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 |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,242
shares
|
$321,025
0.15% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
8,162
shares
|
$317,909
0.01% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,938
shares
|
$309,185
0.02% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,912
shares
|
$308,172
0.1% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,688
shares
|
$299,447
0.13% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,530
shares
|
$293,293
0.01% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
7,467
shares
|
$290,839
0.0% of portfolio
|
Q1 2025
Added 25.6%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
7,008
shares
|
$272,961
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,934
shares
|
$270,079
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,934
shares
|
$270,079
0.01% of portfolio
|
Q4 2022
Added 10.63%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,893
shares
|
$268,482
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,846
shares
|
$266,651
0.09% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
6,767
shares
|
$263,574
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
6,744
shares
|
$262,678
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
6,530
shares
|
$254,343
0.01% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,497
shares
|
$253,058
0.03% of portfolio
|
Q1 2025
Added 66.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
6,421
shares
|
$250,097
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,412
shares
|
$249,747
0.02% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,326
shares
|
$246,397
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
6,294
shares
|
$245,151
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,222
shares
|
$242,346
0.0% of portfolio
|
Q1 2025
Added 141.91%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
6,180
shares
|
$240,711
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,052
shares
|
$235,725
0.09% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
5,885
shares
|
$229,220
0.07% of portfolio
|
Q2 2025
Reduced 23.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,757
shares
|
$224,235
0.02% of portfolio
|
Q2 2025
New holding
|