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

Global X S&P 500 Covered Call ETF logo
$40.84 0.00 (0.00%)
As of 07/2/2026 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)
185
Total
Institutional Inflows
(last 12 months)
$232.67M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$475.68M
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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
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%
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%
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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%
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%
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%
2/17/2026Private 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%
2/16/2026MML 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%
2/13/2026Kestra Advisory Services LLC110,098$4.47M0.0%+14.3%0.141%
2/13/2026Stifel Financial Corp182,113$7.40M0.0%+2.4%0.234%
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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%
2/12/2026Commonwealth 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%


XYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 313 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 280 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).

Institutional investors have bought a total of 5,913,156 shares in the last 24 months. This purchase volume represents approximately $232.67M in transactions.

Of the 123 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 ($1.24M), Raymond James Financial Inc. ($235.39K), Quadrature Capital Ltd ($233.04K), UBS Group AG ($227.01K), Royal Bank of Canada ($181.71K), and Private Advisor Group LLC ($114.23K).

Institutional investors have sold a total of 12,093,419 shares in the last 24 months. This volume of shares sold represents approximately $475.68M in transactions.


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This page (NYSEARCA:XYLD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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