GLOBAL X S&P 500 COVE CALL E XYLD
$40.84
+0.0% 52w: $34.52 – $40.84
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data34.5237.6840.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
269
-8 QoQ
13F value
$1.14B
-2.8% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.6×
$1.3M calls / $818K puts
Institutional value by quarter
Number of holders
Who owns XYLD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 4.0M | $156.5M | 0.0% | +0.3% |
| LPL Financial LLC | Bank broker | 3.4M | $133.7M | 0.0% | +5.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.1M | $84.1M | 0.0% | +2.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.9M | $74.3M | 0.0% | +17.5% |
| SUMITOMO LIFE INSURANCE CO | Wealth advisor | 1.7M | $66.9M | 1.6% | Held |
| Global X Japan Co., Ltd. | Other | 1.2M | $45.9M | 2.4% | New |
| UBS Group AG | Bank broker | 908.3K | $35.5M | 0.0% | -9.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 892.4K | $34.9M | 0.0% | -6.0% |
| Brookstone Capital Management | Wealth advisor | 876.1K | $34.3M | 0.4% | +5.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 836.5K | $32.7M | 0.0% | -10.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 593.0K | $23.2M | 0.0% | +10.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 514.3K | $20.1M | 0.0% | -4.9% |
| Cetera Investment Advisers | Wealth advisor | 476.5K | $18.6M | 0.0% | +1.6% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 447.8K | $17.5M | 0.3% | +3.5% |
| HUB Investment Partners, LLC | Other | 427.9K | $16.7M | 0.4% | +4.9% |
| SIMS INVESTMENT MANAGEMENT, LLC | Wealth advisor | 427.0K | $16.7M | 6.1% | +3.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 318.1K | $12.4M | 0.0% | -8.0% |
| FIRST FOUNDATION ADVISORS | Other | 303.0K | $11.9M | 0.5% | +1.2% |
| ROYAL BANK OF CANADA | Bank broker | 285.5K | $11.2M | 0.0% | -1.5% |
| Caerus Investment Advisors, LLC | Other | 268.7K | $10.5M | 4.4% | -2.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 236.9K | $9.1M | 0.0% | +9.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 197.9K | $7.7M | 0.0% | +0.6% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 183.3K | $7.2M | 0.0% | -1.3% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 181.3K | $7.1M | 0.2% | +3.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 181.0K | $7.1M | 0.0% | -0.6% |
| FUKOKU MUTUAL LIFE INSURANCE Co | Other | 178.0K | $7.0M | 0.5% | Held |
| JUNCTURE WEALTH STRATEGIES, LLC | Wealth advisor | 173.6K | $6.8M | 2.3% | +0.2% |
| Baker Avenue Asset Management, LP | Other | 155.6K | $6.1M | 0.1% | +512.7% |
| Thrive Capital Management, LLC | Other | 145.0K | $5.7M | 1.2% | -16.6% |
| Compass Financial Services Inc | Wealth advisor | 141.2K | $5.5M | 2.4% | +3.8% |
| Independent Advisor Alliance | Wealth advisor | 140.6K | $5.5M | 0.1% | +899.2% |
| XML Financial, LLC | Wealth advisor | 138.2K | $5.4M | 0.4% | +14.9% |
| NFSG Corp | Diversified mechanical | 132.2K | $5.2M | 0.9% | -1.5% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 132.0K | $5.2M | 0.1% | +123.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 117.6K | $4.6M | 0.0% | -0.6% |
| Avantax Planning Partners, Inc. | Wealth advisor | 108.0K | $4.2M | 0.1% | +18.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 108.0K | $4.2M | 0.0% | -1.9% |
| RiverFront Investment Group, LLC | Wealth advisor | 99.0K | $3.9M | 0.1% | +40.0% |
| Quadrature Capital Ltd | Diversified mechanical | 98.6K | $3.9M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 96.7K | $3.8M | 0.0% | -50.0% |
| Ocean Park Asset Management, LLC | Wealth advisor | 95.5K | $3.7M | 0.2% | New |
| CreativeOne Wealth, LLC | Wealth advisor | 95.3K | $3.7M | 0.1% | -0.4% |
| PFG Investments, LLC | Diversified mechanical | 91.3K | $3.6M | 0.2% | +2.0% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 90.2K | $3.5M | 0.1% | +3.7% |
| Western Wealth Management, LLC | Wealth advisor | 86.9K | $3.4M | 0.1% | +863.8% |
| Belpointe Asset Management LLC | Wealth advisor | 84.6K | $3.3M | 0.1% | +50.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 83.4K | $3.3M | 0.0% | +8.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 79.4K | $3.1M | 0.0% | +3.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 77.7K | $3.0M | 0.0% | +1.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 69.9K | $2.7M | 0.0% | -0.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.