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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
15,121
shares
|
$579,739
0.06% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
14,908
shares
|
$571,572
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
14,860
shares
|
$569,732
0.69% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
14,642
shares
|
$561,374
0.02% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,310
shares
|
$548,645
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,301
shares
|
$548,300
0.14% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,050
shares
|
$538,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
13,981
shares
|
$536,031
0.04% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
13,704
shares
|
$525,411
0.06% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
13,397
shares
|
$513,640
0.01% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,837
shares
|
$492,170
0.02% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
12,490
shares
|
$478,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
12,439
shares
|
$476,911
0.07% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
12,189
shares
|
$467,326
0.27% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,157
shares
|
$466,099
0.16% of portfolio
|
Q1 2025
Added 48.49%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
11,916
shares
|
$456,859
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
11,611
shares
|
$445,165
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,598
shares
|
$444,667
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,543
shares
|
$442,558
0.02% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,430
shares
|
$438,226
0.02% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,406
shares
|
$437,306
0.25% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,368
shares
|
$435,849
0.0% of portfolio
|
Q4 2024
Reduced 36.24%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$421,740
0.06% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
10,640
shares
|
$407,937
0.1% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
10,591
shares
|
$406,058
0.11% of portfolio
|
Q4 2024
New holding
|