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 |
| Annex Advisory Services, LLC | 0.02% | No change | 20,380 | $794K |
| Prairieview Wealth Partners, LLC | 0.82% | New | 20,164 | $785K |
| Financial Advocates Investment Management | 0.06% | Add +1.0% | 20,010 | $779K |
| Procyon Advisors, LLC | 0.07% | No change | 20,000 | $779K |
| Park Avenue Securities LLC | 0.01% | Add +3.4% | 19,735 | $768K |
| Bank of Montreal | 0.00% | Add +4.0% | 19,417 | $756K |
| Triumph Capital Management | 0.22% | Add +188.8% | 19,105 | $744K |
| BlackRock, Inc. | 0.00% | Add +152.5% | 18,847 | $734K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.1% | 18,813 | $733K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -13.9% | 18,729 | $729K |
| Joseph P. Lucia & Associates, LLC | 0.29% | Reduce -4.3% | 18,355 | $715K |
| Founders Financial Alliance, LLC | 0.16% | Add +4.2% | 18,198 | $709K |
| Choreo, LLC | 0.01% | Reduce -14.3% | 18,006 | $701K |
| Bensler, LLC | 0.08% | Reduce -0.6% | 17,503 | $682K |
| D.A. Davidson & Co. | 0.00% | Reduce -15.5% | 17,143 | $668K |
| Blair William & Co. | 0.00% | Reduce -3.3% | 16,927 | $659K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -22.2% | 16,407 | $639K |
| Redwood Financial Network Corp | 0.41% | No change | 15,582 | $607K |
| Thrivent Financial for Lutherans | 0.00% | New | 15,538 | $605K |
| HRT Financial LP | 0.00% | New | 15,481 | $602K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -8.7% | 15,406 | $600K |
| Iron Horse Wealth Management, LLC | 0.17% | Reduce -4.6% | 14,974 | $583K |
| MAS Advisors LLC | 0.93% | Add +4.1% | 14,552 | $567K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +36.1% | 14,484 | $564K |
| Kovack Advisors, Inc. | 0.05% | Add +5.0% | 14,386 | $560K |
| Tactive Advisors, LLC | 0.18% | — | 14,228 | $554K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -18.8% | 13,786 | $537K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.3% | 13,680 | $533K |
| City Center Advisors, LLC | 0.56% | Reduce -10.0% | 13,368 | $521K |
| Howard Wealth Management, LLC | 0.26% | Add +8.8% | 13,257 | $516K |
| Comprehensive Money Management Services LLC | 0.39% | Reduce -16.0% | 13,043 | $508K |
| PKS Advisory Services, LLC | 0.13% | Add +4.5% | 13,023 | $507K |
| Aptus Capital Advisors, LLC | 0.01% | Add +24.8% | 13,008 | $507K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.8% | 12,370 | $482K |
| Truist Financial Corp. | 0.00% | Reduce -23.4% | 12,261 | $477K |
| Note Advisors, LLC | 0.32% | Reduce -0.1% | 11,944 | $465K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +79.4% | 11,717 | $456K |
| Herold Advisors, Inc. | 0.09% | No change | 11,598 | $452K |
| Equitable Holdings, Inc. | 0.00% | Reduce -21.3% | 11,258 | $438K |
| Hamilton Wealth, LLC | 0.10% | New | 11,215 | $437K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +23.9% | 10,982 | $428K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -18.5% | 10,916 | $425K |
| JPMorgan Chase & Co. | 0.00% | Add +185.0% | 10,783 | $420K |
| Advyzon Investment Management, LLC | 0.09% | Add +14.1% | 10,755 | $419K |
| Manchester Financial Inc. | 0.09% | Add +0.0% | 10,644 | $414K |
| Clearstead Advisors, LLC | 0.01% | Add +52.7% | 10,590 | $412K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +67.2% | 10,578 | $412K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.2% | 10,589 | $411K |
| Collaborative Wealth Managment Inc. | 0.18% | New | 10,431 | $406K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 10,337 | $403K |
| Corient Private Wealth LP | 0.00% | Reduce -0.9% | 10,239 | $399K |
| Private Trust Co. NA | 0.04% | Reduce -54.1% | 9,769 | $380K |
| Objective Capital Management, LLC | 0.42% | New | 9,686 | $377K |
| Horizon Wealth Management, LLC | 0.06% | Add +50.7% | 9,487 | $369K |
| First Citizens Bank & Trust Co. | 0.01% | Add +5.8% | 9,248 | $360K |
| Salomon & Ludwin, LLC | 0.04% | No change | 9,221 | $359K |
| Independent Advisor Alliance | 0.01% | Add +3.9% | 9,222 | $359K |
| Sax Wealth Advisors, LLC | 0.02% | New | 9,170 | $357K |
| Signal Advisors Wealth, LLC | 0.03% | New | 8,806 | $343K |
| Solutions 4 Wealth, Ltd | 0.57% | Add +3.0% | 8,774 | $342K |
| Mutual Advisors, LLC | 0.01% | Add +1.9% | 8,753 | $341K |
| GeoWealth Management, LLC | 0.01% | Reduce -24.4% | 8,722 | $340K |
| VestGen Advisors, LLC | 0.01% | New | 8,674 | $338K |
| First Heartland Consultants, Inc. | 0.03% | Add +3.1% | 8,591 | $335K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -35.0% | 8,447 | $329K |
| Compound Planning, Inc. | 0.01% | Add +1.6% | 8,439 | $329K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -1.0% | 8,364 | $326K |
| Atlantic Private Wealth, LLC | 0.22% | No change | 8,354 | $325K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Add +17.3% | 8,242 | $321K |
| Arax Advisory Partners | 0.01% | Add +3.0% | 8,179 | $318K |
| StoneX Group Inc. | 0.02% | Add +47.4% | 8,153 | $317K |
| CIBC Private Wealth Group LLC | 0.00% | Add +441.7% | 7,855 | $306K |
| Sigma Planning Corp | 0.01% | Reduce -23.9% | 7,680 | $299K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -5.9% | 7,678 | $299K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 7,633 | $297K |
| World Investment Advisors | 0.01% | Reduce -0.3% | 7,505 | $292K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -41.8% | 7,243 | $282K |
| Two Sigma Securities, LLC | 0.03% | New | 7,054 | $275K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -26.7% | 7,048 | $274K |
| Trilogy Capital Inc. | 0.01% | Add +0.5% | 7,041 | $274K |
| Armor Investment Advisors, LLC | 0.10% | Reduce -8.9% | 7,007 | $273K |
| Cerity Partners LLC | 0.00% | No change | 6,893 | $268K |
| Allworth Financial LP | 0.00% | Add +10.0% | 6,845 | $267K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 6,707 | $261K |
| Scotia Capital Inc. | 0.00% | Reduce -10.3% | 6,697 | $261K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +4.0% | 6,669 | $260K |
| TriaGen Wealth Management LLC | 0.08% | Add +15.5% | 6,517 | $254K |
| Citizens Financial Group Inc. | 0.00% | New | 6,492 | $253K |
| Patten & Patten Inc. | 0.02% | New | 6,430 | $250K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 6,425 | $250K |
| Eq LLC | 0.09% | New | 6,263 | $244K |
| Transcend Capital Advisors, LLC | 0.02% | New | 6,255 | $244K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +17.9% | 6,143 | $239K |
| Private Client Services, LLC | 0.09% | Add +3.0% | 6,052 | $236K |
| Sandbox Financial Partners, LLC | 0.07% | Reduce -23.7% | 5,885 | $229K |
| Cwm, LLC | 0.00% | Add +38.5% | 5,866 | $228K |
| Silver Oak Securities, Incorporated | 0.02% | New | 5,757 | $224K |
| IFP Advisors, Inc | 0.01% | Add +30.1% | 5,664 | $221K |
| Quartz Partners, LLC | 0.10% | No change | 5,560 | $217K |
| KCM Investment Advisors LLC | 0.01% | No change | 5,533 | $215K |
| Summit Trail Advisors, LLC | 0.00% | No change | 5,500 | $214K |
| Money Concepts Capital Corp. | 0.01% | Reduce -11.7% | 5,460 | $213K |
| McCarter Private Wealth Services LLC | 0.12% | No change | 5,425 | $211K |
| Cibc World Market Inc. | 0.00% | New | 5,300 | $206K |
| Ferguson Shapiro LLC | 0.07% | Add +3.0% | 5,244 | $204K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5,058 | $197K |
| Fifth Third Bancorp | 0.00% | Add +0.0% | 4,542 | $177K |
| Tidemark, LLC | 0.05% | Add +1.6% | 4,322 | $168K |
| AE Wealth Management LLC | 0.00% | Reduce -1.2% | 4,319 | $168K |
| FMR LLC | 0.00% | Add +131.9% | 4,216 | $164K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -40.1% | 3,892 | $163K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.6% | 4,159 | $162K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 3,566 | $139K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -5.6% | 3,336 | $130K |
| Robinswood Financial LLC | 0.04% | No change | 3,149 | $123K |
| IMG Wealth Management, Inc. | 0.08% | Add +89.0% | 2,640 | $103K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,575 | $100K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -0.1% | 2,537 | $99K |
| AdvisorNet Financial, Inc | 0.00% | Add +20.4% | 1,894 | $74K |
| ORG Partners LLC | 0.01% | No change | 1,751 | $68K |
| US Bancorp \de | 0.00% | Reduce -13.1% | 1,715 | $67K |
| National Bank of Canada | 0.00% | Reduce -4.9% | 1,672 | $65K |
| Murphy & Mullick Capital Management Corp | 0.05% | Add +3.0% | 1,478 | $58K |
| Global Retirement Partners, LLC | 0.00% | — | 1,281 | $50K |
| Spire Wealth Management | 0.00% | No change | 1,209 | $47K |
| Horizon Financial Services, LLC | 0.02% | No change | 1,000 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.5% | 964 | $38K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -25.0% | 892 | $35K |
| GHP Investment Advisors, Inc. | 0.00% | New | 864 | $34K |
| AlphaCore Capital LLC | 0.00% | Reduce -88.0% | 774 | $30K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $27K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 682 | $27K |
| MGB Wealth Management, LLC | 0.01% | New | 659 | $26K |
| Financial Management Professionals, Inc. | 0.00% | New | 543 | $21K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 500 | $19K |
| Webster Bank, N. A. | 0.00% | No change | 486 | $19K |
| MAI Capital Management | 0.00% | Reduce -46.4% | 449 | $17K |
| Simplex Trading, LLC | 0.00% | Add +603.2% | 436 | $16K |
| Larson Financial Group LLC | 0.00% | Add +40000.0% | 401 | $16K |
| Quaker Wealth Management, LLC | 0.00% | — | 321 | $13K |
| BNP Paribas Financial Markets | 0.00% | Add +346.1% | 290 | $11K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 250 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -21.6% | 200 | $8K |
| Beacon Capital Management, LLC | 0.00% | No change | 200 | $8K |
| Tucker Asset Management LLC | 0.00% | New | 126 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 103 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -52.0% | 83 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 42 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -39.4% | 40 | $2K |
| Albion Financial Group | 0.00% | No change | 26 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 19 | $740 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -74.5% | 14 | $544 |
| Crewe Advisors LLC | 0.00% | No change | 6 | $222 |
"% 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.