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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
45,144
shares
|
$1.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
44,418
shares
|
$1.77 Million
0.53% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
44,279
shares
|
$1.77 Million
0.22% of portfolio
|
Q3 2025
Reduced 21.44%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
44,266
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
44,224
shares
|
$1.77 Million
0.15% of portfolio
|
Q3 2025
Added 42.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
42,502
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.1%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
38,614
shares
|
$1.54 Million
1.69% of portfolio
|
Q3 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
37,195
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
36,758
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2025
Added 25.84%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
35,914
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
35,558
shares
|
$1.42 Million
0.31% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
33,961
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
33,838
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
33,046
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
30,687
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
28,878
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28,789
shares
|
$1.15 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
28,653
shares
|
$1.14 Million
1.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
28,475
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,023
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2023
Reduced 13.28%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
27,500
shares
|
$1.1 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
26,740
shares
|
$1.07 Million
1.09% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
26,666
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
26,378
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
26,071
shares
|
$1.04 Million
0.25% of portfolio
|
Q3 2025
Reduced 9.38%
|
|