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 |
| Tactive Advisors, LLC | 0.27% | Reduce -9.3% | 22,480 | $913K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.3% | 22,440 | $912K |
| Comerica Bank | 0.00% | Reduce -12.5% | 22,274 | $905K |
| Procyon Advisors, LLC | 0.04% | No change | 21,901 | $890K |
| Park Avenue Securities LLC | 0.01% | Add +5.0% | 21,234 | $863K |
| Triumph Capital Management | 0.18% | Reduce -1.4% | 20,641 | $839K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.2% | 20,522 | $834K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -1.1% | 20,339 | $826K |
| Atlantic Private Wealth, LLC | 0.53% | Add +142.7% | 20,278 | $824K |
| Founders Financial Alliance, LLC | 0.15% | Reduce -7.7% | 20,215 | $821K |
| Braeburn Wealth Management LLC | 0.41% | — | 20,000 | $813K |
| Valeo Financial Advisors, LLC | 0.02% | Add +11.1% | 20,000 | $813K |
| Prairieview Wealth Partners, LLC | 0.73% | Reduce -0.9% | 19,886 | $808K |
| Castle Rock Wealth Management, LLC | 0.16% | Reduce -31.0% | 17,988 | $729K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -50.3% | 17,662 | $718K |
| Summit Financial, LLC | 0.01% | Add +35.1% | 16,756 | $681K |
| World Investment Advisors | 0.01% | Add +136.9% | 16,715 | $679K |
| Joseph P. Lucia & Associates, LLC | 0.24% | Reduce -5.8% | 16,315 | $663K |
| Bensler, LLC | 0.06% | Reduce -2.3% | 15,766 | $641K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -1.4% | 15,749 | $640K |
| Kovack Advisors, Inc. | 0.03% | Add +76.5% | 15,586 | $633K |
| PKS Advisory Services, LLC | 0.14% | Add +9.9% | 15,471 | $629K |
| Redwood Financial Network Corp | 0.40% | Reduce -0.9% | 15,317 | $622K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -1.3% | 15,097 | $613K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.4% | 14,697 | $597K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.7% | 14,659 | $596K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.9% | 14,429 | $586K |
| Howard Wealth Management, LLC | 0.26% | Reduce -0.3% | 14,421 | $586K |
| Oakmont Advisory Group, LLC | 0.62% | — | 14,250 | $579K |
| Snowden Capital Advisors LLC | 0.01% | Add +16.1% | 14,115 | $574K |
| Independent Advisor Alliance | 0.01% | Reduce -2.0% | 14,070 | $572K |
| City Center Advisors, LLC | 0.52% | Add +4.2% | 14,022 | $570K |
| Insigneo Advisory Services, LLC | 0.04% | New | 13,725 | $558K |
| Equitable Holdings, Inc. | 0.00% | Add +18.0% | 13,715 | $557K |
| Renaissance Technologies | 0.00% | New | 13,700 | $557K |
| Keating Financial Advisory Services, Inc. | 0.07% | — | 13,565 | $551K |
| MOR Wealth Management, LLC | 0.25% | — | 13,345 | $542K |
| Apella Capital, LLC | 0.01% | Reduce -0.4% | 13,292 | $540K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.6% | 13,213 | $537K |
| Sax Wealth Advisors, LLC | 0.03% | Add +28.5% | 13,152 | $534K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.5% | 13,069 | $531K |
| Hamilton Wealth, LLC | 0.10% | Add +15.8% | 12,897 | $524K |
| Maridea Wealth Management LLC | 0.08% | New | 12,715 | $517K |
| Comprehensive Money Management Services LLC | 0.35% | Reduce -0.9% | 12,577 | $511K |
| Choreo, LLC | 0.01% | Reduce -10.3% | 12,334 | $502K |
| Truist Financial Corp. | 0.00% | Reduce -5.1% | 12,366 | $502K |
| Solutions 4 Wealth, Ltd | 0.74% | Add +17.2% | 12,033 | $489K |
| StoneX Group Inc. | 0.02% | Add +56.0% | 11,828 | $481K |
| WCG Wealth Advisors LLC | 0.01% | New | 11,811 | $480K |
| HRT Financial LP | 0.00% | Add +110.9% | 11,688 | $474K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -1.4% | 11,625 | $472K |
| AE Wealth Management LLC | 0.00% | Add +182.1% | 11,514 | $468K |
| Note Advisors, LLC | 0.24% | Reduce -1.1% | 11,548 | $467K |
| Blair William & Co. | 0.00% | Reduce -34.4% | 11,141 | $453K |
| First Citizens Bank & Trust Co. | 0.01% | Add +8.5% | 11,004 | $447K |
| Copley Financial Group, Inc. | 0.28% | Add +13.4% | 10,947 | $445K |
| Advyzon Investment Management, LLC | 0.05% | Add +15.9% | 10,749 | $437K |
| Private Trust Co. NA | 0.04% | Add +9.4% | 10,685 | $434K |
| Smith, Moore & Co. | 0.03% | Add +16.0% | 10,669 | $433K |
| Clearstead Advisors, LLC | 0.01% | No change | 10,590 | $430K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.1% | 10,582 | $430K |
| Horizon Wealth Management, LLC | 0.07% | No change | 10,468 | $425K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.7% | 10,293 | $418K |
| Corient Private Wealth LP | 0.00% | Reduce -2.5% | 10,011 | $407K |
| Tortuga Wealth Management, Inc | 0.42% | — | 9,854 | $400K |
| GeoWealth Management, LLC | 0.01% | Add +29.7% | 9,741 | $396K |
| Oppenheimer & Co. Inc. | 0.01% | Add +41.4% | 9,685 | $394K |
| KW Wealth Management LLC | 0.60% | Add +20.9% | 9,660 | $392K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -11.6% | 9,446 | $384K |
| Royal Fund Management, LLC | 0.04% | Add +68.3% | 9,435 | $383K |
| First Heartland Consultants, Inc. | 0.03% | Add +2.8% | 9,246 | $376K |
| Cwm, LLC | 0.00% | Add +104.3% | 9,208 | $374K |
| Grant Private Wealth Management Inc | 0.23% | New | 9,182 | $373K |
| Resolute Capital, LLC | 0.16% | — | 9,166 | $372K |
| Hyundai Investments Co., Ltd. | 0.36% | New | 9,084 | $370K |
| Western Wealth Management, LLC | 0.02% | Add +75.6% | 9,019 | $366K |
| Salomon & Ludwin, LLC | 0.03% | No change | 8,871 | $362K |
| Transcend Capital Advisors, LLC | 0.03% | Add +19.7% | 8,875 | $361K |
| Arax Advisory Partners | 0.01% | New | 8,737 | $355K |
| VestGen Advisors, LLC | 0.01% | No change | 8,674 | $352K |
| Creative Planning | 0.00% | New | 8,544 | $347K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 8,452 | $343K |
| TrueMark Investments, LLC | 0.06% | New | 8,313 | $338K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.1% | 8,253 | $335K |
| Compound Planning, Inc. | 0.01% | Add +1.7% | 8,237 | $335K |
| Sigma Planning Corp | 0.01% | Add +6.7% | 8,226 | $334K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.0% | 8,203 | $333K |
| Strategic Blueprint, LLC | 0.02% | New | 8,065 | $328K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Reduce -5.7% | 7,838 | $318K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -30.8% | 7,497 | $305K |
| Trilogy Capital Inc. | 0.01% | Add +5.3% | 7,439 | $302K |
| AQR Capital Management | 0.00% | New | 7,288 | $296K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.0% | 7,246 | $294K |
| Money Concepts Capital Corp. | 0.02% | New | 7,226 | $294K |
| BlackRock, Inc. | 0.00% | Reduce -3.4% | 6,950 | $282K |
| Armor Investment Advisors, LLC | 0.10% | No change | 6,783 | $276K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -38.6% | 6,772 | $275K |
| Core Wealth Partners LLC | 0.12% | New | 6,771 | $275K |
| Carlson Financial, Inc. | 0.16% | — | 6,665 | $271K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -0.5% | 6,652 | $270K |
| Two Sigma Securities, LLC | 0.04% | Reduce -4.2% | 6,605 | $268K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.6% | 175,450 | $264K |
| Eq LLC | 0.07% | No change | 6,263 | $254K |
| Level Four Advisory Services, LLC | 0.01% | New | 6,240 | $254K |
| Patten & Patten Inc. | 0.01% | Add +0.2% | 6,048 | $246K |
| Providence Capital Advisors, LLC | 0.04% | New | 5,865 | $238K |
| Hilltop Holdings Inc. | 0.01% | New | 5,756 | $234K |
| Elevatus Welath Management | 0.06% | New | 5,752 | $234K |
| Mgo One Seven LLC | 0.00% | New | 5,651 | $230K |
| AlphaCore Capital LLC | 0.01% | Reduce -7.0% | 5,630 | $229K |
| Quartz Partners, LLC | 0.08% | No change | 5,560 | $226K |
| Silver Oak Securities, Incorporated | 0.01% | No change | 5,450 | $222K |
| Advisory Advocates, LLC | 0.22% | — | 5,450 | $221K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -24.1% | 5,348 | $217K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 5,323 | $216K |
| Kapstone Financial Advisors LLC | 0.11% | New | 5,231 | $213K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5,058 | $207K |
| Private Client Services, LLC | 0.06% | Reduce -17.9% | 5,073 | $206K |
| Main Street Financial Solutions, LLC | 0.02% | New | 5,000 | $203K |
| Sandbox Financial Partners, LLC | 0.06% | Reduce -12.6% | 4,987 | $203K |
| Alteri Wealth LLC | 0.07% | New | 4,980 | $202K |
| Fifth Third Bancorp | 0.00% | No change | 4,542 | $185K |
| SageView Advisory Group, LLC | 0.01% | New | 4,372 | $178K |
| Tidemark, LLC | 0.05% | No change | 4,159 | $169K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 3,836 | $156K |
| Allworth Financial LP | 0.00% | Add +2.2% | 3,830 | $156K |
| Proffitt & Goodson Inc. | 0.02% | No change | 3,336 | $136K |
| EFG International AG | 0.00% | — | 3,280 | $133K |
| Robinswood Financial LLC | 0.04% | No change | 3,149 | $128K |
| IFP Advisors, Inc | 0.00% | Add +3.9% | 3,049 | $124K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -0.5% | 3,000 | $122K |
| Winnacle Wealth LLC | 0.09% | Reduce -25.0% | 2,908 | $119K |
| IMG Wealth Management, Inc. | 0.08% | Add +11.3% | 2,926 | $119K |
| National Bank of Canada | 0.00% | Add +50.5% | 2,445 | $99K |
| Caitlin John, LLC | 0.06% | Reduce -8.3% | 2,200 | $89K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -37.1% | 1,967 | $80K |
| Collier Financial | 0.06% | Reduce -81.3% | 1,956 | $79K |
| ORG Partners LLC | 0.01% | Reduce -4.0% | 1,681 | $68K |
| Signature Equity Partners, LLC | 0.04% | — | 1,677 | $68K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -38.0% | 1,599 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -55.8% | 1,573 | $64K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -69.7% | 1,538 | $62K |
| FMR LLC | 0.00% | Add +67.0% | 1,485 | $60K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 1,336 | $54K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,200 | $49K |
| Murphy & Mullick Capital Management Corp | 0.03% | Reduce -34.5% | 1,000 | $41K |
| Horizon Financial Services, LLC | 0.02% | No change | 1,000 | $41K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.5% | 970 | $39K |
| Spire Wealth Management | 0.00% | Reduce -21.7% | 849 | $34K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 770 | $31K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $28K |
| US Bancorp \de | 0.00% | Reduce -64.6% | 689 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -93.6% | 687 | $28K |
| Eastern Bank | 0.00% | No change | 600 | $24K |
| Group One Trading LLC | 0.00% | New | 595 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.9% | 572 | $23K |
| Dunhill Financial, LLC | 0.01% | New | 500 | $20K |
| Angeles Wealth Management, LLC | 0.00% | New | 500 | $20K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 500 | $20K |
| Webster Bank, N. A. | 0.00% | No change | 486 | $20K |
| JPMorgan Chase & Co. | 0.00% | Add +24.4% | 480 | $20K |
| MAI Capital Management | 0.00% | Add +4.9% | 473 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -69.1% | 453 | $18K |
| Simplex Trading, LLC | 0.00% | Reduce -38.2% | 257 | $10K |
| Larson Financial Group LLC | 0.00% | Add +20100.0% | 202 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 200 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | New | 131 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 125 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | Add +8.5% | 115 | $5K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -68.8% | 100 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 100 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $4K |
| Wellington-Altus USA Inc. | 0.00% | — | 91 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 83 | $3K |
| Roble, Belko & Company, Inc | 0.00% | New | 75 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 50 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 29 | $1K |
| Albion Financial Group | 0.00% | Add +3.7% | 28 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 20 | $813 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 19 | $772 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -61.0% | 16 | $650 |
"% 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.