Global X S&P 500 Cove Call EXYLDETF
13F holders, Q1 2024 (March 31)223holders
2famous investors
$40.77avg. 13F price*
At the end of Q1 2024, 223 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings. The largest holders were Nissay Asset Management Corp. /Japan ($184.2M), Morgan Stanley ($147.5M) and LPL Financial LLC ($111.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $4.4M |
| Exits | 27 | $36.9M |
Ownership 223 holders
| Nissay Asset Management Corp. /Japan | 1.28% | No change | 4,516,919 | $184.2M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 3,615,967 | $147.5M |
| LPL Financial LLC | 0.06% | Add +17.2% | 2,736,196 | $111.6M |
| Bank of America Corp. | 0.01% | Add +6.5% | 1,955,298 | $79.8M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -2.6% | 974,217 | $39.7M |
| UBS Group AG | 0.01% | Reduce -24.3% | 969,972 | $39.6M |
| Wells Fargo & Company | 0.01% | Add +113.0% | 944,238 | $38.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.7% | 781,057 | $31.9M |
| Brookstone Capital Management | 0.53% | Add +0.5% | 724,105 | $29.5M |
| Royal Bank of Canada | 0.01% | Reduce -4.8% | 719,029 | $29.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.7% | 470,370 | $19.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +204.4% | 402,253 | $16.4M |
| Principal Securities, Inc. | 0.49% | Add +4.8% | 381,989 | $15.6M |
| Cetera Investment Advisers | 0.04% | Add +585.9% | 380,329 | $15.5M |
| Raymond James & Associates | 0.01% | Add +19.0% | 362,206 | $14.8M |
| Centaurus Financial, Inc. | 0.84% | Reduce -59.2% | 293,566 | $12.0M |
| Caerus Investment Advisors, LLC | 11.01% | Reduce -0.8% | 279,883 | $11.4M |
| Old Second National Bank of Aurora | 2.92% | Add +0.3% | 275,143 | $11.2M |
| Global X Japan Co., Ltd. | 2.05% | No change | 244,405 | $9.7M |
| IHT Wealth Management, LLC | 0.38% | Reduce -26.1% | 230,390 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.4% | 195,855 | $8.0M |
| Baird Financial Group, Inc. | 0.02% | Add +13.5% | 188,744 | $7.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +19.0% | 168,879 | $6.9M |
| J.W. Cole Advisors, Inc. | 0.31% | Reduce -0.4% | 152,939 | $6.2M |
| HUB Investment Partners, LLC | 0.34% | Add +25.3% | 150,452 | $6.1M |
| Independent Financial Group, LLC | 0.28% | Add +14.6% | 149,256 | $6.1M |
| Avantax Advisory Services, Inc. | 0.05% | Add +53.5% | 147,299 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.8% | 144,302 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.1% | 136,236 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +3.7% | 129,609 | $5.3M |
| Juncture Wealth Strategies, LLC | 2.11% | Add +12.9% | 120,429 | $4.9M |
| River Street Advisors LLC | 2.90% | Reduce -1.8% | 105,327 | $4.3M |
| RiverFront Investment Group, LLC | 0.12% | Reduce -1.7% | 100,114 | $4.1M |
| CreativeOne Wealth, LLC | 0.15% | Add +45.0% | 93,874 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -10.9% | 92,300 | $3.8M |
| StoneCrest Wealth Management, Inc. | 3.24% | Add +10.7% | 91,914 | $3.7M |
| XML Financial, LLC | 0.36% | Reduce -7.3% | 85,821 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +10.4% | 84,532 | $3.4M |
| Flaharty Asset Management, LLC | 0.49% | Reduce -2.1% | 80,265 | $3.3M |
| Investment Partners Asset Management, Inc. | 2.81% | Reduce -0.5% | 76,234 | $3.1M |
| Ameritas Advisory Services, LLC | 0.13% | Add +46.8% | 75,575 | $3.0M |
| PFG Investments, LLC | 0.18% | Add +206.6% | 73,680 | $3.0M |
| NWF Advisory Services Inc. | 0.49% | Add +3.3% | 71,867 | $2.9M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -5.2% | 71,142 | $2.9M |
| Uniplan Investment Counsel, Inc. | 0.23% | Reduce -14.0% | 69,471 | $2.8M |
| Good Life Advisors, LLC | 0.25% | Add +39.5% | 67,988 | $2.8M |
| Wedbush Securities Inc. | 0.10% | Add +2.5% | 64,944 | $2.6M |
| Sigma Planning Corp | 0.08% | Add +483.4% | 64,588 | $2.6M |
| ELCO Management Co., LLC | 1.56% | Reduce -2.5% | 62,600 | $2.6M |
| Belpointe Asset Management LLC | 0.19% | Reduce -43.5% | 60,812 | $2.5M |
| NFSG Corp | 1.02% | Add +98.5% | 57,453 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.4% | 53,462 | $2.2M |
| Institute for Wealth Management, LLC. | 0.28% | Reduce -6.1% | 52,417 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +51.0% | 52,021 | $2.1M |
| Beam Wealth Advisors, Inc. | 1.24% | Add +8.4% | 50,421 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +100.4% | 48,185 | $2.0M |
| 1900 Wealth Management LLC | 0.17% | Reduce -4.6% | 46,745 | $1.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.06% | Reduce -7.0% | 45,245 | $1.8M |
| Castle Rock Wealth Management, LLC | 0.50% | Add +30.0% | 46,003 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -21.2% | 44,343 | $1.8M |
| Bangor Savings Bank | 0.18% | Add +7.5% | 43,942 | $1.8M |
| HBW Advisory Services LLC | 0.33% | No change | 45,175 | $1.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +83.6% | 40,520 | $1.7M |
| MAS Advisors LLC | 1.86% | Add +16.4% | 39,447 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Reduce -1.4% | 39,393 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +8.8% | 39,185 | $1.6M |
| Sowell Financial Services LLC | 0.07% | Reduce -26.7% | 37,103 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -9.3% | 36,990 | $1.4M |
| Mariner, LLC | 0.00% | Add +23.7% | 33,991 | $1.4M |
| Montchanin Asset Management, LLC | 1.32% | — | 32,440 | $1.3M |
| Berger Financial Group, Inc | 0.11% | Reduce -3.4% | 31,953 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +20.3% | 29,744 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Add +3.2% | 29,561 | $1.2M |
| Anfield Capital Management, LLC | 0.56% | Add +7.4% | 28,521 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +71.1% | 28,076 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -1.6% | 28,018 | $1.1M |
| Comerica Bank | 0.00% | Reduce -1.3% | 27,742 | $1.1M |
| McAdam, LLC | 0.07% | Add +1.9% | 27,030 | $1.1M |
| Perennial Investment Advisors, LLC | 0.17% | Add +36.1% | 26,895 | $1.1M |
| Choreo, LLC | 0.03% | Reduce -2.6% | 26,884 | $1.1M |
| Verus Capital Partners, LLC | 0.12% | Add +6.1% | 26,060 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.5% | 24,913 | $1.0M |
| Pasadena Private Wealth, LLC | 0.23% | Reduce -22.1% | 24,809 | $1.0M |
| First Foundation Advisors | 0.04% | Reduce -5.6% | 24,448 | $997K |
| Blue Chip Partners, LLC | 0.10% | Add +8.1% | 24,036 | $980K |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.4% | 23,930 | $976K |
| Kaizen Financial Strategies | 0.62% | Add +39.0% | 22,258 | $908K |
| Truist Financial Corp. | 0.00% | Add +9.3% | 22,210 | $906K |
| Bensler, LLC | 0.13% | Reduce -19.1% | 21,720 | $886K |
| Madison Wealth Partners, Inc | 0.32% | Add +15.5% | 21,514 | $878K |
| Qube Research & Technologies Ltd | 0.00% | Add +145.0% | 21,129 | $862K |
| Joseph P. Lucia & Associates, LLC | 0.46% | Reduce -6.3% | 20,982 | $856K |
| Equitable Holdings, Inc. | 0.01% | Reduce -8.4% | 20,554 | $838K |
| Bank of Montreal | 0.00% | Add +58.2% | 20,544 | $837K |
| Procyon Advisors, LLC | 0.06% | New | 20,000 | $816K |
| Ashford Capital Management Inc. | 0.10% | No change | 19,000 | $775K |
| D.A. Davidson & Co. | 0.01% | Add +11.4% | 18,584 | $758K |
| Old Mission Capital LLC | 0.02% | Reduce -90.9% | 18,472 | $753K |
| Armstrong Advisory Group, Inc. | 0.07% | No change | 18,365 | $724K |
| CPC Advisors, LLC | 0.12% | Reduce -12.9% | 17,293 | $705K |
"% 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.