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 |
| Baker Avenue Asset Management, LP | 0.03% | Add +0.6% | 16,914 | $690K |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -27.2% | 16,770 | $684K |
| Iron Horse Wealth Management, LLC | 0.27% | Reduce -28.1% | 16,584 | $676K |
| CAP Partners, LLC | 0.59% | Reduce -9.6% | 16,498 | $673K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +18.5% | 15,863 | $647K |
| Redwood Financial Network Corp | 0.56% | Add +18.6% | 15,769 | $643K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.3% | 15,695 | $640K |
| Private Trust Co. NA | 0.07% | No change | 15,626 | $637K |
| Significant Wealth Partners LLC | 0.41% | Reduce -57.0% | 15,375 | $627K |
| Sapient Capital LLC | 0.01% | No change | 14,935 | $609K |
| Armor Investment Advisors, LLC | 0.29% | Reduce -16.4% | 14,862 | $606K |
| Lido Advisors, LLC | 0.01% | Reduce -27.5% | 14,315 | $584K |
| Eudaimonia Partners, LLC | 0.14% | Reduce -12.4% | 14,301 | $583K |
| Arete Wealth Advisors, LLC | 0.05% | Add +4.2% | 14,271 | $582K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -27.1% | 13,690 | $558K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1893.2% | 13,673 | $558K |
| Wealthfront Advisers LLC | 0.00% | Add +91.4% | 13,570 | $554K |
| Corient Private Wealth LP | 0.00% | Reduce -2.9% | 13,340 | $544K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.1% | 12,958 | $529K |
| City Center Advisors, LLC | 0.62% | — | 12,844 | $524K |
| Founders Financial Alliance, LLC | 0.16% | Add +13.0% | 12,838 | $524K |
| IFP Advisors, Inc | 0.02% | Reduce -23.1% | 12,643 | $516K |
| All Terrain Financial Advisors, LLC | 0.22% | New | 12,400 | $506K |
| GeoWealth Management, LLC | 0.02% | Reduce -19.5% | 12,350 | $504K |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.8% | 12,299 | $502K |
| Proficio Capital Partners LLC | 0.05% | New | 11,860 | $484K |
| Curtis Advisory Group, LLC | 0.19% | No change | 11,728 | $478K |
| Herold Advisors, Inc. | 0.11% | No change | 11,598 | $473K |
| Lifeworks Advisors, LLC | 0.13% | Reduce -22.5% | 11,507 | $469K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 11,472 | $468K |
| Eudaimonia Advisors LLC | 0.25% | Reduce -7.3% | 11,406 | $465K |
| Manchester Financial Inc. | 0.12% | Reduce -10.5% | 11,065 | $451K |
| Blair William & Co. | 0.00% | Add +9.4% | 10,760 | $439K |
| Semus Wealth Partners LLC | 0.37% | Reduce -4.8% | 10,688 | $436K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -16.5% | 10,518 | $429K |
| Park Avenue Securities LLC | 0.01% | New | 9,778 | $399K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +41.5% | 9,358 | $382K |
| Salomon & Ludwin, LLC | 0.03% | No change | 9,278 | $378K |
| Milestone Asset Management, LLC | 0.10% | Reduce -16.8% | 8,990 | $367K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +0.4% | 8,922 | $364K |
| Weaver Consulting Group | 0.13% | Reduce -6.8% | 8,904 | $363K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.6% | 8,745 | $357K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -46.6% | 8,444 | $344K |
| MIdWestOne Financial Group, Inc. | 0.06% | Reduce -53.1% | 8,400 | $343K |
| Atlantic Private Wealth, LLC | 0.28% | No change | 8,354 | $341K |
| Mattern Wealth Management LLC | 0.08% | Add +7.1% | 7,781 | $317K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +22.1% | 7,741 | $316K |
| Independent Advisor Alliance | 0.01% | Add +4.9% | 7,657 | $312K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +22.5% | 7,524 | $307K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -6.8% | 7,233 | $295K |
| Solutions 4 Wealth, Ltd | 0.81% | Add +3.1% | 7,066 | $288K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -96.7% | 7,059 | $288K |
| Arax Advisory Partners | 0.03% | Add +3.1% | 7,042 | $287K |
| Sandbox Financial Partners, LLC | 0.12% | New | 7,007 | $286K |
| National Bank of Canada | 0.00% | Reduce -5.1% | 7,084 | $286K |
| GTS Securities LLC | 0.01% | New | 6,956 | $284K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 6,934 | $283K |
| PSI Advisors, LLC | 0.10% | Add +11.7% | 6,666 | $272K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,605 | $269K |
| AE Wealth Management LLC | 0.00% | Reduce -96.3% | 6,298 | $257K |
| Howard Wealth Management, LLC | 0.21% | New | 6,208 | $253K |
| First Heartland Consultants, Inc. | 0.02% | New | 5,870 | $239K |
| TriaGen Wealth Management LLC | 0.10% | No change | 5,644 | $230K |
| Moseley Investment Management Inc. | 0.11% | Reduce -3.3% | 5,599 | $228K |
| Accurate Wealth Management, LLC | 0.07% | Add +4.9% | 5,713 | $227K |
| Financial Advocates Investment Management | 0.01% | Reduce -42.4% | 5,553 | $226K |
| KCM Investment Advisors LLC | 0.01% | No change | 5,533 | $226K |
| Stockman Wealth Management, Inc. | 0.04% | Add +3.1% | 5,400 | $220K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.9% | 5,356 | $218K |
| Consolidated Portfolio Review Corp | 0.06% | New | 5,285 | $216K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,106 | $208K |
| Vanguard Capital Wealth Advisors | 0.14% | New | 4,992 | $204K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 4,917 | $201K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +221.7% | 4,487 | $183K |
| FAS Wealth Partners, Inc. | 0.01% | Add +3.1% | 4,061 | $166K |
| Proffitt & Goodson Inc. | 0.03% | No change | 4,037 | $165K |
| Tidemark, LLC | 0.09% | Reduce -4.6% | 4,006 | $163K |
| MeadowBrook Investment Advisors LLC | 0.15% | Reduce -18.9% | 3,956 | $161K |
| Spire Wealth Management | 0.00% | No change | 3,197 | $130K |
| Core Wealth Advisors, Inc. | 0.04% | Add +25.9% | 3,159 | $129K |
| Providence Capital Advisors, LLC | 0.02% | Reduce -32.8% | 2,440 | $100K |
| Cwm, LLC | 0.00% | Add +27.2% | 2,331 | $95K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 2,223 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,981 | $81K |
| AlphaMark Advisors, LLC | 0.03% | Reduce -6.3% | 1,875 | $76K |
| Global Retirement Partners, LLC | 0.00% | Add +2.3% | 1,804 | $74K |
| Fifth Third Bancorp | 0.00% | Add +0.1% | 1,620 | $66K |
| Tucker Asset Management LLC | 0.01% | New | 1,573 | $64K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.6% | 1,519 | $62K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,450 | $59K |
| Lanark Financial, Inc. | 0.01% | Add +1.6% | 1,431 | $58K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,286 | $52K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.5% | 1,017 | $42K |
| Horizon Financial Services, LLC | 0.03% | New | 1,000 | $41K |
| US Bancorp \de | 0.00% | Add +0.3% | 924 | $38K |
| Citigroup Inc. | 0.00% | Add +33.3% | 800 | $33K |
| Chilton Capital Management LLC | 0.00% | New | 619 | $25K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 600 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $24K |
| Realta Investment Advisors | 0.00% | New | 562 | $23K |
| Retirement Group, LLC | 0.01% | No change | 550 | $22K |
| EPG Wealth Management LLC | 0.00% | No change | 460 | $19K |
| Raleigh Capital Management Inc. | 0.01% | Add +9.3% | 410 | $17K |
| NewSquare Capital LLC | 0.00% | Reduce -34.4% | 305 | $12K |
| CoreCap Advisors, LLC | 0.00% | New | 304 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $12K |
| FMR LLC | 0.00% | Reduce -30.0% | 285 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -90.0% | 200 | $8K |
| Beacon Capital Management, LLC | 0.00% | No change | 200 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 189 | $7K |
| Manchester Capital Management LLC | 0.00% | Add +97.3% | 146 | $6K |
| Avior Wealth Management, LLC | 0.00% | No change | 130 | $5K |
| Balefire, LLC | 0.00% | New | 83 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 64 | $3K |
| TD Private Client Wealth LLC | 0.00% | Reduce -53.5% | 47 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.7% | 41 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -91.0% | 34 | $1K |
| Citadel Advisors | 0.00% | Reduce -100.0% | 25 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 19 | $776 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 18 | $734 |
| Blue Trust, Inc. | 0.00% | New | 17 | $693 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $37 |
| Gradient Investments LLC | 0.00% | New | 1 | $33 |
"% 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.