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 266 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,867
shares
|
$636,604
0.05% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
14,787
shares
|
$633,179
0.0% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
14,661
shares
|
$627,784
0.17% of portfolio
|
Q4 2024
Added 25.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
14,586
shares
|
$624,572
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
14,349
shares
|
$614,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,301
shares
|
$612,368
0.14% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,050
shares
|
$601,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
13,981
shares
|
$598,666
0.04% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
13,642
shares
|
$584,150
0.02% of portfolio
|
Q4 2024
Added 36.07%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
13,594
shares
|
$582,095
0.4% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,220
shares
|
$566,080
0.02% of portfolio
|
Q3 2024
Reduced 54.1%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
12,881
shares
|
$551,564
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
12,853
shares
|
$550,365
0.01% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
12,419
shares
|
$531,781
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
11,663
shares
|
$499,409
0.26% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
11,611
shares
|
$497,183
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,598
shares
|
$496,626
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,430
shares
|
$489,432
0.02% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,406
shares
|
$488,404
0.25% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,378
shares
|
$487,205
0.0% of portfolio
|
Q4 2024
Added 110.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,368
shares
|
$486,777
0.0% of portfolio
|
Q4 2024
Reduced 36.24%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
10,876
shares
|
$465,710
0.11% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
10,828
shares
|
$463,654
0.0% of portfolio
|
Q4 2024
Reduced 29.28%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
10,729
shares
|
$459,415
0.14% of portfolio
|
Q4 2024
Added 99.87%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
10,591
shares
|
$453,506
0.11% of portfolio
|
Q4 2024
New holding
|