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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
16,009
shares
|
$623,550
0.0% of portfolio
|
Q1 2025
Added 47.85%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
15,695
shares
|
$611,320
0.21% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
15,582
shares
|
$606,918
0.48% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
15,534
shares
|
$605,049
0.5% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
15,345
shares
|
$597,687
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,305
shares
|
$596,129
1.04% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,081
shares
|
$587,404
0.05% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
14,908
shares
|
$580,666
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
14,642
shares
|
$570,305
0.02% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,310
shares
|
$557,374
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,301
shares
|
$557,023
0.14% of portfolio
|
Q1 2024
Reduced 12.43%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
13,976
shares
|
$544,365
0.87% of portfolio
|
Q1 2025
Reduced 23.98%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
13,704
shares
|
$533,770
0.06% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
13,397
shares
|
$521,813
0.01% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
13,368
shares
|
$520,683
0.56% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
13,003
shares
|
$506,466
0.01% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,837
shares
|
$500,001
0.02% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
12,466
shares
|
$485,550
0.13% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
12,439
shares
|
$484,499
0.07% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,270
shares
|
$477,916
0.02% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
12,189
shares
|
$474,761
0.27% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,157
shares
|
$473,515
0.16% of portfolio
|
Q1 2025
Added 48.49%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
11,962
shares
|
$465,919
0.39% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
11,896
shares
|
$463,349
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,598
shares
|
$451,742
0.1% of portfolio
|
Q3 2023
New holding
|