XYLD Institutional Ownership
Global X - S&P 500 Covered Call ETF
1W: +0.2%
1M: +0.6%
3M: +2.7%
YTD: +4.3%
1Y: +8.2%
3Y: +37.3%
5Y: +33.8%
$41.73
+0.16 (+0.38%)
Weekly Expected Move ±1.0%
$41
$41
$42
$42
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XYLD
299
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
28
New Positions
119
Increased
112
Reduced
21
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (321 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,095,324 | $171M | +96,747 | +2.4% | 30Q | SEC ↗ |
| 2 | LPL Financial LLC | 3,504,445 | $146M | +87,159 | +2.6% | 31Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,355,983 | $98M | +206,932 | +9.6% | 15Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 1,975,584 | $82M | +75,651 | +4.0% | 16Q | SEC ↗ |
| 5 | SUMITOMO LIFE INSURANCE CO | 1,710,000 | $71M | — | +0.0% | 4Q | SEC ↗ |
| 6 | Global X Japan Co., Ltd. | 1,187,341 | $50M | +15,476 | +1.3% | 2Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 1,032,694 | $43M | +196,173 | +23.5% | 26Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 949,131 | $40M | +56,762 | +6.4% | 25Q | SEC ↗ |
| 9 | UBS Group AG | 863,278 | $36M | -45,044 | -5.0% | 31Q | SEC ↗ |
| 10 | Brookstone Capital Management | 815,836 | $34M | -60,303 | -6.9% | 22Q | SEC ↗ |
| 11 | Proficio Capital Partners LLC | 663,735 | $28M | +623,900 | +1566.2% | 10Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 646,091 | $27M | +53,056 | +8.9% | 31Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 559,469 | $23M | +82,921 | +17.4% | 13Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 503,980 | $21M | -10,289 | -2.0% | 7Q | SEC ↗ |
| 15 | PRINCIPAL SECURITIES, INC. | 453,929 | $19M | +6,166 | +1.4% | 11Q | SEC ↗ |
| 16 | HUB Investment Partners, LLC | 443,829 | $19M | +15,976 | +3.7% | 13Q | SEC ↗ |
| 17 | SIMS INVESTMENT MANAGEMENT, LLC | 438,538 | $18M | +11,556 | +2.7% | 7Q | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 325,828 | $14M | +7,748 | +2.4% | 18Q | SEC ↗ |
| 19 | Caerus Investment Advisors, LLC | 306,229 | $13M | +37,542 | +14.0% | 13Q | SEC ↗ |
| 20 | FIRST FOUNDATION ADVISORS | 302,148 | $13M | -811 | -0.3% | 15Q | SEC ↗ |
| 21 | Waterway Wealth Management, LLC NEW | 291,116 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 237,712 | $10M | +768 | +0.3% | 9Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 234,241 | $10M | -51,254 | -18.0% | 31Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 226,694 | $9M | +143,287 | +171.8% | 23Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 203,514 | $8M | +5,641 | +2.9% | 28Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 186,252 | $8M | +5,269 | +2.9% | 31Q | SEC ↗ |
| 27 | Thrive Capital Management, LLC | 185,849 | $8M | +40,828 | +28.2% | 5Q | SEC ↗ |
| 28 | J.W. COLE ADVISORS, INC. | 180,083 | $8M | -1,247 | -0.7% | 19Q | SEC ↗ |
| 29 | FUKOKU MUTUAL LIFE INSURANCE Co | 178,000 | $7M | — | +0.0% | 4Q | SEC ↗ |
| 30 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 163,826 | $7M | -19,455 | -10.6% | 12Q | SEC ↗ |
| 31 | JUNCTURE WEALTH STRATEGIES, LLC | 159,001 | $7M | -14,561 | -8.4% | 13Q | SEC ↗ |
| 32 | XML Financial, LLC | 152,505 | $6M | +14,281 | +10.3% | 5Q | SEC ↗ |
| 33 | Compass Financial Services Inc | 146,670 | $6M | +5,456 | +3.9% | 7Q | SEC ↗ |
| 34 | NFSG Corp | 130,376 | $5M | -1,825 | -1.4% | 18Q | SEC ↗ |
| 35 | CreativeOne Wealth, LLC | 109,728 | $5M | +14,415 | +15.1% | 22Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC | 109,404 | $5M | +1,427 | +1.3% | 18Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 105,350 | $4M | -12,229 | -10.4% | 31Q | SEC ↗ |
| 38 | RiverFront Investment Group, LLC | 105,289 | $4M | +6,300 | +6.4% | 15Q | SEC ↗ |
| 39 | Avantax Planning Partners, Inc. | 101,920 | $4M | -6,102 | -5.6% | 11Q | SEC ↗ |
| 40 | Ocean Park Asset Management, LLC | 95,500 | $4M | — | +0.0% | 2Q | SEC ↗ |
| 41 | PFG Investments, LLC | 94,290 | $4M | +3,028 | +3.3% | 14Q | SEC ↗ |
| 42 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 92,695 | $4M | +28,112 | +43.5% | 7Q | SEC ↗ |
| 43 | WEDBUSH SECURITIES INC | 90,404 | $4M | +251 | +0.3% | 18Q | SEC ↗ |
| 44 | Western Wealth Management, LLC | 89,682 | $4M | +2,757 | +3.2% | 4Q | SEC ↗ |
| 45 | Belpointe Asset Management LLC | 84,996 | $4M | +437 | +0.5% | 18Q | SEC ↗ |
| 46 | NewEdge Advisors, LLC | 79,486 | $3M | +119 | +0.1% | 15Q | SEC ↗ |
| 47 | Private Advisor Group, LLC | 78,467 | $3M | -18,184 | -18.8% | 20Q | SEC ↗ |
| 48 | Lido Advisors, LLC | 73,514 | $3M | +53,743 | +271.8% | 14Q | SEC ↗ |
| 49 | Concurrent Investment Advisors, LLC | 71,901 | $3M | -5,844 | -7.5% | 11Q | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 70,395 | $3M | +9,437 | +15.5% | 31Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Waterway Wealth Management, LLC | 291,116 | $12M |
| Modern Wealth Management, LLC | 56,771 | $2M |
| Thrivent Financial for Lutherans | 26,482 | $1M |
| Anchor Bay Capital, Inc. | 22,840 | $953K |
| COMPASS FINANCIAL MANAGEMENT LLC | 18,590 | $776K |
| Markowski Investments | 18,325 | $765K |
| Y-Intercept (Hong Kong) Ltd | 14,991 | $626K |
| Keystone Financial Group | 9,868 | $412K |
| MILESTONE ASSET MANAGEMENT, LLC | 7,121 | $297K |
| OneDigital Investment Advisors LLC | 6,736 | $281K |
| TWO SIGMA SECURITIES, LLC | 6,161 | $257K |
| RENAISSANCE TECHNOLOGIES LLC | 5,800 | $242K |
| DAVENPORT & Co LLC | 5,670 | $237K |
| Mission Financial Group, LLC | 5,086 | $212K |
| Main Street Financial Solutions, LL | 5,000 | $209K |
| CYPRESS FINANCIAL PLANNING LLC | 4,986 | $208K |
| MIRAMONTES CAPITAL, LLC | 4,946 | $206K |
| IFG Advisory, LLC | 3,587 | $150K |
| CENTAURUS FINANCIAL, INC. | 3,029 | $126K |
| Providence Capital Advisors, LLC | 2,809 | $117K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 1,652,108 | $69M |
| OLD MISSION CAPITAL LLC | 132,019 | $6M |
| IMC-Chicago, LLC | 125,350 | $5M |
| Quadrature Capital Ltd | 98,641 | $4M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 98,292 | $4M |
| Flaharty Asset Management, LLC | 58,269 | $2M |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 53,125 | $2M |
| San Luis Wealth Advisors LLC | 52,728 | $2M |
| Regal Investment Advisors LLC | 39,081 | $2M |
| HRT FINANCIAL LP | 19,983 | $834K |
| Maridea Wealth Management LLC | 12,715 | $531K |
| Focus Partners Advisor Solutions, L | 8,477 | $354K |
| TrueMark Investments, LLC | 8,313 | $347K |
| AQR CAPITAL MANAGEMENT LLC | 7,288 | $304K |
| Golden State Wealth Management, LLC | 7,200 | $300K |
| XTX Topco Ltd | 5,894 | $246K |
| Hilltop Holdings Inc. | 5,756 | $240K |
| SILVER OAK SECURITIES, INCORPORATED | 5,450 | $227K |
| Lifeworks Advisors, LLC | 5,348 | $223K |
| Orion Porfolio Solutions, LLC | 5,166 | $216K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Proficio Capital Partners LLC | +623,900 | +1566.2% | 663,735 |
| BANK OF AMERICA CORP /DE | +206,932 | +9.6% | 2,355,983 |
| OSAIC HOLDINGS, INC. | +196,173 | +23.5% | 1,032,694 |
| MML INVESTORS SERVICES, LLC | +143,287 | +171.8% | 226,694 |
| MORGAN STANLEY | +96,747 | +2.4% | 4,095,324 |
| LPL Financial LLC | +87,159 | +2.6% | 3,504,445 |
| Cetera Investment Advisers | +82,921 | +17.4% | 559,469 |
| AMERIPRISE FINANCIAL INC | +75,651 | +4.0% | 1,975,584 |
| WELLS FARGO & COMPANY/MN | +56,762 | +6.4% | 949,131 |
| Lido Advisors, LLC | +53,743 | +271.8% | 73,514 |
| ENVESTNET ASSET MANAGEMENT INC | +53,056 | +8.9% | 646,091 |
| Thrive Capital Management, LLC | +40,828 | +28.2% | 185,849 |
| Caerus Investment Advisors, LLC | +37,542 | +14.0% | 306,229 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +28,112 | +43.5% | 92,695 |
| Qube Research & Technologies Ltd | +20,443 | +116.1% | 38,049 |
| HUB Investment Partners, LLC | +15,976 | +3.7% | 443,829 |
| Global X Japan Co., Ltd. | +15,476 | +1.3% | 1,187,341 |
| CreativeOne Wealth, LLC | +14,415 | +15.1% | 109,728 |
| Ameritas Advisory Services, LLC | +14,399 | +31.1% | 60,770 |
| XML Financial, LLC | +14,281 | +10.3% | 152,505 |