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 |
| Tactive Advisors, LLC | 0.25% | Reduce -1.1% | 22,227 | $870K |
| Focused Alpha, LLC | 0.27% | New | 22,143 | $866K |
| Procyon Advisors, LLC | 0.04% | No change | 21,901 | $857K |
| Triumph Capital Management | 0.17% | Add +4.8% | 21,641 | $847K |
| Fifth Third Bancorp | 0.00% | Add +374.1% | 21,532 | $843K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -4.6% | 21,416 | $838K |
| Verus Capital Partners, LLC | 0.06% | Reduce -11.3% | 21,252 | $832K |
| Independent Financial Group, LLC | 0.02% | Reduce -20.8% | 21,084 | $825K |
| Madison Wealth Partners, Inc | 0.13% | Add +18.8% | 20,979 | $821K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.3% | 20,537 | $804K |
| Atlantic Private Wealth, LLC | 0.52% | No change | 20,278 | $793K |
| Braeburn Wealth Management LLC | 0.45% | No change | 20,000 | $783K |
| HRT Financial LP | 0.00% | Add +71.0% | 19,983 | $781K |
| Prairieview Wealth Partners, LLC | 0.64% | Reduce -0.3% | 19,824 | $776K |
| Lido Advisors, LLC | 0.00% | Reduce -31.5% | 19,771 | $774K |
| Aventura Private Wealth, LLC | 0.27% | Reduce -47.3% | 19,039 | $745K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +23.4% | 18,090 | $708K |
| D.A. Davidson & Co. | 0.00% | Add +22.6% | 17,683 | $692K |
| Qube Research & Technologies Ltd | 0.00% | Add +795.1% | 17,606 | $689K |
| Castle Rock Wealth Management, LLC | 0.15% | Reduce -3.1% | 17,426 | $686K |
| Advyzon Investment Management, LLC | 0.06% | Add +58.1% | 16,990 | $665K |
| Simplicity Wealth,LLC | 0.04% | Reduce -38.9% | 16,574 | $649K |
| Kovack Advisors, Inc. | 0.03% | Add +5.8% | 16,491 | $648K |
| Joseph P. Lucia & Associates, LLC | 0.23% | Reduce -0.3% | 16,275 | $637K |
| World Investment Advisors | 0.01% | Reduce -3.1% | 16,188 | $633K |
| Equitable Holdings, Inc. | 0.00% | Add +13.3% | 15,540 | $631K |
| Insigneo Advisory Services, LLC | 0.04% | Add +17.0% | 16,061 | $628K |
| Snowden Capital Advisors LLC | 0.02% | Add +12.8% | 15,914 | $623K |
| Wealthspire Retirement, LLC | 0.04% | Add +1.1% | 15,914 | $623K |
| PKS Advisory Services, LLC | 0.14% | Add +2.0% | 15,777 | $617K |
| First Citizens Bank & Trust Co. | 0.01% | Add +40.0% | 15,408 | $603K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +15.2% | 15,220 | $596K |
| Redwood Financial Network Corp | 0.39% | Reduce -0.9% | 15,177 | $594K |
| City Center Advisors, LLC | 0.54% | Add +5.9% | 14,847 | $581K |
| Howard Wealth Management, LLC | 0.24% | Reduce -0.4% | 14,358 | $562K |
| Bensler, LLC | 0.06% | Reduce -11.5% | 13,946 | $546K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -5.8% | 13,840 | $542K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 13,152 | $534K |
| Copley Financial Group, Inc. | 0.32% | Add +22.1% | 13,362 | $523K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +95.3% | 13,222 | $517K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.3% | 13,102 | $513K |
| MOR Wealth Management, LLC | 0.23% | Reduce -2.3% | 13,045 | $510K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +73.8% | 13,026 | $510K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -14.5% | 12,909 | $505K |
| Smith, Moore & Co. | 0.04% | Add +15.7% | 12,344 | $483K |
| Oakmont Advisory Group, LLC | 0.49% | Reduce -13.7% | 12,301 | $481K |
| WCG Wealth Advisors LLC | 0.01% | Add +0.5% | 11,873 | $465K |
| Note Advisors, LLC | 0.23% | Add +2.3% | 11,808 | $462K |
| Choreo, LLC | 0.01% | Reduce -4.4% | 11,789 | $461K |
| Comprehensive Money Management Services LLC | 0.30% | Reduce -6.4% | 11,772 | $461K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.4% | 11,674 | $457K |
| Blair William & Co. | 0.00% | Add +4.4% | 11,636 | $455K |
| Truist Financial Corp. | 0.00% | Reduce -6.6% | 11,546 | $452K |
| Private Trust Co. NA | 0.04% | Reduce -0.1% | 10,679 | $436K |
| Core Wealth Advisors, Inc. | 0.10% | New | 10,892 | $426K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 10,586 | $423K |
| Money Concepts Capital Corp. | 0.02% | Add +48.8% | 10,754 | $421K |
| Key Client Fiduciary Advisors, LLC | 0.14% | Add +36.4% | 10,690 | $418K |
| Royal Fund Management, LLC | 0.04% | Add +13.2% | 10,677 | $418K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -76.5% | 10,655 | $417K |
| Clearstead Advisors, LLC | 0.00% | No change | 10,590 | $414K |
| Horizon Wealth Management, LLC | 0.06% | No change | 10,468 | $410K |
| Strategic Blueprint, LLC | 0.02% | Add +29.2% | 10,418 | $408K |
| Solutions 4 Wealth, Ltd | 0.60% | Reduce -15.1% | 10,214 | $400K |
| Grant Private Wealth Management Inc | 0.21% | Add +10.7% | 10,165 | $398K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.7% | 10,142 | $397K |
| Transcend Capital Advisors, LLC | 0.03% | Add +7.7% | 9,554 | $374K |
| Resolute Capital, LLC | 0.15% | Add +2.8% | 9,418 | $369K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.6% | 9,297 | $364K |
| Mutual Advisors, LLC | 0.01% | Add +11.3% | 9,182 | $359K |
| Corient Private Wealth LP | 0.00% | Reduce -4.4% | 9,574 | $358K |
| Compound Planning, Inc. | 0.01% | Add +10.2% | 9,079 | $355K |
| Core Wealth Partners LLC | 0.16% | Add +33.0% | 9,003 | $352K |
| VestGen Advisors, LLC | 0.01% | No change | 8,674 | $352K |
| Cwm, LLC | 0.00% | Reduce -2.3% | 8,998 | $352K |
| Salomon & Ludwin, LLC | 0.03% | No change | 8,871 | $349K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +67.5% | 8,914 | $349K |
| Arax Advisory Partners | 0.01% | Add +1.3% | 8,848 | $346K |
| Hamilton Wealth, LLC | 0.07% | Reduce -33.6% | 8,563 | $335K |
| Tortuga Wealth Management, Inc | 0.31% | Reduce -13.2% | 8,549 | $335K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.3% | 8,477 | $332K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -18.7% | 8,365 | $327K |
| Keating Financial Advisory Services, Inc. | 0.05% | Reduce -39.4% | 8,225 | $322K |
| Sigma Planning Corp | 0.01% | Reduce -0.8% | 8,161 | $319K |
| Creative Planning | 0.00% | Reduce -5.2% | 8,100 | $317K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -1.8% | 8,052 | $315K |
| Hyundai Investments Co., Ltd. | 0.35% | Reduce -11.7% | 8,018 | $308K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -17.2% | 7,820 | $306K |
| Jane Street Group, LLC | 0.00% | Reduce -87.2% | 7,621 | $298K |
| GeoWealth Management, LLC | 0.01% | Reduce -21.8% | 7,616 | $298K |
| Level Four Advisory Services, LLC | 0.01% | Add +21.3% | 7,569 | $296K |
| AQR Capital Management | 0.00% | No change | 7,288 | $285K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -0.6% | 7,200 | $282K |
| Advisory Advocates, LLC | 0.28% | Add +27.5% | 6,950 | $272K |
| BlackRock, Inc. | 0.00% | No change | 6,950 | $272K |
| StoneX Group Inc. | 0.01% | Reduce -43.8% | 6,649 | $260K |
| Armor Investment Advisors, LLC | 0.09% | Reduce -3.5% | 6,549 | $256K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -3.5% | 6,420 | $251K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,355 | $249K |
| Eq LLC | 0.07% | No change | 6,263 | $245K |
| Patten & Patten Inc. | 0.01% | Add +2.3% | 6,187 | $242K |
| AE Wealth Management LLC | 0.00% | Reduce -48.6% | 5,923 | $232K |
| XTX Topco Ltd | 0.00% | New | 5,894 | $231K |
| Alteri Wealth LLC | 0.07% | Add +15.6% | 5,755 | $225K |
| Carlson Financial, Inc. | 0.13% | Reduce -14.8% | 5,678 | $222K |
| Kapstone Financial Advisors LLC | 0.10% | Add +4.7% | 5,476 | $214K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 5,457 | $214K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 5,450 | $213K |
| Mgo One Seven LLC | 0.00% | Reduce -5.0% | 5,371 | $210K |
| AlphaCore Capital LLC | 0.00% | Reduce -6.0% | 5,292 | $207K |
| Elevatus Welath Management | 0.11% | Reduce -8.3% | 5,272 | $206K |
| Trilogy Capital Inc. | 0.01% | Reduce -29.2% | 5,264 | $206K |
| Quartz Partners, LLC | 0.08% | Reduce -5.4% | 5,259 | $206K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,166 | $202K |
| Betterment LLC | 0.00% | New | 5,122 | $200K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5,058 | $200K |
| Harbour Investments, Inc. | 0.00% | New | 4,873 | $191K |
| Tidemark, LLC | 0.04% | No change | 4,159 | $163K |
| IMG Wealth Management, Inc. | 0.10% | Add +32.1% | 3,865 | $151K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 3,836 | $150K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 3,788 | $148K |
| Proffitt & Goodson Inc. | 0.02% | Add +4.7% | 3,493 | $137K |
| Robinswood Financial LLC | 0.04% | No change | 3,149 | $123K |
| IFP Advisors, Inc | 0.00% | Add +2.8% | 3,133 | $123K |
| Collier Financial | 0.09% | Add +59.1% | 3,112 | $122K |
| Salem Investment Counselors Inc. | 0.00% | New | 3,000 | $117K |
| Smartleaf Asset Management LLC | 0.00% | No change | 3,000 | $115K |
| National Bank of Canada | 0.00% | Reduce -12.7% | 2,134 | $84K |
| Owl Creek Wealth Partners LLC | 0.03% | — | 1,899 | $74K |
| US Bancorp \de | 0.00% | Add +166.9% | 1,839 | $72K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,798 | $70K |
| Ascentis Independent Advisors | 0.00% | New | 1,631 | $64K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.4% | 1,621 | $64K |
| Signature Equity Partners, LLC | 0.03% | Reduce -5.5% | 1,585 | $62K |
| Caitlin John, LLC | 0.03% | Reduce -36.4% | 1,400 | $55K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 1,336 | $52K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1,250 | $49K |
| Farther Finance Advisors, LLC | 0.00% | Add +172.0% | 1,232 | $48K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -25.3% | 1,149 | $45K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +2.8% | 1,028 | $40K |
| Horizon Financial Services, LLC | 0.02% | No change | 1,000 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Reduce -19.0% | 786 | $31K |
| JPMorgan Chase & Co. | 0.00% | Add +59.8% | 767 | $29K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 700 | $27K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.1% | 686 | $27K |
| FMR LLC | 0.00% | Reduce -56.7% | 643 | $25K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 634 | $25K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.8% | 588 | $23K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 504 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | New | 492 | $19K |
| Webster Bank, N. A. | 0.00% | No change | 486 | $19K |
| MAI Capital Management | 0.00% | Reduce -3.6% | 456 | $18K |
| Spire Wealth Management | 0.00% | Reduce -47.1% | 449 | $18K |
| Ulland Investment Advisors, LLC | 0.01% | Reduce -40.0% | 300 | $12K |
| Hilton Head Capital Partners, LLC | 0.01% | New | 301 | $12K |
| TopTier Wealth Management, LLC | 0.01% | New | 245 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 202 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 200 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 131 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 125 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | Add +2.6% | 118 | $5K |
| Quaker Wealth Management, LLC | 0.00% | No change | 100 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 100 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 83 | $3K |
| Roble, Belko & Company, Inc | 0.00% | No change | 75 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 50 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +41.4% | 41 | $2K |
| Albion Financial Group | 0.00% | Add +3.6% | 29 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 20 | $783 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 19 | $744 |
| Citigroup Inc. | 0.00% | New | 15 | $587 |
"% 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.