Global X S&P 500 Cove Call EXYLDETF
13F holders, Q2 2026 (June 30)276holders +4
22new positions
20sold out
2famous investors
$40.79avg. 13F price*
At the end of Q2 2026, 276 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, up 4 from Q1 2026. 22 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($167.0M), LPL Financial LLC ($142.9M) and Bank of America Corp. ($96.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Global X S&P 500 Cove Call E
- CUSIP
- 37954Y475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $18.9M |
| Exits | 20 | $15.8M |
All 13F filers, Q1 2026 → Q2 2026: 2,575,687 shares bought and 1,182,101 shares sold, net +1,393,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| Morgan Stanley | 0.01% | Add +2.4% | 4,095,324 | $167.0M |
| LPL Financial LLC | 0.03% | Add +2.5% | 3,504,445 | $142.9M |
| Bank of America Corp. | 0.01% | Add +9.6% | 2,355,983 | $96.1M |
| Ameriprise Financial Inc. | 0.02% | Add +4.0% | 1,975,584 | $80.6M |
| Sumitomo Life Insurance Co. | 1.14% | No change | 1,710,000 | $69.8M |
| Global X Japan Co., Ltd. | 1.78% | Add +1.3% | 1,187,341 | $48.4M |
| Osaic Holdings, Inc. | 0.05% | Add +23.4% | 1,032,694 | $42.1M |
| Wells Fargo & Company | 0.01% | Add +6.4% | 949,131 | $38.7M |
| UBS Group AG | 0.01% | Reduce -5.0% | 863,278 | $35.2M |
| Brookstone Capital Management | 0.33% | Reduce -6.9% | 815,836 | $33.3M |
| Proficio Capital Partners LLC | 0.97% | Add +1566.2% | 663,735 | $27.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.9% | 646,091 | $26.4M |
| Cetera Investment Advisers | 0.02% | Add +17.4% | 559,469 | $22.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.0% | 503,980 | $20.6M |
| Principal Securities, Inc. | 0.22% | Add +1.4% | 453,929 | $18.5M |
| HUB Investment Partners, LLC | 0.33% | Add +3.7% | 443,829 | $18.1M |
| Sims Investment Management, LLC | 5.53% | Add +2.7% | 438,538 | $17.9M |
| Baird Financial Group, Inc. | 0.02% | Add +2.4% | 325,828 | $13.3M |
| Caerus Investment Advisors, LLC | 4.21% | Add +14.0% | 306,229 | $12.5M |
| First Foundation Advisors | 0.44% | Reduce -0.3% | 302,148 | $12.3M |
| Waterway Wealth Management, LLC | 2.42% | New | 291,116 | $11.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.3% | 237,712 | $9.7M |
| Royal Bank of Canada | 0.00% | Reduce -17.9% | 234,241 | $9.6M |
| MML Investors Services, LLC | 0.02% | Add +171.8% | 226,694 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.9% | 203,514 | $8.3M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 186,252 | $7.6M |
| Thrive Capital Management, LLC | 1.43% | Add +28.1% | 185,849 | $7.6M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -0.7% | 180,083 | $7.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.42% | No change | 178,000 | $7.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -10.6% | 163,826 | $6.7M |
| Juncture Wealth Strategies, LLC | 1.69% | Reduce -8.4% | 159,001 | $6.5M |
| XML Financial, LLC | 0.45% | Add +10.3% | 152,505 | $6.2M |
| Compass Financial Services Inc | 2.24% | Add +3.9% | 146,670 | $6.0M |
| NFSG Corp | 0.66% | Reduce -1.4% | 130,376 | $5.3M |
| CreativeOne Wealth, LLC | 0.10% | Add +15.1% | 109,728 | $4.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.3% | 109,404 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.4% | 105,350 | $4.3M |
| RiverFront Investment Group, LLC | 0.06% | Add +6.4% | 105,289 | $4.3M |
| Avantax Planning Partners, Inc. | 0.10% | Reduce -5.7% | 101,920 | $4.2M |
| Ocean Park Asset Management, LLC | 0.19% | No change | 95,500 | $3.9M |
| PFG Investments, LLC | 0.15% | Add +3.3% | 94,290 | $3.8M |
| International Assets Investment Management, LLC | 0.23% | Add +43.5% | 92,695 | $3.8M |
| Wedbush Securities Inc. | 0.10% | Add +0.3% | 90,404 | $3.7M |
| Western Wealth Management, LLC | 0.12% | Add +3.2% | 89,682 | $3.7M |
| Belpointe Asset Management LLC | 0.11% | Add +0.5% | 84,996 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +0.1% | 79,486 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -18.8% | 78,467 | $3.2M |
| Lido Advisors, LLC | 0.01% | Add +271.8% | 73,514 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -7.5% | 71,901 | $2.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.5% | 70,395 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.8% | 64,526 | $2.6M |
| Garner Asset Management Corp | 0.84% | Add +13.7% | 63,213 | $2.6M |
| NWF Advisory Services Inc. | 0.24% | Add +0.2% | 62,257 | $2.5M |
| Ameritas Advisory Services, LLC | 0.05% | Add +31.1% | 60,770 | $2.5M |
| SBI Securities Co., Ltd. | 0.05% | Reduce -0.8% | 58,149 | $2.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.3% | 56,962 | $2.3M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +5.3% | 56,923 | $2.3M |
| Modern Wealth Management, LLC | 0.03% | New | 56,771 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -1.8% | 56,648 | $2.3M |
| J. Team Financial, Inc. | 2.20% | Add +24.8% | 55,455 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.0% | 52,981 | $2.2M |
| Uniplan Investment Counsel, Inc. | 0.20% | Reduce -1.8% | 51,807 | $2.1M |
| Apella Capital, LLC | 0.03% | Reduce -1.7% | 50,473 | $2.1M |
| Blue Chip Partners, LLC | 0.13% | Add +11.6% | 49,973 | $2.0M |
| Beam Wealth Advisors, Inc. | 0.45% | Reduce -4.9% | 49,674 | $2.0M |
| IHT Wealth Management, LLC | 0.04% | Reduce -6.9% | 44,502 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Add +2.5% | 42,770 | $1.7M |
| ELCO Management Co., LLC | 0.72% | Reduce -13.1% | 41,200 | $1.7M |
| &partners | 0.01% | Add +47.8% | 40,500 | $1.7M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -3.1% | 38,550 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +116.1% | 38,049 | $1.6M |
| Montchanin Asset Management, LLC | 1.57% | Reduce -5.7% | 37,765 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | No change | 37,195 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.1% | 36,293 | $1.5M |
| PMG Family Office LLC | 1.34% | Add +2.9% | 35,689 | $1.5M |
| Bangor Savings Bank | 0.11% | Add +7.5% | 35,511 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -49.5% | 35,322 | $1.4M |
| HBW Advisory Services LLC | 0.12% | Reduce -6.3% | 32,320 | $1.3M |
| PSI Advisors, LLC | 0.30% | Reduce -6.0% | 32,154 | $1.3M |
| APS Management Group, Inc. | 0.98% | Add +0.7% | 31,305 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | No change | 30,767 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.25% | Reduce -8.5% | 30,698 | $1.3M |
| McAdam, LLC | 0.05% | Reduce -18.0% | 29,876 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Add +1.6% | 29,525 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -39.2% | 29,062 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 28,711 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +1.3% | 28,304 | $1.2M |
| Newport Capital Group, LLC | 0.63% | No change | 27,500 | $1.1M |
| Founders Financial Alliance, LLC | 0.14% | Add +4.8% | 26,566 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 26,482 | $1.1M |
| Insigneo Advisory Services, LLC | 0.04% | Add +56.3% | 25,098 | $1.0M |
| 1900 Wealth Management LLC | 0.06% | No change | 24,860 | $1.0M |
| Advyzon Investment Management, LLC | 0.07% | Add +42.9% | 24,274 | $990K |
| Berger Financial Group, Inc | 0.05% | Reduce -1.3% | 23,971 | $978K |
| Triumph Capital Management | 0.18% | Add +10.6% | 23,925 | $976K |
| SageGuard Financial Group, LLC | 0.14% | Reduce -23.6% | 23,867 | $974K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.5% | 23,445 | $956K |
| Anchor Bay Capital, Inc. | 0.51% | — | 22,840 | $950K |
| Curtis Advisory Group, LLC | 0.18% | No change | 22,946 | $936K |
| Tactive Advisors, LLC | 0.23% | Add +2.3% | 22,739 | $928K |
"% of holder's portfolio" is XYLD's weight in each manager's 13F, not the share of Global X S&P 500 Cove Call E the manager owns.