Global X S&P 500 Cove Call EXYLDETF
13F holders, Q2 2025 (June 30)254holders −5
29new positions
36sold out
1famous investor
$31.02avg. 13F price*
At the end of Q2 2025, 254 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, down 5 from Q1 2025. 29 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($172.4M), LPL Financial LLC ($129.5M) and Bank of America Corp. ($95.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $20.2M |
| Exits | 36 | $33.3M |
All 13F filers, Q1 2025 → Q2 2025: 10,620,511 shares bought and 3,783,914 shares sold, net +6,836,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| Morgan Stanley | 0.01% | Reduce -10.0% | 4,428,331 | $172.4M |
| LPL Financial LLC | 0.04% | Reduce -9.5% | 3,326,720 | $129.5M |
| Bank of America Corp. | 0.01% | Reduce -27.8% | 2,457,801 | $95.7M |
| Nissay Asset Management Corp. /Japan | 0.38% | No change | 1,652,108 | $64.3M |
| Ameriprise Financial Inc. | 0.01% | Add +14.4% | 1,463,572 | $57.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -8.6% | 1,351,802 | $52.6M |
| UBS Group AG | 0.01% | Add +9.1% | 1,233,590 | $48.0M |
| Wells Fargo & Company | 0.01% | Add +9.7% | 956,228 | $37.2M |
| Global X Japan Co., Ltd. | 3.32% | Add +18.5% | 840,761 | $32.7M |
| Brookstone Capital Management | 0.42% | Add +5.1% | 822,531 | $32.0M |
| Osaic Holdings, Inc. | 0.05% | Add +22.1% | 732,266 | $28.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.7% | 625,045 | $24.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 577,045 | $22.5M |
| HUB Investment Partners, LLC | 0.72% | Reduce -1.8% | 529,454 | $20.6M |
| Proficio Capital Partners LLC | 1.11% | Add +2480.4% | 8,351,126 | $17.9M |
| Principal Securities, Inc. | 0.31% | Add +0.6% | 417,860 | $16.3M |
| Sims Investment Management, LLC | 5.66% | Add +4.1% | 361,559 | $14.1M |
| Cetera Investment Advisers | 0.02% | Add +5.5% | 340,230 | $13.2M |
| Baird Financial Group, Inc. | 0.02% | Add +75.5% | 332,473 | $12.9M |
| Caerus Investment Advisors, LLC | 11.85% | Reduce -11.5% | 319,267 | $12.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +13.3% | 292,599 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.9% | 240,634 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.0% | 229,677 | $8.9M |
| Jane Street Group, LLC | 0.01% | Add +136.0% | 226,859 | $8.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -42.5% | 210,883 | $8.2M |
| First Foundation Advisors | 0.30% | Add +897.3% | 209,125 | $8.1M |
| Avantax Advisory Services, Inc. | 0.04% | Add +31.3% | 186,782 | $7.3M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +3414.4% | 185,702 | $7.2M |
| NFSG Corp | 1.10% | Reduce -21.1% | 174,770 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +13.7% | 172,530 | $6.7M |
| Juncture Wealth Strategies, LLC | 2.14% | Add +3.3% | 155,018 | $6.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +21.9% | 153,576 | $6.0M |
| Thrive Capital Management, LLC | 1.77% | New | 145,338 | $5.7M |
| RiverFront Investment Group, LLC | 0.10% | Add +3.3% | 131,972 | $5.1M |
| Compass Financial Services Inc | 2.48% | Add +32.0% | 131,729 | $5.1M |
| Good Life Advisors, LLC | 0.30% | Add +3.4% | 125,197 | $4.9M |
| Prevail Innovative Wealth Advisors, LLC | 1.05% | Add +3.8% | 120,406 | $4.7M |
| Beta Wealth Group, Inc. | 1.67% | Add +348.4% | 116,929 | $4.6M |
| XML Financial, LLC | 0.37% | New | 109,129 | $4.2M |
| Old Mission Capital LLC | 0.10% | Add +17.4% | 98,207 | $3.8M |
| Avantax Planning Partners, Inc. | 0.12% | Add +38.4% | 94,968 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.4% | 92,594 | $3.6M |
| Wedbush Securities Inc. | 0.12% | Add +5.8% | 91,531 | $3.6M |
| CreativeOne Wealth, LLC | 0.09% | Add +17.1% | 87,771 | $3.4M |
| PFG Investments, LLC | 0.19% | Add +13.7% | 83,627 | $3.3M |
| NWF Advisory Services Inc. | 0.38% | Add +12.9% | 81,912 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -2.4% | 81,800 | $3.2M |
| IHT Wealth Management, LLC | 0.09% | Reduce -70.2% | 79,995 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 79,828 | $3.1M |
| Investment Partners Asset Management, Inc. | 2.06% | Reduce -4.0% | 75,905 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +285.6% | 74,643 | $2.9M |
| International Assets Investment Management, LLC | 0.22% | Add +43.2% | 69,458 | $2.7M |
| San Luis Wealth Advisors LLC | 0.56% | Add +4.1% | 66,379 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +20.6% | 66,024 | $2.6M |
| &partners | 0.02% | Add +48.3% | 64,716 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +20.4% | 64,347 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.3% | 63,358 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +35.4% | 60,824 | $2.4M |
| SBI Securities Co., Ltd. | 0.07% | Add +0.0% | 59,966 | $2.3M |
| ELCO Management Co., LLC | 1.19% | Reduce -0.7% | 58,200 | $2.3M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -10.4% | 57,773 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.2% | 57,535 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.9% | 57,165 | $2.2M |
| Uniplan Investment Counsel, Inc. | 0.23% | Reduce -9.5% | 56,811 | $2.2M |
| HBW Advisory Services LLC | 0.27% | Add +18.6% | 56,366 | $2.2M |
| Littlejohn Financial Services, Inc. | 1.61% | Reduce -9.3% | 53,490 | $2.1M |
| Flaharty Asset Management, LLC | 0.28% | Add +3.9% | 52,561 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -31.5% | 52,037 | $2.0M |
| Quadrature Capital Ltd | 0.03% | Reduce -82.4% | 49,639 | $1.9M |
| Aventura Private Wealth, LLC | 0.81% | New | 48,283 | $1.9M |
| Garner Asset Management Corp | 0.86% | Add +3.6% | 47,853 | $1.9M |
| Institute for Wealth Management, LLC. | 0.20% | Reduce -1.9% | 46,937 | $1.8M |
| Belpointe Asset Management LLC | 0.08% | Reduce -67.9% | 46,734 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.13% | Add +22.8% | 45,739 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.51% | Reduce -0.6% | 44,341 | $1.7M |
| Mariner, LLC | 0.00% | Add +4.8% | 44,270 | $1.7M |
| Verus Capital Partners, LLC | 0.14% | Add +11.7% | 39,266 | $1.5M |
| Independent Financial Group, LLC | 0.04% | Reduce -58.6% | 37,236 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | No change | 37,078 | $1.4M |
| Kaizen Financial Strategies | 0.72% | Reduce -14.7% | 36,017 | $1.4M |
| Madison Wealth Partners, Inc | 0.29% | Add +2.5% | 34,633 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Add +10.6% | 33,961 | $1.3M |
| Bangor Savings Bank | 0.12% | Reduce -22.4% | 33,046 | $1.3M |
| AlphaStar Capital Management, LLC | 0.09% | Add +46.1% | 31,090 | $1.2M |
| Regal Investment Advisors LLC | 0.09% | Add +7.0% | 30,573 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -6.5% | 30,424 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +22.7% | 29,778 | $1.2M |
| Blue Chip Partners, LLC | 0.09% | Add +1.4% | 29,209 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.26% | Reduce -14.8% | 28,771 | $1.1M |
| McAdam, LLC | 0.06% | Add +11.4% | 28,043 | $1.1M |
| Newport Capital Group, LLC | 0.73% | New | 27,500 | $1.1M |
| 1900 Wealth Management LLC | 0.08% | Reduce -3.7% | 26,936 | $1.0M |
| Comerica Bank | 0.00% | Reduce -2.9% | 26,462 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +3.0% | 26,315 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -31.8% | 26,000 | $1.0M |
| Berger Financial Group, Inc | 0.06% | Reduce -2.2% | 25,286 | $985K |
| Pin Oak Investment Advisors Inc. | 0.82% | No change | 24,550 | $969K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +30.3% | 23,486 | $915K |
| Curtis Advisory Group, LLC | 0.23% | Reduce -3.2% | 23,247 | $905K |
| Baker Avenue Asset Management, LP | 0.02% | Add +0.5% | 21,690 | $845K |
"% 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.