# GLOBAL X FDS (XYLD)

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

- Reporting holders: 9
- Reported value: $15.3M
- 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 |
|---|---|---|---|---|
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $6.6M | 160,049 | 1.7% | 14 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.3M | 56,591 | 0.1% | 15 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.1M | 50,602 | 0.0% | 5 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.5M | 35,511 | 0.1% | 14 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $979.5K | 23,592 | 0.2% | 6 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $672.6K | 16,199 | 0.5% | 11 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $599.8K | 14,315 | 0.1% | 25 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $390.2K | 9,399 | 0.0% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $66.7K | 1,607 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $15.3M |
| Q2 2026 | 278 | $1.3B |
| Q1 2026 | 271 | $1.2B |
| Q4 2025 | 281 | $1.2B |
| Q3 2025 | 264 | $1.2B |
| Q2 2025 | 260 | $1.2B |
| Q1 2025 | 264 | $1.3B |
| Q4 2024 | 258 | $1.2B |
| Q3 2024 | 224 | $1.1B |
| Q2 2024 | 233 | $1.1B |
| Q1 2024 | 224 | $1.4B |
| Q4 2023 | 227 | $1.3B |