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 280 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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
78,147
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
74,807
shares
|
$2.99 Million
1.94% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
74,614
shares
|
$2.98 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
74,281
shares
|
$2.97 Million
0.65% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
73,820
shares
|
$2.95 Million
0.32% of portfolio
|
Q4 2023
Reduced 1.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
72,748
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
68,534
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 19.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
63,601
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
61,991
shares
|
$2.48 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
61,208
shares
|
$2.45 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.49%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
60,762
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
59,757
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
59,119
shares
|
$2.36 Million
0.17% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
58,842
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
58,266
shares
|
$2.33 Million
0.16% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Nov 14, 2025 Q3 2025 |
55,438
shares
|
$2.22 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
54,417
shares
|
$2.17 Million
1.56% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
52,900
shares
|
$2.11 Million
1.11% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
52,472
shares
|
$2.1 Million
0.28% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
52,295
shares
|
$2.09 Million
0.84% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
52,037
shares
|
$2.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.49%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
51,780
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 99.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
48,885
shares
|
$1.95 Million
0.08% of portfolio
|
Q1 2020
Reduced 98.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
46,504
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
46,223
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 4.41%
|
|