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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

254 managers (256 13F filers) reported a position in XYLD shares at 2025-06-30, 38,773,658 shares in all. 30 filers opened a position and 36 filers sold out during the quarter.

Managers
254
13F filers
256
New
30
Added
114
Reduced
77
Sold out
36
Shares held by filers
38,773,658

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY4,428,331$172M0.01%-492,69813F-HRTimelineGroup
LPL Financial LLC3,326,720$130M0.04%-350,49613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,457,801$95.7M0.01%-948,35913F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN1,652,108$64.3M0.38%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,463,572$57M0.01%+183,85913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,351,802$52.6M0.02%-127,25313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,233,590$48M0.01%+102,69713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN956,228$37.2M0.01%+84,70313F-HRTimelineGroup
Global X Japan Co., Ltd.840,761$32.7M3.32%+131,16013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management822,531$32M0.42%+39,82813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.732,266$28.5M0.05%+132,57313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding643,858$25.1M+45,403Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA577,045$22.5M<0.01%-14,59313F-HR/ATimelineGroup
HUB Investment Partners, LLC529,454$20.6M0.72%-9,57613F-HRTimeline
Proficio Capital Partners LLC8,351,126$17.9M1.12%+8,027,48613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC417,860$16.3M0.31%+2,27013F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC361,559$14.1M5.66%+14,10113F-HRTimeline
Cetera Investment Advisers340,230$13.2M0.02%+17,85713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.332,473$12.9M0.02%+143,05213F-HRTimelineGroup
Caerus Investment Advisors, LLC319,267$12.4M11.85%-41,35613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…292,599$11.4M0.03%+34,38413F-HRTimeline
Cambridge Investment Research Advisors,…240,634$9.37M0.03%+9,13113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC229,677$8.94M0.01%+17,05713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC226,859$8.83M0.01%+130,72613F-HRTimelineGroup
Private Advisor Group, LLC210,883$8.21M0.04%-155,69313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS209,125$8.14M0.3%+188,15513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.186,782$7.27M0.04%+44,56313F-HRTimeline
J.W. COLE ADVISORS, INC.185,702$7.23M0.15%+180,41813F-HRTimeline
NFSG Corp174,770$6.81M1.1%-46,85713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP172,530$6.72M0.01%+20,73313F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC155,018$6.04M2.14%+4,88013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…153,576$5.97M0.01%+27,60613F-HRTimelineGroup
Thrive Capital Management, LLC145,338$5.66M1.77%new13F-HRTimeline
RiverFront Investment Group, LLC131,972$5.14M0.1%+4,15513F-HRTimeline
Compass Financial Services Inc131,729$5.13M2.48%+31,90813F-HRTimeline
Good Life Advisors, LLC125,197$4.88M0.3%+4,14713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC120,406$4.69M1.05%+4,41413F-HRTimeline
Beta Wealth Group, Inc.116,929$4.55M1.67%+90,85313F-HRTimeline
XML Financial, LLC109,129$4.25M0.37%new13F-HRTimeline
OLD MISSION CAPITAL LLC98,207$3.82M0.1%+14,56913F-HRTimeline
Avantax Planning Partners, Inc.94,968$3.7M0.12%+26,33613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…92,594$3.61M0.01%-11,91613F-HR/ATimelineGroup
WEDBUSH SECURITIES INC91,531$3.56M0.12%+5,05513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC87,771$3.42M0.09%+12,85213F-HRTimelineGroup
PFG Investments, LLC83,627$3.26M0.19%+10,05413F-HRTimeline
NWF Advisory Services Inc.81,912$3.19M0.38%+9,35313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…81,800$3.19M0.06%-1,99713F-HRTimelineGroup
IHT Wealth Management, LLC79,995$3.11M0.09%-188,67213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…79,828$3.11M<0.01%-3,45113F-HRTimelineGroup
Investment Partners Asset Management, I…75,905$2.96M2.06%-3,18413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.74,643$2.91M0.04%+55,28313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding74,340$2.89M+9,035Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…69,458$2.7M0.22%+20,96913F-HRTimeline
San Luis Wealth Advisors LLC66,379$2.58M0.56%+2,62213F-HRTimeline
NewEdge Advisors, LLC66,024$2.57M0.01%+11,27913F-HRTimeline
&PARTNERS64,716$2.52M0.02%+21,06613F-HRTimeline
Advisory Services Network, LLC64,347$2.5M0.04%+10,88413F-HRTimeline
MML INVESTORS SERVICES, LLC60,824$2.37M0.01%+15,90013F-HRTimeline
SBI Securities Co., Ltd.59,966$2.34M0.07%+1113F-HRTimeline
ELCO Management Co., LLC58,200$2.27M1.19%-40013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…57,773$2.25M0.12%-6,68913F-HRTimelineGroup
Janney Montgomery Scott LLC57,535$2.24M0.01%+1,78213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,165$2.23M<0.01%+13,49013F-HRTimeline
Uniplan Investment Counsel, Inc.56,811$2.21M0.22%-5,98313F-HRTimeline
HBW ADVISORY SERVICES LLC56,366$2.19M0.27%+8,82213F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.53,490$2.08M1.61%-5,48513F-HRTimeline
Flaharty Asset Management, LLC52,561$2.05M0.28%+1,98213F-HR/ATimeline
Atria Wealth Solutions, Inc.52,037$2.03M0.05%-23,91713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd49,639$1.93M0.03%-233,03713F-HRTimelineGroup
Aventura Private Wealth, LLC48,283$1.88M0.81%new13F-HRTimeline
Garner Asset Management Corp47,853$1.86M0.86%+1,65813F-HRTimeline
Institute for Wealth Management, LLC.46,937$1.83M0.2%-88313F-HRTimeline
Belpointe Asset Management LLC46,734$1.82M0.08%-98,87613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC45,739$1.78M0.13%+8,49913F-HRTimeline
BEAM WEALTH ADVISORS, INC.44,341$1.73M0.51%-27413F-HRTimeline
Mariner, LLCin group Mariner, LLC44,270$1.72M<0.01%+2,03613F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC39,266$1.53M0.14%+4,12313F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC37,236$1.45M0.04%-52,68413F-HRTimeline
1832 Asset Management L.P.37,078$1.44M<0.01%013F-HRTimeline
Kaizen Financial Strategies36,017$1.4M0.71%-6,19013F-HRTimeline
Madison Wealth Partners, Inc34,633$1.35M0.29%+85613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …33,961$1.32M0.04%+3,24313F-HRTimelineGroup
Bangor Savings Bank33,046$1.29M0.12%-9,51613F-HRTimeline
AlphaStar Capital Management, LLC31,090$1.21M0.09%+9,81013F-HRTimeline
Regal Investment Advisors LLC30,573$1.19M0.09%+1,99913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,424$1.18M0.01%-2,10013F-HRTimelineGroup
Wealthfront Advisers LLC29,778$1.16M<0.01%+5,50713F-HRTimeline
Blue Chip Partners, LLC29,209$1.14M0.09%+40913F-HRTimeline
Castle Rock Wealth Management, LLC28,771$1.11M0.26%-5,00913F-HRTimeline
McAdam, LLC28,043$1.09M0.06%+2,86513F-HRTimeline
Newport Capital Group, LLC27,500$1.07M0.73%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC26,936$1.05M0.08%-1,04513F-HRTimeline
COMERICA BANK26,462$1.03M<0.01%-79513F-HRTimeline
Foundations Investment Advisors, LLC26,315$1.02M0.02%+76113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC26,000$1.01M<0.01%-12,10013F-HRTimeline
Berger Financial Group, Inc25,286$985K0.06%-56013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC24,550$969K0.82%013F-HRTimeline
Ausdal Financial Partners, Inc.23,486$915K0.06%+5,46413F-HRTimeline
Curtis Advisory Group, LLC23,247$905K0.23%-76713F-HRTimeline
Baker Avenue Asset Management, LP21,690$845K0.02%+11613F-HRTimeline
Annex Advisory Services, LLC20,380$794K0.02%013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC20,164$785K0.82%new13F-HRTimeline
Financial Advocates Investment Manageme…20,010$779K0.06%+20013F-HRTimeline
Procyon Advisors, LLC20,000$779K0.07%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,735$768K0.01%+65513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,417$756K<0.01%+75013F-HRTimelineGroup
Triumph Capital Management19,105$744K0.22%+12,49013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.18,847$734K<0.01%+11,38313F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,729$729K0.01%-3,02913F-HRTimeline
Joseph P. Lucia & Associates, LLC18,355$715K0.29%-83213F-HRTimeline
Founders Financial Alliance, LLC18,198$709K0.16%+73513F-HRTimeline
CHOREO, LLC18,006$701K0.01%-3,00813F-HRTimeline
Bensler, LLC17,503$682K0.08%-9613F-HRTimeline
D.A. DAVIDSON & CO.17,143$668K<0.01%-3,14513F-HRTimeline
BLAIR WILLIAM & CO/IL16,927$659K<0.01%-58413F-HRTimeline
Perennial Investment Advisors, LLC16,407$639K0.06%-4,67113F-HRTimeline
Redwood Financial Network Corp15,582$607K0.41%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,538$605K<0.01%new13F-HR/ATimelineGroup
HRT FINANCIAL LP15,481$602K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC15,406$600K0.01%-1,46213F-HRTimeline
Iron Horse Wealth Management, LLC14,974$583K0.17%-72113F-HRTimeline
MAS Advisors LLC14,552$567K0.93%+57613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,484$564K0.04%+3,84213F-HRTimeline
Kovack Advisors, Inc.14,386$560K0.05%+68213F-HRTimeline
Tactive Advisors, LLC14,228$554K0.18%13F-HRTimeline
Wealthspire Retirement, LLC13,786$537K0.04%-3,18313F-HRTimeline
Sanctuary Advisors, LLC13,680$533K<0.01%+1,16113F-HRTimeline
City Center Advisors, LLC13,368$521K0.56%-1,49213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC13,257$516K0.26%+1,06813F-HRTimeline
Comprehensive Money Management Services…13,043$508K0.39%-2,49113F-HRTimeline
PKS Advisory Services, LLC13,023$507K0.13%+55713F-HRTimeline
Aptus Capital Advisors, LLC13,008$507K0.01%+2,58313F-HRTimeline
Snowden Capital Advisors LLC12,370$482K0.01%+10013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,261$477K<0.01%-3,74813F-HRTimelineGroup
Note Advisors, LLC11,944$465K0.32%-1813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,717$456K0.01%+5,18713F-HRTimelineGroup
Herold Advisors, Inc.11,598$452K0.09%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,258$438K<0.01%-3,05213F-HRTimelineGroup
Hamilton Wealth, LLC11,215$437K0.1%new13F-HRTimeline
Mesirow Financial Investment Management…10,916$425K0.01%-2,48113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,783$420K<0.01%+6,99913F-HRTimelineGroup
Advyzon Investment Management, LLC10,755$419K0.09%+1,32913F-HRTimeline
MANCHESTER FINANCIAL INC10,644$414K0.09%+413F-HRTimeline
Clearstead Advisors, LLC10,590$412K0.01%+3,65613F-HRTimeline
Gladstone Institutional Advisory LLC10,578$412K0.02%+4,25213F-HRTimeline
Chicago Partners Investment Group LLC10,589$411K0.01%+22713F-HRTimeline
Collaborative Wealth Managment Inc.10,431$406K0.18%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,337$403K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,239$399K<0.01%-9113F-HR/ATimelineGroup
PRIVATE TRUST CO NA9,769$380K0.04%-11,52813F-HRTimeline
Objective Capital Management, LLC9,686$377K0.42%new13F-HRTimeline
Horizon Wealth Management, LLC9,487$369K0.06%+3,19313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO9,248$360K0.01%+50613F-HRTimeline
Salomon & Ludwin, LLC9,221$359K0.04%013F-HRTimeline
Independent Advisor Alliance9,222$359K0.01%+34913F-HRTimeline
SAX WEALTH ADVISORS, LLC9,170$357K0.02%new13F-HRTimeline
Signal Advisors Wealth, LLC8,806$343K0.03%new13F-HRTimeline
Solutions 4 Wealth, Ltd8,774$342K0.57%+25813F-HRTimeline
Mutual Advisors, LLC8,753$341K0.01%+16113F-HRTimeline
GeoWealth Management, LLC8,722$340K0.01%-2,82113F-HRTimeline
VestGen Advisors, LLC8,674$338K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.8,591$335K0.03%+25513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,447$329K<0.01%-4,55613F-HRTimelineGroup
Compound Planning, Inc.8,439$329K0.01%+13213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,364$326K0.02%-8313F-HRTimeline
Atlantic Private Wealth, LLC8,354$325K0.22%013F-HRTimeline
Key Client Fiduciary Advisors, LLC8,242$321K0.13%+1,21713F-HRTimeline
Arax Advisory Partners8,179$318K0.01%+24113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,153$317K0.02%+2,62013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,855$306K<0.01%+6,40513F-HRTimelineGroup
Sigma Planning Corp7,680$299K0.01%-2,41513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,678$299K<0.01%-48413F-HRTimelineGroup
Cubist Systematic Strategies, LLC7,633$297K<0.01%new13F-HRTimeline
World Investment Advisors7,505$292K0.01%-2513F-HRTimeline
Golden State Wealth Management, LLC7,243$282K0.03%-5,19613F-HRTimeline
TWO SIGMA SECURITIES, LLC7,054$275K0.03%new13F-HRTimeline
Lifeworks Advisors, LLC7,048$274K0.04%-2,56213F-HRTimeline
Trilogy Capital Inc.7,041$274K0.01%+3313F-HRTimeline
Armor Investment Advisors, LLC7,007$273K0.1%-68113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,893$268K<0.01%013F-HRTimelineGroup
Allworth Financial LP6,845$267K<0.01%+62313F-HRTimeline
Ashton Thomas Private Wealth, LLC6,707$261K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.6,697$261K<0.01%-77013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,669$260K0.02%+25713F-HR/ATimeline
TriaGen Wealth Management LLC6,517$254K0.08%+87313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,492$253K<0.01%new13F-HRTimelineGroup
PATTEN & PATTEN INC/TN6,430$250K0.02%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,425$250K0.01%new13F-HRTimeline
EQ LLC6,263$244K0.09%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,255$244K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,143$239K0.01%+93513F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC6,052$236K0.09%+17413F-HRTimeline
Sandbox Financial Partners, LLC5,885$229K0.07%-1,83113F-HRTimeline
CWM, LLCin group CWM, LLC5,866$228K<0.01%+1,63213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,757$224K0.02%new13F-HRTimeline
IFP Advisors, Inc5,664$221K0.01%+1,31213F-HRTimeline
Quartz Partners, LLC5,560$217K0.1%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,533$215K0.01%013F-HRTimeline
Summit Trail Advisors, LLC5,500$214K<0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,460$213K0.01%-72013F-HRTimeline