QYLD Institutional Ownership
Global X - Nasdaq 100 Covered Call ETF
1W: +0.4%
1M: +2.3%
3M: +2.6%
YTD: +7.6%
1Y: +11.5%
3Y: +46.0%
5Y: +37.5%
$18.63
+0.06 (+0.32%)
Weekly Expected Move ±1.0%
$18
$18
$19
$19
$19
Overview
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Holdings
Changes
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Institutional Ownership — QYLD
473
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
38
New Positions
200
Increased
165
Reduced
39
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (500 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Global X Japan Co., Ltd. | 16,778,083 | $313M | +1,002,912 | +6.4% | 2Q | SEC ↗ |
| 2 | LPL Financial LLC | 11,988,959 | $223M | -495,311 | -4.0% | 31Q | SEC ↗ |
| 3 | MORGAN STANLEY | 11,101,876 | $207M | +385,853 | +3.6% | 31Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 4,826,913 | $90M | -60,699 | -1.2% | 15Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 3,954,058 | $74M | -43,427 | -1.1% | 31Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 2,945,132 | $55M | +324,062 | +12.4% | 16Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 2,797,506 | $52M | +104,318 | +3.9% | 7Q | SEC ↗ |
| 8 | CWM, LLC | 2,560,465 | $48M | +14,814 | +0.6% | 18Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 2,323,840 | $43M | +305,064 | +15.1% | 26Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 2,196,192 | $41M | +216,564 | +10.9% | 23Q | SEC ↗ |
| 11 | UBS Group AG | 1,624,281 | $30M | -57,372 | -3.4% | 31Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 1,590,654 | $30M | -146,153 | -8.4% | 31Q | SEC ↗ |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,494,112 | $28M | +116,338 | +8.4% | 9Q | SEC ↗ |
| 14 | Brookstone Capital Management | 1,406,527 | $26M | +19,645 | +1.4% | 24Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1,286,623 | $24M | +71,183 | +5.9% | 31Q | SEC ↗ |
| 16 | HUB Investment Partners, LLC | 1,224,302 | $23M | +35,212 | +3.0% | 14Q | SEC ↗ |
| 17 | SIMS INVESTMENT MANAGEMENT, LLC | 1,092,989 | $20M | -55,319 | -4.8% | 7Q | SEC ↗ |
| 18 | Sound Income Strategies, LLC | 1,046,491 | $19M | +25,900 | +2.5% | 12Q | SEC ↗ |
| 19 | PRINCIPAL SECURITIES, INC. | 1,040,560 | $19M | +12,125 | +1.2% | 11Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 983,237 | $18M | +4,394 | +0.4% | 28Q | SEC ↗ |
| 21 | J.W. COLE ADVISORS, INC. | 906,062 | $17M | -34,586 | -3.7% | 19Q | SEC ↗ |
| 22 | Mission Hills Financial Advisory, LLC | 807,654 | $15M | +18,889 | +2.4% | 8Q | SEC ↗ |
| 23 | MML INVESTORS SERVICES, LLC | 740,968 | $14M | +73,984 | +11.1% | 31Q | SEC ↗ |
| 24 | HARBOUR INVESTMENTS, INC. | 701,648 | $13M | +60,214 | +9.4% | 17Q | SEC ↗ |
| 25 | SBI Securities Co., Ltd. | 677,187 | $13M | +808 | +0.1% | 7Q | SEC ↗ |
| 26 | Caerus Investment Advisors, LLC | 674,870 | $13M | +94,646 | +16.3% | 12Q | SEC ↗ |
| 27 | IMC-Chicago, LLC | 672,107 | $13M | -623,871 | -48.1% | 4Q | SEC ↗ |
| 28 | Janney Montgomery Scott LLC | 658,288 | $12M | +9,129 | +1.4% | 31Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 642,271 | $12M | +29,574 | +4.8% | 31Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP | 548,331 | $10M | -23,618 | -4.1% | 31Q | SEC ↗ |
| 31 | Beta Wealth Group, Inc. | 530,202 | $10M | +4,275 | +0.8% | 4Q | SEC ↗ |
| 32 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 513,772 | $10M | +35,741 | +7.5% | 7Q | SEC ↗ |
| 33 | Thrive Capital Management, LLC | 513,689 | $10M | +123,527 | +31.7% | 9Q | SEC ↗ |
| 34 | Kestra Advisory Services, LLC | 508,211 | $9M | -2,156 | -0.4% | 22Q | SEC ↗ |
| 35 | Cerity Partners LLC | 505,731 | $9M | +215,325 | +74.1% | 11Q | SEC ↗ |
| 36 | Mirae Asset Global Investments Co., Lt | 483,385 | $9M | +81,300 | +20.2% | 29Q | SEC ↗ |
| 37 | Steward Partners Investment Advisory, | 441,065 | $8M | +222,963 | +102.2% | 29Q | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 439,688 | $8M | -24,390 | -5.3% | 26Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 405,857 | $8M | +225,696 | +125.3% | 2Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 388,906 | $7M | -64,377 | -14.2% | 21Q | SEC ↗ |
| 41 | Foguth Wealth Management, LLC. | 385,862 | $7M | -1,697,305 | -81.5% | 3Q | SEC ↗ |
| 42 | Equitable Holdings, Inc. | 370,318 | $7M | -18,432 | -4.7% | 20Q | SEC ↗ |
| 43 | NewEdge Advisors, LLC | 367,192 | $7M | +1,705 | +0.5% | 20Q | SEC ↗ |
| 44 | Atlas Private Wealth Advisors | 360,005 | $7M | -55,813 | -13.4% | 25Q | SEC ↗ |
| 45 | Solutions 4 Wealth, Ltd | 344,995 | $6M | +10,136 | +3.0% | 11Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 329,707 | $6M | +241,156 | +272.3% | 6Q | SEC ↗ |
| 47 | PFG Investments, LLC | 328,168 | $6M | +12,270 | +3.9% | 14Q | SEC ↗ |
| 48 | Pinnacle Financial Partners, Inc. | 313,714 | $6M | +26,643 | +9.3% | 3Q | SEC ↗ |
| 49 | NFSG Corp | 303,521 | $6M | -1,488 | -0.5% | 24Q | SEC ↗ |
| 50 | Private Advisor Group, LLC | 290,536 | $5M | -19,401 | -6.3% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SOL Capital Management CO | 276,719 | $5M |
| Diversify Advisory Services, LLC | 172,862 | $3M |
| HRT FINANCIAL LP | 130,189 | $2M |
| Modern Wealth Management, LLC | 120,046 | $2M |
| Global Retirement Partners, LLC | 102,732 | $2M |
| Wealth High Governance Asset Manage | 86,131 | $2M |
| Y-Intercept (Hong Kong) Ltd | 77,060 | $1M |
| SIMPLEX TRADING, LLC | 76,237 | $1M |
| OLD MISSION CAPITAL LLC | 70,294 | $1M |
| Mission Financial Group, LLC | 62,366 | $1M |
| Turner Financial Group, Inc. | 40,498 | $754K |
| COMPASS FINANCIAL MANAGEMENT LLC | 37,815 | $704K |
| IFG Advisory, LLC | 28,584 | $533K |
| BROWN BROTHERS HARRIMAN & CO | 28,350 | $528K |
| Madison Wealth Partners, Inc | 26,552 | $495K |
| Bank Julius Baer & Co. Ltd, Zurich | 25,000 | $466K |
| CHOREO, LLC | 20,928 | $390K |
| Plante Moran Financial Advisors, LL | 15,975 | $298K |
| Markowski Investments | 15,212 | $283K |
| Cape Investment Advisory, Inc. | 12,341 | $230K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 3,849,837 | $72M |
| GOLDMAN SACHS GROUP INC | 315,510 | $6M |
| San Luis Wealth Advisors LLC | 126,394 | $2M |
| Flaharty Asset Management, LLC | 123,907 | $2M |
| Synergy Asset Management, LLC | 97,888 | $2M |
| Retirement Planning Group, LLC | 64,437 | $1M |
| TrueMark Investments, LLC | 59,045 | $1M |
| Independent Advisor Alliance | 48,151 | $897K |
| Ascentis Independent Advisors | 30,220 | $563K |
| Cresset Asset Management, LLC | 29,383 | $547K |
| Westmount Partners, LLC | 24,562 | $458K |
| XTX Topco Ltd | 23,880 | $445K |
| Valeo Financial Advisors, LLC | 23,820 | $444K |
| First Commonwealth Financial Corp / | 18,131 | $338K |
| Reliant Wealth Planning | 17,964 | $335K |
| Brookwood Investment Group LLC | 16,783 | $313K |
| Trexquant Investment LP | 15,605 | $291K |
| C2P Capital Advisory Group, LLC d.b | 15,489 | $289K |
| WINNOW WEALTH LLC | 15,205 | $283K |
| GROUP ONE TRADING LLC | 14,862 | $277K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Global X Japan Co., Ltd. | +1,002,912 | +6.4% | 16,778,083 |
| MORGAN STANLEY | +385,853 | +3.6% | 11,101,876 |
| AMERIPRISE FINANCIAL INC | +324,062 | +12.4% | 2,945,132 |
| OSAIC HOLDINGS, INC. | +305,064 | +15.1% | 2,323,840 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +241,156 | +272.3% | 329,707 |
| CITADEL ADVISORS LLC | +225,696 | +125.3% | 405,857 |
| Steward Partners Investment Advisor | +222,963 | +102.2% | 441,065 |
| Cetera Investment Advisers | +216,564 | +10.9% | 2,196,192 |
| Cerity Partners LLC | +215,325 | +74.1% | 505,731 |
| JANE STREET GROUP, LLC | +203,294 | +370.3% | 258,195 |
| Arkadios Wealth Advisors | +141,847 | +155.7% | 232,950 |
| Thrive Capital Management, LLC | +123,527 | +31.7% | 513,689 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +116,338 | +8.4% | 1,494,112 |
| RAYMOND JAMES FINANCIAL INC | +104,318 | +3.9% | 2,797,506 |
| Caerus Investment Advisors, LLC | +94,646 | +16.3% | 674,870 |
| Mirae Asset Global Investments Co., | +81,300 | +20.2% | 483,385 |
| MML INVESTORS SERVICES, LLC | +73,984 | +11.1% | 740,968 |
| ENVESTNET ASSET MANAGEMENT INC | +71,183 | +5.9% | 1,286,623 |
| HARBOUR INVESTMENTS, INC. | +60,214 | +9.4% | 701,648 |
| Simplicity Wealth,LLC | +56,756 | +142.1% | 96,701 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Foguth Wealth Management, LLC. | -1,697,305 | -81.5% | 385,862 |
| Baker Avenue Asset Management, LP | -624,723 | -92.7% | 49,214 |
| IMC-Chicago, LLC | -623,871 | -48.1% | 672,107 |
| LPL Financial LLC | -495,311 | -4.0% | 11,988,959 |
| ARQ WEALTH ADVISORS, LLC | -256,733 | -87.1% | 37,998 |
| ROYAL BANK OF CANADA | -146,153 | -8.4% | 1,590,654 |
| TWO SIGMA SECURITIES, LLC | -103,818 | -84.0% | 19,776 |
| Anchor Capital Management Group Inc | -70,000 | -41.3% | 99,500 |
| Mariner, LLC | -66,131 | -33.0% | 134,018 |
| Summit Financial, LLC | -65,589 | -51.3% | 62,380 |
| JPMORGAN CHASE & CO | -64,377 | -14.2% | 388,906 |
| BANK OF AMERICA CORP /DE | -60,699 | -1.2% | 4,826,913 |
| Patriot Financial Group Insurance A | -60,250 | -57.5% | 44,520 |
| UBS Group AG | -57,372 | -3.4% | 1,624,281 |
| Atlas Private Wealth Advisors | -55,813 | -13.4% | 360,005 |
| SIMS INVESTMENT MANAGEMENT, LLC | -55,319 | -4.8% | 1,092,989 |
| WELLS FARGO & COMPANY/MN | -43,427 | -1.1% | 3,954,058 |
| Collier Financial | -39,808 | -87.3% | 5,809 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -35,681 | -14.0% | 219,085 |
| Headlands Technologies LLC | -34,716 | -49.1% | 36,007 |