GLOBAL X S&P 500 COVE CALL E (XYLD) Institutional Shareholders
GLOBAL X S&P 500 COVE CALL E (XYLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.13B in XYLD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XYLD tracked by InsiderSet, reporting ownership valued at approximately $156.46M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $164.62M, representing an estimated gain of +5.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed XYLD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in GLOBAL X S&P 500 COVE CALL E (XYLD).
This page ranks the largest institutional XYLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
266
Total Reported Value
$1.13B
Largest Holder
Morgan Stanley
Largest Position
$156.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,998,577 | $156,464,355 | $164,621,415 | +$8,157,060 | +5.21% | |
| Lpl Financial Llc | 0.04% | 3,417,286 | $133,718,395 | $140,689,665 | +$6,971,270 | +5.21% | |
| Bank Of America Corp | 0.01% | 2,149,051 | $84,092,379 | $88,476,430 | +$4,384,051 | +5.21% | |
| Ameriprise Financial Inc | 0.02% | 1,899,933 | $74,320,007 | $78,220,242 | +$3,900,235 | +5.25% | |
| Sumitomo Life Insurance Co | 1.57% | 1,710,000 | $66,912,300 | $70,400,700 | +$3,488,400 | +5.21% | |
| Global X Japan Co., Ltd. | 1.78% | 1,187,341 | $48,431,639 | $48,882,829 | +$451,190 | +0.93% | |
| Ubs Group Ag | 0.01% | 908,322 | $35,542,640 | $37,395,617 | +$1,852,977 | +5.21% | |
| Wells Fargo & Company/Mn | 0.01% | 892,369 | $34,918,403 | $36,738,832 | +$1,820,429 | +5.21% | |
| Brookstone Capital Management | 0.33% | 815,836 | $33,277,946 | $33,587,968 | +$310,022 | +0.93% | |
| Osaic Holdings, Inc. | 0.05% | 836,521 | $32,733,414 | $34,439,570 | +$1,706,156 | +5.21% | |
| Envestnet Asset Management Inc | 0.01% | 646,091 | $26,354,048 | $26,599,566 | +$245,518 | +0.93% | |
| Raymond James Financial Inc | 0.01% | 514,269 | $20,123,349 | $21,172,455 | +$1,049,106 | +5.21% | |
| Cetera Investment Advisers | 0.02% | 476,548 | $18,647,309 | $19,619,481 | +$972,172 | +5.21% | |
| Hub Investment Partners, Llc | 0.33% | 443,829 | $18,103,794 | $18,272,440 | +$168,646 | +0.93% | |
| Sims Investment Management, Llc | 5.53% | 438,538 | $17,887,981 | $18,054,609 | +$166,628 | +0.93% | |
| Principal Securities, Inc. | 0.26% | 447,763 | $17,520,984 | $18,434,403 | +$913,419 | +5.21% | |
| Baird Financial Group, Inc. | 0.02% | 318,080 | $12,446,470 | $13,095,354 | +$648,884 | +5.21% | |
| Waterway Wealth Management, Llc | 2.42% | 291,116 | $11,874,626 | $11,985,246 | +$110,620 | +0.93% | |
| First Foundation Advisors | 0.48% | 302,959 | $11,854,794 | $12,472,822 | +$618,028 | +5.21% | |
| Royal Bank Of Canada | 0.00% | 285,495 | $11,171,000 | $11,753,829 | +$582,829 | +5.22% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.01% | 236,944 | $9,089,172 | $9,754,984 | +$665,812 | +7.33% | |
| J.W. Cole Advisors, Inc. | 0.13% | 180,083 | $7,345,576 | $7,414,017 | +$68,441 | +0.93% | |
| Fukoku Mutual Life Insurance Co | 0.42% | 178,000 | $7,260,620 | $7,328,260 | +$67,640 | +0.93% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.02% | 183,281 | $7,171,123 | $7,545,679 | +$374,556 | +5.22% | |
| Stifel Financial Corp | 0.01% | 180,983 | $7,081,917 | $7,451,070 | +$369,153 | +5.21% | |
| Juncture Wealth Strategies, Llc | 1.69% | 159,001 | $6,485,638 | $6,546,071 | +$60,433 | +0.93% | |
| Xml Financial, Llc | 0.45% | 152,505 | $6,220,696 | $6,278,631 | +$57,935 | +0.93% | |
| Compass Financial Services Inc | 2.24% | 146,670 | $5,982,664 | $6,038,404 | +$55,740 | +0.93% | |
| Thrive Capital Management, Llc | 1.24% | 145,021 | $5,674,675 | $5,970,515 | +$295,840 | +5.21% | |
| Independent Advisor Alliance | 0.06% | 140,592 | $5,501,375 | $5,788,173 | +$286,798 | +5.21% | |
| Nfsg Corp | 0.85% | 132,201 | $5,173,012 | $5,442,715 | +$269,703 | +5.21% | |
| Old Mission Capital Llc | 0.12% | 132,019 | $5,165,903 | $5,435,222 | +$269,319 | +5.21% | |
| Kestra Advisory Services, Llc | 0.01% | 109,404 | $4,462,582 | $4,504,163 | +$41,581 | +0.93% | |
| Commonwealth Equity Services, Llc | 0.01% | 105,350 | $4,297,222 | $4,337,260 | +$40,038 | +0.93% | |
| Riverfront Investment Group, Llc | 0.06% | 105,289 | $4,294,747 | $4,334,748 | +$40,001 | +0.93% | |
| Avantax Planning Partners, Inc. | 0.10% | 101,920 | $4,157,317 | $4,196,046 | +$38,729 | +0.93% | |
| Ocean Park Asset Management, Llc | 0.19% | 95,500 | $3,895,445 | $3,931,735 | +$36,290 | +0.93% | |
| Quadrature Capital Ltd | 0.05% | 98,641 | $3,859,822 | $4,061,050 | +$201,228 | +5.21% | |
| Pfg Investments, Llc | 0.15% | 94,290 | $3,846,106 | $3,881,919 | +$35,813 | +0.93% | |
| International Assets Investment Management, Llc | 0.23% | 92,695 | $3,784,753 | $3,816,253 | +$31,500 | +0.83% | |
| Creativeone Wealth, Llc | 0.09% | 95,313 | $3,729,605 | $3,924,036 | +$194,431 | +5.21% | |
| Belpointe Asset Management Llc | 0.11% | 84,996 | $3,466,992 | $3,499,285 | +$32,293 | +0.93% | |
| Western Wealth Management, Llc | 0.12% | 86,925 | $3,401,374 | $3,578,702 | +$177,328 | +5.21% | |
| Mml Investors Services, Llc | 0.01% | 83,407 | $3,263,731 | $3,433,866 | +$170,135 | +5.21% | |
| Private Advisor Group, Llc | 0.01% | 78,467 | $3,200,648 | $3,230,486 | +$29,838 | +0.93% | |
| Concurrent Investment Advisors, Llc | 0.03% | 71,901 | $2,932,821 | $2,960,164 | +$27,343 | +0.93% | |
| Citadel Advisors Llc | 0.00% | 69,900 | $2,735,187 | $2,877,783 | +$142,596 | +5.21% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 66,372 | $2,597,097 | $2,732,535 | +$135,438 | +5.21% | |
| Nwf Advisory Services Inc. | 0.24% | 62,257 | $2,539,471 | $2,563,121 | +$23,650 | +0.93% | |
| Rockefeller Capital Management L.P. | 0.00% | 60,958 | $2,385,292 | $2,509,641 | +$124,349 | +5.21% |
Frequently asked questions about XYLD
Who owns the most XYLD stock?
The largest holders of XYLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GLOBAL X S&P 500 COVE CALL E (XYLD).
Is XYLD widely held by superinvestors?
Many widely followed stocks like XYLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XYLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.