Skip to content

XYLG GLOBAL X FDS

Follow

S&P 500 COVERED (fund)

29 managers (29 13F filers) reported a position in XYLG shares at 2026-03-31, 527,262 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
29
13F filers
29
New
4
Added
12
Reduced
7
Sold out
3
Shares held by filers
527,262

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/75,081$1.97M<0.01%-161,95413F-HRTimelineGroup
LPL Financial LLC74,099$1.95M<0.01%-8,58013F-HRTimeline
PMG Family Office LLC59,907$1.57M1.76%+2,06013F-HRTimeline
Cetera Investment Advisers57,158$1.5M<0.01%+7,38713F-HRTimeline
Janney Montgomery Scott LLC50,763$1.33M<0.01%+40,13913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,902$917K<0.01%+5,74013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,675$832K<0.01%+4,28713F-HRTimelineGroup
Mutual Advisors, LLC22,415$589K0.01%+1,92513F-HRTimeline
Whipplewood Advisors, LLC18,696$491K0.25%+91813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,997$473K<0.01%-5,65113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,649$385K<0.01%-3,25013F-HRTimelineGroup
Farther Finance Advisors, LLC9,751$258K<0.01%-90913F-HRTimeline
TopTier Wealth Management, LLC9,713$255K0.16%013F-HRTimeline
Patriot Financial Group Insurance Agenc…9,574$252K0.01%new13F-HRTimeline
Comprehensive Money Management Services…8,680$228K0.15%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,205$216K<0.01%+1,76313F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,178$215K<0.01%-11213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,850$182K0.01%+20013F-HRTimeline
SBI Securities Co., Ltd.2,821$74.1K<0.01%+19513F-HRTimeline
LANARK FINANCIAL, INC.1,539$40.4K<0.01%013F-HRTimeline
IFP Advisors, Inc1,115$29.3K<0.01%+9013F-HRTimeline
PRIVATE TRUST CO NA1,000$27.6K<0.01%013F-HRTimeline
Advisory Services Network, LLC800$21K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC762$20K<0.01%-26313F-HRTimelineGroup
STANCE CAPITAL LLC362$9.51K<0.01%new13F-HRTimeline
Triumph Capital Management235$6.18K<0.01%013F-HRTimeline
North Star Investment Management Corp.234$6.15K<0.01%+2013F-HRTimeline
Arax Advisory Partners100$2.63K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$44<0.01%new13F-HRTimelineGroup