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 425 institutions that hold shares in the stock, with a total of 88.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
553,578
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.94%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
547,524
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
489,818
shares
|
$9.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
441,481
shares
|
$8.2 Million
0.09% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
429,586
shares
|
$7.98 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
425,826
shares
|
$7.91 Million
0.03% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
420,677
shares
|
$7.81 Million
3.72% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
398,967
shares
|
$7.41 Million
0.31% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
382,844
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
380,457
shares
|
$7.07 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
380,349
shares
|
$7.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
368,310
shares
|
$6.84 Million
5.21% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
361,160
shares
|
$6.71 Million
0.21% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
350,001
shares
|
$6.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 68.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
332,264
shares
|
$6.17 Million
2.18% of portfolio
|
Q3 2024
Added 30.22%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
300,976
shares
|
$5.59 Million
0.36% of portfolio
|
Q3 2024
Added 49.05%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
295,105
shares
|
$5.48 Million
0.09% of portfolio
|
Q4 2022
Added 2.6%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
285,851
shares
|
$5.31 Million
0.04% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
282,417
shares
|
$5.24 Million
0.22% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
275,033
shares
|
$5.11 Million
0.0% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
274,610
shares
|
$5.1 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
264,690
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.25%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
253,390
shares
|
$4.71 Million
0.06% of portfolio
|
Q3 2024
Added 20.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
252,552
shares
|
$4.69 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
250,825
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|