Global X Nasd 100 Cov CallQYLDETF

13F holders, Q1 2024 (March 31)
372holders
1famous investor
$17.89avg. 13F price*

At the end of Q1 2024, 372 institutions reported holding Global X Nasd 100 Cov Call (QYLD) in their 13F filings. The largest holders were Nissay Asset Management Corp. /Japan ($331.3M), LPL Financial LLC ($166.8M) and Morgan Stanley ($156.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Global X Nasd 100 Cov Call
CUSIP
37954Y483
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 372Q1 2024Q2 2024: 395Q2 2024Q3 2024: 386Q3 2024Q4 2024: 433Q4 2024Q1 2025: 434Q1 2025Q2 2025: 409Q2 2025Q3 2025: 411Q3 2025Q4 2025: 430Q4 2025Q1 2026: 436Q1 2026Q2 2026: 431Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions35$11.5M
Exits35$33.3M

Ownership 372 holders

Nissay Asset Management Corp. /Japan 2.30% No change 18,500,242 $331.3M
LPL Financial LLC 0.09% Add +7.6% 9,312,513 $166.8M
Morgan Stanley 0.01% Reduce -2.3% 8,723,482 $156.2M
Bank of America Corp. 0.01% Add +6.3% 4,775,954 $85.5M
Wells Fargo & Company 0.02% Reduce -2.8% 4,167,512 $74.6M
Cwm, LLC 0.26% Reduce -0.6% 2,974,217 $53.3M
Raymond James Financial Services Advisors, Inc. 0.08% Add +10.6% 2,939,089 $52.6M
Ameriprise Financial Inc. 0.01% Add +30.0% 2,316,595 $41.5M
Royal Bank of Canada 0.01% Reduce -0.9% 2,274,085 $40.7M
UBS Group AG 0.01% Reduce -19.6% 2,096,742 $37.6M
Osaic Holdings, Inc. 0.08% Add +5.0% 1,939,585 $34.7M
Centaurus Financial, Inc. 2.38% Reduce -3.3% 1,901,990 $34.1M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -4.5% 1,760,106 $31.0M
Global X Japan Co., Ltd. 6.27% No change 1,697,858 $29.5M
Raymond James & Associates 0.02% Add +9.8% 1,483,416 $26.6M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -1.8% 1,242,092 $22.2M
Brookstone Capital Management 0.39% Reduce -0.6% 1,228,768 $22.0M
Cetera Investment Advisers 0.05% Add +424.9% 1,157,828 $20.7M
Principal Securities, Inc. 0.56% Add +10.1% 1,011,289 $18.1M
Wealth Enhancement Advisory Services, LLC 0.05% Add +61.4% 1,006,080 $18.0M
Janney Montgomery Scott LLC 0.04% Add +3.1% 843,481 $15.1M
Envestnet Asset Management Inc. 0.00% Add +21.3% 728,771 $13.1M
Westwood Holdings Group Inc. 0.10% Reduce -1.5% 725,272 $13.0M
Independent Financial Group, LLC 0.47% Add +25.6% 571,267 $10.2M
Commonwealth Equity Services, LLC 0.02% Add +15.4% 542,039 $9.7M
IHT Wealth Management, LLC 0.37% Add +21.7% 509,365 $9.1M
Cook Wealth, LLC 5.37% Reduce -17.5% 511,284 $8.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +12.2% 452,244 $8.1M
Atria Wealth Solutions, Inc. 0.09% Add +24.0% 433,743 $7.8M
Goldman Sachs Group Inc. 0.00% Add +115.8% 430,453 $7.7M
Legacy Edge Advisors, LLC 1.57% Add +25.7% 421,222 $7.5M
Stifel Financial Corp. 0.01% Add +7.1% 421,100 $7.5M
Unique Wealth, LLC 2.07% Reduce -4.4% 408,808 $7.3M
MML Investors Services, LLC 0.03% Reduce -11.3% 407,880 $7.3M
Baird Financial Group, Inc. 0.01% Add +1.5% 374,375 $6.7M
J.W. Cole Advisors, Inc. 0.32% Add +2.7% 351,196 $6.3M
JPMorgan Chase & Co. 0.00% Reduce -10.6% 345,312 $6.2M
HUB Investment Partners, LLC 0.34% Add +20.0% 343,907 $6.2M
Harbour Investments, Inc. 0.21% Add +3.8% 337,854 $6.1M
Renaissance Technologies 0.01% Add +38.0% 313,512 $5.6M
Jefferies Financial Group Inc. 0.12% Add +6.7% 307,836 $5.5M
Private Advisor Group, LLC 0.04% Add +4.1% 293,537 $5.3M
Sowell Financial Services LLC 0.25% Reduce -8.2% 290,797 $5.2M
HBW Advisory Services LLC 0.97% No change 299,430 $5.2M
Legacy CG, LLC 1.86% New 286,077 $5.1M
Sigma Planning Corp 0.15% Add +232.4% 268,151 $4.8M
Avantax Advisory Services, Inc. 0.04% Add +42.5% 266,193 $4.8M
Truist Financial Corp. 0.01% Add +8.9% 264,683 $4.7M
Atlas Private Wealth Advisors 1.53% Reduce -47.6% 256,415 $4.6M
NWF Advisory Services Inc. 0.76% Add +1.9% 254,517 $4.6M
Caerus Investment Advisors, LLC 4.34% Add +1.8% 251,539 $4.5M
Pinnacle Financial Partners Inc 0.09% Add +4.3% 234,253 $4.2M
Sound Income Strategies, LLC 0.30% Add +253.6% 221,682 $4.0M
Kestra Private Wealth Services, LLC 0.09% Add +5.5% 219,856 $3.9M
PFG Investments, LLC 0.22% Add +180.7% 201,171 $3.6M
Dynamic Advisor Solutions LLC 0.12% Add +4.5% 200,355 $3.6M
Stratos Wealth Partners, LTD. 0.06% Add +1.8% 199,502 $3.6M
Rockefeller Capital Management L.P. 0.01% Add +11.2% 198,096 $3.5M
Equitable Holdings, Inc. 0.04% Add +14.3% 197,435 $3.5M
Howard Capital Management, LLC 0.38% Add +14.5% 194,230 $3.5M
Belpointe Asset Management LLC 0.25% Reduce -29.3% 188,260 $3.4M
International Assets Investment Management, LLC 0.35% Reduce -15.3% 187,642 $3.4M
Mutual Advisors, LLC 0.11% Add +34.8% 184,662 $3.3M
MJP Associates Inc. 0.71% Add +8.4% 182,290 $3.3M
Advisor OS, LLC 0.38% Add +7.5% 182,290 $3.3M
Ameritas Advisory Services, LLC 0.13% Add +257.6% 185,282 $3.2M
Redwood Financial Network Corp 2.82% Reduce -0.6% 180,876 $3.2M
Fifth Third Securities, Inc. 0.31% Add +53.9% 176,566 $3.2M
Diversify Advisory Services, LLC 0.18% — 171,642 $3.1M
Montchanin Asset Management, LLC 3.02% — 169,430 $3.0M
Accel Wealth Management 1.28% Add +2.2% 168,784 $3.0M
Corient Private Wealth LP 0.01% Add +54.6% 167,717 $3.0M
Institute for Wealth Management, LLC. 0.38% Reduce -6.4% 164,653 $2.9M
Capital Investment Advisory Services, LLC 0.31% Add +24.2% 163,790 $2.9M
Wealthspire Retirement, LLC 0.24% Add +10.6% 158,043 $2.8M
Atria Investments, Inc 0.04% Reduce -2.5% 155,566 $2.8M
Significant Wealth Partners LLC 1.82% Add +54.3% 155,135 $2.8M
Flaharty Asset Management, LLC 0.41% Add +3.2% 153,596 $2.8M
Steward Partners Investment Advisory, LLC 0.03% Add +185.9% 151,809 $2.7M
Concurrent Investment Advisors, LLC 0.11% Add +31.9% 151,696 $2.7M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -2.7% 160,746 $2.7M
NFSG Corp 1.11% Add +113.5% 142,438 $2.6M
HF Advisory Group, LLC 1.39% Add +0.4% 139,244 $2.5M
Kestra Advisory Services, LLC 0.02% Add +13.5% 138,393 $2.5M
RDA Financial Network 0.84% Reduce -0.3% 135,939 $2.4M
Investment Partners Asset Management, Inc. 2.10% Add +0.0% 130,119 $2.3M
National Bank of Canada 0.00% Add +2.6% 131,095 $2.3M
Joseph P. Lucia & Associates, LLC 1.24% Reduce -5.0% 128,723 $2.3M
NewEdge Advisors, LLC 0.02% Add +3.4% 126,444 $2.3M
Wedbush Securities Inc. 0.08% Reduce -6.5% 124,651 $2.2M
BKM Wealth Management, LLC 0.91% Reduce -34.1% 117,788 $2.1M
Triumph Capital Management 0.86% Add +0.3% 117,034 $2.1M
Wealthfront Advisers LLC 0.01% Add +21.1% 116,281 $2.1M
Prevail Innovative Wealth Advisors, LLC 0.76% Add +549.7% 113,737 $2.0M
Kingsview Wealth Management, LLC 0.05% Reduce -3.8% 111,018 $2.0M
Perissos Private Wealth Management, LLC 1.80% — 110,948 $2.0M
Mesirow Financial Investment Management, Inc. 0.04% Add +20.7% 109,191 $2.0M
Hunter Associates Investment Management LLC 0.33% Add +20.0% 108,309 $1.9M
Roberts Financial Services LLC 0.40% Reduce -9.9% 108,493 $1.9M
Collaborative Wealth Managment Inc. 0.97% Add +20.3% 107,813 $1.9M

"% of holder's portfolio" is QYLD's weight in each manager's 13F, not the share of Global X Nasd 100 Cov Call the manager owns.

Show all 372 holders