Skip to content

XYLG GLOBAL X FDS

Follow

S&P 500 COVERED (fund)

28 managers (28 13F filers) reported a position in XYLG shares at 2025-09-30, 519,612 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
28
13F filers
28
New
4
Added
11
Reduced
9
Sold out
2
Shares held by filers
519,612

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
LPL Financial LLC96,623$2.78M<0.01%-13,88513F-HRTimeline
PMG Family Office LLC61,548$1.77M1.98%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,935$1.67M<0.01%-70,44713F-HR/ATimelineGroup
Cetera Investment Advisers55,252$1.59M<0.01%+33,66013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,145$1.33M<0.01%+9,11813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,997$979K<0.01%+14,99513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,676$768K<0.01%+30213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,180$719K<0.01%+5,86613F-HRTimelineGroup
Mutual Advisors, LLC20,590$598K0.01%+1,15013F-HRTimeline
Whipplewood Advisors, LLC17,787$512K0.34%+32713F-HRTimeline
OLD MISSION CAPITAL LLC14,956$431K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…14,331$413K<0.01%+5,03913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,760$396K<0.01%+14513F-HRTimelineGroup
Farther Finance Advisors, LLC13,133$378K0.01%-1,18613F-HRTimeline
Comprehensive Money Management Services…8,680$250K0.18%+4013F-HRTimeline
SBI Securities Co., Ltd.4,339$125K<0.01%-10713F-HRTimeline
UBS Group AGin group UBS Group AG1,719$49.5K<0.01%-1,61513F-HRTimelineGroup
LANARK FINANCIAL, INC.1,248$35.9K<0.01%-23213F-HRTimeline
FMR LLCin group FMR LLC1,026$29.5K<0.01%-63613F-HRTimelineGroup
IFP Advisors, Inc1,014$29.2K<0.01%-3,51113F-HR/ATimeline
PRIVATE TRUST CO NA1,000$28.8K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…871$25.1K<0.01%-45313F-HRTimelineGroup
Advisory Services Network, LLC800$23K<0.01%new13F-HRTimeline
STANCE CAPITAL LLC373$10.7K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.317$9.13K0.01%013F-HRTimeline
North Star Investment Management Corp.210$6.05K<0.01%+213F-HRTimeline
SIMPLEX TRADING, LLC100$2K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$59<0.01%013F-HR/ATimelineGroup