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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

270 managers (272 13F filers) reported a position in XYLD shares at 2026-03-31, 29,263,655 shares in all. 23 filers opened a position and 31 filers sold out during the quarter.

Managers
270
13F filers
272
New
23
Added
119
Reduced
91
Sold out
31
Shares held by filers
29,263,655

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
XTX Topco Ltdin group XTX Topco Ltd5,894$231K<0.01%new13F-HRTimelineGroup
Alteri Wealth LLC5,755$225K0.07%+77513F-HRTimeline
CARLSON FINANCIAL, INC.5,678$222K0.13%-98713F-HRTimeline
Kapstone Financial Advisors LLC5,476$214K0.1%+24513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,457$214K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,450$213K0.02%013F-HRTimeline
MGO ONE SEVEN LLC5,371$210K<0.01%-28013F-HRTimeline
AlphaCore Capital LLC5,292$207K<0.01%-33813F-HRTimeline
ELEVATUS WELATH MANAGEMENT5,272$206K0.11%-48013F-HRTimeline
Trilogy Capital Inc.5,264$206K0.01%-2,17513F-HRTimeline
Quartz Partners, LLC5,259$206K0.08%-30113F-HRTimeline
Orion Porfolio Solutions, LLC5,166$202K<0.01%new13F-HRTimeline
Betterment LLC5,122$200K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,058$200K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,873$191K<0.01%new13F-HRTimeline
Tidemark, LLC4,159$163K0.04%013F-HRTimeline
IMG Wealth Management, Inc.3,865$151K0.1%+93913F-HRTimeline
MeadowBrook Investment Advisors LLC3,836$150K0.13%013F-HRTimeline
Allworth Financial LP3,788$148K<0.01%-4213F-HRTimeline
PROFFITT & GOODSON INC3,493$137K0.02%+15713F-HRTimeline
Robinswood Financial LLC3,149$123K0.04%013F-HR/ATimeline
IFP Advisors, Inc3,133$123K<0.01%+8413F-HRTimeline
Collier Financial3,112$122K0.09%+1,15613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,000$117K<0.01%new13F-HR/ATimeline
Smartleaf Asset Management LLC3,000$115K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,134$83.5K<0.01%-31113F-HRTimelineGroup
Owl Creek Wealth Partners LLC1,899$74.3K0.03%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,839$72K<0.01%+1,15013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,798$70.4K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,631$63.8K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1,621$63.7K<0.01%+2213F-HRTimeline
Signature Equity Partners, LLC1,585$62K0.03%-9213F-HRTimeline
Caitlin John, LLC1,400$54.8K0.03%-80013F-HRTimeline
Measured Wealth Private Client Group, L…1,336$52.3K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,250$48.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,232$48.4K<0.01%+77913F-HRTimeline
AdvisorNet Financial, Inc1,149$45K<0.01%-38913F-HRTimeline
Murphy & Mullick Capital Management Corp1,028$40.2K0.03%+2813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,000$39.1K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…786$30.8K0.01%-18413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO767$29.4K<0.01%+28713F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC700$27.4K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC686$26.8K<0.01%-113F-HRTimeline
FMR LLCin group FMR LLC643$25.2K<0.01%-84213F-HRTimelineGroup
Innovative Asset Advisors Group, LLC634$24.8K0.01%13F-HRTimeline
Financial Management Professionals, Inc.588$23K<0.01%+1613F-HRTimeline
Turtle Creek Wealth Advisors, LLC504$19.7K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…492$19.3K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.486$19K<0.01%013F-HRTimeline
MAI Capital Management456$17.8K<0.01%-1713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management449$17.6K<0.01%-40013F-HRTimelineGroup
Ulland Investment Advisors, LLC300$12K0.01%-20013F-HRTimeline
Hilton Head Capital Partners, LLC301$11.8K0.01%new13F-HRTimeline
TopTier Wealth Management, LLC245$9.58K0.01%new13F-HRTimeline
Larson Financial Group LLC202$7.91K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC200$7.83K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC131$5.13K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC125$4.89K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.118$4.63K<0.01%+313F-HRTimeline
LANARK FINANCIAL, INC.100$3.91K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.100$3.91K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC100$3.91K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…83$3.25K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc75$3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50$1.92K<0.01%new13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC41$1.6K<0.01%+1213F-HRTimeline
ALBION FINANCIAL GROUP /UT29$1.12K<0.01%+113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20$783<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.19$744<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15$587<0.01%new13F-HRTimelineGroup