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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
25,457
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
25,301
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
24,790
shares
|
$990,608
0.28% of portfolio
|
Q3 2025
Added 74.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,782
shares
|
$990,288
0.06% of portfolio
|
Q3 2025
Added 71.1%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
24,416
shares
|
$975,663
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
24,044
shares
|
$960,798
0.01% of portfolio
|
Q3 2025
Reduced 62.85%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
23,160
shares
|
$925,473
0.38% of portfolio
|
Q3 2025
Added 122.03%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
23,091
shares
|
$922,716
0.22% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
22,513
shares
|
$899,619
0.01% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
21,901
shares
|
$875,163
0.02% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
21,898
shares
|
$875,044
0.18% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
21,784
shares
|
$870,488
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
20,945
shares
|
$836,962
0.25% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
20,556
shares
|
$821,417
0.02% of portfolio
|
Q3 2025
Added 98.86%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
20,232
shares
|
$808,470
0.01% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
20,071
shares
|
$802,037
0.74% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
19,674
shares
|
$786,173
0.02% of portfolio
|
Q4 2022
Reduced 75.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
19,661
shares
|
$785,653
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
18,000
shares
|
$719,280
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
17,312
shares
|
$691,787
0.31% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
17,003
shares
|
$679,439
1.09% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,984
shares
|
$678,680
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
16,407
shares
|
$655,623
0.0% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
16,130
shares
|
$644,554
0.07% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
15,464
shares
|
$617,941
0.4% of portfolio
|
Q3 2025
Reduced 0.76%
|
|