1 2025
Added 49.39%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
20,288
shares
|
$777,841
0.01% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
20,000
shares
|
$766,800
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
19,810
shares
|
$759,515
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
19,674
shares
|
$754,301
0.02% of portfolio
|
Q4 2022
Reduced 75.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
19,360
shares
|
$742,262
0.01% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
19,080
shares
|
$731,527
0.01% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,667
shares
|
$715,692
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
18,384
shares
|
$704,842
1.32% of portfolio
|
Q4 2024
Reduced 53.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,242
shares
|
$699,398
0.0% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
17,599
shares
|
$674,745
0.09% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
17,511
shares
|
$671,371
0.0% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
17,463
shares
|
$669,531
0.17% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
16,969
shares
|
$650,591
0.05% of portfolio
|
Q1 2025
Added 103.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,868
shares
|
$646,719
0.01% of portfolio
|
Q1 2025
Added 17.56%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
16,009
shares
|
$613,785
0.0% of portfolio
|
Q1 2025
Added 47.85%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
15,695
shares
|
$601,746
0.21% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
15,588
shares
|
$597,643
0.5% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
15,534
shares
|
$595,573
0.5% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,305
shares
|
$586,793
1.04% of portfolio
|
Q3 2023
Reduced 5.09%
|