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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

254 managers (256 13F filers) reported a position in XYLD shares at 2025-06-30, 38,773,658 shares in all. 30 filers opened a position and 36 filers sold out during the quarter.

Managers
254
13F filers
256
New
30
Added
114
Reduced
77
Sold out
36
Shares held by filers
38,773,658

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MCCARTER PRIVATE WEALTH SERVICES LLC5,425$211K0.12%013F-HRTimeline
CIBC WORLD MARKET INC.5,300$206K<0.01%new13F-HRTimeline
Ferguson Shapiro LLC5,244$204K0.07%+15513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,058$197K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,542$177K<0.01%+113F-HRTimelineGroup
Tidemark, LLC4,322$168K0.05%+6713F-HRTimeline
AE Wealth Management LLC4,319$168K<0.01%-5113F-HRTimeline
FMR LLCin group FMR LLC4,216$164K<0.01%+2,39813F-HRTimelineGroup
Sunbelt Securities, Inc.3,892$163K0.01%-2,60513F-HRTimeline
TD Waterhouse Canada Inc.4,159$162K<0.01%+2313F-HRTimeline
MeadowBrook Investment Advisors LLC3,566$139K0.12%013F-HRTimeline
PROFFITT & GOODSON INC3,336$130K0.02%-19713F-HRTimeline
Robinswood Financial LLC3,149$123K0.04%013F-HRTimeline
IMG Wealth Management, Inc.2,640$103K0.08%+1,24313F-HRTimeline
EP Wealth Advisors, LLC2,575$100K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,537$98.8K0.01%-213F-HRTimeline
AdvisorNet Financial, Inc1,894$73.8K<0.01%+32113F-HRTimeline
ORG Partners LLC1,751$68.2K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,715$66.8K<0.01%-25813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,672$65.1K<0.01%-8613F-HR/ATimelineGroup
Murphy & Mullick Capital Management Corp1,478$57.6K0.05%+4313F-HRTimeline
Global Retirement Partners, LLC1,281$49.9K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,209$47.1K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC1,000$38.9K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…964$37.6K0.01%+513F-HRTimeline
Qube Research & Technologies Ltd892$34.7K<0.01%-29813F-HRTimeline
GHP Investment Advisors, Inc.864$33.6K<0.01%new13F-HRTimeline
AlphaCore Capital LLC774$30.3K<0.01%-5,64713F-HRTimeline
Medallion Wealth Advisors, LLC700$27.3K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC682$26.6K0.01%-1813F-HRTimeline
MGB Wealth Management, LLC659$25.7K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.543$21.2K<0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC500$19K0.01%013F-HRTimeline
WEBSTER BANK, N. A.486$18.9K<0.01%013F-HRTimeline
MAI Capital Management449$17.5K<0.01%-38813F-HRTimeline
SIMPLEX TRADING, LLC436$16K<0.01%+37413F-HRTimeline
Larson Financial Group LLC401$15.6K<0.01%+40013F-HRTimeline
Quaker Wealth Management, LLC321$12.5K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS290$11.3K<0.01%+22513F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC250$9.73K0.01%013F-HRTimeline
Beacon Capital Management, LLC200$7.79K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.200$7.79K<0.01%-5513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC126$4.91K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC103$4.01K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…83$3.23K<0.01%-9013F-HRTimeline
LANARK FINANCIAL, INC.100$3K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC42$1.64K<0.01%013F-HRTimeline
Manchester Capital Management LLC40$1.57K<0.01%-2613F-HRTimeline
ALBION FINANCIAL GROUP /UT26$1.03K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.19$740<0.01%013F-HRTimeline
Smartleaf Asset Management LLC14$544<0.01%-4113F-HRTimeline
Crewe Advisors LLC6$222<0.01%013F-HRTimeline
NewSquare Capital LLC0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.