Global X S&P 500 Cove Call EXYLDETF
13F holders, Q1 2025 (March 31)259holders +2
37new positions
31sold out
1famous investor
$39.53avg. 13F price*
At the end of Q1 2025, 259 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, up 2 from Q4 2024. 37 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($194.3M), LPL Financial LLC ($145.2M) and Bank of America Corp. ($134.5M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $40.6M |
| Exits | 31 | $43.9M |
All 13F filers, Q4 2024 → Q1 2025: 4,734,532 shares bought and 1,815,449 shares sold, net +2,919,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| Morgan Stanley | 0.01% | Add +15.7% | 4,921,029 | $194.3M |
| LPL Financial LLC | 0.06% | Add +2.9% | 3,677,216 | $145.2M |
| Bank of America Corp. | 0.01% | Add +20.3% | 3,406,160 | $134.5M |
| Nissay Asset Management Corp. /Japan | 0.42% | No change | 1,652,108 | $65.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.7% | 1,479,055 | $58.4M |
| Ameriprise Financial Inc. | 0.01% | Add +53.9% | 1,279,713 | $50.4M |
| UBS Group AG | 0.01% | Add +3.3% | 1,130,893 | $44.7M |
| Wells Fargo & Company | 0.01% | Add +19.3% | 871,525 | $34.4M |
| Brookstone Capital Management | 0.44% | Add +10.6% | 782,703 | $30.9M |
| Global X Japan Co., Ltd. | 3.22% | Add +80.9% | 709,601 | $28.0M |
| Osaic Holdings, Inc. | 0.05% | Add +59.5% | 599,693 | $23.7M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 591,638 | $23.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.3% | 580,213 | $22.9M |
| HUB Investment Partners, LLC | 0.86% | Add +17.9% | 539,030 | $21.3M |
| Principal Securities, Inc. | 0.39% | Add +0.6% | 415,590 | $17.4M |
| Private Advisor Group, LLC | 0.09% | Add +32.6% | 366,576 | $14.5M |
| Caerus Investment Advisors, LLC | 13.73% | Add +11.0% | 360,623 | $14.2M |
| Sims Investment Management, LLC | 6.13% | Add +27.4% | 347,458 | $13.7M |
| Proficio Capital Partners LLC | 1.02% | Reduce -22.0% | 323,640 | $13.1M |
| Cetera Investment Advisers | 0.02% | Reduce -1.0% | 322,373 | $12.7M |
| Quadrature Capital Ltd | 0.25% | New | 282,676 | $11.2M |
| IHT Wealth Management, LLC | 0.33% | Add +37.7% | 268,667 | $10.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +188.4% | 258,215 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.2% | 231,503 | $9.1M |
| NFSG Corp | 2.12% | Add +42.2% | 221,627 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.6% | 212,620 | $8.4M |
| One Capital Management, LLC | 0.28% | Reduce -4.7% | 207,847 | $8.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.3% | 189,421 | $7.5M |
| Advisor Resource Council | 0.59% | New | 186,193 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -1.4% | 151,797 | $6.0M |
| Juncture Wealth Strategies, LLC | 2.30% | Add +0.8% | 150,138 | $5.9M |
| Belpointe Asset Management LLC | 0.30% | Add +41.6% | 145,610 | $5.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +7.4% | 142,219 | $5.6M |
| RiverFront Investment Group, LLC | 0.11% | Reduce -4.0% | 127,817 | $5.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +18.9% | 125,970 | $4.9M |
| Good Life Advisors, LLC | 0.34% | Add +25.6% | 121,050 | $4.8M |
| WJ Wealth Management, LLC | 1.63% | Reduce -48.8% | 116,875 | $4.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.22% | Add +5.8% | 115,992 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +89.0% | 104,510 | $4.1M |
| Compass Financial Services Inc | 2.07% | Add +4.3% | 99,821 | $3.9M |
| StoneCrest Wealth Management, Inc. | 2.48% | Add +2.8% | 98,743 | $3.9M |
| Jane Street Group, LLC | 0.01% | New | 96,133 | $3.8M |
| Independent Financial Group, LLC | 0.12% | Reduce -6.5% | 89,920 | $3.6M |
| Wedbush Securities Inc. | 0.13% | Add +5.4% | 86,476 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +75.2% | 83,797 | $3.3M |
| Old Mission Capital LLC | 0.06% | New | 83,638 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.2% | 83,279 | $3.3M |
| Investment Partners Asset Management, Inc. | 2.45% | Add +2.0% | 79,089 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +1.7% | 75,954 | $3.0M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -5.2% | 74,919 | $3.0M |
| PFG Investments, LLC | 0.19% | Add +4.5% | 73,573 | $2.9M |
| NWF Advisory Services Inc. | 0.40% | New | 72,559 | $2.9M |
| Avantax Planning Partners, Inc. | 0.10% | Add +23.2% | 68,632 | $2.7M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -0.2% | 64,462 | $2.7M |
| San Luis Wealth Advisors LLC | 0.57% | Add +264.5% | 63,757 | $2.5M |
| Uniplan Investment Counsel, Inc. | 0.25% | Reduce -3.8% | 62,794 | $2.5M |
| SBI Securities Co., Ltd. | 0.08% | Add +1.4% | 59,955 | $2.4M |
| Littlejohn Financial Services, Inc. | 1.84% | Add +4.0% | 58,975 | $2.3M |
| ELCO Management Co., LLC | 1.28% | Reduce -0.3% | 58,600 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +75.8% | 56,444 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.8% | 55,753 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +13.5% | 54,745 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +14.6% | 53,463 | $2.1M |
| Flaharty Asset Management, LLC | 0.29% | Add +2.4% | 50,579 | $2.0M |
| International Assets Investment Management, LLC | 0.17% | Reduce -19.6% | 48,489 | $1.9M |
| Institute for Wealth Management, LLC. | 0.24% | Reduce -1.7% | 47,820 | $1.9M |
| HBW Advisory Services LLC | 0.27% | Add +46.8% | 47,544 | $1.9M |
| Garner Asset Management Corp | 0.80% | New | 46,195 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +10.6% | 44,924 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.59% | Reduce -2.7% | 44,615 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.3% | 43,675 | $1.7M |
| &partners | 0.02% | New | 43,650 | $1.7M |
| Bangor Savings Bank | 0.16% | No change | 42,562 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -15.0% | 42,234 | $1.7M |
| Kaizen Financial Strategies | 0.97% | Add +42.9% | 42,207 | $1.7M |
| Armstrong Advisory Group, Inc. | 0.12% | No change | 37,240 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -53.0% | 38,100 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | No change | 37,078 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | New | 36,139 | $1.4M |
| Verus Capital Partners, LLC | 0.14% | Add +9.5% | 35,143 | $1.4M |
| Castle Rock Wealth Management, LLC | 0.36% | Add +3.8% | 33,780 | $1.3M |
| Madison Wealth Partners, Inc | 0.33% | Add +8.1% | 33,777 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +35.9% | 32,524 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | No change | 30,718 | $1.2M |
| Pasadena Private Wealth, LLC | 0.23% | Add +22.9% | 30,050 | $1.2M |
| Blue Chip Partners, LLC | 0.10% | Add +6.2% | 28,800 | $1.1M |
| Regal Investment Advisors LLC | 0.09% | Reduce -13.7% | 28,574 | $1.1M |
| 1900 Wealth Management LLC | 0.09% | Reduce -4.1% | 27,981 | $1.1M |
| Comerica Bank | 0.00% | Reduce -1.1% | 27,257 | $1.1M |
| Beta Wealth Group, Inc. | 0.37% | New | 26,076 | $1.0M |
| Berger Financial Group, Inc | 0.07% | Reduce -2.3% | 25,846 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +11.1% | 25,554 | $1.0M |
| McAdam, LLC | 0.06% | Reduce -4.5% | 25,178 | $994K |
| Pin Oak Investment Advisors Inc. | 0.74% | No change | 24,550 | $964K |
| Wealthfront Advisers LLC | 0.00% | Add +10.9% | 24,271 | $958K |
| Curtis Advisory Group, LLC | 0.28% | Add +63.8% | 24,014 | $948K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +91.2% | 21,758 | $859K |
| Baker Avenue Asset Management, LP | 0.03% | Add +0.9% | 21,574 | $852K |
| Private Trust Co. NA | 0.09% | Add +27.3% | 21,297 | $841K |
| AlphaStar Capital Management, LLC | 0.08% | Add +16.8% | 21,280 | $840K |
"% 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.