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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

258 managers (260 13F filers) reported a position in XYLD shares at 2025-09-30, 31,574,954 shares in all. 33 filers opened a position and 28 filers sold out during the quarter.

Managers
258
13F filers
260
New
33
Added
95
Reduced
99
Sold out
28
Shares held by filers
31,574,954

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY3,911,235$154M0.01%-517,09613F-HR/ATimelineGroup
LPL Financial LLC3,323,189$130M0.04%-3,53113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,170,717$85.2M0.01%-287,08413F-HR/ATimelineGroup
SUMITOMO LIFE INSURANCE CO1,710,000$67.1M2.08%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,692,576$66.5M0.02%+229,00413F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN1,652,108$64.9M0.36%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,243,663$48.8M0.02%-108,13913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,146,789$45M0.01%-86,80113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,012,284$39.5M0.06%+280,01813F-HRTimelineGroup
Global X Japan Co., Ltd.990,048$38.9M3.36%+149,28713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN969,521$38.1M0.01%+13,29313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management809,658$31.8M0.38%-12,87313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding531,782$20.9M-112,076Timeline
Cetera Investment Advisers490,396$19.3M0.02%+150,16613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA467,201$18.3M<0.01%-109,84413F-HRTimelineGroup
HUB Investment Partners, LLC447,518$17.6M0.65%-81,93613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC428,043$16.8M0.28%+10,18313F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC406,616$16M5.78%+45,05713F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.356,916$14M0.02%+24,44313F-HRTimelineGroup
Caerus Investment Advisors, LLC319,279$12.5M5.13%+1213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…302,559$11.9M0.03%+9,96013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS260,958$10.2M0.38%+51,83313F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…215,058$8.43M0.01%+61,48213F-HRTimelineGroup
Cambridge Investment Research Advisors,…206,084$8.09M0.02%-34,55013F-HRTimeline
Private Advisor Group, LLC199,201$7.82M0.04%-11,68213F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co178,000$6.99M0.43%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP177,812$6.98M0.01%+5,28213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.174,440$6.85M0.13%-11,26213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC160,497$6.3M2.11%+5,47913F-HRTimeline
OLD MISSION CAPITAL LLC151,224$5.94M0.21%+53,01713F-HRTimeline
Thrive Capital Management, LLC150,219$5.9M1.52%+4,88113F-HRTimeline
IMC-Chicago, LLC148,898$5.85M0.1%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…148,207$5.82M0.01%new13F-HRTimelineGroup
NFSG Corp147,391$5.79M0.86%-27,37913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC137,386$5.39M1.05%+16,98013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,023$5.26M0.01%-95,65413F-HRTimeline
RiverFront Investment Group, LLC131,614$5.17M0.09%-35813F-HRTimeline
Compass Financial Services Inc129,647$5.09M2.25%-2,08213F-HRTimeline
XML Financial, LLC113,649$4.46M0.36%+4,52013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding108,811$4.27M+34,471Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC92,906$3.65M0.09%+5,13513F-HRTimelineGroup
Avantax Planning Partners, Inc.90,609$3.56M0.1%-4,35913F-HRTimeline
PFG Investments, LLC89,420$3.51M0.18%+5,79313F-HRTimeline
WEDBUSH SECURITIES INC84,243$3.31M0.11%-7,28813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.79,603$3.13M0.04%+4,96013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…78,147$3.07M<0.01%-1,68113F-HRTimelineGroup
Investment Partners Asset Management, I…74,807$2.94M1.94%-1,09813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…74,614$2.93M0.05%-7,18613F-HRTimelineGroup
San Luis Wealth Advisors LLC74,281$2.92M0.53%+7,90213F-HR/ATimeline
NWF Advisory Services Inc.73,820$2.9M0.32%-8,09213F-HRTimeline
NewEdge Advisors, LLC72,748$2.86M0.01%+6,72413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,534$2.7M<0.01%+11,36913F-HRTimeline
MML INVESTORS SERVICES, LLC63,601$2.5M0.01%+2,77713F-HRTimeline
IHT Wealth Management, LLC61,208$2.4M0.06%-18,78713F-HRTimeline
Advisory Services Network, LLC60,762$2.39M0.03%-3,58513F-HRTimeline
Janney Montgomery Scott LLC59,757$2.35M0.01%+2,22213F-HRTimeline
SBI Securities Co., Ltd.58,842$2.31M0.06%-1,12413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…58,266$2.29M0.15%+49313F-HRTimelineGroup
Uniplan Investment Counsel, Inc.55,438$2.18M0.21%-1,37313F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.54,417$2.14M1.56%+92713F-HRTimeline
J. Team Financial, Inc.52,923$2.08M2.11%13F-HRTimeline
ELCO Management Co., LLC52,900$2.08M1.08%-5,30013F-HRTimeline
Flaharty Asset Management, LLC52,472$2.06M0.26%-8913F-HRTimeline
Garner Asset Management Corp52,295$2.05M0.83%+4,44213F-HRTimeline
Proficio Capital Partners LLC51,780$2.03M0.14%-8,299,34613F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…61,991$1.97M0.16%-7,46713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC48,369$1.9M0.15%+9,10313F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC46,504$1.83M0.13%+76513F-HRTimeline
Mariner, LLCin group Mariner, LLC46,223$1.81M<0.01%+1,95313F-HRTimelineGroup
Institute for Wealth Management, LLC.45,144$1.77M0.18%-1,79313F-HRTimeline
BEAM WEALTH ADVISORS, INC.44,418$1.74M0.48%+7713F-HRTimeline
HBW ADVISORY SERVICES LLC44,279$1.74M0.2%-12,08713F-HRTimeline
Belpointe Asset Management LLC44,266$1.74M0.07%-2,46813F-HRTimeline
AlphaStar Capital Management, LLC44,224$1.74M0.15%+13,13413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,502$1.67M<0.01%-50,09213F-HRTimelineGroup
PMG Family Office LLC38,614$1.52M1.69%13F-HRTimeline
1832 Asset Management L.P.37,195$1.46M<0.01%+11713F-HRTimeline
Blue Chip Partners, LLC36,758$1.44M0.11%+7,54913F-HRTimeline
Aventura Private Wealth, LLC36,092$1.42M0.52%-12,19113F-HRTimeline
Regal Investment Advisors LLC35,914$1.41M0.09%+5,34113F-HRTimeline
Madison Wealth Partners, Inc35,558$1.4M0.28%+92513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …33,961$1.33M0.03%013F-HRTimelineGroup
Simplicity Wealth,LLC33,838$1.33M0.08%new13F-HRTimeline
Bangor Savings Bank33,046$1.3M0.11%013F-HRTimeline
McAdam, LLC30,687$1.2M0.06%+2,64413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC28,878$1.13M<0.01%-1,54613F-HRTimelineGroup
PSI Advisors, LLC28,789$1.13M0.29%new13F-HRTimeline
APS Management Group, Inc.28,653$1.12M1%13F-HRTimeline
Wealthfront Advisers LLC28,475$1.12M<0.01%-1,30313F-HRTimeline
Newport Capital Group, LLC27,500$1.08M0.68%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC26,666$1.05M0.07%-27013F-HRTimeline
Ausdal Financial Partners, Inc.26,378$1.04M0.05%+2,89213F-HRTimeline
Castle Rock Wealth Management, LLC26,071$1.03M0.23%-2,70013F-HRTimeline
COMERICA BANK25,457$999K<0.01%-1,00513F-HRTimeline
Berger Financial Group, Inc25,301$993K0.06%+1513F-HRTimeline
Tactive Advisors, LLC24,790$973K0.28%+10,56213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,782$973K0.06%+10,29813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,769$972K0.02%-12,46713F-HRTimeline
Garden State Investment Advisory Servic…24,416$959K0.24%new13F-HRTimeline
&PARTNERS24,044$944K0.01%-40,67213F-HRTimeline
Collaborative Wealth Managment Inc.23,160$909K0.37%+12,72913F-HRTimeline
Curtis Advisory Group, LLC23,091$907K0.21%-15613F-HRTimeline
Foundations Investment Advisors, LLC22,513$884K0.01%-3,80213F-HRTimeline
Procyon Advisors, LLC21,901$860K0.05%+1,90113F-HRTimeline
Founders Financial Alliance, LLC21,898$860K0.16%+3,70013F-HRTimeline
Baker Avenue Asset Management, LP21,784$855K0.02%+9413F-HRTimeline
Triumph Capital Management20,945$822K0.22%+1,84013F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd20,556$807K0.02%+10,21913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,232$794K0.01%+49713F-HRTimelineGroup
PRAIRIEVIEW WEALTH PARTNERS, LLC20,071$788K0.74%-9313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,661$772K<0.01%+24413F-HRTimelineGroup
Valeo Financial Advisors, LLC18,000$707K0.02%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC17,312$680K0.26%-1,04313F-HRTimeline
MAS Advisors LLC17,003$668K1.06%+2,45113F-HRTimeline
BLAIR WILLIAM & CO/IL16,984$667K<0.01%+5713F-HRTimeline
Bensler, LLC16,130$633K0.07%-1,37313F-HRTimeline
Wealthspire Retirement, LLC15,967$627K0.04%+2,18113F-HR/ATimeline
Redwood Financial Network Corp15,464$607K0.38%-11813F-HRTimeline
Perennial Investment Advisors, LLC15,293$600K0.05%-1,11413F-HRTimeline
Beacon Pointe Advisors, LLC15,216$597K0.01%-19013F-HRTimeline
Sanctuary Advisors, LLC14,937$586K<0.01%+1,25713F-HR/ATimeline
D.A. DAVIDSON & CO.14,703$577K<0.01%-2,44013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC14,458$568K0.26%+1,20113F-HRTimeline
Independent Advisor Alliance14,361$564K0.01%+5,13913F-HRTimeline
PKS Advisory Services, LLC14,076$553K0.12%+1,05313F-HRTimeline
CHOREO, LLC13,751$540K0.01%-4,25513F-HRTimeline
Annex Advisory Services, LLC13,613$534K0.01%-6,76713F-HRTimeline
City Center Advisors, LLC13,462$529K0.51%+9413F-HRTimeline
Apella Capital, LLC13,346$527K0.01%new13F-HRTimeline
MANCHESTER FINANCIAL INC13,347$524K0.1%+2,70313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,029$512K<0.01%+76813F-HRTimelineGroup
Comprehensive Money Management Services…12,695$498K0.35%-34813F-HRTimeline
Summit Financial, LLC12,398$487K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…12,214$480K<0.01%-6,51513F-HRTimeline
Snowden Capital Advisors LLC12,162$477K0.01%-20813F-HRTimeline
Cubist Systematic Strategies, LLC12,004$471K0.01%+4,37113F-HRTimeline
Sunbelt Securities, Inc.11,795$463K0.03%+7,90313F-HRTimeline
Note Advisors, LLC11,676$458K0.27%-26813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,627$456K<0.01%+36913F-HRTimelineGroup
Herold Advisors, Inc.11,598$455K0.11%013F-HRTimeline
Hamilton Wealth, LLC11,140$437K0.09%-7513F-HRTimeline
Mesirow Financial Investment Management…11,038$433K0.01%+12213F-HRTimeline
Chicago Partners Investment Group LLC10,813$431K0.01%+22413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,833$425K0.01%-88413F-HRTimelineGroup
Aptus Capital Advisors, LLC10,746$422K<0.01%-2,26213F-HRTimeline
Gladstone Institutional Advisory LLC10,684$419K0.02%+10613F-HRTimeline
Clearstead Advisors, LLC10,590$416K0.01%013F-HRTimeline
Collier Financial10,475$411K0.31%13F-HRTimeline
Horizon Wealth Management, LLC10,468$411K0.06%+98113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,272$403K<0.01%+3313F-HRTimelineGroup
Solutions 4 Wealth, Ltd10,265$403K0.63%+1,49113F-HRTimeline
SAX WEALTH ADVISORS, LLC10,232$402K0.02%+1,06213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,139$398K0.01%+89113F-HRTimeline
SCOTIA CAPITAL INC.9,814$385K<0.01%+3,11713F-HRTimeline
PRIVATE TRUST CO NA9,769$384K0.03%013F-HRTimeline
Copley Financial Group, Inc.9,654$379K0.26%new13F-HRTimeline
Advyzon Investment Management, LLC9,271$364K0.06%-1,48413F-HRTimeline
SMITH, MOORE & CO.9,194$361K0.03%new13F-HRTimeline
First Heartland Consultants, Inc.8,998$353K0.03%+40713F-HRTimeline
Salomon & Ludwin, LLC8,871$349K0.03%-35013F-HRTimeline
Kovack Advisors, Inc.8,831$347K0.03%-5,55513F-HRTimeline
VestGen Advisors, LLC8,674$341K0.01%013F-HRTimeline
Mutual Advisors, LLC8,349$331K0.01%-40413F-HRTimeline
Atlantic Private Wealth, LLC8,354$328K0.21%013F-HRTimeline
Key Client Fiduciary Advisors, LLC8,310$326K0.11%+6813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,200$322K0.01%-16413F-HRTimeline
Compound Planning, Inc.8,096$318K0.01%-34313F-HRTimeline
KW WEALTH MANAGEMENT LLC7,991$314K0.53%13F-HRTimeline
Sigma Planning Corp7,708$303K0.01%+2813F-HRTimeline
Modern Wealth Management, LLC7,693$302K0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,582$298K0.01%-57113F-HRTimelineGroup
GeoWealth Management, LLC7,510$295K0.01%-1,21213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,414$291K0.02%+1,15913F-HRTimeline
Golden State Wealth Management, LLC7,245$284K0.03%+213F-HRTimeline
Objective Capital Management, LLC7,244$284K0.29%-2,44213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,194$282K<0.01%-11,65313F-HRTimelineGroup
Trilogy Capital Inc.7,068$277K0.01%+2713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,067$277K0.05%new13F-HRTimeline
World Investment Advisors7,057$277K0.01%-44813F-HRTimeline
Lifeworks Advisors, LLC7,048$277K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,893$271K<0.01%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC6,892$271K0.04%-16213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,852$269K<0.01%-82613F-HRTimelineGroup
Armor Investment Advisors, LLC6,783$266K0.08%-22413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,688$263K0.02%+1913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,648$261K<0.01%+15613F-HRTimelineGroup
PBMares Wealth Management LLC6,436$253K0.04%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,425$252K0.01%013F-HRTimeline
EQ LLC6,263$246K0.08%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,178$243K0.08%+12613F-HRTimeline
AlphaCore Capital LLC6,054$238K0.01%+5,28013F-HRTimeline
PATTEN & PATTEN INC/TN6,035$237K0.01%-39513F-HRTimeline
Sandbox Financial Partners, LLC5,705$224K0.06%-18013F-HRTimeline
Royal Fund Management, LLC5,607$220K0.03%new13F-HRTimeline
Quartz Partners, LLC5,560$218K0.08%013F-HRTimeline
HRT FINANCIAL LP5,541$217K<0.01%-9,94013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,450$214K0.02%-30713F-HRTimeline
Western Wealth Management, LLC5,136$202K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,120$201K<0.01%-1,02313F-HRTimelineGroup
AdvisorNet Financial, Inc5,075$199K0.01%+3,18113F-HRTimeline