Who Owns Global X - S&P 500 Covered Call ETF (XYLD)?Hedge Fund & Institutional Holders

$39.76-0.24 (-0.60%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.6200013200069e+214T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$35.62$37.57$39.52$41.47$43.42Sep 24Jun 25Mar 26

XYLD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+538K+$21.0M
SIMS INVESTMENT MANAGEMENT, LLCNew Position+413K+$16.8M
Thrive Capital Management, LLCNew Position+174K+$7.1M
IMC-Chicago, LLCNew Position+125K+$5.1M
Aventura Private Wealth, LLCNew Position+120K+$4.8M
J. Team Financial, Inc.New Position+105K+$4.2M
XML Financial, LLCNew Position+120K+$4.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+118K+$4.0M
PFG Investments, LLCNew Position+90K+$3.6M
Concurrent Investment Advisors, LLCNew Position+77K+$3.1M
Avantax Planning Partners, Inc.New Position+91K+$3.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+65K+$2.7M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+58K+$2.4M
SBI Securities Co., Ltd.New Position+56K+$2.3M
Belpointe Asset Management LLCNew Position+56K+$2.3M

XYLD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-72K-$130.3B
BANK OF AMERICA CORP /DE/Decreased-63K-$85.1B
AMERIPRISE FINANCIAL INCDecreased-76K-$66.4B
RAYMOND JAMES FINANCIAL INCDecreased-703K-$48.8B
UBS Group AGDecreased-140K-$45.0B
OSAIC HOLDINGS, INC.Decreased-74K-$39.5B
Global X Japan Co., Ltd.Closed Position-990K-$38.9B
WELLS FARGO & COMPANY/MNDecreased-21K-$38.0B
Hamilton Wealth, LLCDecreased-583K-$24.4B
NWF Advisory Services Inc.Decreased-430K-$19.9B
Cetera Investment AdvisersDecreased-21K-$19.2B
ROYAL BANK OF CANADADecreased-177K-$18.3B
HUB Investment Partners, LLCDecreased-40K-$17.6B
Baird Financial Group, Inc.Decreased-11K-$14.0B
Caerus Investment Advisors, LLCDecreased-43K-$12.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY3,987,865$162.0M0.01%Share
2LPL Financial LLC3,250,859$132.0M0.04%Share
3SUMITOMO LIFE INSURANCE CO1,710,000$69.0M1.89%Share
4NISSAY ASSET MANAGEMENT CORP /JAPAN1,652,108$67.0M0.35%Share
5AMERIPRISE FINANCIAL INC1,614,529$65.0M0.01%Share
6BANK OF AMERICA CORP /DE/1,093,185$44.0M0.00%Share
7UBS Group AG987,967$40.1M0.01%Share
8OSAIC HOLDINGS, INC.859,801$34.0M0.05%Share
9Brookstone Capital Management827,203$33.6M0.38%Share
10WELLS FARGO & COMPANY/MN721,101$29.0M0.01%Share
11BANK OF AMERICA CORP /DE/637,717$25.0M0.00%Share
12ENVESTNET ASSET MANAGEMENT INC538,457$21.0M0.01%Share
13Cetera Investment Advisers469,181$19.0M0.02%Share
14PRINCIPAL SECURITIES, INC.432,679$17.0M0.26%Share
15SIMS INVESTMENT MANAGEMENT, LLC412,816$16.8M5.93%Share
16HUB Investment Partners, LLC407,879$16.0M0.41%Share
17BANK OF AMERICA CORP /DE/377,033$15.0M0.00%Share
18Baird Financial Group, Inc.345,870$14.0M0.02%Share
19Caerus Investment Advisors, LLC276,188$11.0M3.57%Share
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO216,630$10.6M0.01%Share
21RAYMOND JAMES FINANCIAL INC268,015$10.0M0.00%Share
22RAYMOND JAMES FINANCIAL INC267,283$10.0M0.00%Share
23WELLS FARGO & COMPANY/MN227,768$9.0M0.00%Share
24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.216,672$8.0M0.01%Share
25FIRST FOUNDATION ADVISORS195,234$7.9M0.30%Share
26KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC185,751$7.5M0.02%Share
27Thrive Capital Management, LLC173,938$7.1M1.57%Share
28JUNCTURE WEALTH STRATEGIES, LLC173,271$7.0M2.32%Share
29ROYAL BANK OF CANADA177,384$7.0M0.00%Share
30STIFEL FINANCIAL CORP182,113$7.0M0.01%Share
31FUKOKU MUTUAL LIFE INSURANCE CO178,000$7.0M0.46%Share
32Private Advisor Group, LLC193,350$7.0M0.03%Share
33Cambridge Investment Research Advisors, Inc.196,635$7.0M0.02%Share
34Newbridge Financial Services Group, Inc.134,200$5.5M0.85%Share
35IMC-Chicago, LLC125,350$5.1M0.00%Share
36FIRST FOUNDATION ADVISORS104,174$4.2M0.16%Share
37Kestra Advisory Services, LLC110,098$4.0M0.02%Share
38XML Financial, LLC120,274$4.0M0.33%Share
39COMMONWEALTH EQUITY SERVICES, LLC118,311$4.0M0.01%Share
40PREVAIL INNOVATIVE WEALTH ADVISORS, LLC98,292$4.0M0.72%Share
41PFG Investments, LLC89,513$3.6M0.17%Share
42Stratos Wealth Partners, LTD.75,666$3.1M0.03%Share
43Concurrent Investment Advisors, LLC74,717$3.0M0.03%Share
44Avantax Planning Partners, Inc.91,338$3.0M0.08%Share
45MML INVESTORS SERVICES, LLC76,931$3.0M0.01%Share
46WEDBUSH SECURITIES INC86,908$3.0M0.09%Share
47NewEdge Advisors, LLC76,618$3.0M0.01%Share
48RiverFront Investment Group, LLC70,724$2.9M0.05%Share
49WEALTH ENHANCEMENT ADVISORY SERVICES, LLC65,231$2.7M0.00%Share
50NWF Advisory Services Inc.62,702$2.5M0.28%Share

XYLD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025271$1.1B+124
Q3 2025147$1.1T-86
Q2 2025233$865.6B-18
Q1 2025251$1.2T+38
Q4 2024213$82.6T+54
Q3 2024159$735.0T-2
Q2 2024161$652.5T+11
Q1 2024150$610.4T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold XYLD (Global X - S&P 500 Covered Call ETF). The largest holder is MORGAN STANLEY with $162.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own XYLD?

As of Q4 2025, 50 institutional investors report holding XYLD (Global X - S&P 500 Covered Call ETF) in their 13F filings.

Who is the largest institutional holder of XYLD?

The largest institutional holder of XYLD is MORGAN STANLEY with $162.0M in shares.

Is institutional ownership of XYLD increasing or decreasing?

This quarter, 15 institutions opened new positions in XYLD and 1 closed their positions.