XYLD GLOBAL X FDS
FollowS&P 500 COVERED (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in XYLD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| JUNCTURE WEALTH STRATEGIES, LLC | 160,049 | $6.65M | 1.7% | +1,048 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 56,591 | $2.35M | 0.14% | -332 | 13F-HRTimeline |
| Apella Capital, LLC | 50,602 | $2.12M | 0.03% | +129 | 13F-HRTimeline |
| Bangor Savings Bank | 35,511 | $1.47M | 0.11% | 0 | 13F-HRTimeline |
| Tactive Advisors, LLC | 23,592 | $980K | 0.24% | +853 | 13F-HRTimeline |
| City Center Advisors, LLC | 16,199 | $673K | 0.51% | +638 | 13F-HRTimeline |
| Castle Rock Wealth Management, LLC | 14,315 | $600K | 0.11% | +8 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 9,399 | $390K | 0.03% | +49 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,607 | $66.7K | <0.01% | +362 | 13F-HRTimeline |