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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

259 managers (261 13F filers) reported a position in XYLD shares at 2025-03-31, 31,927,975 shares in all. 38 filers opened a position and 30 filers sold out during the quarter.

Managers
259
13F filers
261
New
38
Added
124
Reduced
69
Sold out
30
Shares held by filers
31,927,975

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,541$179K<0.01%-13813F-HRTimelineGroup
AE Wealth Management LLC4,370$173K<0.01%+2,00413F-HRTimeline
IFP Advisors, Inc4,352$172K0.01%+27713F-HRTimeline
Tidemark, LLC4,255$168K0.06%+11513F-HRTimeline
CWM, LLCin group CWM, LLC4,234$167K<0.01%+22413F-HRTimelineGroup
TD Waterhouse Canada Inc.4,136$164K<0.01%+1,98613F-HRTimeline
GROUP ONE TRADING LLC4,000$158K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,784$149K<0.01%-5,02513F-HRTimelineGroup
MeadowBrook Investment Advisors LLC3,566$141K0.13%+3013F-HRTimeline
PROFFITT & GOODSON INC3,533$140K0.02%+22513F-HRTimeline
Robinswood Financial LLC3,149$124K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,539$100K0.01%+2,02913F-HRTimeline
NorthRock Partners, LLC2,515$99.3K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,973$77.9K<0.01%+25813F-HRTimelineGroup
FMR LLCin group FMR LLC1,818$71.8K<0.01%-2,81113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,758$69.3K<0.01%-5,28713F-HRTimelineGroup
ORG Partners LLC1,751$69.2K0.02%-8013F-HRTimeline
AdvisorNet Financial, Inc1,573$62.1K<0.01%+1,44513F-HRTimeline
Murphy & Mullick Capital Management Corp1,435$56.7K0.05%+7513F-HRTimeline
IMG Wealth Management, Inc.1,397$55.2K0.05%+93413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,450$51.6K<0.01%+7613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,209$47.7K<0.01%+36013F-HRTimelineGroup
Qube Research & Technologies Ltd1,190$47K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,000$39.5K0.02%013F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…959$37.9K0.01%+1013F-HRTimeline
LGT Financial Advisors LLC895$35.3K0.11%new13F-HRTimeline
MAI Capital Management837$33.1K<0.01%-6013F-HRTimeline
Medallion Wealth Advisors, LLC700$27.7K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC700$27.6K0.01%new13F-HRTimeline
Painted Porch Advisors LLC600$23.7K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC500$20K0.02%new13F-HRTimeline
Asset Dedication, LLC500$19.7K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC500$19.7K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.486$19.2K<0.01%013F-HRTimeline
EPG Wealth Management LLC460$18.2K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC441$17.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…305$12K<0.01%-1,47513F-HRTimelineGroup
Cape Investment Advisory, Inc.255$10.1K<0.01%-1,40813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC250$9.87K0.01%013F-HRTimeline
Beacon Capital Management, LLC200$7.9K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…173$6.83K<0.01%+16613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC163$6.44K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC125$4.94K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC103$4.07K<0.01%-21013F-HRTimeline
LANARK FINANCIAL, INC.100$3K<0.01%new13F-HRTimeline
Manchester Capital Management LLC66$2.59K<0.01%-7713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS65$2.57K<0.01%-26,35713F-HRTimelineGroup
Westside Investment Management, Inc.63$2.49K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC55$2.16K<0.01%-1,40813F-HRTimeline
SIMPLEX TRADING, LLC62$2K<0.01%-1,29113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC42$1.66K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC34$1.34K<0.01%-1113F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT26$1.01K<0.01%+213F-HRTimeline
WEST PACES ADVISORS INC.23$908<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.19$751<0.01%013F-HRTimeline
Crewe Advisors LLC6$218<0.01%+113F-HRTimeline
Larson Financial Group LLC1$40<0.01%013F-HRTimeline
NewSquare Capital LLC0$19<0.01%-20013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-80013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.