Who Owns Global X - S&P 500 Covered Call ETF (XYLD)?Hedge Fund & Institutional Holders

$39.76-0.24 (-0.60%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$35.62$37.57$39.52$41.47$43.42Sep 24Jun 25Mar 26

XYLD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SIMS INVESTMENT MANAGEMENT, LLCNew Position+413K+$16.8B
Thrive Capital Management, LLCNew Position+174K+$7.1B
IMC-Chicago, LLCNew Position+125K+$5.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+118K+$4.0B
PFG Investments, LLCNew Position+90K+$3.6B
Avantax Planning Partners, Inc.New Position+91K+$3.0B
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+58K+$2.4B
SBI Securities Co., Ltd.New Position+56K+$2.3B
Belpointe Asset Management LLCNew Position+56K+$2.3B
LITTLEJOHN FINANCIAL SERVICES, INC.New Position+53K+$2.2B
CITADEL ADVISORS LLCNew Position+70K+$2.0B
FIRST FOUNDATION ADVISORSIncreased+38K+$1.9B
BEAM WEALTH ADVISORS, INC.New Position+44K+$1.8B
KINGSWOOD WEALTH ADVISORS, LLCNew Position+39K+$1.6B
Wealthfront Advisers LLCNew Position+38K+$1.5B

XYLD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-72K-$130.3B
Global X Japan Co., Ltd.Closed Position-990K-$38.9B
RAYMOND JAMES FINANCIAL INCDecreased-703K-$28.8B
Cetera Investment AdvisersDecreased-21K-$19.2B
HUB Investment Partners, LLCDecreased-40K-$17.6B
NWF Advisory Services Inc.Decreased-430K-$17.4B
ROYAL BANK OF CANADADecreased-177K-$7.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-128K-$5.8B
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCDecreased-117K-$4.3B
UBS Group AGDecreased-140K-$4.1B
OLD MISSION CAPITAL LLCDecreased-92K-$3.5B
OSAIC HOLDINGS, INC.Decreased-74K-$3.5B
RiverFront Investment Group, LLCDecreased-61K-$2.3B
Mariner, LLCDecreased-3K-$1.8B
Uniplan Investment Counsel, Inc.Decreased-43K-$1.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SUMITOMO LIFE INSURANCE CO1,710,000$69.0B1.89%Share
2NISSAY ASSET MANAGEMENT CORP /JAPAN1,652,108$67.0B0.35%Share
3AMERIPRISE FINANCIAL INC1,614,529$65.0B0.01%Share
4BANK OF AMERICA CORP /DE/1,093,185$44.0B0.00%Share
5UBS Group AG987,967$40.1B0.01%Share
6OSAIC HOLDINGS, INC.859,801$34.0B0.05%Share
7WELLS FARGO & COMPANY/MN721,101$29.0B0.01%Share
8BANK OF AMERICA CORP /DE/637,717$25.0B0.00%Share
9SIMS INVESTMENT MANAGEMENT, LLC412,816$16.8B5.93%Share
10BANK OF AMERICA CORP /DE/377,033$15.0B0.00%Share
11Baird Financial Group, Inc.345,870$14.0B0.02%Share
12Caerus Investment Advisors, LLC276,188$11.0B3.57%Share
13RAYMOND JAMES FINANCIAL INC267,283$10.0B0.00%Share
14RAYMOND JAMES FINANCIAL INC268,015$10.0B0.00%Share
15WELLS FARGO & COMPANY/MN227,768$9.0B0.00%Share
16MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.216,672$8.0B0.01%Share
17FIRST FOUNDATION ADVISORS195,234$7.9B0.30%Share
18KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC185,751$7.5B0.02%Share
19Thrive Capital Management, LLC173,938$7.1B1.57%Share
20JUNCTURE WEALTH STRATEGIES, LLC173,271$7.0B2.32%Share
21Private Advisor Group, LLC193,350$7.0B0.03%Share
22ROYAL BANK OF CANADA177,384$7.0B0.00%Share
23FUKOKU MUTUAL LIFE INSURANCE CO178,000$7.0B0.46%Share
24STIFEL FINANCIAL CORP182,113$7.0B0.01%Share
25Newbridge Financial Services Group, Inc.134,200$5.5B0.85%Share
26IMC-Chicago, LLC125,350$5.1B0.00%Share
27FIRST FOUNDATION ADVISORS104,174$4.2B0.16%Share
28COMMONWEALTH EQUITY SERVICES, LLC118,311$4.0B0.01%Share
29PREVAIL INNOVATIVE WEALTH ADVISORS, LLC98,292$4.0B0.72%Share
30PFG Investments, LLC89,513$3.6B0.17%Share
31Stratos Wealth Partners, LTD.75,666$3.1B0.03%Share
32Avantax Planning Partners, Inc.91,338$3.0B0.08%Share
33RiverFront Investment Group, LLC70,724$2.9B0.05%Share
34NWF Advisory Services Inc.62,702$2.5B0.28%Share
35OLD MISSION CAPITAL LLC59,173$2.4B0.06%Share
36INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC58,378$2.4B0.16%Share
37SBI Securities Co., Ltd.56,298$2.3B0.06%Share
38Belpointe Asset Management LLC56,284$2.3B0.08%Share
39LITTLEJOHN FINANCIAL SERVICES, INC.53,125$2.2B1.59%Share
40ARMSTRONG ADVISORY GROUP, INC52,694$2.1B0.14%Share
41Garner Asset Management Corp52,025$2.1B0.81%Share
42CITADEL ADVISORS LLC70,490$2.0B0.00%Share
43ROYAL BANK OF CANADA50,484$2.0B0.00%Share
44ROYAL BANK OF CANADA61,934$2.0B0.00%Share
45IHT Wealth Management, LLC54,686$2.0B0.05%Share
46Rockefeller Capital Management L.P.65,043$2.0B0.00%Share
47CreativeOne Wealth, LLC68,349$2.0B0.05%Share
48OSAIC HOLDINGS, INC.72,068$2.0B0.00%Share
49Collaborative Wealth Managment Inc.45,434$1.8B0.65%Share
50BEAM WEALTH ADVISORS, INC.43,817$1.8B0.49%Share

XYLD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025271$643.5B+124
Q3 2025147$834.7B-86
Q2 2025233$828.8B-18
Q1 2025251$1.2T+38
Q4 2024213$27.5T+54
Q3 2024159$220.0T-2
Q2 2024161$66.4T+11
Q1 2024150$688.4T—

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As of Q4 2025, 50 institutional investors hold XYLD (Global X - S&P 500 Covered Call ETF). The largest holder is SUMITOMO LIFE INSURANCE CO with $69.0B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own XYLD?

As of Q4 2025, 50 institutional investors report holding XYLD (Global X - S&P 500 Covered Call ETF) in their 13F filings.

Who is the largest institutional holder of XYLD?

The largest institutional holder of XYLD is SUMITOMO LIFE INSURANCE CO with $69.0B in shares.

Is institutional ownership of XYLD increasing or decreasing?

This quarter, 14 institutions opened new positions in XYLD and 1 closed their positions.