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 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
556
shares
|
$22,217
0.0% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
550
shares
|
$21,978
0.01% of portfolio
|
Q4 2022
Reduced 87.36%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$19,980
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
486
shares
|
$19,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
451
shares
|
$18,021
0.0% of portfolio
|
Q3 2025
Reduced 46.12%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
416
shares
|
$16,623
0.0% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
386
shares
|
$15,424
0.0% of portfolio
|
Q3 2025
Reduced 89.8%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
321
shares
|
$12,827
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
234
shares
|
$9,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
200
shares
|
$7,992
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
125
shares
|
$4,995
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
106
shares
|
$4,235
0.0% of portfolio
|
Q3 2025
Reduced 87.73%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$3,996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
100
shares
|
$3,996
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
83
shares
|
$3,316
0.0% of portfolio
|
Q2 2025
Reduced 52.02%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
66
shares
|
$2,637
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
50
shares
|
$1,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
41
shares
|
$1,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
29
shares
|
$1,158
0.0% of portfolio
|
Q3 2025
Reduced 30.95%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
27
shares
|
$1,078
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
20
shares
|
$799
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
19
shares
|
$759
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q3 2025
Reduced 99.75%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|