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 |
| Perennial Investment Advisors, LLC | 0.09% | Add +1.5% | 21,078 | $832K |
| Choreo, LLC | 0.01% | Add +0.1% | 21,014 | $830K |
| First Foundation Advisors | 0.03% | Add +197.2% | 20,970 | $828K |
| Annex Advisory Services, LLC | 0.02% | Add +49.4% | 20,380 | $805K |
| D.A. Davidson & Co. | 0.01% | Reduce -6.3% | 20,288 | $801K |
| Procyon Advisors, LLC | 0.05% | No change | 20,000 | $790K |
| Financial Advocates Investment Management | 0.06% | New | 19,810 | $782K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.1% | 19,360 | $765K |
| Joseph P. Lucia & Associates, LLC | 0.35% | Reduce -6.1% | 19,187 | $758K |
| Park Avenue Securities LLC | 0.01% | Add +11.5% | 19,080 | $753K |
| Bank of Montreal | 0.00% | Reduce -1.2% | 18,667 | $737K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.4% | 18,242 | $720K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +19.2% | 18,022 | $712K |
| Bensler, LLC | 0.09% | Add +3.1% | 17,599 | $695K |
| Blair William & Co. | 0.00% | Add +3.7% | 17,511 | $692K |
| Founders Financial Alliance, LLC | 0.17% | Add +7.0% | 17,463 | $690K |
| Wealthspire Retirement, LLC | 0.05% | Add +103.2% | 16,969 | $670K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +17.6% | 16,868 | $666K |
| Truist Financial Corp. | 0.00% | Add +47.9% | 16,009 | $632K |
| Iron Horse Wealth Management, LLC | 0.20% | Reduce -8.8% | 15,695 | $620K |
| Redwood Financial Network Corp | 0.47% | Reduce -0.0% | 15,582 | $615K |
| Comprehensive Money Management Services LLC | 0.50% | Reduce -1.7% | 15,534 | $613K |
| Ameriflex Group, Inc. | 0.25% | New | 15,345 | $606K |
| Arete Wealth Advisors, LLC | 0.05% | Add +7.9% | 15,081 | $596K |
| Capital Wealth Planning, LLC | 0.01% | New | 14,908 | $589K |
| City Center Advisors, LLC | 0.69% | Reduce -7.5% | 14,860 | $587K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.9% | 14,310 | $565K |
| MAS Advisors LLC | 0.85% | Reduce -24.0% | 13,976 | $552K |
| Kovack Advisors, Inc. | 0.06% | Reduce -10.1% | 13,704 | $541K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +4.0% | 13,397 | $529K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +4.1% | 13,003 | $514K |
| Sanctuary Advisors, LLC | 0.00% | Add +10.1% | 12,519 | $494K |
| PKS Advisory Services, LLC | 0.13% | Add +17.7% | 12,466 | $491K |
| Golden State Wealth Management, LLC | 0.07% | Add +0.2% | 12,439 | $491K |
| Snowden Capital Advisors LLC | 0.02% | Add +7.3% | 12,270 | $485K |
| Howard Wealth Management, LLC | 0.27% | Add +4.5% | 12,189 | $481K |
| PSI Advisors, LLC | 0.16% | Add +48.5% | 12,157 | $480K |
| Note Advisors, LLC | 0.39% | Add +0.4% | 11,962 | $472K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -7.0% | 11,940 | $472K |
| Fortis Capital Advisors, LLC | 0.10% | New | 11,896 | $470K |
| Herold Advisors, Inc. | 0.10% | No change | 11,598 | $458K |
| GeoWealth Management, LLC | 0.02% | Add +25.1% | 11,543 | $456K |
| Ashford Capital Management Inc. | 0.06% | No change | 11,000 | $434K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -28.4% | 10,642 | $420K |
| Manchester Financial Inc. | 0.09% | Reduce -2.2% | 10,640 | $420K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -18.9% | 10,425 | $412K |
| Corient Private Wealth LP | 0.00% | Reduce -11.0% | 10,330 | $408K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.9% | 10,362 | $399K |
| Sigma Planning Corp | 0.01% | Add +2.0% | 10,095 | $399K |
| Lifeworks Advisors, LLC | 0.06% | No change | 9,610 | $379K |
| Advyzon Investment Management, LLC | 0.13% | Add +24.9% | 9,426 | $372K |
| Salomon & Ludwin, LLC | 0.04% | No change | 9,221 | $364K |
| Brady Martz Wealth Solutions, LLC | 0.08% | Reduce -0.0% | 9,159 | $362K |
| Milestone Asset Management, LLC | 0.08% | Add +26.9% | 8,943 | $353K |
| Independent Advisor Alliance | 0.01% | Reduce -93.6% | 8,873 | $350K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 8,861 | $350K |
| First Citizens Bank & Trust Co. | 0.01% | Add +9.8% | 8,742 | $345K |
| Solutions 4 Wealth, Ltd | 0.59% | Add +4.8% | 8,516 | $336K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -6.7% | 8,447 | $334K |
| Atlantic Private Wealth, LLC | 0.24% | No change | 8,354 | $330K |
| Winnacle Wealth LLC | 0.30% | Reduce -79.0% | 8,338 | $329K |
| First Heartland Consultants, Inc. | 0.03% | Add +5.5% | 8,336 | $329K |
| Mutual Advisors, LLC | 0.01% | Add +37.1% | 8,592 | $329K |
| Compound Planning, Inc. | 0.01% | Add +65.6% | 8,307 | $328K |
| Oppenheimer & Co. Inc. | 0.00% | Add +13.6% | 8,162 | $322K |
| Arax Advisory Partners | 0.02% | Add +4.1% | 7,938 | $313K |
| Detalus Advisors, LLC | 0.10% | Reduce -0.8% | 7,912 | $312K |
| Sandbox Financial Partners, LLC | 0.11% | Add +2.5% | 7,716 | $305K |
| Armor Investment Advisors, LLC | 0.13% | Reduce -12.4% | 7,688 | $304K |
| World Investment Advisors | 0.01% | Reduce -18.4% | 7,530 | $297K |
| Scotia Capital Inc. | 0.00% | Add +25.6% | 7,467 | $295K |
| BlackRock, Inc. | 0.00% | New | 7,464 | $295K |
| Key Client Fiduciary Advisors, LLC | 0.13% | New | 7,025 | $277K |
| Trilogy Capital Inc. | 0.01% | Add +0.8% | 7,008 | $277K |
| Clearstead Advisors, LLC | 0.00% | No change | 6,934 | $274K |
| Cerity Partners LLC | 0.00% | Reduce -3.3% | 6,893 | $272K |
| Weaver Consulting Group | 0.08% | Reduce -5.6% | 6,846 | $270K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 6,767 | $267K |
| Collier Financial | 0.23% | New | 6,744 | $266K |
| Triumph Capital Management | 0.09% | New | 6,615 | $261K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.9% | 6,530 | $258K |
| Sunbelt Securities, Inc. | 0.02% | Add +66.9% | 6,497 | $257K |
| AlphaCore Capital LLC | 0.02% | New | 6,421 | $254K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +5.2% | 6,412 | $253K |
| Fermata Advisors, LLC | 0.05% | New | 6,382 | $252K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 6,326 | $250K |
| Horizon Wealth Management, LLC | 0.04% | New | 6,294 | $249K |
| Money Concepts Capital Corp. | 0.02% | New | 6,180 | $244K |
| Allworth Financial LP | 0.00% | Add +141.9% | 6,222 | $237K |
| Private Client Services, LLC | 0.11% | Add +6.6% | 5,878 | $232K |
| CPC Advisors, LLC | 0.03% | Reduce -19.1% | 5,691 | $225K |
| TriaGen Wealth Management LLC | 0.08% | No change | 5,644 | $223K |
| Quartz Partners, LLC | 0.13% | Add +3.7% | 5,560 | $220K |
| StoneX Group Inc. | 0.01% | New | 5,533 | $219K |
| KCM Investment Advisors LLC | 0.01% | No change | 5,533 | $218K |
| Summit Trail Advisors, LLC | 0.01% | New | 5,500 | $217K |
| McCarter Private Wealth Services LLC | 0.14% | No change | 5,425 | $214K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -96.5% | 5,284 | $209K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +2.3% | 5,208 | $206K |
| Southland Equity Partners LLC | 0.05% | New | 5,129 | $203K |
| Ferguson Shapiro LLC | 0.07% | Add +5.5% | 5,089 | $201K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,058 | $200K |
| Fifth Third Bancorp | 0.00% | Reduce -3.0% | 4,541 | $179K |
| AE Wealth Management LLC | 0.00% | Add +84.7% | 4,370 | $173K |
| IFP Advisors, Inc | 0.01% | Add +6.8% | 4,352 | $172K |
| Tidemark, LLC | 0.06% | Add +2.8% | 4,255 | $168K |
| Cwm, LLC | 0.00% | Add +5.6% | 4,234 | $167K |
| TD Waterhouse Canada Inc. | 0.00% | Add +92.4% | 4,136 | $164K |
| Group One Trading LLC | 0.01% | New | 4,000 | $158K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.0% | 3,784 | $149K |
| MeadowBrook Investment Advisors LLC | 0.13% | Add +0.8% | 3,566 | $141K |
| Proffitt & Goodson Inc. | 0.02% | Add +6.8% | 3,533 | $140K |
| Robinswood Financial LLC | 0.05% | No change | 3,149 | $124K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +397.8% | 2,539 | $100K |
| NorthRock Partners, LLC | 0.00% | New | 2,515 | $99K |
| US Bancorp \de | 0.00% | Add +15.0% | 1,973 | $78K |
| FMR LLC | 0.00% | Reduce -60.7% | 1,818 | $72K |
| National Bank of Canada | 0.00% | Reduce -75.0% | 1,758 | $69K |
| ORG Partners LLC | 0.02% | Reduce -4.4% | 1,751 | $69K |
| AdvisorNet Financial, Inc | 0.00% | Add +1128.9% | 1,573 | $62K |
| Murphy & Mullick Capital Management Corp | 0.05% | Add +5.5% | 1,435 | $57K |
| IMG Wealth Management, Inc. | 0.05% | Add +201.7% | 1,397 | $55K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.5% | 1,450 | $52K |
| Spire Wealth Management | 0.00% | Add +42.4% | 1,209 | $48K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,190 | $47K |
| Horizon Financial Services, LLC | 0.02% | No change | 1,000 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +1.1% | 959 | $38K |
| LGT Financial Advisors LLC | 0.11% | New | 895 | $35K |
| MAI Capital Management | 0.00% | Reduce -6.7% | 837 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $28K |
| Opal Wealth Advisors, LLC | 0.01% | New | 700 | $28K |
| Painted Porch Advisors LLC | 0.01% | No change | 600 | $24K |
| Ulland Investment Advisors, LLC | 0.02% | New | 500 | $20K |
| Asset Dedication, LLC | 0.00% | New | 500 | $20K |
| Angeles Wealth Management, LLC | 0.00% | No change | 500 | $20K |
| Webster Bank, N. A. | 0.00% | No change | 486 | $19K |
| EPG Wealth Management LLC | 0.01% | No change | 460 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 441 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -82.9% | 305 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -84.7% | 255 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 250 | $10K |
| Beacon Capital Management, LLC | 0.00% | No change | 200 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +2371.4% | 173 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | New | 163 | $6K |
| Biltmore Family Office, LLC | 0.00% | No change | 125 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -67.1% | 103 | $4K |
| Lanark Financial, Inc. | 0.00% | — | 100 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -53.9% | 66 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 65 | $3K |
| Westside Investment Management, Inc. | 0.00% | New | 63 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -96.2% | 55 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -95.4% | 62 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 42 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -24.4% | 34 | $1K |
| Albion Financial Group | 0.00% | Add +8.3% | 26 | $1K |
| West Paces Advisors Inc. | 0.00% | New | 23 | $908 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 19 | $751 |
| Crewe Advisors LLC | 0.00% | Add +20.0% | 6 | $218 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $40 |
"% 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.