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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
Alteri Wealth LLC5,755$235K0.06%013F-HRTimeline
Gladstone Institutional Advisory LLC5,735$234K0.01%-2,08513F-HRTimeline
Trilogy Capital Inc.5,707$233K0.01%+44313F-HRTimeline
DAVENPORT & Co LLC5,670$231K<0.01%new13F-HRTimeline
CARLSON FINANCIAL, INC.5,554$227K0.12%-12413F-HRTimeline
Kapstone Financial Advisors LLC5,476$223K0.09%013F-HRTimeline
Armor Investment Advisors, LLC5,446$222K0.07%-1,10313F-HRTimeline
AlphaCore Capital LLC5,437$222K<0.01%+14513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,301$216K0.01%-1,11913F-HRTimeline
ELEVATUS WELATH MANAGEMENT5,300$216K0.05%+2813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.5,171$211K<0.01%-28613F-HRTimeline
MGO ONE SEVEN LLC5,126$209K<0.01%-24513F-HRTimeline
Mission Financial Group, LLC5,086$207K0.17%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,058$207K<0.01%013F-HRTimeline
Main Street Financial Solutions, LLC5,000$204K0.01%new13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC4,986$203K0.05%new13F-HRTimeline
Quartz Partners, LLC4,974$203K0.07%-28513F-HRTimeline
HARBOUR INVESTMENTS, INC.4,893$200K<0.01%+2013F-HRTimeline
Allworth Financial LP4,679$191K<0.01%+89113F-HRTimeline
AE Wealth Management LLC4,626$189K<0.01%-1,29713F-HRTimeline
Tidemark, LLC4,159$170K0.04%013F-HRTimeline
MeadowBrook Investment Advisors LLC3,716$152K0.12%-12013F-HRTimeline
IFG Advisory, LLC3,587$146K0.01%new13F-HRTimeline
IFP Advisors, Inc3,312$135K<0.01%+17913F-HRTimeline
Robinswood Financial LLC3,149$128K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,114$126K<0.01%+2,34713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,029$124K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,000$122K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,000$122K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC2,809$115K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC2,576$105K<0.01%new13F-HRTimeline
Quent Capital, LLC2,470$101K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.2,008$81.9K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,992$81.2K<0.01%-14213F-HRTimelineGroup
Collier Financial1,900$77.5K0.05%-1,21213F-HRTimeline
Owl Creek Wealth Partners LLC1,899$77.5K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,800$73.4K<0.01%-3913F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,800$73.4K<0.01%+55013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,785$72.8K<0.01%-1313F-HRTimeline
Signature Equity Partners, LLC1,715$70K0.03%+13013F-HRTimeline
Aptus Capital Advisors, LLC1,570$64K<0.01%+88413F-HRTimeline
PROFFITT & GOODSON INC1,359$55.4K0.01%-2,13413F-HRTimeline
Measured Wealth Private Client Group, L…1,336$54.5K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,245$50.8K<0.01%+1313F-HRTimeline
Larson Financial Group LLC1,131$46.1K<0.01%+92913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,065$43.4K<0.01%+61613F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,056$43.1K0.03%+2813F-HRTimeline
TD Waterhouse Canada Inc.1,043$42.6K<0.01%-57813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,000$40.8K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC800$32.6K0.01%+10013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…792$32.3K0.01%+613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…610$24.9K<0.01%+11813F-HRTimelineGroup
Financial Management Professionals, Inc.604$24.6K<0.01%+1613F-HRTimeline
WEBSTER BANK, N. A.486$19.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC421$17.2K<0.01%-22213F-HRTimelineGroup
Hilton Head Capital Partners, LLC301$12.3K0.01%013F-HRTimeline
Caitlin John, LLC300$12.2K0.01%-1,10013F-HRTimeline
Ulland Investment Advisors, LLC300$12K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC200$8.16K<0.01%013F-HRTimeline
Global Retirement Partners, LLC197$8.05K<0.01%13F-HRTimeline
GHP Investment Advisors, Inc.122$4.96K<0.01%+413F-HRTimeline
Strengthening Families & Communities, L…109$4.45K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.100$4.08K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.100$4.08K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC100$4.08K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…83$3.39K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc75$3K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC41$1.67K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.40$1.63K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT29$1.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.19$776<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS19$775<0.01%-113F-HRTimelineGroup