# GLOBAL X FDS (QYLD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/QYLD/

- Reporting holders: 22
- Reported value: $27.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $18.7M | 1,004,667 | 0.8% | 13 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.3M | 71,232 | 0.4% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.1M | 57,783 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 58,106 | 0.0% | 12 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $1.1M | 57,399 | 0.2% | 11 |
| [FSA Investment Group, LLC](https://holderbook.com/funds/2051584-fsa-investment-group-llc/) | $761.2K | 41,037 | 0.2% | 1 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $618.6K | 33,349 | 0.5% | 11 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $545.4K | 29,196 | 0.1% | 26 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $420.5K | 22,670 | 0.0% | 11 |
| [Meadowbrook Wealth Management, LLC](https://holderbook.com/funds/2090468-meadowbrook-wealth-management-llc/) | $402.5K | 21,700 | 0.4% | 5 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $371.1K | 20,006 | 0.0% | 3 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $275.8K | 14,868 | 0.1% | 26 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $242.4K | 13,066 | 0.1% | 8 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $208.4K | 11,233 | 0.0% | 7 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $153.1K | 8,251 | 0.1% | 14 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $152.1K | 8,198 | 0.0% | 11 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $144.8K | 7,807 | 0.0% | 25 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $128.5K | 6,926 | 0.0% | 16 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $59.4K | 3,204 | 0.0% | 30 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $12.7K | 685 | 0.0% | 1 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $9.7K | 524 | 0.0% | 4 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $17 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 22 | $27.8M |
| Q2 2026 | 432 | $2.0B |
| Q1 2026 | 435 | $1.9B |
| Q4 2025 | 436 | $1.6B |
| Q3 2025 | 416 | $1.8B |
| Q2 2025 | 415 | $1.9B |
| Q1 2025 | 439 | $1.8B |
| Q4 2024 | 436 | $1.8B |
| Q3 2024 | 386 | $1.6B |
| Q2 2024 | 394 | $1.8B |
| Q1 2024 | 376 | $2.1B |
| Q4 2023 | 375 | $1.9B |