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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

279 managers (281 13F filers) reported a position in XYLD shares at 2025-12-31, 29,123,708 shares in all. 34 filers opened a position and 21 filers sold out during the quarter.

Managers
279
13F filers
281
New
34
Added
89
Reduced
109
Sold out
21
Shares held by filers
29,123,708

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EQ LLC6,263$254K0.07%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,240$254K0.01%new13F-HRTimelineGroup
PATTEN & PATTEN INC/TN6,048$246K0.01%+1313F-HRTimeline
Providence Capital Advisors, LLC5,865$238K0.04%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,756$234K0.01%new13F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT5,752$234K0.06%new13F-HRTimeline
MGO ONE SEVEN LLC5,651$230K<0.01%new13F-HRTimeline
AlphaCore Capital LLC5,630$229K0.01%-42413F-HRTimeline
Quartz Partners, LLC5,560$226K0.08%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,450$222K0.02%013F-HRTimeline
Advisory Advocates, LLC5,450$221K0.22%13F-HRTimeline
Lifeworks Advisors, LLC5,348$217K0.03%-1,70013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,323$216K0.01%new13F-HRTimeline
Kapstone Financial Advisors LLC5,231$213K0.11%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,058$207K<0.01%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,073$206K0.06%-1,10513F-HRTimeline
Main Street Financial Solutions, LLC5,000$203K0.02%new13F-HRTimeline
Sandbox Financial Partners, LLC4,987$203K0.06%-71813F-HRTimeline
Alteri Wealth LLC4,980$202K0.07%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,542$185K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC4,372$178K0.01%new13F-HRTimeline
Tidemark, LLC4,159$169K0.05%013F-HRTimeline
MeadowBrook Investment Advisors LLC3,836$156K0.13%013F-HRTimeline
Allworth Financial LP3,830$156K<0.01%+8113F-HRTimeline
PROFFITT & GOODSON INC3,336$136K0.02%013F-HRTimeline
EFG International AGin group EFG International AG3,280$133K<0.01%13F-HRTimelineGroup
Robinswood Financial LLC3,149$128K0.04%013F-HRTimeline
IFP Advisors, Inc3,049$124K<0.01%+11513F-HRTimeline
Smartleaf Asset Management LLC3,000$122K<0.01%-1413F-HRTimeline
WINNACLE WEALTH LLC2,908$119K0.09%-96913F-HRTimeline
IMG Wealth Management, Inc.2,926$119K0.08%+29713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,445$99.4K<0.01%+82113F-HRTimelineGroup
Caitlin John, LLC2,200$89.4K0.06%-20013F-HRTimeline
Qube Research & Technologies Ltd1,967$79.9K<0.01%-1,15813F-HRTimeline
Collier Financial1,956$79.5K0.06%-8,51913F-HRTimeline
ORG Partners LLC1,681$68.3K0.01%-7013F-HRTimeline
Signature Equity Partners, LLC1,677$68.1K0.04%13F-HRTimeline
TD Waterhouse Canada Inc.1,599$65K<0.01%-97813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,573$63.9K<0.01%-1,98313F-HRTimelineGroup
AdvisorNet Financial, Inc1,538$62.5K<0.01%-3,53713F-HRTimeline
FMR LLCin group FMR LLC1,485$60.3K<0.01%+59613F-HRTimelineGroup
Measured Wealth Private Client Group, L…1,336$54.3K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,200$48.8K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp1,000$40.6K0.03%-52713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,000$40.6K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…970$39.4K0.01%+513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management849$34.5K<0.01%-23513F-HRTimelineGroup
Global Retirement Partners, LLC770$31.3K<0.01%+513F-HRTimeline
Medallion Wealth Advisors, LLC700$28.4K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\689$28K<0.01%-1,25613F-HRTimelineGroup
Aptus Capital Advisors, LLC687$27.9K<0.01%-10,05913F-HRTimeline
EASTERN BANK600$24.4K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC595$24.2K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.572$23.2K<0.01%+1613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC500$20.3K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC500$20.3K<0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC500$20K0.02%013F-HRTimeline
WEBSTER BANK, N. A.486$19.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO480$19.5K<0.01%+9413F-HRTimelineGroup
MAI Capital Management473$19.2K<0.01%+2213F-HRTimeline
Farther Finance Advisors, LLC453$18.4K<0.01%-1,01213F-HRTimeline
SIMPLEX TRADING, LLC257$10.4K<0.01%-15913F-HRTimeline
Larson Financial Group LLC202$8.21K<0.01%+20113F-HRTimeline
Private Wealth Asset Management, LLC200$8.13K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC131$5.32K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC125$5.08K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.115$4.68K<0.01%+913F-HRTimeline
LANARK FINANCIAL, INC.100$4.06K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.100$4.06K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC100$4.06K<0.01%-22113F-HRTimeline
WELLINGTON-ALTUS USA INC.91$3.7K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…83$3.37K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc75$3K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC50$2.03K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC29$1.18K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT28$1.13K<0.01%+113F-HRTimeline
Blue Trust, Inc.20$813<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.19$772<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16$650<0.01%-2513F-HRTimeline