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Disclosery

XYLD GLOBAL X FDS

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S&P 500 COVERED (fund)

270 managers (272 13F filers) reported a position in XYLD shares at 2026-03-31, 29,263,655 shares in all. 23 filers opened a position and 31 filers sold out during the quarter.

Managers
270
13F filers
272
New
23
Added
119
Reduced
91
Sold out
31
Shares held by filers
29,263,655

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,998,577$156M0.01%+10,71113F-HRTimelineGroup
LPL Financial LLC3,417,286$134M0.04%+166,42713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,149,051$84.1M0.01%+41,11613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,899,933$74.3M0.02%+283,09113F-HR/ATimelineGroup
SUMITOMO LIFE INSURANCE CO1,710,000$66.9M1.57%013F-HRTimeline
Global X Japan Co., Ltd.1,171,865$45.9M2.36%new13F-HRTimeline
UBS Group AGin group UBS Group AG908,322$35.5M0.01%-98,25913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN892,369$34.9M0.01%-56,50013F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management876,139$34.3M0.39%+48,93613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.836,521$32.7M0.05%-101,67313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding611,125$23.9M+58,009Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC514,269$20.1M0.01%-26,30413F-HRTimelineGroup
Cetera Investment Advisers476,548$18.6M0.02%+7,36713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC447,763$17.5M0.26%+15,08413F-HRTimelineGroup
HUB Investment Partners, LLC427,853$16.7M0.41%+19,97413F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC426,982$16.7M6.14%+14,16613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.318,080$12.4M0.02%-27,79013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS302,959$11.9M0.48%+3,55113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA285,495$11.2M<0.01%-4,30713F-HRTimelineGroup
Caerus Investment Advisors, LLC268,687$10.5M4.44%-7,50113F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…236,944$9.09M0.01%+20,27213F-HRTimelineGroup
Cambridge Investment Research Advisors,…197,873$7.74M0.02%+1,23813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…183,281$7.17M0.02%-2,47013F-HRTimeline
J.W. COLE ADVISORS, INC.181,330$7.1M0.24%+5,88013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP180,983$7.08M0.01%-1,13013F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co178,000$6.97M0.46%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC173,562$6.79M2.27%+29113F-HRTimeline
Baker Avenue Asset Management, LP155,636$6.09M0.14%+130,23413F-HRTimeline
Thrive Capital Management, LLC145,021$5.67M1.24%-28,91713F-HRTimeline
Compass Financial Services Inc141,214$5.53M2.39%+5,10713F-HRTimeline
Independent Advisor Alliance140,592$5.5M0.06%+126,52213F-HRTimeline
XML Financial, LLC138,224$5.41M0.44%+17,95013F-HRTimeline
NFSG Corp132,201$5.17M0.85%-1,99913F-HRTimeline
OLD MISSION CAPITAL LLC132,019$5.17M0.12%+72,84613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding123,197$4.82M-114Timeline
COMMONWEALTH EQUITY SERVICES, LLC117,579$4.6M0.01%-73213F-HRTimeline
Avantax Planning Partners, Inc.108,022$4.23M0.12%+16,68413F-HRTimeline
RiverFront Investment Group, LLC98,989$3.87M0.06%+28,26513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd98,641$3.86M0.05%new13F-HRTimelineGroup
Private Advisor Group, LLC96,651$3.78M0.02%-96,69913F-HRTimeline
Ocean Park Asset Management, LLC95,500$3.74M0.22%new13F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC95,313$3.73M0.09%-35013F-HRTimelineGroup
PFG Investments, LLC91,262$3.57M0.17%+1,74913F-HRTimeline
WEDBUSH SECURITIES INC90,153$3.53M0.1%+3,24513F-HRTimeline
Western Wealth Management, LLC86,925$3.4M0.13%+77,90613F-HR/ATimeline
Belpointe Asset Management LLC84,559$3.31M0.12%+28,27513F-HRTimeline
MML INVESTORS SERVICES, LLC83,407$3.26M0.01%+6,47613F-HRTimeline
NewEdge Advisors, LLC79,367$3.11M0.01%+2,74913F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…77,745$3.04M0.03%+99113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,900$2.74M<0.01%-59013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,372$2.6M<0.01%+3,75813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…64,583$2.54M0.18%+6,20513F-HRTimeline
Janney Montgomery Scott LLC62,837$2.46M0.01%+5,04113F-HRTimeline
NWF Advisory Services Inc.62,121$2.43M0.27%-58113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…60,958$2.39M<0.01%-4,96913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,945$2.38M<0.01%+40,42313F-HRTimelineGroup
SBI Securities Co., Ltd.58,593$2.29M0.06%+2,29513F-HRTimeline
Flaharty Asset Management, LLC58,269$2.28M0.28%+2,27313F-HRTimeline
Advisory Services Network, LLC57,686$2.26M0.03%-4,85013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,385$2.22M<0.01%-8,84613F-HRTimeline
Garner Asset Management Corp55,592$2.18M0.85%+3,56713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC54,043$2.11M0.14%+1,34913F-HRTimeline
Apella Capital, LLC51,348$2.07M0.03%+38,05613F-HRTimeline
Uniplan Investment Counsel, Inc.52,768$2.06M0.21%-2,16713F-HRTimeline
San Luis Wealth Advisors LLC52,728$2.06M0.34%+2,84113F-HRTimeline
BEAM WEALTH ADVISORS, INC.52,218$2.04M0.51%+8,40113F-HRTimeline
IHT Wealth Management, LLC47,796$1.87M0.04%-6,89013F-HRTimeline
Mariner, LLCin group Mariner, LLC47,783$1.87M<0.01%+4,14113F-HRTimelineGroup
ELCO Management Co., LLC47,400$1.85M0.89%-90013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…46,371$1.81M0.07%+38413F-HRTimelineGroup
Blue Chip Partners, LLC44,800$1.75M0.13%+10,88113F-HRTimeline
AlphaStar Capital Management, LLC44,788$1.75M0.13%+7,65013F-HRTimeline
J. Team Financial, Inc.44,437$1.74M1.95%-7,34113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.43,758$1.71M0.02%-31,90813F-HRTimelineGroup
Wealthfront Advisers LLC41,712$1.63M<0.01%+4,16413F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC40,065$1.57M1.67%13F-HRTimeline
Proficio Capital Partners LLC39,835$1.56M0.08%+5013F-HRTimeline
Institute for Wealth Management, LLC.39,777$1.56M0.17%-2,65113F-HRTimeline
1832 Asset Management L.P.37,195$1.46M<0.01%013F-HRTimeline
McAdam, LLC36,432$1.43M0.06%+3,12913F-HRTimeline
PMG Family Office LLC34,698$1.36M1.52%+1,36513F-HRTimeline
HBW ADVISORY SERVICES LLC34,484$1.35M0.14%+11713F-HRTimeline
PSI Advisors, LLC34,222$1.34M0.32%+4,55113F-HRTimeline
Garden State Investment Advisory Servic…33,553$1.31M0.31%+2,89413F-HRTimeline
Bangor Savings Bank33,046$1.29M0.1%013F-HRTimeline
SageGuard Financial Group, LLC31,228$1.22M0.19%-6,36813F-HRTimeline
APS Management Group, Inc.31,091$1.22M1.04%+66213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …30,767$1.2M0.04%-3,19413F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.29,073$1.14M0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,766$1.13M<0.01%-20213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC27,941$1.09M0.05%-11,02513F-HRTimeline
Ausdal Financial Partners, Inc.27,674$1.08M0.05%+1,28613F-HRTimeline
Newport Capital Group, LLC27,500$1.08M0.66%013F-HRTimeline
&PARTNERS27,410$1.07M0.01%+1,03913F-HRTimeline
Founders Financial Alliance, LLC25,337$991K0.18%+5,12213F-HRTimeline
Valeo Financial Advisors, LLC25,000$978K0.02%+5,00013F-HRTimeline
1900 WEALTH MANAGEMENT LLC24,860$973K0.06%-13113F-HRTimeline
Berger Financial Group, Inc24,278$950K0.05%+1813F-HRTimeline
Curtis Advisory Group, LLC22,946$898K0.19%+6913F-HRTimeline
Summit Financial, LLC22,608$885K0.01%+5,85213F-HRTimeline
Tactive Advisors, LLC22,227$870K0.25%-25313F-HRTimeline
FOCUSED ALPHA, LLC22,143$866K0.27%new13F-HRTimeline
Procyon Advisors, LLC21,901$857K0.04%013F-HRTimeline
Triumph Capital Management21,641$847K0.17%+1,00013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,532$843K<0.01%+16,99013F-HRTimelineGroup
Foundations Investment Advisors, LLC21,416$838K0.01%-1,02413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,252$832K0.06%-2,71213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,084$825K0.02%-5,52213F-HR/ATimeline
Madison Wealth Partners, Inc20,979$821K0.13%+3,31713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,537$804K0.01%-69713F-HRTimelineGroup
Atlantic Private Wealth, LLC20,278$793K0.52%013F-HRTimeline
Braeburn Wealth Management LLC20,000$783K0.45%013F-HRTimeline
HRT FINANCIAL LP19,983$781K<0.01%+8,29513F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC19,824$776K0.64%-6213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,771$774K<0.01%-9,10713F-HRTimelineGroup
Aventura Private Wealth, LLC19,039$745K0.27%-17,06813F-HRTimeline
D.A. DAVIDSON & CO.17,683$692K<0.01%+3,25413F-HRTimeline
Qube Research & Technologies Ltd17,606$689K<0.01%+15,63913F-HRTimeline
Castle Rock Wealth Management, LLC17,426$686K0.15%-56213F-HRTimeline
Advyzon Investment Management, LLC16,990$665K0.06%+6,24113F-HRTimeline
Simplicity Wealth,LLC16,574$649K0.04%-10,53713F-HRTimeline
Kovack Advisors, Inc.16,491$648K0.03%+90513F-HRTimeline
Joseph P. Lucia & Associates, LLC16,275$637K0.23%-4013F-HRTimeline
World Investment Advisors16,188$633K0.01%-52713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,540$631K<0.01%+1,82513F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC16,061$628K0.04%+2,33613F-HRTimeline
Snowden Capital Advisors LLC15,914$623K0.02%+1,79913F-HRTimeline
Wealthspire Retirement, LLC15,914$623K0.04%+16513F-HRTimeline
PKS Advisory Services, LLC15,777$617K0.14%+30613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO15,408$603K0.01%+4,40413F-HRTimeline
Redwood Financial Network Corp15,177$594K0.39%-14013F-HRTimeline
City Center Advisors, LLC14,847$581K0.54%+82513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC14,358$562K0.24%-6313F-HRTimeline
Bensler, LLC13,946$546K0.06%-1,82013F-HRTimeline
Beacon Pointe Advisors, LLC13,840$542K<0.01%-85713F-HRTimeline
SAX WEALTH ADVISORS, LLC13,152$534K0.03%013F-HRTimeline
Copley Financial Group, Inc.13,362$523K0.32%+2,41513F-HRTimeline
Mesirow Financial Investment Management…13,222$517K0.01%+6,45013F-HRTimeline
Sanctuary Advisors, LLC13,102$513K<0.01%+3313F-HRTimeline
MOR Wealth Management, LLC13,045$510K0.23%-30013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,026$510K0.01%+5,52913F-HRTimelineGroup
Perennial Investment Advisors, LLC12,909$505K0.04%-2,18813F-HRTimeline
SMITH, MOORE & CO.12,344$483K0.04%+1,67513F-HRTimeline
Oakmont Advisory Group, LLC12,301$481K0.49%-1,94913F-HRTimeline
WCG Wealth Advisors LLC11,873$465K0.01%+6213F-HRTimeline
Note Advisors, LLC11,808$462K0.23%+26013F-HRTimeline
CHOREO, LLC11,789$461K0.01%-54513F-HRTimeline
Comprehensive Money Management Services…11,772$461K0.3%-80513F-HRTimeline
Sunbelt Securities, Inc.11,674$457K0.03%+4913F-HRTimeline
BLAIR WILLIAM & CO/IL11,636$455K<0.01%+49513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,546$452K<0.01%-82013F-HRTimelineGroup
PRIVATE TRUST CO NA10,679$436K0.04%-613F-HRTimeline
Core Wealth Advisors, Inc.10,892$426K0.1%new13F-HRTimeline
Chicago Partners Investment Group LLC10,586$423K0.01%+413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,754$421K0.02%+3,52813F-HRTimeline
Key Client Fiduciary Advisors, LLC10,690$418K0.14%+2,85213F-HRTimeline
Royal Fund Management, LLC10,677$418K0.04%+1,24213F-HRTimeline
Collaborative Wealth Managment Inc.10,655$417K0.19%-34,77913F-HRTimeline
Clearstead Advisors, LLC10,590$414K<0.01%013F-HRTimeline
Horizon Wealth Management, LLC10,468$410K0.06%013F-HRTimeline
Strategic Blueprint, LLC10,418$408K0.02%+2,35313F-HRTimeline
Solutions 4 Wealth, Ltd10,214$400K0.6%-1,81913F-HRTimeline
Grant Private Wealth Management Inc10,165$398K0.21%+98313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,142$397K<0.01%+45713F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC9,554$374K0.03%+67913F-HRTimeline
RESOLUTE CAPITAL, LLC9,418$369K0.15%+25213F-HRTimeline
First Heartland Consultants, Inc.9,297$364K0.03%+5113F-HRTimeline
Mutual Advisors, LLC9,182$359K0.01%+92913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,574$358K<0.01%-43713F-HRTimelineGroup
Compound Planning, Inc.9,079$355K0.01%+84213F-HRTimeline
Core Wealth Partners LLC9,003$352K0.16%+2,23213F-HRTimeline
VestGen Advisors, LLC8,674$352K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC8,998$352K<0.01%-21013F-HRTimelineGroup
Salomon & Ludwin, LLC8,871$349K0.03%013F-HRTimeline
Jaffetilchin Investment Partners, LLC8,914$349K0.02%+3,59113F-HRTimeline
Arax Advisory Partners8,848$346K0.01%+11113F-HRTimeline
Hamilton Wealth, LLC8,563$335K0.07%-4,33413F-HR/ATimeline
Tortuga Wealth Management, Inc8,549$335K0.31%-1,30513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,477$332K<0.01%+2513F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,365$327K<0.01%-1,92813F-HRTimeline
Keating Financial Advisory Services, In…8,225$322K0.05%-5,34013F-HRTimeline
Sigma Planning Corp8,161$319K0.01%-6513F-HRTimeline
Creative Planningin group Creative Planning8,100$317K<0.01%-44413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC8,052$315K0.01%-15113F-HRTimeline
Hyundai Investments Co., Ltd.8,018$308K0.35%-1,06613F-HRTimeline
Gladstone Institutional Advisory LLC7,820$306K0.01%-1,62613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,621$298K<0.01%-51,71413F-HRTimelineGroup
GeoWealth Management, LLC7,616$298K0.01%-2,12513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,569$296K0.01%+1,32913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,288$285K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC7,200$282K0.03%-4613F-HRTimeline
Advisory Advocates, LLC6,950$272K0.28%+1,50013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,950$272K<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.6,649$260K0.01%-5,17913F-HRTimelineGroup
Armor Investment Advisors, LLC6,549$256K0.09%-23413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,420$251K0.01%-23213F-HRTimeline
Integrated Wealth Concepts LLC6,355$249K<0.01%new13F-HRTimeline
EQ LLC6,263$245K0.07%013F-HRTimeline
PATTEN & PATTEN INC/TN6,187$242K0.01%+13913F-HRTimeline
AE Wealth Management LLC5,923$232K<0.01%-5,59113F-HRTimeline