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 466 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
86,024
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 69.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
84,155
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
83,013
shares
|
$1.45 Million
1.27% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
82,103
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Added 43.72%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
81,681
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
81,116
shares
|
$1.41 Million
0.52% of portfolio
|
Q4 2022
Reduced 93.71%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
79,370
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
78,388
shares
|
$1.37 Million
0.57% of portfolio
|
Q3 2023
Added 88.54%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
78,340
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
77,478
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
76,800
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
76,698
shares
|
$1.34 Million
0.46% of portfolio
|
Q2 2025
Reduced 20.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
76,095
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.31%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
73,691
shares
|
$1.28 Million
0.18% of portfolio
|
Q3 2025
Reduced 28.38%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
72,929
shares
|
$1.27 Million
0.93% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
72,134
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Added 71.29%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
70,727
shares
|
$1.23 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
70,001
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2020
Added 10.25%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
69,717
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
68,665
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
68,445
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
67,548
shares
|
$1.18 Million
0.33% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
66,536
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
66,183
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2025
Added 61.86%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
65,267
shares
|
$1.14 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.78%
|
|