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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

258 managers (260 13F filers) reported a position in XYLD shares at 2025-09-30, 31,574,954 shares in all. 33 filers opened a position and 28 filers sold out during the quarter.

Managers
258
13F filers
260
New
33
Added
95
Reduced
99
Sold out
28
Shares held by filers
31,574,954

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WHITTIER TRUST CO OF NEVADA INC5,058$199K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,542$178K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,508$177K<0.01%-1,35813F-HRTimelineGroup
Tidemark, LLC4,159$163K0.05%-16313F-HRTimeline
AE Wealth Management LLC4,082$160K<0.01%-23713F-HRTimeline
WINNACLE WEALTH LLC3,877$155K0.12%new13F-HRTimeline
MeadowBrook Investment Advisors LLC3,836$151K0.13%+27013F-HRTimeline
Allworth Financial LP3,749$147K<0.01%-3,09613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,556$140K<0.01%-4,29913F-HRTimelineGroup
PROFFITT & GOODSON INC3,336$131K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,150$124K<0.01%new13F-HRTimelineGroup
Robinswood Financial LLC3,149$124K0.04%013F-HRTimeline
Qube Research & Technologies Ltd3,125$123K<0.01%+2,23313F-HRTimeline
Smartleaf Asset Management LLC3,014$118K0.01%+3,00013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,000$118K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC2,966$116K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,934$115K<0.01%-2,73013F-HR/ATimeline
IMG Wealth Management, Inc.2,629$103K0.07%-1113F-HRTimeline
TD Waterhouse Canada Inc.2,577$101K<0.01%-1,58213F-HRTimeline
GPS Wealth Strategies Group, LLC2,449$96.1K0.01%-8813F-HRTimeline
Caitlin John, LLC2,400$94.2K0.07%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,945$76.4K<0.01%+23013F-HRTimelineGroup
ORG Partners LLC1,751$68.7K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,624$63.8K<0.01%-4813F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,527$60.8K0.05%+4913F-HRTimeline
Farther Finance Advisors, LLC1,465$57.5K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…1,336$52.5K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,084$42.6K<0.01%-12513F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC1,000$39.3K0.02%013F-HRTimeline
Activest Wealth Management992$38.9K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…965$37.9K0.01%+113F-HRTimeline
FMR LLCin group FMR LLC889$34.9K<0.01%-3,32713F-HRTimelineGroup
Global Retirement Partners, LLC765$30K<0.01%-51613F-HRTimeline
Medallion Wealth Advisors, LLC700$27.5K0.01%013F-HRTimeline
EASTERN BANK600$23.6K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.556$21.8K<0.01%+1313F-HRTimeline
Ulland Investment Advisors, LLC500$20K0.02%013F-HRTimeline
WEBSTER BANK, N. A.486$19.1K<0.01%013F-HRTimeline
MAI Capital Management451$17.7K<0.01%+213F-HRTimeline
SIMPLEX TRADING, LLC416$16K<0.01%-2013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO386$15.2K<0.01%-10,39713F-HR/ATimelineGroup
Quaker Wealth Management, LLC321$12.6K<0.01%013F-HRTimeline
Abound Wealth Management234$9.19K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC200$7.85K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC126$4.95K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC125$4.91K<0.01%-12513F-HRTimeline
GHP Investment Advisors, Inc.106$4.17K<0.01%-75813F-HRTimeline
LANARK FINANCIAL, INC.100$3.93K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…100$3.93K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…83$3.26K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC50$1.96K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC41$1.61K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC29$1.14K<0.01%-1313F-HRTimeline
ALBION FINANCIAL GROUP /UT27$1.06K<0.01%+113F-HRTimeline
Blue Trust, Inc.20$785<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.19$746<0.01%013F-HRTimeline
Larson Financial Group LLC1$42<0.01%-40013F-HRTimeline
Guerra Advisors Inc1$33<0.01%new13F-HRTimeline