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 279 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
8,831
shares
|
$352,886
0.03% of portfolio
|
Q3 2025
Reduced 38.61%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
8,674
shares
|
$346,613
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
8,354
shares
|
$333,825
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,349
shares
|
$333,626
0.01% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
8,310
shares
|
$332,067
0.13% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,200
shares
|
$327,672
0.02% of portfolio
|
Q2 2024
Added 22.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,096
shares
|
$323,516
0.01% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
7,991
shares
|
$319,320
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
7,708
shares
|
$308,011
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
7,693
shares
|
$307,412
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,582
shares
|
$302,976
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,510
shares
|
$300,099
0.01% of portfolio
|
Q3 2025
Reduced 13.9%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,414
shares
|
$296,263
0.02% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
7,245
shares
|
$289,510
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
7,244
shares
|
$289,470
0.31% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
7,068
shares
|
$282,437
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
7,067
shares
|
$282,397
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,057
shares
|
$281,997
0.01% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
7,048
shares
|
$281,638
0.04% of portfolio
|
Q2 2025
Reduced 26.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,934
shares
|
$277,082
0.01% of portfolio
|
Q4 2022
Added 10.63%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,893
shares
|
$275,444
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,892
shares
|
$275,404
0.04% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
6,852
shares
|
$273,805
0.0% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,783
shares
|
$271,048
0.1% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
6,688
shares
|
$267,252
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|