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 $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
118,520
shares
|
$2.01 Million
0.05% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
117,688
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
117,015
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
116,666
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Added 31.41%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,619
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2022
Reduced 6.56%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
112,171
shares
|
$1.91 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
112,138
shares
|
$1.91 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
110,598
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
109,905
shares
|
$1.87 Million
0.3% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
109,125
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
107,094
shares
|
$1.82 Million
0.43% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
104,953
shares
|
$1.78 Million
0.13% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
104,497
shares
|
$1.78 Million
0.75% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
102,797
shares
|
$1.75 Million
0.1% of portfolio
|
Q4 2024
Reduced 44.87%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
99,520
shares
|
$1.69 Million
0.28% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
97,427
shares
|
$1.66 Million
0.04% of portfolio
|
Q4 2024
Added 29.28%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
93,928
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
91,554
shares
|
$1.56 Million
0.32% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
89,400
shares
|
$1.52 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
85,381
shares
|
$1.45 Million
0.35% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
84,640
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
83,412
shares
|
$1.42 Million
0.79% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
83,151
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
82,437
shares
|
$1.4 Million
0.66% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
82,000
shares
|
$1.39 Million
0.14% of portfolio
|
Q4 2024
Added 8.57%
|