Free Trial

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

Global X S&P 500 Covered Call ETF logo
$40.45 +0.12 (+0.30%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
197
Total
Institutional Inflows
(last 12 months)
$273.45M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$486.29M
Get XYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Global X S&P 500 Covered Call ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
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%
5/5/2026 Avantax Planning Partners Inc.108,022$4.23M0.1%+18.3%0.140%
5/4/2026 NWF Advisory Services Inc.62,121$2.43M0.3%-0.9%0.081%
5/2/2026 International Assets Investment Management LLC64,583$2.54M0.1%+10.6%0.084%
5/1/2026 Fifth Third Bancorp21,532$843K0.0%+374.1%0.028%
5/1/2026 Simplicity Wealth LLC16,574$649K0.0%-38.9%0.022%
4/30/2026 Kestra Advisory Services LLC107,977$4.23M0.0%-1.9%0.140%
4/30/2026 Money Concepts Capital Corp10,754$421K0.0%+48.8%0.014%
4/30/2026 Beam Wealth Advisors Inc.52,218$2.04M0.5%+19.2%0.068%
4/28/2026 Ascentis Independent Advisors1,631$64K0.0%N/A0.002%
4/27/2026 PFG Investments LLC91,262$3.57M0.2%+2.0%0.119%
4/27/2026 World Investment Advisors16,188$633K0.0%-3.2%0.021%
4/27/2026 Private Advisor Group LLC96,651$3.78M0.0%-50.0%0.126%
4/27/2026 MOR Wealth Management LLC13,045$510K0.2%-2.2%0.017%
4/23/2026 Comprehensive Money Management Services LLC11,772$461K0.3%-6.4%0.015%
4/23/2026 SageGuard Financial Group LLC31,228$1.22M0.2%-16.9%0.041%
4/22/2026 Janney Montgomery Scott LLC62,837$2.46M0.0%+8.7%0.082%
4/22/2026 Trilogy Capital Inc.5,264$206K0.0%-29.2%0.007%
4/21/2026 Sims Investment Management LLC426,982$16.71M6.1%+3.4%0.553%
4/20/2026 Kestra Private Wealth Services LLC15,220$596K0.0%+15.2%0.020%
4/20/2026 Apella Capital LLC51,348$2.07M0.0%+286.3%0.067%
4/17/2026 Halbert Hargrove Global Advisors LLC1,250$49K0.0%N/A0.002%
4/17/2026 AdvisorNet Financial Inc1,149$45K0.0%-25.3%0.001%
4/17/2026 PMG Family Office LLC34,698$1.36M1.5%+4.1%0.045%
4/17/2026 Ocean Park Asset Management LLC95,500$3.74M0.2%N/A0.123%
4/17/2026 XML Financial LLC138,224$5.41M0.4%+14.9%0.178%
4/17/2026 Brookstone Capital Management876,139$34.28M0.4%+5.9%1.129%
4/16/2026 Tactive 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%
3/13/2026 World Investment Advisors16,715$679K0.0%+136.9%0.021%
3/9/2026Corient Private Wealth LLC10,011$407K0.0%-2.5%0.013%
3/3/2026 NWF Advisory Services Inc.62,702$2.55M0.3%-15.1%0.081%
2/25/2026 KW 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%
2/18/2026 Braeburn 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%
2/18/2026Main Street Financial Solutions LLC5,000$203K0.0%N/A0.006%
2/18/2026Core Wealth Partners LLC6,771$275K0.1%N/A0.009%
2/17/2026AQR Capital Management LLC7,288$296K0.0%N/A0.009%
2/17/2026EFG International AG3,280$133K0.0%N/A0.004%
2/17/2026Cetera Investment Advisers469,181$19.06M0.0%-4.3%0.603%
2/17/2026Hilltop Holdings Inc.5,756$234K0.0%N/A0.007%
2/17/2026Equitable Holdings Inc.13,715$557K0.0%+18.0%0.018%
2/17/2026Kovack Advisors Inc.15,586$633K0.0%+76.5%0.020%
2/17/2026GeoWealth Management LLC9,741$396K0.0%+29.7%0.013%
2/17/2026Regal Investment Advisors LLC39,081$1.59M0.1%+8.8%0.050%
2/17/2026Osaic Holdings Inc.938,194$38.12M0.1%-7.3%1.206%
2/17/2026Advisory Services Network LLC62,536$2.54M0.0%+2.9%0.080%
2/17/2026 Private Advisor Group LLC193,350$7.86M0.0%-2.9%0.248%
2/17/2026&PARTNERS26,371$1.07M0.0%+9.7%0.034%
2/17/2026Blair William & Co. IL11,141$453K0.0%-34.4%0.014%
2/17/2026Royal Bank of Canada289,802$11.77M0.0%-38.0%0.372%
2/17/2026Copley Financial Group Inc.10,947$445K0.3%+13.4%0.014%
2/17/2026Hyundai Investments Co. Ltd.9,084$370K0.4%N/A0.012%
2/16/2026 MML Investors Services LLC76,931$3.13M0.0%+21.0%0.099%
2/16/2026Mariner LLC43,642$1.77M0.0%-5.6%0.056%
2/16/2026Arax Advisory Partners8,737$355K0.0%N/A0.011%
2/16/2026Aptus Capital Advisors LLC687$28K0.0%-93.6%0.001%
2/13/2026CreativeOne Wealth LLC95,663$3.89M0.1%+3.0%0.123%
2/13/2026 Kestra Advisory Services LLC110,098$4.47M0.0%+14.3%0.141%
2/13/2026Stifel Financial Corp182,113$7.40M0.0%+2.4%0.234%
2/13/2026Advyzon Investment Management LLC10,749$437K0.1%+15.9%0.014%
2/13/2026Morgan Stanley3,987,866$162.03M0.0%+2.0%5.124%
2/13/2026Wells Fargo & Company MN948,869$38.55M0.0%-2.1%1.219%
2/13/2026Summit Financial LLC16,756$681K0.0%+35.2%0.022%
2/12/2026HRT Financial LP11,688$474K0.0%+110.9%0.015%
2/12/2026Insigneo Advisory Services LLC13,725$558K0.0%N/A0.018%
2/12/2026Triumph Capital Management20,641$839K0.2%-1.5%0.027%
2/12/2026 Commonwealth Equity Services LLC118,311$4.81M0.0%-11.7%0.152%
2/12/2026StoneX Group Inc.11,828$481K0.0%+56.0%0.015%
2/12/2026Renaissance Technologies LLC13,700$557K0.0%N/A0.018%
2/12/2026Steward Partners Investment Advisory LLC10,293$418K0.0%-15.7%0.013%
2/12/2026CIBC Private Wealth Group LLC1,573$64K0.0%-55.8%0.002%
2/12/2026Providence Capital Advisors LLC5,865$238K0.0%N/A0.008%
2/12/2026Bank of Montreal Can28,968$1.18M0.0%+47.3%0.037%
2/12/2026Principal Securities Inc.432,679$17.58M0.3%+1.1%0.556%
2/12/2026Founders Financial Alliance LLC20,215$821K0.2%-7.7%0.026%
2/12/2026Caerus Investment Advisors LLC276,188$11.22M3.6%-13.5%0.355%
2/12/2026Kovack Advisors Inc.15,586$633K0.0%+76.5%0.020%
2/11/2026 Janney Montgomery Scott LLC57,796$2.35M0.0%-3.3%0.074%
2/11/2026Alteri Wealth LLC4,980$202K0.1%N/A0.006%
2/11/2026Winnow Wealth LLC2,908$119K0.1%-25.0%0.004%
2/11/2026Focus Partners Advisor Solutions LLC8,452$343K0.0%N/A0.011%
2/11/2026LPL Financial LLC3,250,859$132.08M0.0%-2.2%4.177%
2/11/2026Atlantic Private Wealth LLC20,278$824K0.5%+142.7%0.026%
2/11/2026 XML Financial LLC120,274$4.89M0.4%+5.8%0.155%
2/11/2026 J.W. Cole Advisors Inc.175,450$7.13M0.1%+0.6%0.225%
2/11/2026Verus Capital Partners LLC34,714$1.41M0.1%-41.3%0.045%
2/10/2026WCG Wealth Advisors LLC11,811$480K0.0%N/A0.015%
2/10/2026Resolute Capital LLC9,166$372K0.2%N/A0.012%
2/10/2026 Madison Wealth Partners Inc17,662$718K0.1%-50.3%0.023%


XYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XYLD shares?

During the previous two years, 315 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 ($85.22M), 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.

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

Of the 281 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), LPL Financial LLC ($941.02K), Ameriprise Financial Inc. ($860.78K), and Global X Japan Co. Ltd. ($745.64K).

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

Institutional investors have bought a total of 6,943,730 shares in the last 24 months. This purchase volume represents approximately $273.45M in transactions.

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

Of the 128 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 ($8.39M), Bank of America Corp DE ($1.24M), Raymond James Financial Inc. ($292.22K), Quadrature Capital Ltd ($233.04K), UBS Group AG ($227.01K), Royal Bank of Canada ($177.40K), and Independent Advisor Alliance ($129.92K).

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

Institutional investors have sold a total of 12,361,808 shares in the last 24 months. This volume of shares sold represents approximately $486.29M in transactions.



This page (NYSEARCA:XYLD) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners