GLOBAL X S&P 500 COVC & GRW (XYLG) Institutional Shareholders
GLOBAL X S&P 500 COVC & GRW (XYLG) 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 $12.71M in XYLG holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XYLG tracked by InsiderSet, reporting ownership valued at approximately $1.97M 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 $2.16M, representing an estimated gain of +9.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed XYLG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Pmg Family Office Llc, 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
29
Total Reported Value
$12.71M
Largest Holder
Bank Of America Corp
Largest Position
$1.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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% | 75,081 | $1,973,129 | $2,156,326 | +$183,197 | +9.28% | |
| Lpl Financial Llc | 0.00% | 74,099 | $1,947,321 | $2,128,123 | +$180,802 | +9.28% | |
| Pmg Family Office Llc | 1.60% | 60,347 | $1,739,804 | $1,733,166 | -$6,638 | -0.38% | |
| Cetera Investment Advisers | 0.00% | 57,158 | $1,502,099 | $1,641,578 | +$139,479 | +9.29% | |
| Osaic Holdings, Inc. | 0.00% | 34,902 | $917,239 | $1,002,385 | +$85,146 | +9.28% | |
| Envestnet Asset Management Inc | 0.00% | 31,675 | $832,419 | $909,706 | +$77,287 | +9.28% | |
| Mutual Advisors, Llc | 0.01% | 22,415 | $589,066 | $643,759 | +$54,693 | +9.28% | |
| Whipplewood Advisors, Llc | 0.25% | 18,696 | $491,331 | $536,949 | +$45,618 | +9.28% | |
| Raymond James Financial Inc | 0.00% | 17,997 | $472,977 | $516,874 | +$43,897 | +9.28% | |
| Pfg Advisors | 0.02% | 14,182 | $408,864 | $407,307 | -$1,557 | -0.38% | |
| Royal Bank Of Canada | 0.00% | 14,649 | $385,000 | $420,719 | +$35,719 | +9.28% | |
| Toptier Wealth Management, Llc | 0.17% | 9,713 | $280,026 | $278,957 | -$1,069 | -0.38% | |
| Farther Finance Advisors, Llc | 0.00% | 9,586 | $276,364 | $275,310 | -$1,054 | -0.38% | |
| Comprehensive Money Management Services Llc | 0.15% | 8,680 | $228,110 | $249,290 | +$21,180 | +9.28% | |
| National Bank Of Canada | 0.00% | 8,205 | $215,545 | $235,648 | +$20,103 | +9.33% | |
| International Assets Investment Management, Llc | 0.01% | 6,850 | $197,349 | $196,732 | -$617 | -0.31% | |
| Sbi Securities Co., Ltd. | 0.00% | 2,950 | $85,049 | $84,724 | -$325 | -0.38% | |
| Nbc Securities, Inc. | 0.00% | 1,539 | $44,369 | $44,200 | -$169 | -0.38% | |
| Ifp Advisors, Inc | 0.00% | 1,129 | $32,549 | $32,425 | -$124 | -0.38% | |
| Private Trust Co Na | 0.00% | 1,000 | $27,553 | $28,720 | +$1,167 | +4.24% | |
| Advisory Services Network, Llc | 0.00% | 800 | $21,024 | $22,976 | +$1,952 | +9.28% | |
| Fmr Llc | 0.00% | 762 | $20,016 | $21,885 | +$1,869 | +9.34% | |
| Stance Capital Llc | 0.00% | 362 | $9,513 | $10,397 | +$884 | +9.29% | |
| Triumph Capital Management | 0.00% | 235 | $6,775 | $6,749 | -$26 | -0.38% | |
| North Star Investment Management Corp. | 0.00% | 234 | $6,147 | $6,720 | +$573 | +9.33% | |
| Arax Advisory Partners | 0.00% | 100 | $2,628 | $2,872 | +$244 | +9.28% | |
| Janney Montgomery Scott Llc | 0.00% | 50,763 | $1,334 | $1,457,913 | +$1,456,579 | +109188.86% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 8,178 | $215 | $234,872 | +$234,657 | +109142.87% | |
| Morgan Stanley | 0.00% | 1 | $44 | $29 | -$15 | -34.73% |
Frequently asked questions about XYLG
Who owns the most XYLG stock?
The largest holders of XYLG 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 COVC & GRW (XYLG).
Is XYLG widely held by superinvestors?
Many widely followed stocks like XYLG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XYLG 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.