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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

253 managers (256 13F filers) reported a position in XYLD shares at 2024-12-31, 28,974,966 shares in all. 33 filers opened a position and 18 filers sold out during the quarter.

Managers
253
13F filers
256
New
33
Added
106
Reduced
69
Sold out
18
Shares held by filers
28,974,966

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY4,252,499$178M0.01%+359,98313F-HR/ATimelineGroup
LPL Financial LLC3,573,475$150M0.06%+359,85013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,832,410$119M0.01%-68,98913F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN1,652,108$71.6M0.44%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,535,886$64.4M0.02%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,095,278$45.9M0.01%+19,22813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC831,797$34.9M0.01%-86,10113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN730,569$30.6M0.01%+87,05913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management707,786$29.7M0.43%-12,92313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding610,935$25.6M+25,077Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA584,968$24.5M0.01%+7,40313F-HRTimelineGroup
Hamilton Wealth, LLC562,125$23.6M5.71%+308,14313F-HRTimeline
HUB Investment Partners, LLC457,194$19.2M0.81%+104,82013F-HRTimeline
Proficio Capital Partners LLC414,835$17.4M1.41%+246,17013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC413,191$17.3M0.39%+4,69013F-HRTimelineGroup
Global X Japan Co., Ltd.392,323$16.4M2.05%+16,14213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.376,042$15.8M0.04%+15,55713F-HR/ATimelineGroup
Cetera Investment Advisers325,493$13.6M0.03%+87813F-HRTimeline
Caerus Investment Advisors, LLC324,883$13.6M12.79%+4,84913F-HRTimeline
Private Advisor Group, LLC276,470$11.6M0.07%+36,60913F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC272,689$11.4M6.46%13F-HRTimeline
WJ Wealth Management, LLC228,351$9.57M3.29%+202,72513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding224,097$9.4M+27,146Timeline
Cambridge Investment Research Advisors,…220,040$9.22M0.03%+4,91613F-HRTimeline
One Capital Management, LLC218,087$9.14M0.3%-44813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC199,496$8.36M0.01%-12,54613F-HRTimeline
IHT Wealth Management, LLC195,162$8.18M0.26%-21,41213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.191,871$8.04M0.02%+22113F-HRTimelineGroup
NFSG Corp155,868$6.53M1.68%+17,04913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP153,951$6.45M0.01%-2,48113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.152,172$6.38M0.26%+6,99813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC148,893$6.24M2.32%+16,65713F-HRTimeline
Independent Advisor Alliance138,498$5.8M0.08%new13F-HRTimeline
RiverFront Investment Group, LLC133,108$5.58M0.13%+9,02413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.132,405$5.55M0.03%+18,09413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC109,585$4.59M1.33%new13F-HRTimeline
Thrive Capital Management, LLC108,414$4.54M2.08%+15,30013F-HRTimeline
Belpointe Asset Management LLC102,808$4.25M0.26%+2,57713F-HRTimeline
Good Life Advisors, LLC96,385$4.04M0.29%-82,77913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC96,179$4.03M0.13%-13,85413F-HRTimeline
StoneCrest Wealth Management, Inc.96,017$4.02M2.63%+5,45413F-HRTimeline
Compass Financial Services Inc95,690$4.01M2.27%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…89,537$3.75M0.01%+47,34413F-HR/ATimeline
WEDBUSH SECURITIES INC82,051$3.44M0.12%-1,31513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC81,070$3.4M0.01%-43,13813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC78,994$3.31M0.1%-6,12213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…78,445$3.29M<0.01%+13,13813F-HRTimelineGroup
Investment Partners Asset Management, I…77,516$3.25M2.55%+1,84313F-HRTimeline
Atria Wealth Solutions, Inc.74,678$3.19M0.04%-1,24113F-HRTimeline
PFG Investments, LLC70,394$2.95M0.18%-4,93013F-HRTimeline
Uniplan Investment Counsel, Inc.65,292$2.74M0.25%+1,17313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…64,612$2.71M0.09%-1,51213F-HRTimelineGroup
Janney Montgomery Scott LLC61,800$2.59M0.01%+5,60413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…60,331$2.52M0.21%new13F-HRTimeline
SBI Securities Co., Ltd.59,127$2.48M0.08%13F-HRTimeline
ELCO Management Co., LLC58,800$2.46M1.29%-1,90013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.56,719$2.38M2.13%13F-HRTimeline
Avantax Planning Partners, Inc.55,695$2.33M0.08%-5,98313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,296$2.32M0.01%+3,30913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC49,686$2.08M<0.01%+9,37413F-HRTimelineGroup
Flaharty Asset Management, LLC49,380$2.07M0.3%-3,13713F-HRTimeline
Institute for Wealth Management, LLC.48,658$2.04M0.26%-97613F-HRTimeline
NewEdge Advisors, LLC48,236$2.02M0.01%+10,32613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…47,832$2M0.05%-1,82013F-HRTimelineGroup
Advisory Services Network, LLC46,659$1.96M0.04%-3,82213F-HRTimeline
BEAM WEALTH ADVISORS, INC.45,842$1.92M0.61%+1,12413F-HRTimeline
Bangor Savings Bank42,562$1.78M0.17%-2,36513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,889$1.71M+14,502Timeline
MML INVESTORS SERVICES, LLC40,627$1.7M0.01%+6,04813F-HRTimeline
WINNACLE WEALTH LLC39,754$1.66M1.65%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,232$1.64M<0.01%+10,24113F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC37,240$1.56M0.12%+1,03613F-HRTimeline
1832 Asset Management L.P.37,078$1.55M<0.01%-17613F-HRTimeline
Castle Rock Wealth Management, LLC32,542$1.39M0.33%+1,66313F-HRTimeline
Regal Investment Advisors LLC33,116$1.39M0.1%+4,30413F-HRTimeline
HBW ADVISORY SERVICES LLC32,386$1.36M0.14%-2,45113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC32,100$1.34M0.13%+3,23713F-HR/ATimeline
Madison Wealth Partners, Inc31,244$1.31M0.37%+2,68713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …30,718$1.29M0.04%013F-HRTimelineGroup
Newport Capital Group, LLC30,147$1.26M0.93%new13F-HRTimeline
Kaizen Financial Strategies29,532$1.24M0.7%+82113F-HRTimeline
1900 WEALTH MANAGEMENT LLC29,185$1.22M0.1%-1,60813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV28,500$1.19M0.28%+18,58313F-HRTimeline
COMERICA BANK27,557$1.15M<0.01%+50013F-HR/ATimeline
Blue Chip Partners, LLC27,127$1.14M0.1%-63813F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC26,740$1.12M1.09%-6,70013F-HRTimeline
Berger Financial Group, Inc26,450$1.11M0.08%-18113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26,422$1.11M<0.01%+26,41013F-HRTimelineGroup
McAdam, LLC26,375$1.11M0.06%+55713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,932$1.03M0.01%+7,61913F-HRTimelineGroup
Pasadena Private Wealth, LLC24,460$1.02M0.21%+1,13313F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC24,550$1.02M0.93%013F-HRTimeline
Foundations Investment Advisors, LLC22,993$963K0.02%+5,24613F-HRTimeline
Wealthfront Advisers LLC21,882$917K<0.01%+7,92413F-HR/ATimeline
D.A. DAVIDSON & CO.21,663$908K0.01%+5,20013F-HRTimeline
CHOREO, LLC20,991$905K0.01%-75913F-HRTimeline
Baker Avenue Asset Management, LP21,375$896K0.03%+6513F-HRTimeline
Perennial Investment Advisors, LLC20,765$870K0.1%-7,23213F-HRTimeline
Joseph P. Lucia & Associates, LLC20,439$856K0.38%-66613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,180$846K0.01%-11,57513F-HRTimelineGroup
Procyon Advisors, LLC20,000$838K0.05%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,886$791K<0.01%-6513F-HRTimelineGroup
MAS Advisors LLC18,384$770K1.29%-21,19713F-HRTimeline
AlphaStar Capital Management, LLC18,220$763K0.08%new13F-HRTimeline
San Luis Wealth Advisors LLC17,492$733K0.14%+1,69513F-HRTimeline
Iron Horse Wealth Management, LLC17,210$721K0.24%-2413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,109$717K0.01%+2,07713F-HRTimelineGroup
Bensler, LLC17,068$715K0.09%-1,27913F-HRTimeline
BLAIR WILLIAM & CO/IL16,881$707K<0.01%+72613F-HRTimeline
PRIVATE TRUST CO NA16,726$701K0.07%+1,00013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,623$697K0.05%+60013F-HRTimeline
Founders Financial Alliance, LLC16,325$684K0.19%+1,16713F-HRTimeline
City Center Advisors, LLC16,057$673K0.76%+45213F-HRTimeline
Comprehensive Money Management Services…15,796$662K0.55%13F-HRTimeline
Redwood Financial Network Corp15,588$653K0.49%-113F-HRTimeline
Kovack Advisors, Inc.15,243$639K0.06%+1,00213F-HRTimeline
Ausdal Financial Partners, Inc.15,121$634K0.05%+75213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,867$623K0.05%+83213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,787$620K<0.01%+84913F-HRTimelineGroup
Curtis Advisory Group, LLC14,661$614K0.16%+2,93313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,586$611K0.01%-11113F-HRTimelineGroup
Beacon Pointe Advisors, LLC14,349$601K0.01%new13F-HRTimeline
WOLVERINE TRADING, LLC14,050$589K0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC13,981$586K0.04%+8513F-HRTimeline
Annex Advisory Services, LLC13,642$572K0.02%+3,61613F-HRTimeline
CAP Partners, LLC13,594$570K0.4%-80413F-HRTimeline
B. Riley Wealth Advisors, Inc.12,837$553K0.02%-38313F-HRTimeline
Mesirow Financial Investment Management…12,881$540K0.01%+16813F-HRTimeline
Aptus Capital Advisors, LLC12,853$539K0.01%-49613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth12,490$523K0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC12,419$520K0.08%13F-HRTimeline
Note Advisors, LLC11,916$499K0.44%13F-HRTimeline
Snowden Capital Advisors LLC11,430$492K0.02%+49913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC11,663$489K0.26%+78113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,611$486K<0.01%-3013F-HRTimelineGroup
Herold Advisors, Inc.11,598$486K0.11%013F-HRTimeline
Sanctuary Advisors, LLC11,368$483K<0.01%-6,46113F-HRTimeline
Steward Partners Investment Advisory, L…11,378$477K<0.01%+5,97513F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC11,000$461K0.05%-5,00013F-HRTimeline
MANCHESTER FINANCIAL INC10,876$456K0.1%-9713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,828$454K<0.01%-4,48313F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC10,729$450K0.14%+5,36113F-HRTimelineGroup
PKS Advisory Services, LLC10,591$444K0.11%13F-HRTimeline
Chicago Partners Investment Group LLC10,452$441K0.01%new13F-HRTimeline
Sigma Planning Corp9,898$415K0.01%-46,00813F-HRTimeline
Lifeworks Advisors, LLC9,610$403K0.07%013F-HRTimeline
Stonebridge Capital Advisors LLC9,383$393K0.03%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,320$391K0.03%new13F-HRTimeline
World Investment Advisors9,230$387K0.01%+2113F-HRTimeline
GeoWealth Management, LLC9,229$387K0.01%-1,50613F-HRTimeline
Salomon & Ludwin, LLC9,221$386K0.04%013F-HRTimeline
Brady Martz Wealth Solutions, LLC9,160$384K0.09%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,051$379K0.02%-3513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,809$369K<0.01%-4,34313F-HRTimelineGroup
Armor Investment Advisors, LLC8,779$368K0.15%-60313F-HRTimeline
Atlantic Private Wealth, LLC8,354$350K0.26%013F-HRTimeline
Wealthspire Retirement, LLC8,353$350K0.03%-1,44713F-HRTimeline
Maia Wealth LLC8,180$345K0.07%new13F-HRTimeline
PSI Advisors, LLC8,187$343K0.1%-49813F-HRTimeline
Solutions 4 Wealth, Ltd8,125$340K0.62%+71513F-HRTimeline
Detalus Advisors, LLC7,978$334K0.11%+70013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,958$333K0.01%+3,08813F-HRTimeline
First Heartland Consultants, Inc.7,901$331K0.03%+1,74213F-HRTimeline
Arax Advisory Partners7,623$319K0.02%+23513F-HRTimeline
Advyzon Investment Management, LLC7,550$316K0.12%13F-HRTimeline
Sandbox Financial Partners, LLC7,530$315K0.11%-10813F-HRTimeline
Weaver Consulting Group7,254$304K0.09%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,235$303K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,187$301K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,131$299K<0.01%new13F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,055$296K0.01%013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC7,045$295K0.07%-1,91213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,045$295K<0.01%+1,95713F-HRTimelineGroup
CPC Advisors, LLC7,036$295K0.04%-8,23213F-HRTimeline
Trilogy Capital Inc.6,952$291K0.01%+76913F-HRTimeline
Clearstead Advisors, LLC6,934$291K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,474$271K0.01%+42913F-HRTimelineGroup
Semus Wealth Partners LLC6,362$267K0.18%-1,49513F-HRTimeline
Mutual Advisors, LLC6,265$266K0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,096$255K0.02%+1,25513F-HR/ATimeline
SCOTIA CAPITAL INC.5,945$249K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC5,797$243K<0.01%-6,26513F-HRTimeline
TriaGen Wealth Management LLC5,644$236K0.08%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,533$232K0.01%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,512$231K0.12%+3513F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,425$227K0.14%013F-HRTimeline
Quartz Partners, LLC5,360$225K0.14%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,092$213K<0.01%+9113F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC5,058$212K0.01%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,030$211K0.12%13F-HRTimeline
Compound Planning, Inc.5,016$210K0.01%new13F-HRTimeline
EQ LLC4,972$208K0.1%new13F-HRTimeline
Ferguson Shapiro LLC4,823$202K0.07%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,679$196K<0.01%+3,02113F-HRTimelineGroup
FMR LLCin group FMR LLC4,629$194K<0.01%+3,94513F-HRTimelineGroup
Tidemark, LLC4,140$173K0.07%+3813F-HRTimeline
IFP Advisors, Inc4,075$171K0.01%+37313F-HRTimeline
CWM, LLCin group CWM, LLC4,010$168K<0.01%+56013F-HRTimelineGroup
Sunbelt Securities, Inc.3,892$163K0.01%-1,67213F-HRTimeline
MeadowBrook Investment Advisors LLC3,536$148K0.13%-42013F-HRTimeline