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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
61,678
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
58,926
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 107.9%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
58,891
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2022
Reduced 69.03%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
58,139
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
57,763
shares
|
$1.07 Million
0.63% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
56,796
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
56,790
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2024
Reduced 23.2%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
55,938
shares
|
$1.03 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
55,055
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
55,000
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
54,683
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
54,617
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
52,587
shares
|
$971,281
0.33% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
52,345
shares
|
$966,812
0.47% of portfolio
|
Q4 2024
Added 60.35%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
52,093
shares
|
$962,157
0.39% of portfolio
|
Q4 2024
Reduced 30.54%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
51,880
shares
|
$958,223
0.73% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
51,647
shares
|
$953,920
0.02% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
50,762
shares
|
$937,574
0.03% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
50,065
shares
|
$924,700
0.17% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
49,060
shares
|
$906,138
0.01% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
48,781
shares
|
$900,985
0.02% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
47,782
shares
|
$882,533
0.07% of portfolio
|
Q4 2022
Reduced 20.14%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
47,384
shares
|
$875,182
0.25% of portfolio
|
Q4 2024
Added 21.87%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
46,600
shares
|
$860,702
0.03% of portfolio
|
Q4 2024
Added 111.17%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
46,054
shares
|
$850,617
0.12% of portfolio
|
Q4 2024
New holding
|