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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,627
shares
|
$464,614
0.0% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
11,598
shares
|
$463,456
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,406
shares
|
$455,783
0.25% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
11,140
shares
|
$445,154
0.1% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,038
shares
|
$441,078
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
10,833
shares
|
$432,886
0.01% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,813
shares
|
$432,087
0.01% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,746
shares
|
$429,410
0.0% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,684
shares
|
$426,932
0.02% of portfolio
|
Q3 2025
Added 68.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
10,590
shares
|
$423,176
0.01% of portfolio
|
Q2 2025
Added 52.73%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
10,475
shares
|
$418,581
0.31% of portfolio
|
Q3 2025
Added 55.32%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
10,468
shares
|
$418,301
0.08% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
10,272
shares
|
$410,469
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
10,265
shares
|
$410,189
0.63% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
10,232
shares
|
$408,870
0.02% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
10,139
shares
|
$405,154
0.01% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
9,825
shares
|
$392,607
0.55% of portfolio
|
Q3 2023
Added 5.08%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
9,814
shares
|
$392,167
0.0% of portfolio
|
Q3 2025
Added 46.54%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,769
shares
|
$390,369
0.04% of portfolio
|
Q2 2025
Reduced 54.13%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
9,654
shares
|
$385,773
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
9,271
shares
|
$370,469
0.06% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
9,194
shares
|
$367,392
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
9,182
shares
|
$366,912
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
8,998
shares
|
$359,560
0.03% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
8,871
shares
|
$354,485
0.03% of portfolio
|
Q3 2025
Reduced 3.8%
|
|