Institutional Ownership Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD). We have compiled data on the 462 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
81,736
shares
|
$1.39 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
81,116
shares
|
$1.38 Million
0.52% of portfolio
|
Q4 2022
Reduced 93.71%
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
80,496
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
79,970
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
79,756
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
78,388
shares
|
$1.33 Million
0.57% of portfolio
|
Q3 2023
Added 88.54%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
77,018
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.8%
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
76,111
shares
|
$1.29 Million
1.61% of portfolio
|
Q4 2024
Added 3.09%
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
75,830
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
74,656
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
74,400
shares
|
$1.26 Million
0.68% of portfolio
|
Q4 2024
Added 11.46%
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
71,704
shares
|
$1.22 Million
0.51% of portfolio
|
Q4 2024
Added 0.88%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
70,001
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2020
Added 10.25%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
69,452
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
68,490
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Reduced 32.18%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
67,568
shares
|
$1.15 Million
0.57% of portfolio
|
Q4 2024
Reduced 51.66%
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
67,446
shares
|
$1.14 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
67,218
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
Added 2.67%
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
66,684
shares
|
$1.13 Million
0.14% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
66,486
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Added 0.89%
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
66,445
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Added 30.9%
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
65,301
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 5.87%
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
65,256
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2024
Added 1.91%
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
64,728
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
64,354
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.01%
|