XYLG Institutional Ownership & Shareholders
GLOBAL X S&P 500 COVC & GRW (XYLG) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XYLG tracked by InsiderSet, reporting ownership valued at approximately $3.31M 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 $3.35M, representing an estimated gain of +1.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed XYLG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in GLOBAL X S&P 500 COVC & GRW (XYLG).
This page ranks the largest institutional XYLG 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
30
Total Reported Value
$18.09M
Largest Holder
Bank Of America Corp
Largest Position
$3.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 114,866 | $3,311,587 | $3,353,857 | +$42,270 | +1.28% | |
| Lpl Financial Llc | 0.00% | 75,296 | $2,170,798 | $2,198,493 | +$27,695 | +1.28% | |
| Cetera Investment Advisers | 0.00% | 60,062 | $1,731,587 | $1,753,690 | +$22,103 | +1.28% | |
| Pmg Family Office Llc | 1.56% | 57,266 | $1,690,590 | $1,672,053 | -$18,537 | -1.10% | |
| Janney Montgomery Scott Llc | 0.00% | 52,502 | $1,514,000 | $1,532,953 | +$18,953 | +1.25% | |
| Envestnet Asset Management Inc | 0.00% | 42,581 | $1,227,596 | $1,243,280 | +$15,684 | +1.28% | |
| Osaic Holdings, Inc. | 0.00% | 35,770 | $1,031,229 | $1,044,412 | +$13,183 | +1.28% | |
| Mutual Advisors, Llc | 0.01% | 24,440 | $704,605 | $713,599 | +$8,994 | +1.28% | |
| Susquehanna International Group, Llp | 0.00% | 24,234 | $698,666 | $707,584 | +$8,918 | +1.28% | |
| Whipplewood Advisors, Llc | 0.40% | 19,880 | $586,891 | $580,456 | -$6,435 | -1.10% | |
| Raymond James Financial Inc | 0.00% | 16,806 | $484,520 | $490,702 | +$6,182 | +1.28% | |
| Pfg Advisors | 0.02% | 14,290 | $421,874 | $417,239 | -$4,635 | -1.10% | |
| Citadel Advisors Llc | 0.00% | 13,426 | $387,072 | $392,012 | +$4,940 | +1.28% | |
| Royal Bank Of Canada | 0.00% | 12,388 | $357,000 | $361,705 | +$4,705 | +1.32% | |
| Jane Street Group, Llc | 0.00% | 11,873 | $342,299 | $346,668 | +$4,369 | +1.28% | |
| Toptier Wealth Management, Llc | 0.17% | 9,713 | $286,744 | $283,600 | -$3,144 | -1.10% | |
| National Bank Of Canada | 0.00% | 8,774 | $252,779 | $256,183 | +$3,404 | +1.35% | |
| Comprehensive Money Management Services Llc | 0.16% | 8,680 | $250,244 | $253,439 | +$3,195 | +1.28% | |
| International Assets Investment Management, Llc | 0.01% | 6,850 | $201,870 | $200,006 | -$1,864 | -0.92% | |
| Concurrent Investment Advisors, Llc | 0.00% | 6,819 | $201,308 | $199,101 | -$2,207 | -1.10% | |
| Sbi Securities Co., Ltd. | 0.00% | 3,279 | $96,802 | $95,740 | -$1,062 | -1.10% | |
| Nbc Securities, Inc. | 0.00% | 1,539 | $45,434 | $44,936 | -$498 | -1.10% | |
| Ifp Advisors, Inc | 0.00% | 1,258 | $37,138 | $36,731 | -$407 | -1.10% | |
| Private Trust Co Na | 0.00% | 1,000 | $29,522 | $29,198 | -$324 | -1.10% | |
| Fmr Llc | 0.00% | 388 | $11,174 | $11,329 | +$155 | +1.39% | |
| North Star Investment Management Corp. | 0.00% | 240 | $7,082 | $7,008 | -$74 | -1.05% | |
| Triumph Capital Management | 0.00% | 235 | $6,938 | $6,862 | -$76 | -1.10% | |
| Asset Dedication, Llc | 0.00% | 100 | $2,883 | $2,920 | +$37 | +1.28% | |
| Gk Wealth Management Llc | 0.00% | 70 | $2,067 | $2,044 | -$23 | -1.12% | |
| Morgan Stanley | 0.00% | 1 | $36 | $29 | -$7 | -18.89% |
Frequently asked questions about XYLG
Who are the largest institutional holders of XYLG?
The largest institutional holders of XYLG reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Cetera Investment Advisers, Pmg Family Office Llc, and Janney Montgomery Scott Llc. InsiderSet ranks institutional holders by their latest reported XYLG position.
What is XYLG institutional ownership?
This page tracks XYLG positions reported by institutional investment managers through SEC Form 13F. GLOBAL X S&P 500 COVC & GRW (XYLG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XYLG?
InsiderSet currently tracks 30 institutional managers reporting XYLG 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 XYLG shareholders.
How much XYLG stock do institutions own?
Institutional investment managers disclosed approximately $18.09M in XYLG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XYLG institutional ownership last updated?
The latest XYLG 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 XYLG 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 XYLG position after the reporting date.
Are institutions buying or selling XYLG?
Institutional buying and selling can be analyzed by comparing XYLG positions across consecutive 13F reporting periods. InsiderSet's XYLG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XYLG ownership changes.
How has XYLG institutional ownership changed over time?
InsiderSet tracks XYLG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.