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Global X S&P 500 Covered Call ETF (XYLD) Institutional Ownership

Global X S&P 500 Covered Call ETF logo
$38.94 -0.55 (-1.39%)
Closing price 10/10/2025 04:10 PM Eastern
Extended Trading
$39.05 +0.11 (+0.29%)
As of 10/10/2025 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD)

Number of
Institutional Buyers
(last 12 months)
204
Total
Institutional Inflows
(last 12 months)
$867.37M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$104.96M
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XYLD Institutional Buying and Selling by Quarter

Global X S&P 500 Covered Call ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025 AdvisorNet Financial Inc5,075$199K0.0%+168.0%0.007%
10/8/2025 Armstrong Advisory Group Inc.46,504$1.83M0.1%+1.7%0.060%
10/7/2025 Salem Investment Counselors Inc.3,000$118K0.0%N/A0.004%
9/9/2025NWF Advisory Services Inc.81,912$3.19M0.4%+12.9%0.103%
9/4/2025Osaic Holdings Inc.732,266$28.52M0.1%+22.1%0.922%
8/26/2025Thrivent Financial for Lutherans15,538$605K0.0%N/A0.020%
8/19/2025Newbridge Financial Services Group Inc.174,770$6.81M1.1%-21.1%0.220%
8/19/2025Advisory Services Network LLC64,347$2.50M0.0%+20.4%0.081%
8/18/2025Tactive Advisors LLC14,228$554K0.2%N/A0.018%
8/15/2025Blue Chip Partners LLC29,209$1.14M0.1%+1.4%0.037%
8/15/2025Prevail Innovative Wealth Advisors LLC120,406$4.69M1.1%+3.8%0.152%
8/15/2025Two Sigma Securities LLC7,054$275K0.0%N/A0.009%
8/15/2025MML Investors Services LLC60,824$2.37M0.0%+35.4%0.077%
8/15/2025Great Valley Advisor Group Inc.6,143$239K0.0%+18.0%0.008%
8/15/2025EP Wealth Advisors LLC2,575$100K0.0%N/A0.003%
8/15/2025Bank of America Corp DE2,457,801$95.71M0.0%-27.8%3.095%
8/15/2025Ameriprise Financial Inc.1,463,572$57.01M0.0%+14.4%1.843%
8/14/2025MGB Wealth Management LLC659$26K0.0%N/A0.001%
8/14/2025Ausdal Financial Partners Inc.23,486$915K0.1%+30.3%0.030%
8/14/2025Raymond James Financial Inc.1,351,802$52.64M0.0%-8.6%1.703%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.153,576$5.97M0.0%+21.9%0.193%
8/14/2025Objective Capital Management LLC9,686$377K0.4%N/A0.012%
8/14/2025HUB Investment Partners LLC529,454$20.62M0.7%-1.8%0.667%
8/14/2025Qube Research & Technologies Ltd892$35K0.0%-25.0%0.001%
8/13/2025StoneX Group Inc.8,153$317K0.0%+47.4%0.010%
8/13/2025Baird Financial Group Inc.332,473$12.95M0.0%+75.5%0.419%
8/13/2025Beacon Pointe Advisors LLC15,406$600K0.0%-8.7%0.019%
8/13/2025Solutions 4 Wealth Ltd8,774$342K0.6%+3.0%0.011%
8/13/2025VestGen Advisors LLC8,674$338K0.0%N/A0.011%
8/13/2025Lido Advisors LLC30,424$1.19M0.0%-6.5%0.038%
8/13/2025Quadrature Capital Ltd49,639$1.93M0.0%-82.4%0.063%
8/13/2025Scotia Capital Inc.6,697$261K0.0%-10.3%0.008%
8/13/2025Northwestern Mutual Wealth Management Co.79,828$3.11M0.0%-4.1%0.101%
8/13/2025Garner Asset Management Corp47,853$1.86M0.9%+3.6%0.060%
8/13/2025Choreo LLC18,006$701K0.0%-14.3%0.023%
8/12/2025J.W. Cole Advisors Inc.185,702$7.23M0.2%+3,414.4%0.234%
8/12/2025Armor Investment Advisors LLC7,007$273K0.1%-8.9%0.009%
8/12/2025RiverFront Investment Group LLC131,972$5.14M0.1%+3.3%0.166%
8/12/2025Steward Partners Investment Advisory LLC18,729$729K0.0%-13.9%0.024%
8/12/2025CreativeOne Wealth LLC87,771$3.42M0.1%+17.2%0.111%
8/12/2025AlphaCore Capital LLC774$30K0.0%-87.9%0.001%
8/12/2025JPMorgan Chase & Co.10,783$420K0.0%+185.0%0.014%
8/12/2025NFP Retirement Inc.13,786$537K0.0%-18.8%0.017%
8/12/2025PKS Advisory Services LLC13,023$507K0.1%+4.5%0.016%
8/11/2025Perennial Investment Advisors LLC16,407$639K0.1%-22.2%0.021%
8/11/2025Beta Wealth Group Inc.116,929$4.55M1.7%+348.4%0.146%
8/8/2025Rockefeller Capital Management L.P.92,594$3.61M0.0%-11.4%0.116%
8/8/2025Citizens Financial Group Inc. RI6,492$253K0.0%N/A0.008%
8/8/2025Collaborative Wealth Managment Inc.10,431$406K0.2%N/A0.013%
8/8/2025Avantax Advisory Services Inc.186,782$7.27M0.0%+31.3%0.234%
8/8/2025Cetera Investment Advisers340,230$13.25M0.0%+5.5%0.426%
8/8/2025Foundations Investment Advisors LLC26,315$1.03M0.0%+3.0%0.033%
8/8/2025Good Life Advisors LLC125,197$4.88M0.3%+3.4%0.157%
8/8/2025Kaizen Financial Strategies36,017$1.40M0.7%-14.7%0.045%
8/8/2025Advyzon Investment Management LLC10,755$419K0.1%+14.1%0.013%
8/7/2025Verus Capital Partners LLC50,016$1.95M0.2%+39.3%0.063%
8/7/2025Allworth Financial LP6,845$267K0.0%+10.0%0.009%
8/5/2025Bank of Montreal Can19,417$756K0.0%+4.0%0.024%
8/5/2025GHP Investment Advisors Inc.864$34K0.0%N/A0.001%
8/5/2025Beam Wealth Advisors Inc.44,341$1.73M0.5%-0.6%0.056%
8/5/2025Lifeworks Advisors LLC7,048$274K0.0%-26.7%0.009%
8/4/2025AlphaStar Capital Management LLC31,090$1.21M0.1%+46.1%0.039%
8/4/2025Kovack Advisors Inc.14,386$560K0.1%+5.0%0.018%
8/4/2025Mesirow Financial Investment Management Inc.10,916$425K0.0%-18.5%0.014%
8/4/2025Horizon Wealth Management LLC9,487$369K0.1%+50.7%0.012%
8/4/2025ELCO Management Co. LLC58,200$2.27M1.2%-0.7%0.073%
8/1/2025Y Intercept Hong Kong Ltd10,337$403K0.0%N/A0.013%
8/1/2025Transcend Capital Advisors LLC6,255$244K0.0%N/A0.008%
8/1/2025Ashton Thomas Private Wealth LLC6,707$261K0.0%N/A0.008%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd33,961$1.32M0.0%+10.6%0.043%
8/1/2025Envestnet Asset Management Inc.625,045$24.34M0.0%+7.7%0.783%
7/31/2025Wealthfront Advisers LLC29,778$1.16M0.0%+22.7%0.037%
7/31/2025Focus Partners Advisor Solutions LLC8,447$329K0.0%-35.0%0.011%
7/30/2025First Citizens Bank & Trust Co.9,248$360K0.0%+5.8%0.012%
7/30/2025Brookstone Capital Management822,531$32.03M0.4%+5.1%1.030%
7/30/2025D.A. Davidson & CO.17,143$668K0.0%-15.5%0.021%
7/30/2025IMG Wealth Management Inc.2,640$103K0.1%+89.0%0.003%
7/29/2025Madison Wealth Partners Inc34,633$1.35M0.3%+2.5%0.043%
7/29/2025Forvis Mazars Wealth Advisors LLC6,425$250K0.0%N/A0.008%
7/29/2025Sims Investment Management LLC361,559$14.08M5.7%+4.1%0.453%
7/29/2025Joseph P. Lucia & Associates LLC18,355$715K0.3%-4.3%0.023%
7/29/2025International Assets Investment Management LLC69,458$2.71M0.1%+43.2%0.087%
7/29/2025Stratos Wealth Partners LTD.74,643$2.91M0.0%+285.6%0.093%
7/29/2025Private Trust Co. NA9,769$380K0.0%-54.1%0.012%
7/28/2025Patten & Patten Inc. TN6,430$250K0.0%N/A0.008%
7/25/2025Atria Wealth Solutions Inc.52,037$2.03M0.0%-31.5%0.065%
7/25/2025Envestnet Portfolio Solutions Inc.18,813$733K0.0%+3.1%0.024%
7/25/2025CWM LLC5,866$228K0.0%+38.5%0.007%
7/25/2025Concurrent Investment Advisors LLC81,800$3.19M0.1%-2.4%0.102%
7/24/2025Comprehensive Money Management Services LLC13,043$508K0.4%-16.0%0.016%
7/24/2025IFP Advisors Inc5,664$221K0.0%+30.1%0.007%
7/24/2025Blair William & Co. IL16,927$659K0.0%-3.3%0.021%
7/23/2025Castle Rock Wealth Management LLC28,771$1.12M0.3%-14.8%0.037%
7/23/2025Sax Wealth Advisors LLC9,170$357K0.0%N/A0.012%
7/23/2025TriaGen Wealth Management LLC6,517$254K0.1%+15.5%0.008%
7/22/2025Belpointe Asset Management LLC46,734$1.82M0.1%-67.9%0.060%
7/22/2025MAS Advisors LLC14,552$567K0.9%+4.1%0.019%
7/22/2025Iron Horse Wealth Management LLC14,974$583K0.2%-4.6%0.019%
7/22/2025Wealthcare Advisory Partners LLC11,717$456K0.0%+79.4%0.015%
7/22/2025Berger Financial Group Inc25,286$985K0.1%-2.2%0.032%
(Data available from 1/1/2016 forward)

XYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XYLD shares?

During the previous two years, 289 institutional investors and hedge funds held shares of Global X S&P 500 Covered Call ETF. The most heavily invested institutionals were LPL Financial LLC ($145.21M), Bank of America Corp DE ($95.71M), Ameriprise Financial Inc. ($57.01M), Raymond James Financial Inc. ($52.64M), UBS Group AG ($50.54M), Raymond James Financial Services Advisors Inc. ($40.50M), and Global X Japan Co. Ltd. ($32.74M).Learn more on Global X S&P 500 Covered Call ETF's institutional investors.

Which institutional investors have been buying Global X S&P 500 Covered Call ETF's stock?

Of the 266 institutional investors that purchased Global X S&P 500 Covered Call ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($11.47M), Raymond James Financial Inc. ($1.54M), OVERSEA CHINESE BANKING Corp Ltd ($1.19M), LPL Financial LLC ($1.17M), Ameriprise Financial Inc. ($631.78K), Global X Japan Co. Ltd. ($596.36K), and International Assets Investment Management LLC ($544.82K).

How much institutional buying is happening at Global X S&P 500 Covered Call ETF?

Institutional investors have bought a total of 21,020,874 shares in the last 24 months. This purchase volume represents approximately $867.37M in transactions.

Which of Global X S&P 500 Covered Call ETF's major shareholders have been selling company stock?

Of the 99 institutional investors that sold Global X S&P 500 Covered Call ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($1.02M), Quadrature Capital Ltd ($233.04K), Raymond James Financial Inc. ($184.08K), Independent Advisor Alliance ($129.63K), WJ Wealth Management LLC ($111.48K), Belpointe Asset Management LLC ($98.88K), and Proficio Capital Partners LLC ($91.20K).

How much institutional selling is happening at Global X S&P 500 Covered Call ETF?

Institutional investors have sold a total of 2,645,870 shares in the last 24 months. This volume of shares sold represents approximately $104.96M in transactions.



This page (NYSEARCA:XYLD) was last updated on 10/11/2025 by MarketBeat.com Staff
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