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

Global X S&P 500 Covered Call ETF logo
$41.66 +0.19 (+0.45%)
As of 02:27 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)
158
Total
Institutional Inflows
(last 12 months)
$181.04M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$414.14M
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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
8/27/2026 Corient Private Wealth LP14,376$586K0.0%+50.2%0.018%
8/23/2026 Hyundai Investments Co. Ltd.14,225$578K0.6%+77.4%0.018%
8/23/2026 Ameritas Advisory Services LLC60,770$2.48M0.0%+31.1%0.077%
8/22/2026 Compass Financial Management LLC18,590$770K0.1%N/A0.024%
8/22/2026 Markowski Investments18,325$747K0.2%N/A0.023%
8/22/2026 MOR Wealth Management LLC12,795$522K0.2%-1.9%0.016%
8/22/2026 Copley Financial Group Inc.14,962$610K0.3%+12.0%0.019%
8/22/2026 TD Waterhouse Canada Inc.1,043$43K0.0%-35.7%0.001%
8/22/2026 Concurrent Investment Advisors LLC71,901$2.93M0.0%-7.5%0.091%
8/21/2026 XML Financial LLC152,505$6.22M0.5%+10.3%0.194%
8/21/2026 Triumph Capital Management23,925$976K0.2%+10.6%0.030%
7/10/2026 Wealthcare Advisory Partners LLC6,262$255K0.0%-51.9%0.008%
7/9/2026 Tactive Advisors LLC22,739$928K0.2%+2.3%0.029%
7/9/2026 Sax Wealth Advisors LLC16,315$638K0.0%+24.0%0.021%
7/9/2026 Valeo Financial Advisors LLC20,000$816K0.0%-20.0%0.026%
7/8/2026 Castle Rock Wealth Management LLC14,307$584K0.1%-17.9%0.018%
7/8/2026 Apella Capital LLC50,473$2.07M0.0%-1.7%0.064%
7/7/2026 Grant Private Wealth Management Inc14,480$591K0.2%+42.4%0.018%
7/7/2026 City Center Advisors LLC15,561$635K0.5%+4.8%0.020%
7/6/2026 Bangor Savings Bank35,511$1.45M0.1%+7.5%0.045%
7/6/2026 Trilogy Capital Inc.5,707$233K0.0%+8.4%0.007%
6/25/2026 Hamilton Wealth LLC8,563$335K0.1%-33.6%0.011%
6/9/2026 Robinswood Financial LLC3,149$123K0.2%N/A0.004%
6/3/2026 NewEdge Advisors LLC79,367$3.11M0.0%+3.6%0.103%
6/1/2026 Caerus Investment Advisors LLC268,687$10.51M4.4%-2.7%0.348%
5/22/2026 Verus Capital Partners LLC21,252$832K0.1%-38.8%0.028%
5/21/2026 Montchanin Asset Management LLC40,065$1.57M1.6%N/A0.052%
5/19/2026 Western Wealth Management LLC86,925$3.40M0.1%+863.8%0.113%
5/19/2026 Royal Fund Management LLC10,677$418K0.0%+13.2%0.014%
5/19/2026 Bank of America Corp DE2,149,051$84.09M0.0%+2.0%2.787%
5/19/2026 Hamilton Wealth LLC25,689$1.01M0.1%+99.2%0.033%
5/18/2026 Core Wealth Advisors Inc.10,892$426K0.1%N/A0.014%
5/18/2026 Royal Bank of Canada285,495$11.17M0.0%-1.5%0.370%
5/16/2026 IMG Wealth Management Inc.3,865$151K0.1%+32.1%0.005%
5/16/2026 Copley Financial Group Inc.13,362$523K0.3%+22.1%0.017%
5/15/2026 Blue Chip Partners LLC44,800$1.75M0.1%+32.1%0.058%
5/14/2026 Compound Planning Inc.9,079$355K0.0%+10.2%0.012%
5/14/2026 Lido Advisors LLC19,771$774K0.0%-31.5%0.026%
5/13/2026 Cetera Investment Advisers476,548$18.65M0.0%+1.6%0.618%
5/13/2026 First Citizens Bank & Trust Co.15,408$603K0.0%+40.0%0.020%
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5/6/2026 Independent Financial Group LLC20,434$800K0.0%N/A0.026%
5/5/2026 Quartz Partners LLC5,259$206K0.1%-5.4%0.007%
5/5/2026 Wealthfront Advisers LLC41,712$1.63M0.0%+11.1%0.054%
5/5/2026 D.A. Davidson & CO.17,683$692K0.0%+22.6%0.023%
5/5/2026 Collaborative Wealth Managment Inc.10,655$417K0.2%-76.5%0.014%
5/5/2026 NFSG 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%
3/17/2026 Rockefeller 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%
3/9/2026 Corient 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%
2/25/2026KW Wealth Management LLC9,660$392K0.6%+20.9%0.012%
2/19/2026 Hamilton Wealth LLC12,897$524K0.1%+15.8%0.017%
2/19/2026 Corient Private Wealth LLC10,011$407K0.0%-2.5%0.013%
2/18/2026 Blue Chip Partners LLC33,919$1.38M0.1%-7.7%0.044%
2/18/2026 Braeburn Wealth Management LLC20,000$813K0.4%N/A0.026%
2/18/2026 Beacon Pointe Advisors LLC14,697$597K0.0%-3.4%0.019%
2/18/2026 First Citizens Bank & Trust Co.11,004$447K0.0%+8.5%0.014%
2/18/2026 Uniplan Investment Counsel Inc.12,909$524K0.1%-76.7%0.017%
2/18/2026 OLD Mission Capital LLC59,173$2.40M0.1%-60.9%0.076%
2/18/2026 Main Street Financial Solutions LLC5,000$203K0.0%N/A0.006%
2/18/2026 Core Wealth Partners LLC6,771$275K0.1%N/A0.009%
2/17/2026 AQR Capital Management LLC7,288$296K0.0%N/A0.009%
2/17/2026 EFG International AG3,280$133K0.0%N/A0.004%
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2/17/2026 Cetera Investment Advisers469,181$19.06M0.0%-4.3%0.603%
2/17/2026 Hilltop Holdings Inc.5,756$234K0.0%N/A0.007%
2/17/2026 Equitable Holdings Inc.13,715$557K0.0%+18.0%0.018%
2/17/2026 Kovack Advisors Inc.15,586$633K0.0%+76.5%0.020%
2/17/2026 GeoWealth Management LLC9,741$396K0.0%+29.7%0.013%
2/17/2026 Regal Investment Advisors LLC39,081$1.59M0.1%+8.8%0.050%
2/17/2026 Osaic Holdings Inc.938,194$38.12M0.1%-7.3%1.206%
2/17/2026 Advisory 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%


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 275 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 4,582,754 shares in the last 24 months. This purchase volume represents approximately $181.04M in transactions.

Of the 112 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 10,512,047 shares in the last 24 months. This volume of shares sold represents approximately $414.14M in transactions.


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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 8/27/2026. New 13F filings are added each quarter as they're published.
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