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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

253 managers (256 13F filers) reported a position in XYLD shares at 2024-12-31, 28,974,966 shares in all. 33 filers opened a position and 18 filers sold out during the quarter.

Managers
253
13F filers
256
New
33
Added
106
Reduced
69
Sold out
18
Shares held by filers
28,974,966

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PROFFITT & GOODSON INC3,308$139K0.02%+14113F-HRTimeline
Robinswood Financial LLC3,149$132K0.05%new13F-HRTimeline
Allworth Financial LP2,572$109K<0.01%-6213F-HRTimeline
Mainstream Capital Management LLC2,400$101K0.07%new13F-HRTimeline
AE Wealth Management LLC2,366$99.1K<0.01%new13F-HRTimeline
Caitlin John, LLC2,235$93.7K0.06%+213F-HRTimeline
TD Waterhouse Canada Inc.2,150$90K<0.01%+70013F-HRTimeline
ORG Partners LLC1,831$76.7K0.01%-1813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,780$74.6K<0.01%+30513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,715$71.9K<0.01%+94513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,696$71.1K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.1,663$69.7K0.03%+1,46313F-HRTimeline
AlphaMark Advisors, LLC1,575$66K0.03%-29513F-HRTimeline
Smartleaf Asset Management LLC1,463$61.4K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp1,360$58.6K0.05%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,374$57.9K<0.01%+2513F-HRTimelineGroup
SIMPLEX TRADING, LLC1,353$56K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,086$45.5K<0.01%+7013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,000$41.9K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…949$39.8K0.02%-7613F-HRTimeline
MAI Capital Management897$37.6K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC874$36.6K<0.01%+7413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management849$35.6K<0.01%+44913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…800$34.2K<0.01%-18413F-HRTimeline
Medallion Wealth Advisors, LLC700$29.3K0.01%13F-HRTimeline
Painted Porch Advisors LLC600$25.1K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC510$21.4K<0.01%+37513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC500$20.9K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.486$20.4K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.463$19.4K0.02%13F-HRTimeline
EPG Wealth Management LLC460$19.3K0.01%013F-HRTimeline
Raleigh Capital Management Inc.450$18.9K0.01%+4013F-HRTimeline
Castleview Partners, LLC412$17.2K0.01%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC313$13.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC300$12.6K<0.01%-413F-HRTimeline
Federation des caisses Desjardins du Qu…300$12.6K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC250$10.5K0.01%13F-HRTimeline
Stephens Consulting, LLC229$9.6K<0.01%new13F-HRTimeline
NewSquare Capital LLC200$8.4K<0.01%013F-HRTimeline
Beacon Capital Management, LLC200$8.38K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC170$7.05K<0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC143$6K<0.01%-2613F-HRTimeline
Biltmore Family Office, LLC125$5.39K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc128$5.37K<0.01%+813F-HRTimeline
Parkworth Wealth Management, Inc.102$4.26K<0.01%13F-HRTimeline
Parallel Advisors, LLC67$2.81K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC45$1.89K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC42$1.76K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT24$1.02K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.19$797<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…7$293<0.01%-6,39113F-HRTimeline
Crewe Advisors LLC5$219<0.01%013F-HRTimeline
Larson Financial Group LLC1$40<0.01%-14513F-HRTimeline