Global X Nasd 100 Cov CallQYLDETF

13F holders, Q4 2024 (December 31)
433holders +47
42new positions
28sold out
2famous investors
$18.31avg. 13F price*

At the end of Q4 2024, 433 institutions reported holding Global X Nasd 100 Cov Call (QYLD) in their 13F filings, up 47 from Q3 2024. 42 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($223.2M), Morgan Stanley ($205.7M) and Bank of America Corp. ($99.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions42$28.8M
Exits28$14.6M

All 13F filers, Q3 2024 → Q4 2024: 10,159,921 shares bought and 3,164,457 shares sold, net +6,995,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 433 holders

LPL Financial LLC 0.09% Add +13.7% 12,248,780 $223.2M
Morgan Stanley 0.01% Add +21.7% 11,287,190 $205.7M
Bank of America Corp. 0.01% Add +6.7% 5,450,276 $99.3M
Global X Japan Co., Ltd. 12.32% Add +22.8% 5,414,274 $98.6M
Wells Fargo & Company 0.02% Reduce -7.4% 4,119,081 $75.0M
Raymond James Financial Inc. 0.03% — 3,981,869 $72.5M
Nissay Asset Management Corp. /Japan 0.44% No change 3,849,837 $72.1M
Cwm, LLC 0.18% Reduce -1.8% 2,415,493 $44.0M
Osaic Holdings, Inc. 0.10% Add +23.0% 2,371,843 $43.2M
UBS Group AG 0.01% Add +30.7% 2,294,980 $41.8M
Ameriprise Financial Inc. 0.01% Add +5.8% 2,167,272 $39.5M
Royal Bank of Canada 0.01% Add +12.0% 2,129,902 $38.8M
Cetera Investment Advisers 0.05% Add +8.2% 1,292,361 $23.5M
Brookstone Capital Management 0.32% Reduce -2.1% 1,198,211 $21.8M
Cambridge Investment Research Advisors, Inc. 0.07% Add +5.2% 1,197,506 $21.8M
Principal Securities, Inc. 0.45% Add +5.0% 1,104,897 $20.1M
HUB Investment Partners, LLC 0.85% Add +26.2% 1,102,385 $20.1M
Envestnet Asset Management Inc. 0.01% Add +9.7% 1,031,017 $18.8M
Sound Income Strategies, LLC 1.16% Add +20.0% 1,026,260 $18.7M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +9.8% 806,565 $15.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +12.4% 754,197 $13.8M
Sims Investment Management, LLC 7.78% — 755,446 $13.8M
Commonwealth Equity Services, LLC 0.02% Add +5.8% 717,547 $13.1M
Caerus Investment Advisors, LLC 11.72% Reduce -15.8% 684,462 $12.5M
Legacy Edge Advisors, LLC 1.66% Reduce -0.2% 572,764 $10.5M
SBI Securities Co., Ltd. 0.32% — 573,229 $10.4M
Atlas Private Wealth Advisors 1.47% Add +9.2% 568,078 $10.4M
Janney Montgomery Scott LLC 0.03% Reduce -1.7% 547,524 $10.0M
Independent Financial Group, LLC 0.33% Reduce -6.0% 543,374 $9.9M
Stifel Financial Corp. 0.01% Reduce -6.1% 519,987 $9.5M
Strategic Wealth Investment Group, LLC 0.52% New 41,176 $9.5M
Atria Wealth Solutions, Inc. 0.09% Add +4.2% 459,863 $8.4M
J.W. Cole Advisors, Inc. 0.33% Add +12.7% 449,470 $8.2M
MML Investors Services, LLC 0.03% Add +4.8% 446,152 $8.1M
Avantax Advisory Services, Inc. 0.05% Add +16.4% 442,522 $8.1M
IHT Wealth Management, LLC 0.26% Reduce -10.5% 438,542 $8.0M
International Assets Investment Management, LLC 0.65% New 429,586 $7.8M
Cook Wealth, LLC 3.66% Reduce -8.6% 420,677 $7.8M
Baird Financial Group, Inc. 0.01% Add +4.0% 395,765 $7.2M
Compass Financial Services Inc 3.97% — 385,279 $7.0M
NFSG Corp 1.75% Add +12.8% 374,852 $6.8M
Harbour Investments, Inc. 0.20% Add +3.7% 374,674 $6.8M
Mission Hills Financial Advisory, LLC 5.21% Add +13.9% 368,310 $6.7M
Private Advisor Group, LLC 0.04% Add +0.9% 353,081 $6.4M
JPMorgan Chase & Co. 0.00% Reduce -8.7% 349,679 $6.4M
Howard Capital Management, LLC 0.09% Add +28.9% 326,582 $6.0M
Jefferies Financial Group Inc. 0.07% Add +10.0% 314,528 $5.7M
Belpointe Asset Management LLC 0.33% Add +1.2% 304,603 $5.4M
Foguth Wealth Management, LLC. 1.38% Add +53.4% 284,898 $5.3M
Rockefeller Capital Management L.P. 0.01% Add +17.2% 285,472 $5.2M
Dynamic Advisor Solutions LLC 0.22% Add +16.0% 282,417 $5.1M
XML Financial, LLC 0.46% Reduce -0.8% 274,610 $5.0M
NewEdge Advisors, LLC 0.03% Add +57.8% 255,412 $4.7M
Kestra Private Wealth Services, LLC 0.08% Reduce -1.1% 244,754 $4.5M
Truist Financial Corp. 0.01% Reduce -2.9% 243,493 $4.4M
Thrive Capital Management, LLC 1.94% Add +5.5% 232,545 $4.2M
Prevail Innovative Wealth Advisors, LLC 1.21% Add +42.1% 230,055 $4.2M
Signal Advisors Wealth, LLC 0.47% Add +16.5% 225,026 $4.2M
Kestra Advisory Services, LLC 0.02% Add +41.3% 216,425 $3.9M
TrueMark Investments, LLC 1.25% Add +77.9% 215,151 $3.9M
Sanctuary Advisors, LLC 0.02% Reduce -3.4% 205,731 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -22.7% 204,575 $3.7M
Solutions 4 Wealth, Ltd 6.74% Add +91.7% 204,234 $3.7M
Atria Investments, Inc 0.05% Reduce -0.5% 203,175 $3.7M
Advisor OS, LLC 0.40% Add +7.0% 189,571 $3.5M
Unique Wealth, LLC 0.72% Reduce -20.8% 189,459 $3.5M
MJP Associates Inc. 0.62% Add +7.0% 189,455 $3.5M
Pinnacle Financial Partners Inc 0.07% Reduce -0.3% 187,505 $3.4M
Concurrent Investment Advisors, LLC 0.09% Add +0.1% 177,281 $3.2M
Ameritas Advisory Services, LLC 0.11% Reduce -3.5% 173,448 $3.2M
Montchanin Asset Management, LLC 3.09% Add +6.0% 173,220 $3.2M
Independent Advisor Alliance 0.04% New 172,028 $3.1M
Wealthfront Advisers LLC 0.01% Reduce -5.5% 170,060 $3.1M
Diversify Advisory Services, LLC 0.17% Add +0.5% 170,012 $3.1M
Anchor Capital Management Group Inc 1.12% — 169,500 $3.1M
Blair William & Co. 0.01% Add +8.8% 166,912 $3.0M
Citadel Advisors 0.00% Add +69.7% 164,828 $3.0M
Redwood Financial Network Corp 2.23% Reduce -5.3% 164,520 $3.0M
Accel Wealth Management 1.11% Reduce -6.5% 160,336 $2.9M
Steward Partners Investment Advisory, LLC 0.03% Add +3.1% 159,954 $2.9M
PFG Investments, LLC 0.18% Reduce -19.6% 158,981 $2.9M
National Bank of Canada 0.00% Add +1.4% 154,689 $2.8M
Creative Planning 0.00% Add +309.6% 149,267 $2.7M
Institute for Wealth Management, LLC. 0.34% Reduce -4.5% 147,857 $2.7M
HBW Advisory Services LLC 0.28% Reduce -0.9% 147,527 $2.7M
Sigma Planning Corp 0.08% Reduce -43.5% 142,699 $2.6M
Wedbush Securities Inc. 0.09% Reduce -3.0% 138,641 $2.5M
Hennion & Walsh Asset Management, Inc. 0.11% Add +21.4% 133,070 $2.4M
Wealthspire Retirement, LLC 0.19% Reduce -1.5% 132,097 $2.4M
RDA Financial Network 0.69% Reduce -4.8% 129,949 $2.4M
Retirement Planning Group, LLC / NY 2.56% — 127,537 $2.3M
Investment Partners Asset Management, Inc. 1.82% Reduce -0.2% 127,487 $2.3M
Joseph P. Lucia & Associates, LLC 1.03% Reduce -3.4% 126,727 $2.3M
Collaborative Wealth Managment Inc. 1.02% Add +3.8% 123,857 $2.3M
Mariner, LLC 0.00% Add +16.8% 121,609 $2.2M
Perissos Private Wealth Management, LLC 1.65% Add +7.1% 121,358 $2.2M
Y-Intercept (Hong Kong) Ltd 0.14% Add +61.4% 118,925 $2.2M
Mesirow Financial Investment Management, Inc. 0.04% Add +1.9% 118,520 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -42.0% 117,688 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +18.7% 117,015 $2.1M

"% 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 433 holders