Global X S&P 500 Cove Call EXYLDETF
13F holders, Q1 2026 (March 31)272holders −9
23new positions
30sold out
2famous investors
$39.13avg. 13F price*
At the end of Q1 2026, 272 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, down 9 from Q4 2025. 23 opened new positions and 30 sold out. The largest holders were Morgan Stanley ($156.5M), LPL Financial LLC ($133.7M) and Bank of America Corp. ($84.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $57.5M |
| Exits | 30 | $85.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,973,011 shares bought and 2,839,704 shares sold, net +133,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Morgan Stanley | 0.01% | Add +0.3% | 3,998,577 | $156.5M |
| LPL Financial LLC | 0.04% | Add +5.1% | 3,417,286 | $133.7M |
| Bank of America Corp. | 0.01% | Add +1.9% | 2,149,051 | $84.1M |
| Ameriprise Financial Inc. | 0.02% | Add +17.5% | 1,899,933 | $74.3M |
| Sumitomo Life Insurance Co. | 1.57% | No change | 1,710,000 | $66.9M |
| Global X Japan Co., Ltd. | 2.36% | New | 1,171,865 | $45.9M |
| UBS Group AG | 0.01% | Reduce -9.8% | 908,322 | $35.5M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 892,369 | $34.9M |
| Brookstone Capital Management | 0.39% | Add +5.9% | 876,139 | $34.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -10.8% | 836,521 | $32.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.1% | 593,035 | $23.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.9% | 514,269 | $20.1M |
| Cetera Investment Advisers | 0.02% | Add +1.6% | 476,548 | $18.6M |
| Principal Securities, Inc. | 0.26% | Add +3.5% | 447,763 | $17.5M |
| HUB Investment Partners, LLC | 0.41% | Add +4.9% | 427,853 | $16.7M |
| Sims Investment Management, LLC | 6.14% | Add +3.4% | 426,982 | $16.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -8.0% | 318,080 | $12.4M |
| First Foundation Advisors | 0.48% | Add +1.2% | 302,959 | $11.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 285,495 | $11.2M |
| Caerus Investment Advisors, LLC | 4.44% | Reduce -2.7% | 268,687 | $10.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +9.4% | 236,944 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.6% | 197,873 | $7.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -1.3% | 183,281 | $7.2M |
| J.W. Cole Advisors, Inc. | 0.24% | Add +3.4% | 181,330 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.6% | 180,983 | $7.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.46% | No change | 178,000 | $7.0M |
| Juncture Wealth Strategies, LLC | 2.27% | Add +0.2% | 173,562 | $6.8M |
| Baker Avenue Asset Management, LP | 0.14% | Add +512.7% | 155,636 | $6.1M |
| Thrive Capital Management, LLC | 1.24% | Reduce -16.6% | 145,021 | $5.7M |
| Compass Financial Services Inc | 2.39% | Add +3.8% | 141,214 | $5.5M |
| Independent Advisor Alliance | 0.06% | Add +899.2% | 140,592 | $5.5M |
| XML Financial, LLC | 0.44% | Add +14.9% | 138,224 | $5.4M |
| NFSG Corp | 0.85% | Reduce -1.5% | 132,201 | $5.2M |
| Old Mission Capital LLC | 0.12% | Add +123.1% | 132,019 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 117,579 | $4.6M |
| Avantax Planning Partners, Inc. | 0.12% | Add +18.3% | 108,022 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.9% | 107,977 | $4.2M |
| RiverFront Investment Group, LLC | 0.06% | Add +40.0% | 98,989 | $3.9M |
| Quadrature Capital Ltd | 0.05% | New | 98,641 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -50.0% | 96,651 | $3.8M |
| Ocean Park Asset Management, LLC | 0.22% | New | 95,500 | $3.7M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -0.4% | 95,313 | $3.7M |
| PFG Investments, LLC | 0.17% | Add +1.9% | 91,262 | $3.6M |
| Wedbush Securities Inc. | 0.10% | Add +3.7% | 90,153 | $3.5M |
| Western Wealth Management, LLC | 0.13% | Add +863.8% | 86,925 | $3.4M |
| Belpointe Asset Management LLC | 0.12% | Add +50.2% | 84,559 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +8.4% | 83,407 | $3.3M |
| NewEdge Advisors, LLC | 0.01% | Add +3.6% | 79,367 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +1.3% | 77,745 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -0.8% | 69,900 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.0% | 66,372 | $2.6M |
| International Assets Investment Management, LLC | 0.18% | Add +10.6% | 64,583 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.7% | 62,837 | $2.5M |
| NWF Advisory Services Inc. | 0.27% | Reduce -0.9% | 62,121 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.5% | 60,958 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +197.0% | 60,945 | $2.4M |
| SBI Securities Co., Ltd. | 0.06% | Add +4.1% | 58,593 | $2.3M |
| Flaharty Asset Management, LLC | 0.28% | Add +4.1% | 58,269 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -7.8% | 57,686 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.6% | 56,385 | $2.2M |
| Garner Asset Management Corp | 0.85% | Add +6.9% | 55,592 | $2.2M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +2.6% | 54,043 | $2.1M |
| Apella Capital, LLC | 0.03% | Add +286.3% | 51,348 | $2.1M |
| Uniplan Investment Counsel, Inc. | 0.22% | Reduce -3.9% | 52,768 | $2.1M |
| San Luis Wealth Advisors LLC | 0.34% | Add +5.7% | 52,728 | $2.1M |
| Beam Wealth Advisors, Inc. | 0.51% | Add +19.2% | 52,218 | $2.0M |
| IHT Wealth Management, LLC | 0.04% | Reduce -12.6% | 47,796 | $1.9M |
| Mariner, LLC | 0.00% | Add +9.5% | 47,783 | $1.9M |
| ELCO Management Co., LLC | 0.89% | Reduce -1.9% | 47,400 | $1.9M |
| Ameritas Advisory Services, LLC | 0.07% | Add +0.8% | 46,371 | $1.8M |
| Blue Chip Partners, LLC | 0.13% | Add +32.1% | 44,800 | $1.8M |
| AlphaStar Capital Management, LLC | 0.13% | Add +20.6% | 44,788 | $1.8M |
| J. Team Financial, Inc. | 1.95% | Reduce -14.2% | 44,437 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -42.2% | 43,758 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Add +11.1% | 41,712 | $1.6M |
| Montchanin Asset Management, LLC | 1.67% | — | 40,065 | $1.6M |
| Proficio Capital Partners LLC | 0.08% | Add +0.1% | 39,835 | $1.6M |
| Institute for Wealth Management, LLC. | 0.17% | Reduce -6.3% | 39,777 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | No change | 37,195 | $1.5M |
| McAdam, LLC | 0.06% | Add +9.4% | 36,432 | $1.4M |
| PMG Family Office LLC | 1.52% | Add +4.1% | 34,698 | $1.4M |
| HBW Advisory Services LLC | 0.14% | Add +0.3% | 34,484 | $1.3M |
| PSI Advisors, LLC | 0.32% | Add +15.3% | 34,222 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.31% | Add +9.4% | 33,553 | $1.3M |
| Bangor Savings Bank | 0.10% | No change | 33,046 | $1.3M |
| SageGuard Financial Group, LLC | 0.19% | Reduce -16.9% | 31,228 | $1.2M |
| APS Management Group, Inc. | 1.04% | Add +2.2% | 31,091 | $1.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -9.4% | 30,767 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | New | 29,073 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -0.7% | 28,766 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -28.3% | 27,941 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +4.9% | 27,674 | $1.1M |
| Newport Capital Group, LLC | 0.66% | No change | 27,500 | $1.1M |
| &partners | 0.01% | Add +3.9% | 27,410 | $1.1M |
| Founders Financial Alliance, LLC | 0.18% | Add +25.3% | 25,337 | $991K |
| Valeo Financial Advisors, LLC | 0.02% | Add +25.0% | 25,000 | $978K |
| 1900 Wealth Management LLC | 0.06% | Reduce -0.5% | 24,860 | $973K |
| Berger Financial Group, Inc | 0.05% | Add +0.1% | 24,278 | $950K |
| Curtis Advisory Group, LLC | 0.19% | Add +0.3% | 22,946 | $898K |
| Summit Financial, LLC | 0.01% | Add +34.9% | 22,608 | $885K |
"% 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.