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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

272 managers (274 13F filers) reported a position in XYLD shares at 2026-06-30, 30,687,655 shares in all. 20 filers opened a position and 20 filers sold out during the quarter.

Managers
272
13F filers
274
New
20
Added
119
Reduced
92
Sold out
20
Shares held by filers
30,687,655

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,095,324$167M0.01%+96,74713F-HRTimelineGroup
LPL Financial LLC3,504,445$143M0.03%+87,15913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,355,983$96.1M0.01%+206,93213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,975,584$80.6M0.02%+75,65113F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO1,710,000$69.8M1.14%013F-HRTimeline
Global X Japan Co., Ltd.1,187,341$48.4M1.78%+15,47613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,032,694$42.1M0.05%+196,17313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN949,131$38.7M0.01%+56,76213F-HRTimelineGroup
UBS Group AGin group UBS Group AG863,278$35.2M0.01%-45,04413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management815,836$33.3M0.33%-60,30313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding665,584$27.1M+54,459Timeline
Proficio Capital Partners LLC663,735$27.1M0.97%+623,90013F-HRTimeline
Cetera Investment Advisers559,469$22.8M0.02%+82,92113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC503,980$20.6M0.01%-10,28913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC453,929$18.5M0.22%+6,16613F-HRTimelineGroup
HUB Investment Partners, LLC443,829$18.1M0.33%+15,97613F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC438,538$17.9M5.53%+11,55613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.325,828$13.3M0.02%+7,74813F-HRTimelineGroup
Caerus Investment Advisors, LLC306,229$12.5M4.21%+37,54213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS302,148$12.3M0.44%-81113F-HRTimelineGroup
Waterway Wealth Management, LLC291,116$11.9M2.42%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…237,712$9.65M0.01%+76813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA234,241$9.56M<0.01%-51,25413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC226,694$9.25M0.02%+143,28713F-HRTimeline
Cambridge Investment Research Advisors,…203,514$8.3M0.02%+5,64113F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP186,252$7.6M0.01%+5,26913F-HRTimelineGroup
Thrive Capital Management, LLC185,849$7.58M1.43%+40,82813F-HRTimeline
J.W. COLE ADVISORS, INC.180,083$7.35M0.13%-1,24713F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co178,000$7.26M0.42%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…163,826$6.69M0.02%-19,45513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC159,001$6.49M1.69%-14,56113F-HRTimeline
XML Financial, LLC152,505$6.22M0.45%+14,28113F-HRTimeline
Compass Financial Services Inc146,670$5.98M2.24%+5,45613F-HRTimeline
NFSG Corp130,376$5.32M0.66%-1,82513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding123,777$5.05M+580Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC109,728$4.48M0.1%+14,41513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC105,350$4.3M0.01%-12,22913F-HRTimeline
RiverFront Investment Group, LLC105,289$4.29M0.06%+6,30013F-HRTimeline
Avantax Planning Partners, Inc.101,920$4.16M0.1%-6,10213F-HRTimeline
Ocean Park Asset Management, LLC95,500$3.9M0.19%013F-HRTimeline
PFG Investments, LLC94,290$3.85M0.15%+3,02813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…92,695$3.78M0.23%+28,11213F-HRTimeline
WEDBUSH SECURITIES INC90,404$3.69M0.1%+25113F-HRTimeline
Western Wealth Management, LLC89,682$3.66M0.12%+2,75713F-HRTimeline
Belpointe Asset Management LLC84,996$3.47M0.11%+43713F-HRTimeline
NewEdge Advisors, LLC79,486$3.24M0.01%+11913F-HRTimeline
Private Advisor Group, LLC78,467$3.2M0.01%-18,18413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC73,514$3M0.01%+53,74313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…71,901$2.93M0.03%-5,84413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…70,395$2.87M<0.01%+9,43713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…64,526$2.63M<0.01%-1,84613F-HRTimelineGroup
Garner Asset Management Corp63,213$2.58M0.84%+7,62113F-HRTimeline
NWF Advisory Services Inc.62,257$2.54M0.24%+13613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…60,770$2.48M0.05%+14,39913F-HRTimelineGroup
SBI Securities Co., Ltd.58,149$2.37M0.05%-44413F-HRTimeline
Janney Montgomery Scott LLC56,962$2.32M<0.01%-5,87513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC56,923$2.32M0.14%+2,88013F-HRTimeline
Modern Wealth Management, LLC56,771$2.32M0.03%new13F-HRTimeline
Advisory Services Network, LLC56,648$2.31M0.03%-1,03813F-HRTimeline
J. Team Financial, Inc.55,455$2.26M2.2%+11,01813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,981$2.18M<0.01%-3,40413F-HRTimeline
Uniplan Investment Counsel, Inc.51,807$2.11M0.2%-96113F-HR/ATimeline
Apella Capital, LLC50,473$2.07M0.03%-87513F-HRTimeline
Blue Chip Partners, LLC49,973$2.04M0.13%+5,17313F-HRTimeline
BEAM WEALTH ADVISORS, INC.49,674$2.03M0.45%-2,54413F-HR/ATimeline
IHT Wealth Management, LLC44,502$1.82M0.04%-3,29413F-HRTimeline
Wealthfront Advisers LLC42,770$1.74M<0.01%+1,05813F-HRTimeline
ELCO Management Co., LLC41,200$1.68M0.72%-6,20013F-HRTimeline
&PARTNERS40,500$1.65M0.01%+13,09013F-HRTimeline
Institute for Wealth Management, LLC.38,550$1.57M0.14%-1,22713F-HRTimeline
Qube Research & Technologies Ltd38,049$1.55M<0.01%+20,44313F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC37,765$1.54M1.57%-2,30013F-HRTimeline
1832 Asset Management L.P.37,195$1.52M<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,293$1.48M0.01%-7,46513F-HRTimelineGroup
PMG Family Office LLC35,689$1.46M1.34%+99113F-HRTimeline
Bangor Savings Bank35,511$1.45M0.11%+2,46513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,322$1.44M<0.01%-34,57813F-HRTimelineGroup
HBW ADVISORY SERVICES LLC32,320$1.32M0.12%-2,16413F-HRTimeline
PSI Advisors, LLC32,154$1.31M0.3%-2,06813F-HRTimeline
APS Management Group, Inc.31,305$1.28M0.98%+21413F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …30,767$1.25M0.03%013F-HRTimelineGroup
Garden State Investment Advisory Servic…30,698$1.25M0.25%-2,85513F-HRTimeline
McAdam, LLC29,876$1.22M0.05%-6,55613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.29,525$1.2M0.01%+45213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC29,062$1.19M<0.01%-18,72113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,711$1.17M<0.01%-5513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC28,304$1.15M0.05%+36313F-HRTimeline
Newport Capital Group, LLC27,500$1.12M0.63%013F-HRTimeline
Founders Financial Alliance, LLC26,566$1.08M0.14%+1,22913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,482$1.08M<0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC25,098$1.02M0.04%+9,03713F-HRTimeline
1900 WEALTH MANAGEMENT LLC24,860$1.01M0.06%013F-HRTimeline
Advyzon Investment Management, LLC24,274$990K0.07%+7,28413F-HRTimeline
Berger Financial Group, Inc23,971$978K0.05%-30713F-HRTimeline
Triumph Capital Management23,925$976K0.18%+2,28413F-HRTimeline
SageGuard Financial Group, LLC23,867$974K0.14%-7,36113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,445$956K<0.01%-37,50013F-HRTimelineGroup
Anchor Bay Capital, Inc.22,840$950K0.51%13F-HRTimeline
Curtis Advisory Group, LLC22,946$936K0.18%013F-HRTimeline
Tactive Advisors, LLC22,739$928K0.23%+51213F-HRTimeline
Ausdal Financial Partners, Inc.22,402$914K0.04%-5,27213F-HRTimeline
FOCUSED ALPHA, LLC22,218$906K0.23%+7513F-HRTimeline
Independent Advisor Alliance22,065$900K0.02%-118,52713F-HRTimeline
Procyon Advisors, LLC21,901$893K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,600$881K<0.01%+6813F-HRTimelineGroup
Foundations Investment Advisors, LLC21,319$870K0.01%-9713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,185$864K0.02%+10113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,543$838K0.01%+613F-HRTimelineGroup
Atlantic Private Wealth, LLC20,278$827K0.51%013F-HRTimeline
Valeo Financial Advisors, LLC20,000$816K0.02%-5,00013F-HRTimeline
Braeburn Wealth Management LLC20,000$816K0.35%013F-HRTimeline
Madison Wealth Partners, Inc19,945$814K0.1%-1,03413F-HRTimeline
Summit Financial, LLC19,521$796K0.01%-3,08713F-HRTimeline
Core Wealth Advisors, Inc.19,385$791K0.16%+8,49313F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC19,184$783K0.58%-64013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC19,182$782K0.04%-2,07013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,113$780K<0.01%+3,57313F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC18,590$770K0.09%13F-HRTimeline
Markowski Investments18,325$747K0.16%13F-HRTimeline
Sanctuary Advisors, LLC17,206$702K<0.01%+4,10413F-HRTimeline
Kovack Advisors, Inc.17,042$696K0.03%+55113F-HRTimeline
AlphaStar Capital Management, LLC16,825$686K0.04%-27,96313F-HRTimeline
PKS Advisory Services, LLC16,787$685K0.11%+1,01013F-HRTimeline
Oakmont Advisory Group, LLC16,670$680K0.57%+4,36913F-HRTimeline
Baker Avenue Asset Management, LP16,522$674K0.01%-139,11413F-HRTimeline
Wealthspire Retirement, LLC16,036$654K0.04%+12213F-HRTimeline
Joseph P. Lucia & Associates, LLC16,016$653K0.2%-25913F-HRTimeline
SAX WEALTH ADVISORS, LLC16,315$638K0.03%+3,16313F-HRTimeline
City Center Advisors, LLC15,561$635K0.51%+71413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO15,435$630K0.01%+2713F-HRTimeline
Mesirow Financial Investment Management…15,161$618K0.01%+1,93913F-HRTimeline
Redwood Financial Network Corp15,118$617K0.34%-5913F-HRTimeline
D.A. DAVIDSON & CO.15,103$616K<0.01%-2,58013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC15,008$612K0.23%+65013F-HRTimeline
Y-Intercept (Hong Kong) Ltd14,991$611K0.01%new13F-HRTimeline
Copley Financial Group, Inc.14,962$610K0.37%+1,60013F-HRTimeline
Grant Private Wealth Management Inc14,480$591K0.25%+4,31513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,376$586K<0.01%+4,80213F-HR/ATimelineGroup
Arax Advisory Partners14,348$585K<0.01%+5,50013F-HRTimeline
Castle Rock Wealth Management, LLC14,307$584K0.11%-3,11913F-HRTimeline
Hyundai Investments Co., Ltd.14,225$578K0.63%+6,20713F-HRTimeline
Snowden Capital Advisors LLC13,859$565K0.01%-2,05513F-HRTimeline
Creative Planningin group Creative Planning13,390$546K<0.01%+5,29013F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,322$543K<0.01%-51813F-HRTimeline
Perennial Investment Advisors, LLC13,087$534K0.04%+17813F-HRTimeline
MOR Wealth Management, LLC12,795$522K0.21%-25013F-HRTimeline
Royal Fund Management, LLC12,673$517K0.04%+1,99613F-HRTimeline
SMITH, MOORE & CO.12,481$509K0.03%+13713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,181$497K0.03%+2,62713F-HRTimeline
CHOREO, LLC12,014$490K0.01%+22513F-HRTimeline
Strategic Blueprint, LLC11,850$483K0.02%+1,43213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,839$483K0.02%+5,19013F-HRTimelineGroup
Comprehensive Money Management Services…11,772$480K0.3%013F-HRTimeline
Simplicity Wealth,LLC11,741$479K0.02%-4,83313F-HRTimeline
BLAIR WILLIAM & CO/IL11,678$476K<0.01%+4213F-HRTimeline
WCG Wealth Advisors LLC11,370$464K0.01%-50313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,181$456K<0.01%-36513F-HRTimelineGroup
IMG Wealth Management, Inc.11,111$453K0.25%+7,24613F-HRTimeline
Note Advisors, LLC11,057$451K0.2%-75113F-HRTimeline
VestGen Advisors, LLC10,908$445K0.01%+2,23413F-HRTimeline
Key Client Fiduciary Advisors, LLC10,776$440K0.13%+8613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,739$438K<0.01%+3,11813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,666$435K<0.01%+52413F-HRTimelineGroup
Chicago Partners Investment Group LLC10,537$429K0.01%-4913F-HRTimeline
Horizon Wealth Management, LLC10,468$427K0.05%013F-HRTimeline
Solutions 4 Wealth, Ltd10,454$426K0.55%+24013F-HRTimeline
Bensler, LLC10,433$426K0.04%-3,51313F-HRTimeline
Hamilton Wealth, LLC10,399$424K0.08%+1,83613F-HRTimeline
Keystone Financial Group9,868$403K0.02%new13F-HRTimeline
Mutual Advisors, LLC9,749$398K0.01%+56713F-HRTimeline
RESOLUTE CAPITAL, LLC9,677$395K0.14%+25913F-HRTimeline
Compound Planning, Inc.9,546$389K0.01%+46713F-HRTimeline
First Heartland Consultants, Inc.9,350$381K0.02%+5313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,325$380K0.01%+1,27313F-HRTimeline
Collaborative Wealth Managment Inc.9,225$376K0.16%-1,43013F-HRTimeline
Salomon & Ludwin, LLC8,548$349K0.03%-32313F-HRTimeline
Tortuga Wealth Management, Inc8,549$349K0.26%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,464$345K0.02%-2,29013F-HRTimeline
PRIVATE TRUST CO NA8,271$337K0.03%-2,40813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,195$334K0.01%+62613F-HRTimelineGroup
Sigma Planning Corp8,086$330K0.01%-7513F-HRTimeline
Keating Financial Advisory Services, In…7,684$313K0.04%-54113F-HRTimeline
GeoWealth Management, LLC7,462$304K0.01%-15413F-HRTimeline
Aventura Private Wealth, LLC7,213$294K0.09%-11,82613F-HRTimeline
Integrated Wealth Concepts LLC7,211$294K<0.01%+85613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,121$290K0.05%new13F-HRTimeline
Advisory Advocates, LLC6,950$283K0.24%013F-HRTimeline
OneDigital Investment Advisors LLC6,736$275K<0.01%new13F-HRTimeline
Core Wealth Partners LLC6,709$274K0.12%-2,29413F-HRTimeline
AdvisorNet Financial, Inc6,645$271K0.01%+5,49613F-HRTimeline
Steward Partners Investment Advisory, L…6,348$259K<0.01%-2,01713F-HRTimeline
PATTEN & PATTEN INC/TN6,330$258K0.01%+14313F-HRTimeline
EQ LLC6,263$255K0.06%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,262$255K<0.01%-6,76413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC6,161$251K0.02%new13F-HRTimeline
Betterment LLC6,091$248K<0.01%+96913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,010$245K<0.01%-94013F-HRTimelineGroup
World Investment Advisors6,160$241K<0.01%-10,02813F-HRTimeline
Clearstead Advisors, LLC5,881$240K<0.01%-4,70913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,800$237K<0.01%new13F-HRTimeline