Global X S&P 500 Cove Call EXYLDETF
13F holders, Q3 2025 (September 30)260holders +6
33new positions
28sold out
$39.24avg. 13F price*
At the end of Q3 2025, 260 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, up 6 from Q2 2025. 33 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($153.6M), LPL Financial LLC ($130.5M) and Bank of America Corp. ($85.2M).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $93.7M |
| Exits | 28 | $22.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,739,648 shares bought and 10,695,443 shares sold, net −6,955,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Morgan Stanley | 0.01% | Reduce -11.7% | 3,911,235 | $153.6M |
| LPL Financial LLC | 0.04% | Reduce -0.1% | 3,323,189 | $130.5M |
| Bank of America Corp. | 0.01% | Reduce -11.7% | 2,170,717 | $85.2M |
| Sumitomo Life Insurance Co. | 2.08% | New | 1,710,000 | $67.1M |
| Ameriprise Financial Inc. | 0.02% | Add +15.7% | 1,692,576 | $66.5M |
| Nissay Asset Management Corp. /Japan | 0.36% | No change | 1,652,108 | $64.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -8.0% | 1,243,663 | $48.8M |
| UBS Group AG | 0.01% | Reduce -7.0% | 1,146,789 | $45.0M |
| Osaic Holdings, Inc. | 0.06% | Add +38.2% | 1,012,284 | $39.5M |
| Global X Japan Co., Ltd. | 3.36% | Add +17.8% | 990,048 | $38.9M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 969,521 | $38.1M |
| Brookstone Capital Management | 0.38% | Reduce -1.6% | 809,658 | $31.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.6% | 515,375 | $20.2M |
| Cetera Investment Advisers | 0.02% | Add +44.1% | 490,396 | $19.3M |
| Royal Bank of Canada | 0.00% | Reduce -19.0% | 467,201 | $18.3M |
| HUB Investment Partners, LLC | 0.65% | Reduce -15.5% | 447,518 | $17.6M |
| Principal Securities, Inc. | 0.28% | Add +2.4% | 428,043 | $16.8M |
| Sims Investment Management, LLC | 5.78% | Add +12.5% | 406,616 | $16.0M |
| Baird Financial Group, Inc. | 0.02% | Add +7.3% | 356,916 | $14.0M |
| Caerus Investment Advisors, LLC | 5.13% | Add +0.0% | 319,279 | $12.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +3.4% | 302,559 | $11.9M |
| First Foundation Advisors | 0.38% | Add +24.8% | 260,958 | $10.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +40.0% | 215,058 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -14.4% | 206,084 | $8.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.5% | 199,201 | $7.8M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.43% | New | 178,000 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +3.1% | 177,812 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -6.1% | 174,440 | $6.8M |
| Juncture Wealth Strategies, LLC | 2.11% | Add +3.5% | 160,497 | $6.3M |
| Old Mission Capital LLC | 0.21% | Add +54.0% | 151,224 | $5.9M |
| Thrive Capital Management, LLC | 1.52% | Add +3.4% | 150,219 | $5.9M |
| IMC-Chicago, LLC | 0.10% | New | 148,898 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | New | 148,207 | $5.8M |
| NFSG Corp | 0.86% | Reduce -15.7% | 147,391 | $5.8M |
| Prevail Innovative Wealth Advisors, LLC | 1.05% | Add +14.1% | 137,386 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -41.6% | 134,023 | $5.3M |
| RiverFront Investment Group, LLC | 0.09% | Reduce -0.3% | 131,614 | $5.2M |
| Compass Financial Services Inc | 2.25% | Reduce -1.6% | 129,647 | $5.1M |
| XML Financial, LLC | 0.36% | Add +4.1% | 113,649 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +52.0% | 96,295 | $3.8M |
| CreativeOne Wealth, LLC | 0.09% | Add +5.8% | 92,906 | $3.6M |
| Avantax Planning Partners, Inc. | 0.10% | Reduce -4.6% | 90,609 | $3.6M |
| PFG Investments, LLC | 0.18% | Add +6.9% | 89,420 | $3.5M |
| Wedbush Securities Inc. | 0.11% | Reduce -8.0% | 84,243 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +6.6% | 79,603 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 78,147 | $3.1M |
| Investment Partners Asset Management, Inc. | 1.94% | Reduce -1.4% | 74,807 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -8.8% | 74,614 | $2.9M |
| San Luis Wealth Advisors LLC | 0.53% | Add +11.9% | 74,281 | $2.9M |
| NWF Advisory Services Inc. | 0.32% | Reduce -9.9% | 73,820 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +10.2% | 72,748 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.9% | 68,534 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +4.6% | 63,601 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -23.5% | 61,208 | $2.4M |
| Advisory Services Network, LLC | 0.04% | Reduce -5.6% | 60,762 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.9% | 59,757 | $2.3M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -1.9% | 58,842 | $2.3M |
| Ameritas Advisory Services, LLC | 0.15% | Add +0.8% | 58,266 | $2.3M |
| Uniplan Investment Counsel, Inc. | 0.22% | Reduce -2.4% | 55,438 | $2.2M |
| Littlejohn Financial Services, Inc. | 1.56% | Add +1.7% | 54,417 | $2.1M |
| J. Team Financial, Inc. | 2.11% | — | 52,923 | $2.1M |
| ELCO Management Co., LLC | 1.08% | Reduce -9.1% | 52,900 | $2.1M |
| Flaharty Asset Management, LLC | 0.26% | Reduce -0.2% | 52,472 | $2.1M |
| Garner Asset Management Corp | 0.83% | Add +9.3% | 52,295 | $2.1M |
| Proficio Capital Partners LLC | 0.14% | Reduce -99.4% | 51,780 | $2.0M |
| International Assets Investment Management, LLC | 0.16% | Reduce -10.8% | 61,991 | $2.0M |
| Verus Capital Partners, LLC | 0.15% | Add +23.2% | 48,369 | $1.9M |
| Armstrong Advisory Group, Inc. | 0.13% | Add +1.7% | 46,504 | $1.8M |
| Mariner, LLC | 0.00% | Add +4.4% | 46,223 | $1.8M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -3.8% | 45,144 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.48% | Add +0.2% | 44,418 | $1.7M |
| HBW Advisory Services LLC | 0.20% | Reduce -21.4% | 44,279 | $1.7M |
| Belpointe Asset Management LLC | 0.07% | Reduce -5.3% | 44,266 | $1.7M |
| AlphaStar Capital Management, LLC | 0.15% | Add +42.3% | 44,224 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -54.1% | 42,502 | $1.7M |
| PMG Family Office LLC | 1.69% | — | 38,614 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | Add +0.3% | 37,195 | $1.5M |
| Blue Chip Partners, LLC | 0.11% | Add +25.8% | 36,758 | $1.4M |
| Aventura Private Wealth, LLC | 0.52% | Reduce -25.3% | 36,092 | $1.4M |
| Regal Investment Advisors LLC | 0.09% | Add +17.5% | 35,914 | $1.4M |
| Madison Wealth Partners, Inc | 0.28% | Add +2.7% | 35,558 | $1.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | No change | 33,961 | $1.3M |
| Simplicity Wealth,LLC | 0.08% | New | 33,838 | $1.3M |
| Bangor Savings Bank | 0.11% | No change | 33,046 | $1.3M |
| McAdam, LLC | 0.06% | Add +9.4% | 30,687 | $1.2M |
| Lido Advisors, LLC | 0.00% | Reduce -5.1% | 28,878 | $1.1M |
| PSI Advisors, LLC | 0.29% | New | 28,789 | $1.1M |
| APS Management Group, Inc. | 1.00% | — | 28,653 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.4% | 28,475 | $1.1M |
| Newport Capital Group, LLC | 0.68% | No change | 27,500 | $1.1M |
| 1900 Wealth Management LLC | 0.07% | Reduce -1.0% | 26,666 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +12.3% | 26,378 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.23% | Reduce -9.4% | 26,071 | $1.0M |
| Comerica Bank | 0.00% | Reduce -3.8% | 25,457 | $999K |
| Berger Financial Group, Inc | 0.06% | Add +0.1% | 25,301 | $993K |
| Tactive Advisors, LLC | 0.28% | Add +74.2% | 24,790 | $973K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +71.1% | 24,782 | $973K |
| Independent Financial Group, LLC | 0.02% | Reduce -33.5% | 24,769 | $972K |
| Garden State Investment Advisory Services LLC | 0.24% | New | 24,416 | $959K |
| &partners | 0.01% | Reduce -62.9% | 24,044 | $944K |
| Collaborative Wealth Managment Inc. | 0.37% | Add +122.0% | 23,160 | $909K |
| Curtis Advisory Group, LLC | 0.21% | Reduce -0.7% | 23,091 | $907K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -14.4% | 22,513 | $884K |
| Procyon Advisors, LLC | 0.05% | Add +9.5% | 21,901 | $860K |
| Founders Financial Alliance, LLC | 0.16% | Add +20.3% | 21,898 | $860K |
| Baker Avenue Asset Management, LP | 0.02% | Add +0.4% | 21,784 | $855K |
| Triumph Capital Management | 0.22% | Add +9.6% | 20,945 | $822K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +98.9% | 20,556 | $807K |
| Park Avenue Securities LLC | 0.01% | Add +2.5% | 20,232 | $794K |
| Prairieview Wealth Partners, LLC | 0.74% | Reduce -0.5% | 20,071 | $788K |
| Bank of Montreal | 0.00% | Add +1.3% | 19,661 | $772K |
| Valeo Financial Advisors, LLC | 0.02% | New | 18,000 | $707K |
| Joseph P. Lucia & Associates, LLC | 0.26% | Reduce -5.7% | 17,312 | $680K |
| MAS Advisors LLC | 1.06% | Add +16.8% | 17,003 | $668K |
| Blair William & Co. | 0.00% | Add +0.3% | 16,984 | $667K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -12.8% | 16,407 | $644K |
| Bensler, LLC | 0.07% | Reduce -7.8% | 16,130 | $633K |
| Wealthspire Retirement, LLC | 0.04% | Add +15.8% | 15,967 | $627K |
| Redwood Financial Network Corp | 0.38% | Reduce -0.8% | 15,464 | $607K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -6.8% | 15,293 | $600K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.2% | 15,216 | $597K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.2% | 14,937 | $586K |
| D.A. Davidson & Co. | 0.00% | Reduce -14.2% | 14,703 | $577K |
| Howard Wealth Management, LLC | 0.26% | Add +9.1% | 14,458 | $568K |
| Independent Advisor Alliance | 0.01% | Add +55.7% | 14,361 | $564K |
| PKS Advisory Services, LLC | 0.13% | Add +8.1% | 14,076 | $553K |
| Choreo, LLC | 0.01% | Reduce -23.6% | 13,751 | $540K |
| Annex Advisory Services, LLC | 0.01% | Reduce -33.2% | 13,613 | $534K |
| City Center Advisors, LLC | 0.51% | Add +0.7% | 13,462 | $529K |
| Apella Capital, LLC | 0.01% | New | 13,346 | $527K |
| Manchester Financial Inc. | 0.10% | Add +25.4% | 13,347 | $524K |
| Truist Financial Corp. | 0.00% | Add +6.3% | 13,029 | $512K |
| Comprehensive Money Management Services LLC | 0.35% | Reduce -2.7% | 12,695 | $498K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +14.0% | 12,516 | $491K |
| Summit Financial, LLC | 0.01% | New | 12,398 | $487K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -34.8% | 12,214 | $480K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.7% | 12,162 | $477K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +57.3% | 12,004 | $471K |
| Sunbelt Securities, Inc. | 0.03% | Add +203.1% | 11,795 | $463K |
| Note Advisors, LLC | 0.27% | Reduce -2.2% | 11,676 | $458K |
| Equitable Holdings, Inc. | 0.00% | Add +3.3% | 11,627 | $456K |
| Herold Advisors, Inc. | 0.11% | No change | 11,598 | $455K |
| Hamilton Wealth, LLC | 0.09% | Reduce -0.7% | 11,140 | $437K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.1% | 11,038 | $433K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.1% | 10,813 | $431K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.5% | 10,833 | $425K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -17.4% | 10,746 | $422K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.0% | 10,684 | $419K |
| Clearstead Advisors, LLC | 0.01% | No change | 10,590 | $416K |
| Collier Financial | 0.31% | — | 10,475 | $411K |
| Horizon Wealth Management, LLC | 0.06% | Add +10.3% | 10,468 | $411K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 10,272 | $403K |
| Solutions 4 Wealth, Ltd | 0.63% | Add +17.0% | 10,265 | $403K |
| Sax Wealth Advisors, LLC | 0.02% | Add +11.6% | 10,232 | $402K |
| First Citizens Bank & Trust Co. | 0.01% | Add +9.6% | 10,139 | $398K |
| Scotia Capital Inc. | 0.00% | Add +46.5% | 9,814 | $385K |
| Private Trust Co. NA | 0.03% | No change | 9,769 | $384K |
| Copley Financial Group, Inc. | 0.26% | New | 9,654 | $379K |
| Advyzon Investment Management, LLC | 0.06% | Reduce -13.8% | 9,271 | $364K |
| Smith, Moore & Co. | 0.03% | New | 9,194 | $361K |
| First Heartland Consultants, Inc. | 0.03% | Add +4.7% | 8,998 | $353K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -3.8% | 8,871 | $349K |
| Kovack Advisors, Inc. | 0.03% | Reduce -38.6% | 8,831 | $347K |
| VestGen Advisors, LLC | 0.01% | No change | 8,674 | $341K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.6% | 8,349 | $331K |
| Atlantic Private Wealth, LLC | 0.21% | No change | 8,354 | $328K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Add +0.8% | 8,310 | $326K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -2.0% | 8,200 | $322K |
| Compound Planning, Inc. | 0.01% | Reduce -4.1% | 8,096 | $318K |
| KW Wealth Management LLC | 0.53% | — | 7,991 | $314K |
| Sigma Planning Corp | 0.01% | Add +0.4% | 7,708 | $303K |
| Modern Wealth Management, LLC | 0.01% | New | 7,693 | $302K |
| StoneX Group Inc. | 0.01% | Reduce -7.0% | 7,582 | $298K |
| GeoWealth Management, LLC | 0.01% | Reduce -13.9% | 7,510 | $295K |
| Transcend Capital Advisors, LLC | 0.02% | Add +18.5% | 7,414 | $291K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.0% | 7,245 | $284K |
| Objective Capital Management, LLC | 0.29% | Reduce -25.2% | 7,244 | $284K |
| BlackRock, Inc. | 0.00% | Reduce -61.8% | 7,194 | $282K |
| Trilogy Capital Inc. | 0.01% | Add +0.4% | 7,068 | $277K |
| Milestone Asset Management, LLC | 0.05% | New | 7,067 | $277K |
| World Investment Advisors | 0.01% | Reduce -6.0% | 7,057 | $277K |
| Lifeworks Advisors, LLC | 0.04% | No change | 7,048 | $277K |
| Cerity Partners LLC | 0.00% | No change | 6,893 | $271K |
| Two Sigma Securities, LLC | 0.04% | Reduce -2.3% | 6,892 | $271K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -10.8% | 6,852 | $269K |
| Armor Investment Advisors, LLC | 0.08% | Reduce -3.2% | 6,783 | $266K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +0.3% | 6,688 | $263K |
| Citizens Financial Group Inc. | 0.00% | Add +2.4% | 6,648 | $261K |
| PBMares Wealth Management LLC | 0.04% | New | 6,436 | $253K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 6,425 | $252K |
| Eq LLC | 0.08% | No change | 6,263 | $246K |
| Private Client Services, LLC | 0.08% | Add +2.1% | 6,178 | $243K |
| AlphaCore Capital LLC | 0.01% | Add +682.2% | 6,054 | $238K |
| Patten & Patten Inc. | 0.01% | Reduce -6.1% | 6,035 | $237K |
| Sandbox Financial Partners, LLC | 0.06% | Reduce -3.1% | 5,705 | $224K |
| Royal Fund Management, LLC | 0.03% | New | 5,607 | $220K |
| Quartz Partners, LLC | 0.08% | No change | 5,560 | $218K |
| HRT Financial LP | 0.00% | Reduce -64.2% | 5,541 | $217K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -5.3% | 5,450 | $214K |
| Western Wealth Management, LLC | 0.01% | New | 5,136 | $202K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -16.6% | 5,120 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Add +167.9% | 5,075 | $199K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5,058 | $199K |
| Fifth Third Bancorp | 0.00% | No change | 4,542 | $178K |
| Cwm, LLC | 0.00% | Reduce -23.1% | 4,508 | $177K |
| Tidemark, LLC | 0.05% | Reduce -3.8% | 4,159 | $163K |
| AE Wealth Management LLC | 0.00% | Reduce -5.5% | 4,082 | $160K |
| Winnacle Wealth LLC | 0.12% | New | 3,877 | $155K |
| MeadowBrook Investment Advisors LLC | 0.13% | Add +7.6% | 3,836 | $151K |
| Allworth Financial LP | 0.00% | Reduce -45.2% | 3,749 | $147K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -54.7% | 3,556 | $140K |
| Proffitt & Goodson Inc. | 0.02% | No change | 3,336 | $131K |
| Citigroup Inc. | 0.00% | New | 3,150 | $124K |
| Robinswood Financial LLC | 0.04% | No change | 3,149 | $124K |
| Qube Research & Technologies Ltd | 0.00% | Add +250.3% | 3,125 | $123K |
| Smartleaf Asset Management LLC | 0.01% | Add +21428.6% | 3,014 | $118K |
| Salem Investment Counselors Inc. | 0.00% | New | 3,000 | $118K |
| Signaturefd, LLC | 0.00% | New | 2,966 | $116K |
| IFP Advisors, Inc | 0.00% | Reduce -48.2% | 2,934 | $115K |
| IMG Wealth Management, Inc. | 0.07% | Reduce -0.4% | 2,629 | $103K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -38.0% | 2,577 | $101K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -3.5% | 2,449 | $96K |
| Caitlin John, LLC | 0.07% | New | 2,400 | $94K |
| US Bancorp \de | 0.00% | Add +13.4% | 1,945 | $76K |
| ORG Partners LLC | 0.01% | No change | 1,751 | $69K |
| National Bank of Canada | 0.00% | Reduce -2.9% | 1,624 | $64K |
| Murphy & Mullick Capital Management Corp | 0.05% | Add +3.3% | 1,527 | $61K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,465 | $58K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 1,336 | $52K |
| Spire Wealth Management | 0.00% | Reduce -10.3% | 1,084 | $43K |
| Horizon Financial Services, LLC | 0.02% | No change | 1,000 | $39K |
| Activest Wealth Management | 0.01% | New | 992 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.1% | 965 | $38K |
| FMR LLC | 0.00% | Reduce -78.9% | 889 | $35K |
| Global Retirement Partners, LLC | 0.00% | Reduce -40.3% | 765 | $30K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $27K |
| Eastern Bank | 0.00% | New | 600 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.4% | 556 | $22K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 500 | $20K |
| Webster Bank, N. A. | 0.00% | No change | 486 | $19K |
| MAI Capital Management | 0.00% | Add +0.5% | 451 | $18K |
| Simplex Trading, LLC | 0.00% | Reduce -4.6% | 416 | $16K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.4% | 386 | $15K |
| Quaker Wealth Management, LLC | 0.00% | No change | 321 | $13K |
| Abound Wealth Management | 0.00% | New | 234 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | New | 200 | $8K |
| Tucker Asset Management LLC | 0.00% | No change | 126 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -50.0% | 125 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -87.7% | 106 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 100 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 83 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 50 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 41 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -30.9% | 29 | $1K |
| Albion Financial Group | 0.00% | Add +3.9% | 27 | $1K |
| Blue Trust, Inc. | 0.00% | New | 20 | $785 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 19 | $746 |
| Larson Financial Group LLC | 0.00% | Reduce -99.8% | 1 | $42 |
| Guerra Advisors Inc | 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.