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 $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
16,353
shares
|
$276,038
0.02% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
16,233
shares
|
$274,013
0.16% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
15,814
shares
|
$266,940
0.0% of portfolio
|
Q3 2023
Reduced 2.97%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
15,551
shares
|
$262,500
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
15,371
shares
|
$259,462
0.14% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
15,324
shares
|
$258,669
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,246
shares
|
$257,352
0.02% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
15,053
shares
|
$254,094
0.09% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
15,000
shares
|
$253,199
0.01% of portfolio
|
Q4 2023
Reduced 27.39%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
15,000
shares
|
$253,199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
14,997
shares
|
$253,149
0.09% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,935
shares
|
$252,102
0.01% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
14,779
shares
|
$249,469
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,606
shares
|
$246,549
0.01% of portfolio
|
Q4 2022
Added 5.96%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
14,413
shares
|
$243,291
0.01% of portfolio
|
Q4 2024
Added 20.6%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
14,359
shares
|
$242,379
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
14,352
shares
|
$242,261
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
14,176
shares
|
$239,290
0.13% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
14,171
shares
|
$239,206
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
14,141
shares
|
$238,700
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
13,800
shares
|
$232,944
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,579
shares
|
$229,213
0.13% of portfolio
|
Q2 2023
Added 207.57%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
13,387
shares
|
$225,972
0.26% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
13,364
shares
|
$225,584
0.11% of portfolio
|
Q1 2024
Added 20.12%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
13,356
shares
|
$225,449
0.06% of portfolio
|
Q4 2024
New holding
|