Global X S&P 500 Cove Call EXYLDETF
13F holders, Q4 2025 (December 31)281holders +21
34new positions
21sold out
3famous investors
$40.40avg. 13F price*
At the end of Q4 2025, 281 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, up 21 from Q3 2025. 34 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($162.0M), LPL Financial LLC ($132.1M) and Bank of America Corp. ($85.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $14.3M |
| Exits | 21 | $46.1M |
All 13F filers, Q3 2025 → Q4 2025: 834,478 shares bought and 3,385,219 shares sold, net −2,550,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Morgan Stanley | 0.01% | Add +2.0% | 3,987,866 | $162.0M |
| LPL Financial LLC | 0.04% | Reduce -2.2% | 3,250,859 | $132.1M |
| Bank of America Corp. | 0.01% | Reduce -2.9% | 2,107,935 | $85.6M |
| Sumitomo Life Insurance Co. | 1.90% | No change | 1,710,000 | $69.5M |
| Nissay Asset Management Corp. /Japan | 0.35% | No change | 1,652,108 | $67.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.5% | 1,616,842 | $65.7M |
| UBS Group AG | 0.01% | Reduce -12.2% | 1,006,581 | $40.9M |
| Wells Fargo & Company | 0.01% | Reduce -2.1% | 948,869 | $38.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -7.3% | 938,194 | $38.1M |
| Brookstone Capital Management | 0.38% | Add +2.2% | 827,203 | $33.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -56.5% | 540,573 | $22.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.5% | 538,457 | $21.9M |
| Cetera Investment Advisers | 0.02% | Reduce -4.3% | 469,181 | $19.1M |
| Principal Securities, Inc. | 0.27% | Add +1.1% | 432,679 | $17.6M |
| Sims Investment Management, LLC | 5.93% | Add +1.5% | 412,816 | $16.8M |
| HUB Investment Partners, LLC | 0.45% | Reduce -8.9% | 407,879 | $16.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -3.1% | 345,870 | $14.1M |
| First Foundation Advisors | 0.46% | Add +14.7% | 299,408 | $12.2M |
| Royal Bank of Canada | 0.00% | Reduce -38.0% | 289,802 | $11.8M |
| Caerus Investment Advisors, LLC | 3.75% | Reduce -13.5% | 276,188 | $11.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.8% | 216,672 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.6% | 196,635 | $8.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.9% | 193,350 | $7.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -38.6% | 185,751 | $7.5M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 182,113 | $7.4M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.47% | No change | 178,000 | $7.2M |
| Thrive Capital Management, LLC | 1.57% | Add +15.8% | 173,938 | $7.1M |
| Juncture Wealth Strategies, LLC | 2.32% | Add +8.0% | 173,271 | $7.0M |
| Compass Financial Services Inc | 2.38% | Add +5.0% | 136,107 | $5.5M |
| NFSG Corp | 0.85% | Reduce -8.9% | 134,200 | $5.5M |
| IMC-Chicago, LLC | 0.09% | Reduce -15.8% | 125,350 | $5.1M |
| XML Financial, LLC | 0.40% | Add +5.8% | 120,274 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.7% | 118,311 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.3% | 110,098 | $4.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.72% | Reduce -28.5% | 98,292 | $4.0M |
| CreativeOne Wealth, LLC | 0.09% | Add +3.0% | 95,663 | $3.9M |
| Avantax Planning Partners, Inc. | 0.10% | Add +0.8% | 91,338 | $3.7M |
| PFG Investments, LLC | 0.17% | Add +0.1% | 89,513 | $3.6M |
| Wedbush Securities Inc. | 0.10% | Add +3.2% | 86,908 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +21.0% | 76,931 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +2.9% | 76,754 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +5.3% | 76,618 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -5.0% | 75,666 | $3.1M |
| RiverFront Investment Group, LLC | 0.05% | Reduce -46.3% | 70,724 | $2.9M |
| Citadel Advisors | 0.00% | New | 70,490 | $2.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +55.1% | 65,927 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.8% | 65,231 | $2.7M |
| NWF Advisory Services Inc. | 0.28% | Reduce -15.1% | 62,702 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.9% | 62,614 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +2.9% | 62,536 | $2.5M |
| Jane Street Group, LLC | 0.00% | New | 59,335 | $2.4M |
| Old Mission Capital LLC | 0.09% | Reduce -60.9% | 59,173 | $2.4M |
| International Assets Investment Management, LLC | 0.16% | Reduce -5.8% | 58,378 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.3% | 57,796 | $2.3M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -4.3% | 56,298 | $2.3M |
| Belpointe Asset Management LLC | 0.08% | Add +27.1% | 56,284 | $2.3M |
| Flaharty Asset Management, LLC | 0.28% | Add +6.7% | 55,996 | $2.3M |
| Uniplan Investment Counsel, Inc. | 0.23% | Reduce -0.9% | 54,935 | $2.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -10.7% | 54,686 | $2.2M |
| Littlejohn Financial Services, Inc. | 1.59% | Reduce -2.4% | 53,125 | $2.2M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +13.3% | 52,694 | $2.1M |
| Garner Asset Management Corp | 0.81% | Reduce -0.5% | 52,025 | $2.1M |
| J. Team Financial, Inc. | 2.10% | Reduce -2.2% | 51,778 | $2.1M |
| San Luis Wealth Advisors LLC | 0.34% | Reduce -32.8% | 49,887 | $2.0M |
| ELCO Management Co., LLC | 1.24% | Reduce -8.7% | 48,300 | $2.0M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -21.1% | 45,987 | $1.9M |
| Collaborative Wealth Managment Inc. | 0.65% | Add +96.2% | 45,434 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.49% | Reduce -1.4% | 43,817 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -5.6% | 43,642 | $1.8M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -6.0% | 42,428 | $1.7M |
| Proficio Capital Partners LLC | 0.11% | Reduce -23.2% | 39,785 | $1.6M |
| Regal Investment Advisors LLC | 0.10% | Add +8.8% | 39,081 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +57.2% | 38,966 | $1.6M |
| SageGuard Financial Group, LLC | 0.24% | — | 37,596 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +31.9% | 37,548 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | No change | 37,195 | $1.5M |
| AlphaStar Capital Management, LLC | 0.11% | Reduce -16.0% | 37,138 | $1.5M |
| Aventura Private Wealth, LLC | 0.53% | Add +0.0% | 36,107 | $1.5M |
| HBW Advisory Services LLC | 0.15% | Reduce -22.4% | 34,367 | $1.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | No change | 33,961 | $1.4M |
| Blue Chip Partners, LLC | 0.10% | Reduce -7.7% | 33,919 | $1.4M |
| PMG Family Office LLC | 1.57% | Reduce -13.7% | 33,333 | $1.4M |
| McAdam, LLC | 0.06% | Add +8.5% | 33,303 | $1.4M |
| Bangor Savings Bank | 0.11% | No change | 33,046 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.30% | Add +25.6% | 30,659 | $1.2M |
| APS Management Group, Inc. | 1.06% | Add +6.2% | 30,429 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 30,225 | $1.2M |
| PSI Advisors, LLC | 0.30% | Add +3.1% | 29,671 | $1.2M |
| Bank of Montreal | 0.00% | Add +47.3% | 28,968 | $1.2M |
| Lido Advisors, LLC | 0.00% | No change | 28,878 | $1.1M |
| Newport Capital Group, LLC | 0.68% | No change | 27,500 | $1.1M |
| Simplicity Wealth,LLC | 0.07% | Reduce -19.9% | 27,111 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +7.4% | 26,606 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +0.0% | 26,388 | $1.1M |
| &partners | 0.01% | Add +9.7% | 26,371 | $1.1M |
| Baker Avenue Asset Management, LP | 0.02% | Add +16.6% | 25,402 | $1.0M |
| 1900 Wealth Management LLC | 0.07% | Reduce -6.3% | 24,991 | $1.0M |
| Berger Financial Group, Inc | 0.06% | Reduce -4.1% | 24,260 | $986K |
| Verus Capital Partners, LLC | 0.07% | Reduce -50.5% | 23,964 | $974K |
| Curtis Advisory Group, LLC | 0.20% | Reduce -0.9% | 22,877 | $929K |
"% 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.