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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

279 managers (281 13F filers) reported a position in XYLD shares at 2025-12-31, 29,123,708 shares in all. 34 filers opened a position and 21 filers sold out during the quarter.

Managers
279
13F filers
281
New
34
Added
89
Reduced
109
Sold out
21
Shares held by filers
29,123,708

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY3,987,866$162M0.01%+76,63113F-HR/ATimelineGroup
LPL Financial LLC3,250,859$132M0.04%-72,33013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,107,935$85.6M0.01%-62,78213F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO1,710,000$69.5M1.9%013F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN1,652,108$67.1M0.35%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,616,842$65.7M0.01%-75,73413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,006,581$40.9M0.01%-140,20813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN948,869$38.6M0.01%-20,65213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.938,194$38.1M0.06%-74,09013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management827,203$33.6M0.38%+17,54513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding553,116$22.5M+21,334Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC540,573$22M0.01%-703,09013F-HRTimelineGroup
Cetera Investment Advisers469,181$19.1M0.02%-21,21513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC432,679$17.6M0.27%+4,63613F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC412,816$16.8M5.93%+6,20013F-HRTimeline
HUB Investment Partners, LLC407,879$16.6M0.45%-39,63913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.345,870$14.1M0.02%-11,04613F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS299,408$12.2M0.46%+38,45013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA289,802$11.8M<0.01%-177,39913F-HRTimelineGroup
Caerus Investment Advisors, LLC276,188$11.2M3.75%-43,09113F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…216,672$8.83M0.01%+1,61413F-HRTimelineGroup
Cambridge Investment Research Advisors,…196,635$7.99M0.02%-9,44913F-HRTimeline
Private Advisor Group, LLC193,350$7.86M0.04%-5,85113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…185,751$7.55M0.02%-116,80813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP182,113$7.4M0.01%+4,30113F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co178,000$7.23M0.47%013F-HRTimeline
Thrive Capital Management, LLC173,938$7.07M1.57%+23,71913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC173,271$7.04M2.32%+12,77413F-HRTimeline
Compass Financial Services Inc136,107$5.53M2.38%+6,46013F-HRTimeline
NFSG Corp134,200$5.45M0.85%-13,19113F-HRTimeline
IMC-Chicago, LLC125,350$5.09M0.09%-23,54813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding123,311$5.01M+14,500Timeline
XML Financial, LLC120,274$4.89M0.4%+6,62513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC118,311$4.81M0.01%-15,71213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC98,292$3.99M0.72%-39,09413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC95,663$3.89M0.09%+2,75713F-HRTimelineGroup
Avantax Planning Partners, Inc.91,338$3.71M0.1%+72913F-HRTimeline
PFG Investments, LLC89,513$3.64M0.17%+9313F-HRTimeline
WEDBUSH SECURITIES INC86,908$3.53M0.1%+2,66513F-HRTimeline
MML INVESTORS SERVICES, LLC76,931$3.13M0.01%+13,33013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…76,754$3.12M0.04%+2,14013F-HRTimelineGroup
NewEdge Advisors, LLC76,618$3.11M0.01%+3,87013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.75,666$3.07M0.03%-3,93713F-HRTimelineGroup
RiverFront Investment Group, LLC70,724$2.87M0.05%-60,89013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,490$2.86M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,927$2.68M<0.01%+23,42513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,231$2.67M<0.01%-3,30313F-HRTimeline
NWF Advisory Services Inc.62,702$2.55M0.28%-11,11813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62,614$2.54M<0.01%-15,53313F-HR/ATimelineGroup
Advisory Services Network, LLC62,536$2.54M0.04%+1,77413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC59,335$2.41M<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC59,173$2.4M0.09%-92,05113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…58,378$2.37M0.16%-3,61313F-HRTimeline
Janney Montgomery Scott LLC57,796$2.35M0.01%-1,96113F-HRTimeline
SBI Securities Co., Ltd.56,298$2.29M0.06%-2,54413F-HRTimeline
Belpointe Asset Management LLC56,284$2.29M0.08%+12,01813F-HRTimeline
Flaharty Asset Management, LLC55,996$2.28M0.28%+3,52413F-HRTimeline
Uniplan Investment Counsel, Inc.54,935$2.23M0.22%-50313F-HR/ATimeline
IHT Wealth Management, LLC54,686$2.22M0.05%-6,52213F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.53,125$2.16M1.59%-1,29213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC52,694$2.14M0.14%+6,19013F-HRTimeline
Garner Asset Management Corp52,025$2.11M0.81%-27013F-HRTimeline
J. Team Financial, Inc.51,778$2.1M2.1%-1,14513F-HRTimeline
San Luis Wealth Advisors LLC49,887$2.03M0.34%-24,39413F-HRTimeline
ELCO Management Co., LLC48,300$1.96M1.24%-4,60013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…45,987$1.87M0.07%-12,27913F-HRTimelineGroup
Collaborative Wealth Managment Inc.45,434$1.85M0.65%+22,27413F-HRTimeline
BEAM WEALTH ADVISORS, INC.43,817$1.78M0.49%-60113F-HRTimeline
Mariner, LLCin group Mariner, LLC43,642$1.77M<0.01%-2,58113F-HRTimelineGroup
Institute for Wealth Management, LLC.42,428$1.72M0.18%-2,71613F-HRTimeline
Proficio Capital Partners LLC39,785$1.62M0.11%-11,99513F-HRTimeline
Regal Investment Advisors LLC39,081$1.59M0.09%+3,16713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,966$1.58M0.08%+14,18413F-HRTimeline
SageGuard Financial Group, LLC37,596$1.53M0.24%13F-HRTimeline
Wealthfront Advisers LLC37,548$1.53M<0.01%+9,07313F-HRTimeline
1832 Asset Management L.P.37,195$1.51M<0.01%013F-HRTimeline
AlphaStar Capital Management, LLC37,138$1.51M0.11%-7,08613F-HRTimeline
Aventura Private Wealth, LLC36,107$1.47M0.53%+1513F-HRTimeline
HBW ADVISORY SERVICES LLC34,367$1.4M0.15%-9,91213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …33,961$1.38M0.04%013F-HR/ATimelineGroup
Blue Chip Partners, LLC33,919$1.38M0.1%-2,83913F-HRTimeline
PMG Family Office LLC33,333$1.35M1.57%-5,28113F-HRTimeline
McAdam, LLC33,303$1.35M0.06%+2,61613F-HRTimeline
Bangor Savings Bank33,046$1.34M0.11%013F-HRTimeline
Garden State Investment Advisory Servic…30,659$1.25M0.3%+6,24313F-HRTimeline
APS Management Group, Inc.30,429$1.24M1.06%+1,77613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,225$1.23M<0.01%new13F-HRTimelineGroup
PSI Advisors, LLC29,671$1.21M0.3%+88213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,968$1.18M<0.01%+9,30713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC28,878$1.14M<0.01%013F-HRTimelineGroup
Newport Capital Group, LLC27,500$1.12M0.68%013F-HR/ATimeline
Simplicity Wealth,LLC27,111$1.1M0.07%-6,72713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,606$1.08M0.02%+1,83713F-HRTimeline
Ausdal Financial Partners, Inc.26,388$1.07M0.05%+1013F-HRTimeline
&PARTNERS26,371$1.07M0.01%+2,32713F-HRTimeline
Baker Avenue Asset Management, LP25,402$1.03M0.02%+3,61813F-HRTimeline
1900 WEALTH MANAGEMENT LLC24,991$1.02M0.07%-1,67513F-HRTimeline
Berger Financial Group, Inc24,260$986K0.06%-1,04113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC23,964$974K0.07%-24,40513F-HR/ATimeline
Curtis Advisory Group, LLC22,877$929K0.19%-21413F-HRTimeline
Tactive Advisors, LLC22,480$913K0.27%-2,31013F-HRTimeline
Foundations Investment Advisors, LLC22,440$912K0.01%-7313F-HRTimeline
COMERICA BANK22,274$905K<0.01%-3,18313F-HRTimeline
Procyon Advisors, LLC21,901$890K0.04%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,234$863K0.01%+1,00213F-HRTimelineGroup
Triumph Capital Management20,641$839K0.18%-30413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,522$834K<0.01%-127,68513F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd20,339$826K0.02%-21713F-HRTimeline
Atlantic Private Wealth, LLC20,278$824K0.53%+11,92413F-HRTimeline
Founders Financial Alliance, LLC20,215$821K0.16%-1,68313F-HRTimeline
Valeo Financial Advisors, LLC20,000$813K0.02%+2,00013F-HRTimeline
Braeburn Wealth Management LLC20,000$813K0.42%13F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC19,886$808K0.73%-18513F-HRTimeline
Castle Rock Wealth Management, LLC17,988$729K0.16%-8,08313F-HRTimeline
Madison Wealth Partners, Inc17,662$718K0.13%-17,89613F-HRTimeline
Summit Financial, LLC16,756$681K0.01%+4,35813F-HRTimeline
World Investment Advisors16,715$679K0.01%+9,65813F-HR/ATimeline
Joseph P. Lucia & Associates, LLC16,315$663K0.24%-99713F-HRTimeline
Bensler, LLC15,766$641K0.06%-36413F-HRTimeline
Wealthspire Retirement, LLC15,749$640K0.04%-21813F-HRTimeline
Kovack Advisors, Inc.15,586$633K0.03%+6,75513F-HR/ATimeline
PKS Advisory Services, LLC15,471$629K0.14%+1,39513F-HRTimeline
Redwood Financial Network Corp15,317$622K0.4%-14713F-HRTimeline
Perennial Investment Advisors, LLC15,097$613K0.05%-19613F-HRTimeline
Beacon Pointe Advisors, LLC14,697$597K<0.01%-51913F-HRTimeline
D.A. DAVIDSON & CO.14,429$586K<0.01%-27413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC14,421$586K0.26%-3713F-HRTimeline
Oakmont Advisory Group, LLC14,250$579K0.62%13F-HRTimeline
Snowden Capital Advisors LLC14,115$574K0.01%+1,95313F-HRTimeline
Independent Advisor Alliance14,070$572K0.01%-29113F-HRTimeline
City Center Advisors, LLC14,022$570K0.52%+56013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,725$558K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,715$557K<0.01%+2,08813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC13,700$557K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…13,565$551K0.07%13F-HRTimeline
MOR Wealth Management, LLC13,345$542K0.25%13F-HRTimeline
Apella Capital, LLC13,292$540K0.01%-5413F-HRTimeline
SAX WEALTH ADVISORS, LLC13,152$534K0.03%+2,92013F-HRTimeline
Sanctuary Advisors, LLC13,069$531K<0.01%-1,86813F-HRTimeline
Hamilton Wealth, LLC12,897$524K0.1%+1,75713F-HR/ATimeline
Maridea Wealth Management LLC12,715$517K0.08%new13F-HRTimeline
Comprehensive Money Management Services…12,577$511K0.35%-11813F-HRTimeline
CHOREO, LLC12,334$502K0.01%-1,41713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,366$502K<0.01%-66313F-HRTimelineGroup
Solutions 4 Wealth, Ltd12,033$489K0.74%+1,76813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,828$481K0.02%+4,24613F-HRTimelineGroup
WCG Wealth Advisors LLC11,811$480K0.01%new13F-HRTimeline
HRT FINANCIAL LP11,688$474K<0.01%+6,14713F-HRTimeline
Sunbelt Securities, Inc.11,625$472K0.03%-17013F-HRTimeline
AE Wealth Management LLC11,514$468K<0.01%+7,43213F-HRTimeline
Note Advisors, LLC11,548$467K0.24%-12813F-HRTimeline
BLAIR WILLIAM & CO/IL11,141$453K<0.01%-5,84313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO11,004$447K0.01%+86513F-HRTimeline
Copley Financial Group, Inc.10,947$445K0.28%+1,29313F-HRTimeline
Advyzon Investment Management, LLC10,749$437K0.05%+1,47813F-HRTimeline
PRIVATE TRUST CO NA10,685$434K0.04%+91613F-HRTimeline
SMITH, MOORE & CO.10,669$433K0.03%+1,47513F-HRTimeline
Clearstead Advisors, LLC10,590$430K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC10,582$430K0.01%-23113F-HRTimeline
Horizon Wealth Management, LLC10,468$425K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…10,293$418K<0.01%-1,92113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,011$407K<0.01%-26113F-HR/ATimelineGroup
Tortuga Wealth Management, Inc9,854$400K0.42%13F-HRTimeline
GeoWealth Management, LLC9,741$396K0.01%+2,23113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,685$394K0.01%+2,83313F-HRTimelineGroup
KW WEALTH MANAGEMENT LLC9,660$392K0.6%+1,66913F-HRTimeline
Gladstone Institutional Advisory LLC9,446$384K0.01%-1,23813F-HRTimeline
Royal Fund Management, LLC9,435$383K0.04%+3,82813F-HRTimeline
First Heartland Consultants, Inc.9,246$376K0.03%+24813F-HRTimeline
CWM, LLCin group CWM, LLC9,208$374K<0.01%+4,70013F-HRTimelineGroup
Grant Private Wealth Management Inc9,182$373K0.23%new13F-HRTimeline
RESOLUTE CAPITAL, LLC9,166$372K0.16%13F-HRTimeline
Hyundai Investments Co., Ltd.9,084$370K0.36%new13F-HRTimeline
Western Wealth Management, LLC9,019$366K0.02%+3,88313F-HRTimeline
Salomon & Ludwin, LLC8,871$362K0.03%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,875$361K0.03%+1,46113F-HRTimeline
Arax Advisory Partners8,737$355K0.01%new13F-HRTimeline
VestGen Advisors, LLC8,674$352K0.02%013F-HRTimeline
Creative Planningin group Creative Planning8,544$347K<0.01%new13F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,452$343K<0.01%new13F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC8,313$338K0.06%new13F-HRTimelineGroup
Mutual Advisors, LLC8,253$335K0.01%-9613F-HRTimeline
Compound Planning, Inc.8,237$335K0.01%+14113F-HRTimeline
Sigma Planning Corp8,226$334K0.01%+51813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,203$333K0.02%+313F-HRTimeline
Strategic Blueprint, LLC8,065$328K0.02%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC7,838$318K0.11%-47213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,497$305K0.01%-3,33613F-HRTimelineGroup
Trilogy Capital Inc.7,439$302K0.01%+37113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,288$296K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC7,246$294K0.03%+113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,226$294K0.02%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,950$282K<0.01%-24413F-HRTimelineGroup
Armor Investment Advisors, LLC6,783$276K0.1%013F-HRTimeline
Mesirow Financial Investment Management…6,772$275K0.01%-4,26613F-HRTimeline
Core Wealth Partners LLC6,771$275K0.12%new13F-HRTimeline
CARLSON FINANCIAL, INC.6,665$271K0.16%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,652$270K0.02%-3613F-HRTimeline
TWO SIGMA SECURITIES, LLC6,605$268K0.04%-28713F-HRTimeline
J.W. COLE ADVISORS, INC.175,450$264K0.01%+1,01013F-HRTimeline