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 427 institutions that hold shares in the stock, with a total of 90.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
788
shares
|
$14,554
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
764
shares
|
$14,111
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
750
shares
|
$13,852
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
700
shares
|
$12,929
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
676
shares
|
$12,485
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
655
shares
|
$12,097
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
643
shares
|
$11,876
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jan 31, 2025 Q4 2024 |
565
shares
|
$10,435
0.0% of portfolio
|
Q4 2024
Reduced 98.62%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
539
shares
|
$9,955
0.01% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
538
shares
|
$9,936
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$9,235
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
500
shares
|
$9,235
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
500
shares
|
$9,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
488
shares
|
$9,013
0.0% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
465
shares
|
$8,588
0.0% of portfolio
|
Q1 2024
Reduced 68.26%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
451
shares
|
$8,329
0.0% of portfolio
|
Q3 2024
Reduced 57.49%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
450
shares
|
$8,311
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
446
shares
|
$8,237
0.0% of portfolio
|
Q4 2024
Reduced 80.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$7,388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
368
shares
|
$6,796
0.0% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
350
shares
|
$6,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
337
shares
|
$6,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
293
shares
|
$5,411
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
250
shares
|
$4,617
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
250
shares
|
$4,617
0.0% of portfolio
|
Q2 2024
Reduced 35.9%
|