Global X S&P 500 Cove Call EXYLDETF
13F holders, Q2 2026 (June 30)276holders +4
22new positions
20sold out
2famous investors
$40.79avg. 13F price*
At the end of Q2 2026, 276 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, up 4 from Q1 2026. 22 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($167.0M), LPL Financial LLC ($142.9M) and Bank of America Corp. ($96.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $18.9M |
| Exits | 20 | $15.8M |
All 13F filers, Q1 2026 → Q2 2026: 2,575,687 shares bought and 1,182,101 shares sold, net +1,393,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| Morgan Stanley | 0.01% | Add +2.4% | 4,095,324 | $167.0M |
| LPL Financial LLC | 0.03% | Add +2.5% | 3,504,445 | $142.9M |
| Bank of America Corp. | 0.01% | Add +9.6% | 2,355,983 | $96.1M |
| Ameriprise Financial Inc. | 0.02% | Add +4.0% | 1,975,584 | $80.6M |
| Sumitomo Life Insurance Co. | 1.14% | No change | 1,710,000 | $69.8M |
| Global X Japan Co., Ltd. | 1.78% | Add +1.3% | 1,187,341 | $48.4M |
| Osaic Holdings, Inc. | 0.05% | Add +23.4% | 1,032,694 | $42.1M |
| Wells Fargo & Company | 0.01% | Add +6.4% | 949,131 | $38.7M |
| UBS Group AG | 0.01% | Reduce -5.0% | 863,278 | $35.2M |
| Brookstone Capital Management | 0.33% | Reduce -6.9% | 815,836 | $33.3M |
| Proficio Capital Partners LLC | 0.97% | Add +1566.2% | 663,735 | $27.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.9% | 646,091 | $26.4M |
| Cetera Investment Advisers | 0.02% | Add +17.4% | 559,469 | $22.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.0% | 503,980 | $20.6M |
| Principal Securities, Inc. | 0.22% | Add +1.4% | 453,929 | $18.5M |
| HUB Investment Partners, LLC | 0.33% | Add +3.7% | 443,829 | $18.1M |
| Sims Investment Management, LLC | 5.53% | Add +2.7% | 438,538 | $17.9M |
| Baird Financial Group, Inc. | 0.02% | Add +2.4% | 325,828 | $13.3M |
| Caerus Investment Advisors, LLC | 4.21% | Add +14.0% | 306,229 | $12.5M |
| First Foundation Advisors | 0.44% | Reduce -0.3% | 302,148 | $12.3M |
| Waterway Wealth Management, LLC | 2.42% | New | 291,116 | $11.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.3% | 237,712 | $9.7M |
| Royal Bank of Canada | 0.00% | Reduce -17.9% | 234,241 | $9.6M |
| MML Investors Services, LLC | 0.02% | Add +171.8% | 226,694 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.9% | 203,514 | $8.3M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 186,252 | $7.6M |
| Thrive Capital Management, LLC | 1.43% | Add +28.1% | 185,849 | $7.6M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -0.7% | 180,083 | $7.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.42% | No change | 178,000 | $7.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -10.6% | 163,826 | $6.7M |
| Juncture Wealth Strategies, LLC | 1.69% | Reduce -8.4% | 159,001 | $6.5M |
| XML Financial, LLC | 0.45% | Add +10.3% | 152,505 | $6.2M |
| Compass Financial Services Inc | 2.24% | Add +3.9% | 146,670 | $6.0M |
| NFSG Corp | 0.66% | Reduce -1.4% | 130,376 | $5.3M |
| CreativeOne Wealth, LLC | 0.10% | Add +15.1% | 109,728 | $4.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.3% | 109,404 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.4% | 105,350 | $4.3M |
| RiverFront Investment Group, LLC | 0.06% | Add +6.4% | 105,289 | $4.3M |
| Avantax Planning Partners, Inc. | 0.10% | Reduce -5.7% | 101,920 | $4.2M |
| Ocean Park Asset Management, LLC | 0.19% | No change | 95,500 | $3.9M |
| PFG Investments, LLC | 0.15% | Add +3.3% | 94,290 | $3.8M |
| International Assets Investment Management, LLC | 0.23% | Add +43.5% | 92,695 | $3.8M |
| Wedbush Securities Inc. | 0.10% | Add +0.3% | 90,404 | $3.7M |
| Western Wealth Management, LLC | 0.12% | Add +3.2% | 89,682 | $3.7M |
| Belpointe Asset Management LLC | 0.11% | Add +0.5% | 84,996 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Add +0.1% | 79,486 | $3.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -18.8% | 78,467 | $3.2M |
| Lido Advisors, LLC | 0.01% | Add +271.8% | 73,514 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -7.5% | 71,901 | $2.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.5% | 70,395 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.8% | 64,526 | $2.6M |
| Garner Asset Management Corp | 0.84% | Add +13.7% | 63,213 | $2.6M |
| NWF Advisory Services Inc. | 0.24% | Add +0.2% | 62,257 | $2.5M |
| Ameritas Advisory Services, LLC | 0.05% | Add +31.1% | 60,770 | $2.5M |
| SBI Securities Co., Ltd. | 0.05% | Reduce -0.8% | 58,149 | $2.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.3% | 56,962 | $2.3M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +5.3% | 56,923 | $2.3M |
| Modern Wealth Management, LLC | 0.03% | New | 56,771 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -1.8% | 56,648 | $2.3M |
| J. Team Financial, Inc. | 2.20% | Add +24.8% | 55,455 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.0% | 52,981 | $2.2M |
| Uniplan Investment Counsel, Inc. | 0.20% | Reduce -1.8% | 51,807 | $2.1M |
| Apella Capital, LLC | 0.03% | Reduce -1.7% | 50,473 | $2.1M |
| Blue Chip Partners, LLC | 0.13% | Add +11.6% | 49,973 | $2.0M |
| Beam Wealth Advisors, Inc. | 0.45% | Reduce -4.9% | 49,674 | $2.0M |
| IHT Wealth Management, LLC | 0.04% | Reduce -6.9% | 44,502 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Add +2.5% | 42,770 | $1.7M |
| ELCO Management Co., LLC | 0.72% | Reduce -13.1% | 41,200 | $1.7M |
| &partners | 0.01% | Add +47.8% | 40,500 | $1.7M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -3.1% | 38,550 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +116.1% | 38,049 | $1.6M |
| Montchanin Asset Management, LLC | 1.57% | Reduce -5.7% | 37,765 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | No change | 37,195 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.1% | 36,293 | $1.5M |
| PMG Family Office LLC | 1.34% | Add +2.9% | 35,689 | $1.5M |
| Bangor Savings Bank | 0.11% | Add +7.5% | 35,511 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -49.5% | 35,322 | $1.4M |
| HBW Advisory Services LLC | 0.12% | Reduce -6.3% | 32,320 | $1.3M |
| PSI Advisors, LLC | 0.30% | Reduce -6.0% | 32,154 | $1.3M |
| APS Management Group, Inc. | 0.98% | Add +0.7% | 31,305 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | No change | 30,767 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.25% | Reduce -8.5% | 30,698 | $1.3M |
| McAdam, LLC | 0.05% | Reduce -18.0% | 29,876 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Add +1.6% | 29,525 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -39.2% | 29,062 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 28,711 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +1.3% | 28,304 | $1.2M |
| Newport Capital Group, LLC | 0.63% | No change | 27,500 | $1.1M |
| Founders Financial Alliance, LLC | 0.14% | Add +4.8% | 26,566 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 26,482 | $1.1M |
| Insigneo Advisory Services, LLC | 0.04% | Add +56.3% | 25,098 | $1.0M |
| 1900 Wealth Management LLC | 0.06% | No change | 24,860 | $1.0M |
| Advyzon Investment Management, LLC | 0.07% | Add +42.9% | 24,274 | $990K |
| Berger Financial Group, Inc | 0.05% | Reduce -1.3% | 23,971 | $978K |
| Triumph Capital Management | 0.18% | Add +10.6% | 23,925 | $976K |
| SageGuard Financial Group, LLC | 0.14% | Reduce -23.6% | 23,867 | $974K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.5% | 23,445 | $956K |
| Anchor Bay Capital, Inc. | 0.51% | — | 22,840 | $950K |
| Curtis Advisory Group, LLC | 0.18% | No change | 22,946 | $936K |
| Tactive Advisors, LLC | 0.23% | Add +2.3% | 22,739 | $928K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -19.1% | 22,402 | $914K |
| Focused Alpha, LLC | 0.23% | Add +0.3% | 22,218 | $906K |
| Independent Advisor Alliance | 0.02% | Reduce -84.3% | 22,065 | $900K |
| Procyon Advisors, LLC | 0.04% | No change | 21,901 | $893K |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 21,600 | $881K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.5% | 21,319 | $870K |
| Independent Financial Group, LLC | 0.02% | Add +0.5% | 21,185 | $864K |
| Park Avenue Securities LLC | 0.01% | Add +0.0% | 20,543 | $838K |
| Atlantic Private Wealth, LLC | 0.51% | No change | 20,278 | $827K |
| Braeburn Wealth Management LLC | 0.35% | No change | 20,000 | $816K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -20.0% | 20,000 | $816K |
| Madison Wealth Partners, Inc | 0.10% | Reduce -4.9% | 19,945 | $814K |
| Summit Financial, LLC | 0.01% | Reduce -13.7% | 19,521 | $796K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.8% | 19,493 | $795K |
| Core Wealth Advisors, Inc. | 0.16% | Add +78.0% | 19,385 | $791K |
| Prairieview Wealth Partners, LLC | 0.58% | Reduce -3.2% | 19,184 | $783K |
| Verus Capital Partners, LLC | 0.04% | Reduce -9.7% | 19,182 | $782K |
| Equitable Holdings, Inc. | 0.00% | Add +23.0% | 19,113 | $780K |
| Compass Financial Management LLC | 0.09% | — | 18,590 | $770K |
| Markowski Investments | 0.16% | — | 18,325 | $747K |
| Sanctuary Advisors, LLC | 0.00% | Add +31.3% | 17,206 | $702K |
| Kovack Advisors, Inc. | 0.03% | Add +3.3% | 17,042 | $696K |
| AlphaStar Capital Management, LLC | 0.04% | Reduce -62.4% | 16,825 | $686K |
| PKS Advisory Services, LLC | 0.11% | Add +6.4% | 16,787 | $685K |
| Oakmont Advisory Group, LLC | 0.57% | Add +35.5% | 16,670 | $680K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -89.4% | 16,522 | $674K |
| Wealthspire Retirement, LLC | 0.04% | Add +0.8% | 16,036 | $654K |
| Joseph P. Lucia & Associates, LLC | 0.20% | Reduce -1.6% | 16,016 | $653K |
| Sax Wealth Advisors, LLC | 0.03% | Add +24.1% | 16,315 | $638K |
| City Center Advisors, LLC | 0.51% | Add +4.8% | 15,561 | $635K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.2% | 15,435 | $630K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +14.7% | 15,161 | $618K |
| Redwood Financial Network Corp | 0.34% | Reduce -0.4% | 15,118 | $617K |
| D.A. Davidson & Co. | 0.00% | Reduce -14.6% | 15,103 | $616K |
| Howard Wealth Management, LLC | 0.23% | Add +4.5% | 15,008 | $612K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 14,991 | $611K |
| Copley Financial Group, Inc. | 0.37% | Add +12.0% | 14,962 | $610K |
| Grant Private Wealth Management Inc | 0.25% | Add +42.5% | 14,480 | $591K |
| Corient Private Wealth LP | 0.00% | Add +50.2% | 14,376 | $586K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.6% | 14,373 | $586K |
| Arax Advisory Partners | 0.00% | Add +62.2% | 14,348 | $585K |
| Castle Rock Wealth Management, LLC | 0.11% | Reduce -17.9% | 14,307 | $584K |
| Hyundai Investments Co., Ltd. | 0.63% | Add +77.4% | 14,225 | $578K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -12.9% | 13,859 | $565K |
| Creative Planning | 0.00% | Add +65.3% | 13,390 | $546K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.7% | 13,322 | $543K |
| Perennial Investment Advisors, LLC | 0.04% | Add +1.4% | 13,087 | $534K |
| MOR Wealth Management, LLC | 0.21% | Reduce -1.9% | 12,795 | $522K |
| Royal Fund Management, LLC | 0.04% | Add +18.7% | 12,673 | $517K |
| Smith, Moore & Co. | 0.03% | Add +1.1% | 12,481 | $509K |
| Transcend Capital Advisors, LLC | 0.03% | Add +27.5% | 12,181 | $497K |
| Choreo, LLC | 0.01% | Add +1.9% | 12,014 | $490K |
| Strategic Blueprint, LLC | 0.02% | Add +13.8% | 11,850 | $483K |
| StoneX Group Inc. | 0.02% | Add +78.1% | 11,839 | $483K |
| Comprehensive Money Management Services LLC | 0.30% | No change | 11,772 | $480K |
| Simplicity Wealth,LLC | 0.02% | Reduce -29.2% | 11,741 | $479K |
| Blair William & Co. | 0.00% | Add +0.4% | 11,678 | $476K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -4.2% | 11,370 | $464K |
| Truist Financial Corp. | 0.00% | Reduce -3.2% | 11,181 | $456K |
| IMG Wealth Management, Inc. | 0.25% | Add +187.5% | 11,111 | $453K |
| Note Advisors, LLC | 0.20% | Reduce -6.4% | 11,057 | $451K |
| VestGen Advisors, LLC | 0.01% | Add +25.8% | 10,908 | $445K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Add +0.8% | 10,776 | $440K |
| Jane Street Group, LLC | 0.00% | Add +40.9% | 10,739 | $438K |
| Oppenheimer & Co. Inc. | 0.00% | Add +5.2% | 10,666 | $435K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.5% | 10,537 | $429K |
| Horizon Wealth Management, LLC | 0.05% | No change | 10,468 | $427K |
| Solutions 4 Wealth, Ltd | 0.55% | Add +2.4% | 10,454 | $426K |
| Bensler, LLC | 0.04% | Reduce -25.2% | 10,433 | $426K |
| Hamilton Wealth, LLC | 0.08% | Add +21.4% | 10,399 | $424K |
| Keystone Financial Group | 0.02% | New | 9,868 | $403K |
| Mutual Advisors, LLC | 0.01% | Add +6.2% | 9,749 | $398K |
| Resolute Capital, LLC | 0.14% | Add +2.8% | 9,677 | $395K |
| Compound Planning, Inc. | 0.01% | Add +5.1% | 9,546 | $389K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.6% | 9,350 | $381K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +15.8% | 9,325 | $380K |
| Collaborative Wealth Managment Inc. | 0.16% | Reduce -13.4% | 9,225 | $376K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -3.6% | 8,548 | $349K |
| Tortuga Wealth Management, Inc | 0.26% | No change | 8,549 | $349K |
| Money Concepts Capital Corp. | 0.02% | Reduce -21.3% | 8,464 | $345K |
| Private Trust Co. NA | 0.03% | Reduce -22.6% | 8,271 | $337K |
| Level Four Advisory Services, LLC | 0.01% | Add +8.3% | 8,195 | $334K |
| Sigma Planning Corp | 0.01% | Reduce -0.9% | 8,086 | $330K |
| Keating Financial Advisory Services, Inc. | 0.04% | Reduce -6.6% | 7,684 | $313K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.0% | 7,462 | $304K |
| Aventura Private Wealth, LLC | 0.09% | Reduce -62.1% | 7,213 | $294K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.5% | 7,212 | $294K |
| Milestone Asset Management, LLC | 0.05% | New | 7,121 | $290K |
| Advisory Advocates, LLC | 0.24% | No change | 6,950 | $283K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,736 | $275K |
| Core Wealth Partners LLC | 0.12% | Reduce -25.5% | 6,709 | $274K |
| AdvisorNet Financial, Inc | 0.01% | Add +478.3% | 6,645 | $271K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.1% | 6,348 | $259K |
| Patten & Patten Inc. | 0.01% | Add +2.3% | 6,330 | $258K |
| Eq LLC | 0.06% | No change | 6,263 | $255K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -51.9% | 6,262 | $255K |
| Two Sigma Securities, LLC | 0.02% | New | 6,161 | $251K |
| Betterment LLC | 0.00% | Add +18.9% | 6,091 | $248K |
| BlackRock, Inc. | 0.00% | Reduce -13.5% | 6,010 | $245K |
| World Investment Advisors | 0.00% | Reduce -62.0% | 6,160 | $241K |
| Clearstead Advisors, LLC | 0.00% | Reduce -44.5% | 5,881 | $240K |
| Renaissance Technologies | 0.00% | New | 5,800 | $237K |
| Alteri Wealth LLC | 0.06% | No change | 5,755 | $235K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -26.7% | 5,735 | $234K |
| Trilogy Capital Inc. | 0.01% | Add +8.4% | 5,707 | $233K |
| DAVENPORT & Co LLC | 0.00% | New | 5,670 | $231K |
| Carlson Financial, Inc. | 0.12% | Reduce -2.2% | 5,554 | $227K |
| Kapstone Financial Advisors LLC | 0.09% | No change | 5,476 | $223K |
| Armor Investment Advisors, LLC | 0.07% | Reduce -16.8% | 5,446 | $222K |
| AlphaCore Capital LLC | 0.00% | Add +2.7% | 5,437 | $222K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -17.4% | 5,301 | $216K |
| Elevatus Welath Management | 0.05% | Add +0.5% | 5,300 | $216K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -5.2% | 5,171 | $211K |
| Mgo One Seven LLC | 0.00% | Reduce -4.6% | 5,126 | $209K |
| Mission Financial Group, LLC | 0.17% | — | 5,086 | $207K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5,058 | $207K |
| Main Street Financial Solutions, LLC | 0.01% | New | 5,000 | $204K |
| Cypress Financial Planning LLC | 0.05% | New | 4,986 | $203K |
| Quartz Partners, LLC | 0.07% | Reduce -5.4% | 4,974 | $203K |
| Miramontes Capital, LLC | 0.06% | New | 4,946 | $202K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 4,893 | $200K |
| Allworth Financial LP | 0.00% | Add +23.5% | 4,679 | $191K |
| AE Wealth Management LLC | 0.00% | Reduce -21.9% | 4,626 | $189K |
| Tidemark, LLC | 0.04% | No change | 4,159 | $170K |
| MeadowBrook Investment Advisors LLC | 0.12% | Reduce -3.1% | 3,716 | $152K |
| IFG Advisory, LLC | 0.01% | New | 3,587 | $146K |
| IFP Advisors, Inc | 0.00% | Add +5.7% | 3,312 | $135K |
| Robinswood Financial LLC | 0.04% | No change | 3,149 | $128K |
| JPMorgan Chase & Co. | 0.00% | Add +306.0% | 3,114 | $126K |
| Centaurus Financial, Inc. | 0.00% | New | 3,029 | $124K |
| Salem Investment Counselors Inc. | 0.00% | No change | 3,000 | $122K |
| Smartleaf Asset Management LLC | 0.00% | No change | 3,000 | $122K |
| Providence Capital Advisors, LLC | 0.02% | New | 2,809 | $115K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,576 | $105K |
| Quent Capital, LLC | 0.01% | New | 2,470 | $101K |
| Cape Investment Advisory, Inc. | 0.02% | New | 2,008 | $82K |
| National Bank of Canada | 0.00% | Reduce -6.7% | 1,992 | $81K |
| Collier Financial | 0.05% | Reduce -39.0% | 1,900 | $77K |
| Owl Creek Wealth Partners LLC | 0.02% | No change | 1,899 | $77K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +44.0% | 1,800 | $73K |
| US Bancorp \de | 0.00% | Reduce -2.1% | 1,800 | $73K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -0.7% | 1,785 | $73K |
| Signature Equity Partners, LLC | 0.03% | Add +8.2% | 1,715 | $70K |
| Aptus Capital Advisors, LLC | 0.00% | Add +128.9% | 1,570 | $64K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -61.1% | 1,359 | $55K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 1,336 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.1% | 1,245 | $51K |
| Larson Financial Group LLC | 0.00% | Add +459.9% | 1,131 | $46K |
| Spire Wealth Management | 0.00% | Add +137.2% | 1,065 | $43K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +2.7% | 1,056 | $43K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -35.7% | 1,043 | $43K |
| Horizon Financial Services, LLC | 0.02% | No change | 1,000 | $41K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +14.3% | 800 | $33K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.8% | 792 | $32K |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.0% | 610 | $25K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.7% | 604 | $25K |
| Webster Bank, N. A. | 0.00% | No change | 486 | $20K |
| FMR LLC | 0.00% | Reduce -34.5% | 421 | $17K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 301 | $12K |
| Caitlin John, LLC | 0.01% | Reduce -78.6% | 300 | $12K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 300 | $12K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 200 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 197 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | Add +3.4% | 122 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | New | 109 | $4K |
| 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 |
| Wellington-Altus USA Inc. | 0.00% | New | 91 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 83 | $3K |
| Roble, Belko & Company, Inc | 0.00% | No change | 75 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 41 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 40 | $2K |
| Albion Financial Group | 0.00% | No change | 29 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 19 | $776 |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.0% | 19 | $775 |
"% 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.