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

Global X S&P 500 Covered Call ETF logo
$41.95 0.00 (0.00%)
Closing price 04:10 PM Eastern
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$41.82 -0.13 (-0.30%)
As of 08:00 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)
160
Total
Institutional Inflows
(last 12 months)
$186.79M
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$414.16M
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XYLD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Sax Wealth Advisors LLC19,980$830K0.0%+22.5%0.024%
10/10/2026Armstrong Advisory Group Inc.56,591$2.35M0.1%-0.6%0.069%
10/9/2026First Heartland Consultants Inc.9,399$390K0.0%N/A0.012%
10/8/2026Farther Finance Advisors LLC1,607$67K0.0%+29.1%0.002%
10/8/2026Tactive Advisors LLC23,592$980K0.2%+3.8%0.029%
10/8/2026City Center Advisors LLC16,199$673K0.5%+4.1%0.020%
10/6/2026Juncture Wealth Strategies LLC160,049$6.65M1.7%N/A0.196%
10/6/2026Bangor Savings Bank35,511$1.47M0.1%N/A0.044%
9/23/2026Envestnet Portfolio Solutions Inc.19,493$795K0.0%+7.8%0.024%
9/23/2026Envestnet Asset Management Inc.646,091$26.35M0.0%+8.9%0.797%
9/9/2026Miramontes Capital LLC4,946$202K0.1%N/A0.006%
9/9/2026Integrated Wealth Concepts LLC7,212$294K0.0%+13.5%0.009%
9/9/2026Baird Financial Group Inc.325,828$13.29M0.0%+2.4%0.414%
9/8/2026Allworth Financial LP4,679$191K0.0%+23.5%0.006%
8/27/2026Corient Private Wealth LP14,376$586K0.0%+50.2%0.018%
8/23/2026Hyundai Investments Co. Ltd.14,225$578K0.6%+77.4%0.018%
8/23/2026Ameritas Advisory Services LLC60,770$2.48M0.0%+31.1%0.077%
8/22/2026Compass Financial Management LLC18,590$770K0.1%N/A0.024%
8/22/2026Markowski Investments18,325$747K0.2%N/A0.023%
8/22/2026MOR Wealth Management LLC12,795$522K0.2%-1.9%0.016%
8/22/2026Copley Financial Group Inc.14,962$610K0.3%+12.0%0.019%
8/22/2026TD Waterhouse Canada Inc.1,043$43K0.0%-35.7%0.001%
8/22/2026Concurrent Investment Advisors LLC71,901$2.93M0.0%-7.5%0.091%
8/21/2026XML Financial LLC152,505$6.22M0.5%+10.3%0.194%
8/21/2026Triumph Capital Management23,925$976K0.2%+10.6%0.030%
7/10/2026Wealthcare Advisory Partners LLC6,262$255K0.0%-51.9%0.008%
7/9/2026Tactive Advisors LLC22,739$928K0.2%+2.3%0.029%
7/9/2026Sax Wealth Advisors LLC16,315$638K0.0%+24.0%0.021%
7/9/2026Valeo Financial Advisors LLC20,000$816K0.0%-20.0%0.026%
7/8/2026Castle Rock Wealth Management LLC14,307$584K0.1%-17.9%0.018%
7/8/2026Apella Capital LLC50,473$2.07M0.0%-1.7%0.064%
7/7/2026Grant Private Wealth Management Inc14,480$591K0.2%+42.4%0.018%
7/7/2026City Center Advisors LLC15,561$635K0.5%+4.8%0.020%
7/6/2026Bangor Savings Bank35,511$1.45M0.1%+7.5%0.045%
7/6/2026Trilogy Capital Inc.5,707$233K0.0%+8.4%0.007%
6/25/2026Hamilton Wealth LLC8,563$335K0.1%-33.6%0.011%
6/9/2026Robinswood Financial LLC3,149$123K0.2%N/A0.004%
6/3/2026NewEdge Advisors LLC79,367$3.11M0.0%+3.6%0.103%
6/1/2026Caerus Investment Advisors LLC268,687$10.51M4.4%-2.7%0.348%
5/22/2026Verus Capital Partners LLC21,252$832K0.1%-38.8%0.028%
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5/21/2026Montchanin Asset Management LLC40,065$1.57M1.6%N/A0.052%
5/19/2026Western Wealth Management LLC86,925$3.40M0.1%+863.8%0.113%
5/19/2026Royal Fund Management LLC10,677$418K0.0%+13.2%0.014%
5/19/2026Bank of America Corp DE2,149,051$84.09M0.0%+2.0%2.787%
5/19/2026Hamilton Wealth LLC25,689$1.01M0.1%+99.2%0.033%
5/18/2026Core Wealth Advisors Inc.10,892$426K0.1%N/A0.014%
5/18/2026Royal Bank of Canada285,495$11.17M0.0%-1.5%0.370%
5/16/2026IMG Wealth Management Inc.3,865$151K0.1%+32.1%0.005%
5/16/2026Copley Financial Group Inc.13,362$523K0.3%+22.1%0.017%
5/15/2026Blue Chip Partners LLC44,800$1.75M0.1%+32.1%0.058%
5/14/2026Compound Planning Inc.9,079$355K0.0%+10.2%0.012%
5/14/2026Lido Advisors LLC19,771$774K0.0%-31.5%0.026%
5/13/2026Cetera Investment Advisers476,548$18.65M0.0%+1.6%0.618%
5/13/2026First Citizens Bank & Trust Co.15,408$603K0.0%+40.0%0.020%
5/6/2026Independent Financial Group LLC20,434$800K0.0%N/A0.026%
5/5/2026Quartz Partners LLC5,259$206K0.1%-5.4%0.007%
5/5/2026Wealthfront Advisers LLC41,712$1.63M0.0%+11.1%0.054%
5/5/2026D.A. Davidson & CO.17,683$692K0.0%+22.6%0.023%
5/5/2026Collaborative Wealth Managment Inc.10,655$417K0.2%-76.5%0.014%
5/5/2026NFSG Corp132,201$5.17M0.9%-1.5%0.171%
5/5/2026Avantax Planning Partners Inc.108,022$4.23M0.1%+18.3%0.140%
5/4/2026NWF Advisory Services Inc.62,121$2.43M0.3%-0.9%0.081%
5/2/2026International Assets Investment Management LLC64,583$2.54M0.1%+10.6%0.084%
5/1/2026Fifth Third Bancorp21,532$843K0.0%+374.1%0.028%
5/1/2026Simplicity Wealth LLC16,574$649K0.0%-38.9%0.022%
4/30/2026Kestra Advisory Services LLC107,977$4.23M0.0%-1.9%0.140%
4/30/2026Money Concepts Capital Corp10,754$421K0.0%+48.8%0.014%
4/30/2026Beam Wealth Advisors Inc.52,218$2.04M0.5%+19.2%0.068%
4/28/2026Ascentis Independent Advisors1,631$64K0.0%N/A0.002%
4/27/2026PFG Investments LLC91,262$3.57M0.2%+2.0%0.119%
4/27/2026World Investment Advisors16,188$633K0.0%-3.2%0.021%
4/27/2026Private Advisor Group LLC96,651$3.78M0.0%-50.0%0.126%
4/27/2026MOR Wealth Management LLC13,045$510K0.2%-2.2%0.017%
4/23/2026Comprehensive Money Management Services LLC11,772$461K0.3%-6.4%0.015%
4/23/2026SageGuard Financial Group LLC31,228$1.22M0.2%-16.9%0.041%
4/22/2026Janney Montgomery Scott LLC62,837$2.46M0.0%+8.7%0.082%
4/22/2026Trilogy Capital Inc.5,264$206K0.0%-29.2%0.007%
4/21/2026Sims Investment Management LLC426,982$16.71M6.1%+3.4%0.553%
4/20/2026Kestra Private Wealth Services LLC15,220$596K0.0%+15.2%0.020%
4/20/2026Apella Capital LLC51,348$2.07M0.0%+286.3%0.067%
4/17/2026Halbert Hargrove Global Advisors LLC1,250$49K0.0%N/A0.002%
4/17/2026AdvisorNet Financial Inc1,149$45K0.0%-25.3%0.001%
4/17/2026PMG Family Office LLC34,698$1.36M1.5%+4.1%0.045%
4/17/2026Ocean Park Asset Management LLC95,500$3.74M0.2%N/A0.123%
4/17/2026XML Financial LLC138,224$5.41M0.4%+14.9%0.178%
4/17/2026Brookstone Capital Management876,139$34.28M0.4%+5.9%1.129%
4/16/2026Tactive Advisors LLC22,227$870K0.2%-1.1%0.029%
3/17/2026Rockefeller Capital Management L.P.65,927$2.68M0.0%+55.1%0.085%
3/13/2026World Investment Advisors16,715$679K0.0%+136.9%0.021%
3/9/2026Corient Private Wealth LLC10,011$407K0.0%-2.5%0.013%
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3/3/2026NWF Advisory Services Inc.62,702$2.55M0.3%-15.1%0.081%
2/25/2026KW Wealth Management LLC9,660$392K0.6%+20.9%0.012%
2/19/2026Hamilton Wealth LLC12,897$524K0.1%+15.8%0.017%
2/19/2026Corient Private Wealth LLC10,011$407K0.0%-2.5%0.013%
2/18/2026Blue Chip Partners LLC33,919$1.38M0.1%-7.7%0.044%
2/18/2026Braeburn Wealth Management LLC20,000$813K0.4%N/A0.026%
2/18/2026Beacon Pointe Advisors LLC14,697$597K0.0%-3.4%0.019%
2/18/2026First Citizens Bank & Trust Co.11,004$447K0.0%+8.5%0.014%
2/18/2026Uniplan Investment Counsel Inc.12,909$524K0.1%-76.7%0.017%
2/18/2026OLD Mission Capital LLC59,173$2.40M0.1%-60.9%0.076%


XYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 311 institutional investors and hedge funds held shares of Global X S&P 500 Covered Call ETF. The most heavily invested institutionals were Morgan Stanley ($162.03M), LPL Financial LLC ($132.08M), Bank of America Corp DE ($84.09M), Sumitomo Life Insurance Co. ($67.14M), Ameriprise Financial Inc. ($66.51M), Raymond James Financial Inc. ($48.83M), and UBS Group AG ($40.90M).Learn more on Global X S&P 500 Covered Call ETF's institutional investors.

Of the 277 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 ($11.46M), Sumitomo Life Insurance Co. ($1.71M), Raymond James Financial Inc. ($1.54M), OVERSEA CHINESE BANKING Corp Ltd ($1.19M), Ameriprise Financial Inc. ($860.78K), Global X Japan Co. Ltd. ($711.35K), and LPL Financial LLC ($574.21K).

Institutional investors have bought a total of 4,713,260 shares in the last 24 months. This purchase volume represents approximately $186.79M in transactions.

Of the 113 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: Proficio Capital Partners LLC ($8.30M), Bank of America Corp DE ($287.08K), UBS Group AG ($227.01K), Royal Bank of Canada ($181.71K), Private Advisor Group LLC ($114.23K), Commonwealth Equity Services LLC ($111.37K), and Envestnet Asset Management Inc. ($109.67K).

Institutional investors have sold a total of 10,512,379 shares in the last 24 months. This volume of shares sold represents approximately $414.16M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XYLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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