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

Global X S&P 500 Covered Call ETF logo
$39.17 +0.14 (+0.36%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD)

Number of
Institutional Buyers
(last 12 months)
193
Total
Institutional Inflows
(last 12 months)
$849.03M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$62.62M
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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
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%
8/5/2025 Bank of Montreal Can19,417$756K0.0%+4.0%0.024%
8/5/2025 GHP Investment Advisors Inc.864$34K0.0%N/A0.001%
8/5/2025 Beam Wealth Advisors Inc.44,341$1.73M0.5%-0.6%0.056%
8/5/2025 Lifeworks Advisors LLC7,048$274K0.0%-26.7%0.009%
8/4/2025 AlphaStar Capital Management LLC31,090$1.21M0.1%+46.1%0.039%
8/4/2025 Kovack Advisors Inc.14,386$560K0.1%+5.0%0.018%
8/4/2025 Mesirow Financial Investment Management Inc.10,916$425K0.0%-18.5%0.014%
8/4/2025 Horizon Wealth Management LLC9,487$369K0.1%+50.7%0.012%
8/4/2025 ELCO Management Co. LLC58,200$2.27M1.2%-0.7%0.073%
8/1/2025 Y Intercept Hong Kong Ltd10,337$403K0.0%N/A0.013%
8/1/2025 Transcend Capital Advisors LLC6,255$244K0.0%N/A0.008%
8/1/2025 Ashton Thomas Private Wealth LLC6,707$261K0.0%N/A0.008%
8/1/2025 OVERSEA CHINESE BANKING Corp Ltd33,961$1.32M0.0%+10.6%0.043%
8/1/2025 Envestnet Asset Management Inc.625,045$24.34M0.0%+7.7%0.783%
7/31/2025 Wealthfront Advisers LLC29,778$1.16M0.0%+22.7%0.037%
7/31/2025 Focus Partners Advisor Solutions LLC8,447$329K0.0%-35.0%0.011%
7/30/2025 First Citizens Bank & Trust Co.9,248$360K0.0%+5.8%0.012%
7/30/2025 Brookstone Capital Management822,531$32.03M0.4%+5.1%1.030%
7/30/2025 D.A. Davidson & CO.17,143$668K0.0%-15.5%0.021%
7/30/2025 IMG Wealth Management Inc.2,640$103K0.1%+89.0%0.003%
7/29/2025 Madison Wealth Partners Inc34,633$1.35M0.3%+2.5%0.043%
7/29/2025 Forvis Mazars Wealth Advisors LLC6,425$250K0.0%N/A0.008%
7/29/2025 Sims Investment Management LLC361,559$14.08M5.7%+4.1%0.453%
7/29/2025 Joseph P. Lucia & Associates LLC18,355$715K0.3%-4.3%0.023%
7/29/2025 International Assets Investment Management LLC69,458$2.71M0.1%+43.2%0.087%
7/29/2025 Stratos Wealth Partners LTD.74,643$2.91M0.0%+285.6%0.093%
7/29/2025 Private Trust Co. NA9,769$380K0.0%-54.1%0.012%
7/28/2025 Patten & Patten Inc. TN6,430$250K0.0%N/A0.008%
7/25/2025 Atria Wealth Solutions Inc.52,037$2.03M0.0%-31.5%0.065%
7/25/2025 Envestnet Portfolio Solutions Inc.18,813$733K0.0%+3.1%0.024%
7/25/2025 CWM LLC5,866$228K0.0%+38.5%0.007%
7/25/2025 Concurrent Investment Advisors LLC81,800$3.19M0.1%-2.4%0.102%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

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7/24/2025 Comprehensive Money Management Services LLC13,043$508K0.4%-16.0%0.016%
7/24/2025 IFP Advisors Inc5,664$221K0.0%+30.1%0.007%
7/24/2025 Blair William & Co. IL16,927$659K0.0%-3.3%0.021%
7/23/2025 Castle Rock Wealth Management LLC28,771$1.12M0.3%-14.8%0.037%
7/23/2025 Sax Wealth Advisors LLC9,170$357K0.0%N/A0.012%
7/23/2025 TriaGen Wealth Management LLC6,517$254K0.1%+15.5%0.008%
7/22/2025 Belpointe Asset Management LLC46,734$1.82M0.1%-67.9%0.060%
7/22/2025 MAS Advisors LLC14,552$567K0.9%+4.1%0.019%
7/22/2025 Iron Horse Wealth Management LLC14,974$583K0.2%-4.6%0.019%
7/22/2025 Wealthcare Advisory Partners LLC11,717$456K0.0%+79.4%0.015%
7/22/2025 Berger Financial Group Inc25,286$985K0.1%-2.2%0.032%
7/21/2025 Ameritas Advisory Services LLC57,773$2.25M0.1%-10.4%0.074%
7/21/2025 1900 Wealth Management LLC26,936$1.05M0.1%-3.7%0.034%
7/18/2025 PFG Investments LLC83,627$3.26M0.2%+13.7%0.107%
7/18/2025 Institute for Wealth Management LLC.46,937$1.83M0.2%-1.8%0.060%
7/18/2025 Truist Financial Corp12,261$477K0.0%-23.4%0.016%
7/17/2025 XML Financial LLC109,129$4.25M0.4%N/A0.140%
7/17/2025 Janney Montgomery Scott LLC57,535$2.24M0.0%+3.2%0.074%
7/17/2025 San Luis Wealth Advisors LLC66,379$2.59M0.6%+4.1%0.085%
7/16/2025 Investment Partners Asset Management Inc.75,905$2.96M2.1%-4.0%0.097%
7/16/2025 Littlejohn Financial Services Inc.53,490$2.08M1.6%-9.3%0.068%
7/15/2025 McAdam LLC28,043$1.09M0.1%+11.4%0.036%
7/14/2025 AdvisorNet Financial Inc1,894$74K0.0%+20.4%0.002%
7/14/2025 Armstrong Advisory Group Inc.45,739$1.78M0.1%+22.8%0.059%
7/14/2025 Park Avenue Securities LLC19,735$768K0.0%+3.4%0.025%
7/11/2025 Silver Oak Securities Incorporated5,757$224K0.0%N/A0.007%
7/11/2025 Global X Japan Co. Ltd.840,761$32.74M3.3%+18.5%1.076%
7/10/2025 Wealth Enhancement Advisory Services LLC57,165$2.23M0.0%+30.9%0.073%
7/10/2025 Signal Advisors Wealth LLC8,806$343K0.0%N/A0.011%
7/9/2025 Triumph Capital Management19,105$744K0.2%+188.8%0.024%
7/9/2025 Key Client Fiduciary Advisors LLC8,242$321K0.1%+17.3%0.011%
7/9/2025 Sandbox Financial Partners LLC5,885$229K0.1%-23.7%0.008%
7/8/2025 Juncture Wealth Strategies LLC155,018$6.04M2.1%+3.3%0.197%
7/7/2025 Bangor Savings Bank33,046$1.29M0.1%-22.4%0.042%
7/3/2025 City Center Advisors LLC13,368$521K0.6%-10.0%0.017%
7/2/2025 HBW Advisory Services LLC56,366$2.20M0.3%+18.6%0.072%
5/21/2025 McAdam LLC25,178$994K0.1%-4.5%0.032%
5/20/2025 Fortis Capital Advisors LLC11,896$470K0.1%N/A0.015%
5/20/2025 Belpointe Asset Management LLC145,610$5.75M0.3%+41.6%0.183%
5/20/2025Flaharty Asset Management LLC50,579$2.00M0.3%+2.4%0.064%
5/19/2025Jane Street Group LLC96,133$3.80M0.0%N/A0.121%
5/16/2025Arete Wealth Advisors LLC15,081$596K0.0%+7.9%0.019%
5/16/2025Jones Financial Companies Lllp73,461$2.90M0.0%N/A0.093%
5/16/2025Uniplan Investment Counsel Inc.62,794$2.48M0.2%-3.8%0.079%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.125,970$4.95M0.0%+18.9%0.159%
5/15/2025 Focus Partners Advisor Solutions LLC13,003$514K0.0%+4.1%0.016%
5/15/2025 Ameriflex Group Inc.15,345$606K0.2%N/A0.019%
5/15/2025Royal Bank of Canada591,638$23.36M0.0%+1.1%0.745%
5/15/2025Baird Financial Group Inc.189,421$7.48M0.0%-1.3%0.239%
5/15/2025OLD Mission Capital LLC83,638$3.30M0.0%N/A0.105%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
5/14/2025CreativeOne Wealth LLC74,919$2.96M0.1%-5.2%0.094%
5/14/2025PKS Advisory Services LLC12,466$491K0.1%+17.7%0.016%
5/14/2025Comerica Bank27,257$1.08M0.0%-1.1%0.034%
5/14/2025Kayne Anderson Rudnick Investment Management LLC258,215$10.18M0.0%+188.4%0.325%
5/14/2025Northwestern Mutual Wealth Management Co.83,279$3.29M0.0%+6.2%0.105%
5/14/2025Kestra Advisory Services LLC56,444$2.23M0.0%+75.9%0.071%
5/14/2025 MAS Advisors LLC13,976$552K0.8%-24.0%0.018%
5/14/2025Compound Planning Inc.8,307$328K0.0%+65.6%0.010%
5/14/2025Ameriprise Financial Inc.1,279,713$50.45M0.0%+53.8%1.612%
5/14/2025 Joseph P. Lucia & Associates LLC19,187$758K0.3%-6.1%0.024%
(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, 283 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 ($118.68M), Raymond James Financial Inc. ($58.41M), UBS Group AG ($50.54M), Ameriprise Financial Inc. ($50.45M), 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 262 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 ($1.22M), LPL Financial LLC ($1.17M), Global X Japan Co. Ltd. ($596.36K), International Assets Investment Management LLC ($544.82K), and One Capital Management LLC ($449.71K).

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

Institutional investors have bought a total of 20,531,844 shares in the last 24 months. This purchase volume represents approximately $849.03M in transactions.

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

Of the 92 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: Centaurus Financial Inc. ($272.61K), Independent Advisor Alliance ($129.63K), WJ Wealth Management LLC ($111.48K), Belpointe Asset Management LLC ($98.88K), Proficio Capital Partners LLC ($91.20K), Ameriprise Financial Inc. ($86.10K), and Good Life Advisors LLC ($82.78K).

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

Institutional investors have sold a total of 1,546,263 shares in the last 24 months. This volume of shares sold represents approximately $62.62M in transactions.



This page (NYSEARCA:XYLD) was last updated on 8/8/2025 by MarketBeat.com Staff
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