XYLD Institutional Ownership & Shareholders
GLOBAL X S&P 500 COVE CALL E (XYLD) is currently held by 262 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.24B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of XYLD tracked by InsiderSet, reporting ownership valued at approximately $167.05M in its June 30, 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 $168.32M, representing an estimated gain of +0.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
262
Total Reported Value
$1.24B
Largest Holder
Morgan Stanley
Largest Position
$167.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
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% | 4,095,324 | $167,048,330 | $168,317,816 | +$1,269,486 | +0.76% | |
| Lpl Financial Llc | 0.03% | 3,504,445 | $142,946,309 | $144,032,690 | +$1,086,381 | +0.76% | |
| Bank Of America Corp | 0.01% | 2,355,983 | $96,100,535 | $96,830,901 | +$730,366 | +0.76% | |
| Ameriprise Financial Inc | 0.02% | 1,975,584 | $80,584,702 | $81,196,502 | +$611,800 | +0.76% | |
| Sumitomo Life Insurance Co | 1.14% | 1,710,000 | $69,750,900 | $70,281,000 | +$530,100 | +0.76% | |
| Global X Japan Co., Ltd. | 2.12% | 1,257,514 | $52,211,981 | $51,683,825 | -$528,156 | -1.01% | |
| Osaic Holdings, Inc. | 0.05% | 1,032,694 | $42,124,554 | $42,443,723 | +$319,169 | +0.76% | |
| Wells Fargo & Company/Mn | 0.01% | 949,131 | $38,715,031 | $39,009,284 | +$294,253 | +0.76% | |
| Ubs Group Ag | 0.01% | 863,278 | $35,213,110 | $35,480,726 | +$267,616 | +0.76% | |
| Brookstone Capital Management | 0.31% | 765,291 | $31,774,896 | $31,453,460 | -$321,436 | -1.01% | |
| Proficio Capital Partners Llc | 0.97% | 663,735 | $27,073,751 | $27,279,509 | +$205,758 | +0.76% | |
| Envestnet Asset Management Inc | 0.01% | 646,091 | $26,354,048 | $26,554,340 | +$200,292 | +0.76% | |
| Cetera Investment Advisers | 0.02% | 559,469 | $22,820,774 | $22,994,176 | +$173,402 | +0.76% | |
| Raymond James Financial Inc | 0.01% | 503,980 | $20,557,338 | $20,713,578 | +$156,240 | +0.76% | |
| Sims Investment Management, Llc | 5.98% | 461,183 | $19,148,300 | $18,954,621 | -$193,679 | -1.01% | |
| Principal Securities, Inc. | 0.22% | 453,929 | $18,515,762 | $18,656,482 | +$140,720 | +0.76% | |
| Hub Investment Partners, Llc | 0.33% | 443,829 | $18,103,794 | $18,241,372 | +$137,578 | +0.76% | |
| Waterway Wealth Management, Llc | 2.97% | 377,523 | $15,674,749 | $15,516,195 | -$158,554 | -1.01% | |
| Baird Financial Group, Inc. | 0.02% | 325,828 | $13,290,524 | $13,391,531 | +$101,007 | +0.76% | |
| Caerus Investment Advisors, Llc | 4.21% | 306,229 | $12,491,063 | $12,586,012 | +$94,949 | +0.76% | |
| First Foundation Advisors | 0.44% | 302,148 | $12,324,600 | $12,418,283 | +$93,683 | +0.76% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.01% | 237,712 | $9,651,107 | $9,769,963 | +$118,856 | +1.23% | |
| Royal Bank Of Canada | 0.00% | 234,241 | $9,556,000 | $9,627,305 | +$71,305 | +0.75% | |
| Mml Investors Services, Llc | 0.02% | 226,694 | $9,246,836 | $9,317,123 | +$70,287 | +0.76% | |
| Thrive Capital Management, Llc | 1.42% | 190,310 | $7,901,658 | $7,821,741 | -$79,917 | -1.01% | |
| Stifel Financial Corp | 0.01% | 186,252 | $7,597,210 | $7,654,957 | +$57,747 | +0.76% | |
| J.W. Cole Advisors, Inc. | 0.13% | 180,083 | $7,345,576 | $7,401,411 | +$55,835 | +0.76% | |
| Fukoku Mutual Life Insurance Co | 0.42% | 178,000 | $7,260,620 | $7,315,800 | +$55,180 | +0.76% | |
| Xml Financial, Llc | 0.50% | 167,612 | $6,959,238 | $6,888,853 | -$70,385 | -1.01% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.02% | 163,826 | $6,692,440 | $6,733,249 | +$40,809 | +0.61% | |
| Juncture Wealth Strategies, Llc | 1.70% | 160,049 | $6,645,236 | $6,578,014 | -$67,222 | -1.01% | |
| Compass Financial Services Inc | 2.24% | 146,670 | $5,982,664 | $6,028,137 | +$45,473 | +0.76% | |
| Nfsg Corp | 0.63% | 132,327 | $5,494,225 | $5,438,640 | -$55,585 | -1.01% | |
| Kestra Advisory Services, Llc | 0.01% | 114,943 | $4,772,421 | $4,724,157 | -$48,264 | -1.01% | |
| Commonwealth Equity Services, Llc | 0.01% | 107,879 | $4,479,128 | $4,433,827 | -$45,301 | -1.01% | |
| Creativeone Wealth, Llc | 0.10% | 109,728 | $4,475,803 | $4,509,821 | +$34,018 | +0.76% | |
| Riverfront Investment Group, Llc | 0.06% | 105,289 | $4,294,747 | $4,327,378 | +$32,631 | +0.76% | |
| International Assets Investment Management, Llc | 0.25% | 102,095 | $4,244,071 | $4,196,105 | -$47,967 | -1.13% | |
| Avantax Planning Partners, Inc. | 0.10% | 101,920 | $4,157,317 | $4,188,912 | +$31,595 | +0.76% | |
| Ocean Park Asset Management, Llc | 0.24% | 95,620 | $3,970,142 | $3,929,982 | -$40,160 | -1.01% | |
| Pfg Investments, Llc | 0.15% | 94,290 | $3,846,106 | $3,875,319 | +$29,213 | +0.76% | |
| Western Wealth Management, Llc | 0.12% | 89,682 | $3,658,121 | $3,685,930 | +$27,809 | +0.76% | |
| Belpointe Asset Management Llc | 0.11% | 84,996 | $3,466,992 | $3,493,336 | +$26,344 | +0.76% | |
| Newedge Advisors, Llc | 0.01% | 79,486 | $3,242,243 | $3,266,875 | +$24,632 | +0.76% | |
| Private Advisor Group, Llc | 0.01% | 78,467 | $3,200,648 | $3,224,994 | +$24,346 | +0.76% | |
| Lido Advisors, Llc | 0.01% | 73,514 | $2,998,640 | $3,021,425 | +$22,785 | +0.76% | |
| Rockefeller Capital Management L.P. | 0.00% | 70,395 | $2,871,423 | $2,893,235 | +$21,812 | +0.76% | |
| Concurrent Investment Advisors, Llc | 0.02% | 66,740 | $2,771,056 | $2,743,014 | -$28,042 | -1.01% | |
| Nwf Advisory Services Inc. | 0.24% | 62,394 | $2,590,600 | $2,564,393 | -$26,207 | -1.01% | |
| Garner Asset Management Corp | 0.85% | 62,343 | $2,579,754 | $2,562,297 | -$17,457 | -0.68% |
Frequently asked questions about XYLD
Who are the largest institutional holders of XYLD?
The largest institutional holders of XYLD reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Ameriprise Financial Inc, and Sumitomo Life Insurance Co. InsiderSet ranks institutional holders by their latest reported XYLD position.
What is XYLD institutional ownership?
This page tracks XYLD positions reported by institutional investment managers through SEC Form 13F. GLOBAL X S&P 500 COVE CALL E (XYLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XYLD?
InsiderSet currently tracks 262 institutional managers reporting XYLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XYLD shareholders.
How much XYLD stock do institutions own?
Institutional investment managers disclosed approximately $1.24B in XYLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XYLD institutional ownership last updated?
The latest XYLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XYLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XYLD position after the reporting date.
Are institutions buying or selling XYLD?
Institutional buying and selling can be analyzed by comparing XYLD positions across consecutive 13F reporting periods. InsiderSet's XYLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XYLD ownership changes.
How has XYLD institutional ownership changed over time?
InsiderSet tracks XYLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.