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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

259 managers (261 13F filers) reported a position in XYLD shares at 2025-03-31, 31,927,975 shares in all. 38 filers opened a position and 30 filers sold out during the quarter.

Managers
259
13F filers
261
New
38
Added
124
Reduced
69
Sold out
30
Shares held by filers
31,927,975

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY4,921,029$194M0.01%+668,53013F-HRTimelineGroup
LPL Financial LLC3,677,216$145M0.06%+103,74113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,406,160$135M0.01%+573,75013F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN1,652,108$65.2M0.42%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,479,055$58.4M0.02%-56,83113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,279,713$50.4M0.01%+447,91613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,130,893$44.7M0.01%+35,61513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN871,525$34.4M0.01%+140,95613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management782,703$30.9M0.44%+74,91713F-HRTimelineGroup
Global X Japan Co., Ltd.709,601$28M3.22%+317,27813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.599,693$23.7M0.05%+223,65113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding598,455$23.6M-12,480Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA591,638$23.4M0.01%+6,67013F-HR/ATimelineGroup
HUB Investment Partners, LLC539,030$21.3M0.86%+81,83613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC415,590$17.4M0.39%+2,39913F-HRTimelineGroup
Private Advisor Group, LLC366,576$14.5M0.09%+90,10613F-HRTimeline
Caerus Investment Advisors, LLC360,623$14.2M13.73%+35,74013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC347,458$13.7M6.13%+74,76913F-HRTimeline
Proficio Capital Partners LLC323,640$13.1M1.02%-91,19513F-HRTimeline
Cetera Investment Advisers322,373$12.7M0.02%-3,12013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd282,676$11.2M0.25%new13F-HRTimelineGroup
IHT Wealth Management, LLC268,667$10.6M0.33%+73,50513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…258,215$10.2M0.02%+168,67813F-HRTimeline
Cambridge Investment Research Advisors,…231,503$9.14M0.03%+11,46313F-HRTimeline
NFSG Corp221,627$8.75M2.12%+65,75913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC212,620$8.4M0.01%+13,12413F-HRTimeline
One Capital Management, LLC207,847$8.21M0.28%-10,24013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.189,421$7.48M0.01%-2,45013F-HRTimelineGroup
Advisor Resource Council186,193$7.35M0.59%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP151,797$5.99M0.01%-2,15413F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC150,138$5.93M2.3%+1,24513F-HRTimeline
Belpointe Asset Management LLC145,610$5.75M0.3%+42,80213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.142,219$5.62M0.03%+9,81413F-HRTimeline
RiverFront Investment Group, LLC127,817$5.05M0.11%-5,29113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding125,970$4.95M-98,127Timeline
Good Life Advisors, LLC121,050$4.78M0.34%+24,66513F-HRTimeline
WJ Wealth Management, LLC116,875$4.62M1.63%-111,47613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC115,992$4.58M1.22%+6,40713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,510$4.13M0.01%+49,21413F-HRTimelineGroup
Compass Financial Services Inc99,821$3.94M2.07%+4,13113F-HRTimeline
StoneCrest Wealth Management, Inc.98,743$3.9M2.48%+2,72613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC96,133$3.8M0.01%new13F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC89,920$3.55M0.12%-6,25913F-HRTimeline
WEDBUSH SECURITIES INC86,476$3.42M0.13%+4,42513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…83,797$3.31M0.08%+35,96513F-HRTimelineGroup
OLD MISSION CAPITAL LLC83,638$3.3M0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…83,279$3.29M<0.01%+4,83413F-HRTimelineGroup
Investment Partners Asset Management, I…79,089$3.12M2.45%+1,57313F-HRTimeline
Atria Wealth Solutions, Inc.75,954$3M0.04%+1,27613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC74,919$2.96M0.09%-4,07513F-HRTimelineGroup
PFG Investments, LLC73,573$2.91M0.19%+3,17913F-HRTimeline
NWF Advisory Services Inc.72,559$2.87M0.4%new13F-HRTimeline
Avantax Planning Partners, Inc.68,632$2.71M0.1%+12,93713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…64,462$2.69M0.11%-15013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding65,305$2.58M+24,416Timeline
San Luis Wealth Advisors LLC63,757$2.52M0.57%+46,26513F-HR/ATimeline
Uniplan Investment Counsel, Inc.62,794$2.48M0.24%-2,49813F-HRTimeline
SBI Securities Co., Ltd.59,955$2.37M0.08%+82813F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.58,975$2.33M1.84%+2,25613F-HRTimeline
ELCO Management Co., LLC58,600$2.31M1.28%-20013F-HRTimeline
Janney Montgomery Scott LLC55,753$2.2M0.01%-6,04713F-HRTimeline
NewEdge Advisors, LLC54,745$2.16M0.01%+6,50913F-HRTimeline
Advisory Services Network, LLC53,463$2.11M0.04%+6,80413F-HRTimeline
Flaharty Asset Management, LLC50,579$2M0.29%+1,19913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…48,489$1.91M0.17%-11,84213F-HRTimeline
Institute for Wealth Management, LLC.47,820$1.89M0.24%-83813F-HRTimeline
HBW ADVISORY SERVICES LLC47,544$1.88M0.27%+15,15813F-HRTimeline
Garner Asset Management Corp46,195$1.82M0.8%new13F-HRTimeline
MML INVESTORS SERVICES, LLC44,924$1.77M0.01%+4,29713F-HRTimeline
BEAM WEALTH ADVISORS, INC.44,615$1.76M0.59%-1,22713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,675$1.72M<0.01%+4,44313F-HRTimeline
&PARTNERS43,650$1.71M0.02%new13F-HRTimeline
Bangor Savings Bank42,562$1.68M0.16%013F-HRTimeline
Mariner, LLCin group Mariner, LLC42,234$1.67M<0.01%-7,45213F-HRTimelineGroup
Kaizen Financial Strategies42,207$1.67M0.96%+12,67513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC37,240$1.56M0.12%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC38,100$1.5M<0.01%-42,97013F-HRTimeline
1832 Asset Management L.P.37,078$1.46M<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC36,139$1.43M0.02%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC35,143$1.39M0.14%+3,04313F-HR/ATimeline
Castle Rock Wealth Management, LLC33,780$1.33M0.36%+1,23813F-HRTimeline
Madison Wealth Partners, Inc33,777$1.33M0.33%+2,53313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,524$1.28M0.01%+8,59213F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …30,718$1.21M0.04%013F-HR/ATimelineGroup
Pasadena Private Wealth, LLC30,050$1.19M0.23%+5,59013F-HRTimeline
Blue Chip Partners, LLC28,800$1.14M0.1%+1,67313F-HRTimeline
Regal Investment Advisors LLC28,574$1.13M0.09%-4,54213F-HRTimeline
1900 WEALTH MANAGEMENT LLC27,981$1.1M0.09%-1,20413F-HRTimeline
COMERICA BANK27,257$1.08M<0.01%-30013F-HRTimeline
Beta Wealth Group, Inc.26,076$1.03M0.37%new13F-HRTimeline
Berger Financial Group, Inc25,846$1.02M0.07%-60413F-HRTimeline
Foundations Investment Advisors, LLC25,554$1.01M0.02%+2,56113F-HRTimeline
McAdam, LLC25,178$994K0.06%-1,19713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC24,550$964K0.73%013F-HRTimeline
Wealthfront Advisers LLC24,271$958K<0.01%+2,38913F-HRTimeline
Curtis Advisory Group, LLC24,014$948K0.28%+9,35313F-HRTimeline
Steward Partners Investment Advisory, L…21,758$859K0.01%+10,38013F-HRTimeline
Baker Avenue Asset Management, LP21,574$852K0.03%+19913F-HRTimeline
PRIVATE TRUST CO NA21,297$841K0.09%+4,57113F-HRTimeline
AlphaStar Capital Management, LLC21,280$840K0.08%+3,06013F-HRTimeline
Perennial Investment Advisors, LLC21,078$832K0.09%+31313F-HRTimeline
CHOREO, LLC21,014$830K0.01%+2313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS20,970$828K0.03%+13,91513F-HRTimelineGroup
Annex Advisory Services, LLC20,380$805K0.02%+6,73813F-HRTimeline
D.A. DAVIDSON & CO.20,288$801K0.01%-1,37513F-HRTimeline
Procyon Advisors, LLC20,000$790K0.05%013F-HRTimeline
Financial Advocates Investment Manageme…19,810$782K0.05%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,360$765K0.01%-82013F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC19,187$758K0.35%-1,25213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,080$753K0.01%+1,97113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,667$737K<0.01%-21913F-HRTimelineGroup
Ausdal Financial Partners, Inc.18,022$712K0.05%+2,90113F-HRTimeline
Bensler, LLC17,599$695K0.09%+53113F-HRTimeline
BLAIR WILLIAM & CO/IL17,511$692K<0.01%+63013F-HRTimeline
Founders Financial Alliance, LLC17,463$690K0.17%+1,13813F-HRTimeline
Wealthspire Retirement, LLC16,969$670K0.05%+8,61613F-HRTimeline
Beacon Pointe Advisors, LLC16,868$666K0.01%+2,51913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,009$632K<0.01%+5,18113F-HRTimelineGroup
Iron Horse Wealth Management, LLC15,695$620K0.2%-1,51513F-HRTimeline
Redwood Financial Network Corp15,582$615K0.47%-613F-HRTimeline
Comprehensive Money Management Services…15,534$613K0.5%-26213F-HRTimeline
AMERIFLEX GROUP, INC.15,345$606K0.25%new13F-HRTimeline
Arete Wealth Advisors, LLC15,081$596K0.05%+1,10013F-HRTimeline
Capital Wealth Planning, LLC14,908$589K0.01%new13F-HRTimeline
City Center Advisors, LLC14,860$587K0.69%-1,19713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,310$565K0.01%-27613F-HRTimelineGroup
MAS Advisors LLC13,976$552K0.85%-4,40813F-HRTimeline
Kovack Advisors, Inc.13,704$541K0.06%-1,53913F-HRTimeline
Mesirow Financial Investment Management…13,397$529K0.01%+51613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth13,003$514K0.01%+51313F-HRTimelineGroup
Sanctuary Advisors, LLC12,519$494K<0.01%+1,15113F-HRTimeline
PKS Advisory Services, LLC12,466$491K0.13%+1,87513F-HRTimeline
Golden State Wealth Management, LLC12,439$491K0.07%+2013F-HR/ATimeline
Snowden Capital Advisors LLC12,270$485K0.02%+84013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,189$481K0.27%+52613F-HRTimeline
PSI Advisors, LLC12,157$480K0.16%+3,97013F-HRTimeline
Note Advisors, LLC11,962$472K0.39%+4613F-HRTimeline
B. Riley Wealth Advisors, Inc.11,940$472K0.01%-89713F-HRTimeline
Fortis Capital Advisors, LLC11,896$470K0.1%new13F-HRTimeline
Herold Advisors, Inc.11,598$458K0.1%013F-HRTimeline
GeoWealth Management, LLC11,543$456K0.02%+2,31413F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC11,000$434K0.06%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,642$420K0.04%-4,22513F-HR/ATimeline
MANCHESTER FINANCIAL INC10,640$420K0.09%-23613F-HRTimeline
Aptus Capital Advisors, LLC10,425$412K<0.01%-2,42813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,330$408K<0.01%-1,28113F-HRTimelineGroup
Chicago Partners Investment Group LLC10,362$399K0.01%-9013F-HRTimeline
Sigma Planning Corp10,095$399K0.01%+19713F-HRTimeline
Lifeworks Advisors, LLC9,610$379K0.06%013F-HRTimeline
Advyzon Investment Management, LLC9,426$372K0.13%+1,87613F-HRTimeline
Salomon & Ludwin, LLC9,221$364K0.04%013F-HRTimeline
Brady Martz Wealth Solutions, LLC9,159$362K0.08%-113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,943$353K0.08%+1,89813F-HRTimeline
Independent Advisor Alliance8,873$350K0.01%-129,62513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO8,742$345K0.01%+78413F-HRTimeline
Solutions 4 Wealth, Ltd8,516$336K0.59%+39113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,447$334K0.02%-60413F-HRTimeline
Atlantic Private Wealth, LLC8,354$330K0.24%013F-HRTimeline
WINNACLE WEALTH LLC8,338$329K0.3%-31,41613F-HRTimeline
First Heartland Consultants, Inc.8,336$329K0.03%+43513F-HRTimeline
Mutual Advisors, LLC8,592$329K0.01%+2,32713F-HRTimeline
Compound Planning, Inc.8,307$328K0.01%+3,29113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,162$322K<0.01%+97513F-HRTimelineGroup
Arax Advisory Partners7,938$313K0.02%+31513F-HRTimeline
Detalus Advisors, LLC7,912$312K0.1%-6613F-HRTimeline
Sandbox Financial Partners, LLC7,716$305K0.11%+18613F-HRTimeline
Armor Investment Advisors, LLC7,688$304K0.13%-1,09113F-HRTimeline
World Investment Advisors7,530$297K0.01%-1,70013F-HRTimeline
SCOTIA CAPITAL INC.7,467$295K<0.01%+1,52213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,464$295K<0.01%new13F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC7,025$277K0.13%new13F-HRTimeline
Trilogy Capital Inc.7,008$277K0.01%+5613F-HRTimeline
Clearstead Advisors, LLC6,934$274K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,893$272K<0.01%-23813F-HRTimelineGroup
Weaver Consulting Group6,846$270K0.08%-40813F-HRTimeline
Cornerstone Wealth Group, LLC6,767$267K0.02%new13F-HRTimeline
Collier Financial6,744$266K0.23%new13F-HRTimeline
Triumph Capital Management6,615$261K0.09%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,530$258K0.01%+5613F-HRTimelineGroup
Sunbelt Securities, Inc.6,497$257K0.02%+2,60513F-HRTimeline
AlphaCore Capital LLC6,421$254K0.02%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,412$253K0.02%+31613F-HRTimeline
Fermata Advisors, LLC6,382$252K0.05%new13F-HRTimeline
Gladstone Institutional Advisory LLC6,326$250K0.01%new13F-HRTimeline
Horizon Wealth Management, LLC6,294$249K0.04%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,180$244K0.02%new13F-HRTimeline
Allworth Financial LP6,222$237K<0.01%+3,65013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,878$232K0.11%+36613F-HRTimeline
CPC Advisors, LLC5,691$225K0.03%-1,34513F-HRTimeline
TriaGen Wealth Management LLC5,644$223K0.08%013F-HRTimeline
Quartz Partners, LLC5,560$220K0.13%+20013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,533$219K0.01%new13F-HR/ATimelineGroup
KCM INVESTMENT ADVISORS LLC5,533$218K0.01%013F-HRTimeline
Summit Trail Advisors, LLC5,500$217K0.01%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,425$214K0.14%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,284$209K0.01%-146,88813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,208$206K<0.01%+11613F-HRTimelineGroup
Southland Equity Partners LLC5,129$203K0.05%new13F-HRTimeline
Ferguson Shapiro LLC5,089$201K0.07%+26613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,058$200K0.01%013F-HRTimeline