Institutional Ownership Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 33.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,911,235
shares
|
$156 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,323,189
shares
|
$133 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,170,717
shares
|
$86.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,710,000
shares
|
$68.3 Million
2.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,692,576
shares
|
$67.6 Million
0.02% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,652,108
shares
|
$66 Million
0.36% of portfolio
|
Q3 2024
Reduced 63.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,243,663
shares
|
$49.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,146,789
shares
|
$45.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,051,469
shares
|
$42 Million
0.06% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,012,284
shares
|
$40.5 Million
0.06% of portfolio
|
Q3 2025
Added 38.24%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 15, 2025 Q3 2025 |
990,048
shares
|
$39.6 Million
3.36% of portfolio
|
Q3 2025
Added 17.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
969,521
shares
|
$38.7 Million
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
809,658
shares
|
$32.4 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
515,375
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
490,396
shares
|
$19.6 Million
0.02% of portfolio
|
Q3 2025
Added 44.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
467,201
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
447,518
shares
|
$17.9 Million
0.62% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
428,043
shares
|
$17.1 Million
0.28% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,797
shares
|
$16.5 Million
0.01% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
406,616
shares
|
$16.2 Million
5.78% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
356,916
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
319,279
shares
|
$12.8 Million
5.29% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
302,559
shares
|
$12.1 Million
0.03% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
260,958
shares
|
$10.4 Million
0.39% of portfolio
|
Q3 2025
Added 24.79%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
215,058
shares
|
$8.59 Million
0.02% of portfolio
|
Q3 2025
Added 40.03%
|
|