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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
63,897
shares
|
$1.08 Million
0.31% of portfolio
|
Q4 2024
Reduced 16.68%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
62,034
shares
|
$1.05 Million
0.61% of portfolio
|
Q3 2023
New holding
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
61,307
shares
|
$1.04 Million
0.68% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
59,350
shares
|
$1.01 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
58,926
shares
|
$999,384
0.04% of portfolio
|
Q4 2024
Added 107.9%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
58,891
shares
|
$998,791
0.02% of portfolio
|
Q4 2022
Reduced 69.03%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
58,139
shares
|
$986,037
0.11% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
57,073
shares
|
$967,958
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
56,790
shares
|
$963,158
0.16% of portfolio
|
Q2 2024
Reduced 23.2%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
56,736
shares
|
$962,242
0.34% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
56,368
shares
|
$956,001
0.03% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
55,583
shares
|
$942,687
0.0% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
55,000
shares
|
$932,800
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
54,683
shares
|
$927,423
0.05% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
53,364
shares
|
$905,053
0.03% of portfolio
|
Q4 2024
Added 31.02%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
52,587
shares
|
$891,875
0.33% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
52,345
shares
|
$887,771
0.47% of portfolio
|
Q4 2024
Added 60.35%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
52,093
shares
|
$883,497
0.39% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
51,880
shares
|
$879,884
0.73% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
51,647
shares
|
$875,933
0.02% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
50,065
shares
|
$849,102
0.17% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
49,621
shares
|
$841,572
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
48,781
shares
|
$827,325
0.02% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
47,782
shares
|
$810,382
0.07% of portfolio
|
Q4 2022
Reduced 20.14%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
47,384
shares
|
$803,632
0.25% of portfolio
|
Q4 2024
Added 21.87%
|