GLOBAL X FDS (XYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
266
Reporting holders
$1.2B
Reported value
0.3%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $167.0M | 4,095,324 | 0.01% | 30q | +2.4%+$3.9M |
| LPL Financial LLC | $142.9M | 3,504,445 | 0.03% | 31q | +2.6%+$3.6M |
| BANK OF AMERICA CORP /DE/ | $96.1M | 2,355,983 | 0.01% | 30q | +9.6%+$8.4M |
| AMERIPRISE FINANCIAL INC | $80.6M | 1,975,584 | 0.02% | 31q | -48.0%-$74.4M |
| SUMITOMO LIFE INSURANCE CO | $69.8M | 1,710,000 | 1.14% | 4q | HELD |
| Global X Japan Co., Ltd. | $48.4M | 1,187,341 | 1.78% | 2q | +1.3%+$631.3K |
| OSAIC HOLDINGS, INC. | $42.1M | 1,032,694 | 0.05% | 26q | +23.5%+$8.0M |
| WELLS FARGO & COMPANY/MN | $38.7M | 949,131 | 0.01% | 25q | -46.8%-$34.1M |
| UBS Group AG | $35.2M | 863,278 | 0.00% | 31q | -5.0%-$1.8M |
| Brookstone Capital Management | $33.3M | 815,836 | 0.33% | 22q | -6.9%-$2.5M |
| Proficio Capital Partners LLC | $27.1M | 663,735 | 0.97% | 10q | +1566.2%+$25.4M |
| ENVESTNET ASSET MANAGEMENT INC | $26.4M | 646,091 | 0.01% | 31q | +8.9%+$2.2M |
| Cetera Investment Advisers | $22.8M | 559,469 | 0.02% | 13q | +17.4%+$3.4M |
| RAYMOND JAMES FINANCIAL INC | $20.6M | 503,980 | 0.01% | 7q | -2.0%-$419.7K |
| PRINCIPAL SECURITIES, INC. | $18.5M | 453,929 | 0.22% | 11q | +1.4%+$251.5K |
| HUB Investment Partners, LLC | $18.1M | 443,829 | 0.33% | 13q | +3.7%+$651.7K |
| SIMS INVESTMENT MANAGEMENT, LLC | $17.9M | 438,538 | 5.53% | 7q | +2.7%+$471.4K |
| Baird Financial Group, Inc. | $13.3M | 325,828 | 0.02% | 18q | +2.4%+$316.0K |
| Caerus Investment Advisors, LLC | $12.5M | 306,229 | 4.16% | 12q | +10.9%+$1.2M |
| FIRST FOUNDATION ADVISORS | $12.3M | 302,148 | 0.44% | 15q | HELD |
| Waterway Wealth Management, LLC | $11.9M | 291,116 | 2.42% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $9.7M | 237,712 | 0.01% | 9q | HELD |
| ROYAL BANK OF CANADA | $9.6M | 234,241 | 0.00% | 31q | -18.0%-$2.1M |
| MML INVESTORS SERVICES, LLC | $9.2M | 226,694 | 0.02% | 23q | +171.8%+$5.8M |
| STIFEL FINANCIAL CORP | $7.6M | 186,252 | 0.01% | 31q | +2.9%+$214.9K |
| Thrive Capital Management, LLC | $7.6M | 185,849 | 1.43% | 5q | +28.2%+$1.7M |
| J.W. COLE ADVISORS, INC. | $7.3M | 180,083 | 0.13% | 19q | -0.7%-$50.9K |
| FUKOKU MUTUAL LIFE INSURANCE Co | $7.3M | 178,000 | 0.42% | 4q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $6.7M | 163,826 | 0.02% | 12q | -10.6%-$794.8K |
| JUNCTURE WEALTH STRATEGIES, LLC | $6.5M | 159,001 | 1.69% | 13q | -8.4%-$593.9K |
| XML Financial, LLC | $6.2M | 152,505 | 0.45% | 5q | +10.3%+$582.5K |
| Compass Financial Services Inc | $6.0M | 146,670 | 2.24% | 7q | +3.9%+$222.6K |
| NFSG Corp | $5.3M | 130,376 | 0.66% | 18q | -1.4%-$74.4K |
| CreativeOne Wealth, LLC | $4.5M | 109,728 | 0.10% | 22q | +15.1%+$588.0K |
| Kestra Advisory Services, LLC | $4.5M | 109,404 | 0.01% | 18q | +1.3%+$58.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 105,350 | 0.01% | 31q | -10.4%-$498.8K |
| RiverFront Investment Group, LLC | $4.3M | 105,289 | 0.06% | 15q | +6.4%+$257.0K |
| Uniplan Investment Counsel, Inc. | $4.2M | 103,614 | 0.20% | 15q | +96.4%+$2.1M |
| Avantax Planning Partners, Inc. | $4.2M | 101,920 | 0.10% | 11q | -5.6%-$248.9K |
| BEAM WEALTH ADVISORS, INC. | $4.1M | 101,892 | 0.48% | 27q | +95.1%+$2.0M |
| Ocean Park Asset Management, LLC | $3.9M | 95,500 | 0.19% | 2q | HELD |
| PFG Investments, LLC | $3.8M | 94,290 | 0.15% | 14q | +3.3%+$123.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.8M | 92,695 | 0.23% | 7q | +43.5%+$1.1M |
| Western Wealth Management, LLC | $3.7M | 89,682 | 0.12% | 4q | +3.2%+$112.5K |
| Belpointe Asset Management LLC | $3.5M | 84,996 | 0.11% | 18q | +0.5%+$17.8K |
| NewEdge Advisors, LLC | $3.2M | 79,486 | 0.01% | new | NEW |
| Private Advisor Group, LLC | $3.2M | 78,467 | 0.01% | 20q | -18.8%-$741.7K |
| Lido Advisors, LLC | $3.0M | 73,514 | 0.01% | 14q | +271.8%+$2.2M |
| Concurrent Investment Advisors, LLC | $2.9M | 71,901 | 0.02% | 11q | -7.5%-$238.4K |
| Rockefeller Capital Management L.P. | $2.9M | 70,395 | 0.00% | 31q | +15.5%+$384.9K |
| CITADEL ADVISORS LLC | $2.8M | 35,322 | 0.00% | 20q | -49.5%-$2.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6M | 64,526 | 0.00% | 19q | -2.8%-$75.3K |
| Garner Asset Management Corp | $2.6M | 63,213 | 0.84% | 6q | +13.7%+$310.9K |
| NWF Advisory Services Inc. | $2.5M | 62,257 | 0.24% | 6q | HELD |
| Ameritas Advisory Services, LLC | $2.5M | 60,770 | 0.05% | 19q | +31.1%+$587.3K |
| JANE STREET GROUP, LLC | $2.4M | 10,739 | 0.00% | 6q | +40.9%+$692.1K |
| SBI Securities Co., Ltd. | $2.4M | 58,149 | 0.05% | 7q | -0.8%-$18.1K |
| ARMSTRONG ADVISORY GROUP, INC | $2.3M | 56,923 | 0.14% | 14q | +5.3%+$117.5K |
| Modern Wealth Management, LLC | $2.3M | 56,771 | 0.03% | new | NEW |
| Advisory Services Network, LLC | $2.3M | 56,648 | 0.03% | 17q | -1.8%-$42.3K |
| J. Team Financial, Inc. | $2.3M | 55,455 | 2.20% | 4q | +24.8%+$449.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 52,981 | 0.00% | 12q | -6.0%-$140.3K |
| Apella Capital, LLC | $2.1M | 50,473 | 0.03% | 4q | -1.7%-$35.9K |
| Blue Chip Partners, LLC | $2.0M | 49,973 | 0.13% | 19q | +11.5%+$211.0K |
| IHT Wealth Management, LLC | $1.8M | 44,502 | 0.04% | 16q | -6.9%-$134.4K |
| Wealthfront Advisers LLC | $1.7M | 42,770 | 0.00% | 11q | +2.5%+$43.2K |
| ELCO Management Co., LLC | $1.7M | 41,200 | 0.72% | 16q | -13.1%-$252.9K |
| &PARTNERS | $1.7M | 40,500 | 0.01% | 6q | +47.8%+$533.9K |
| Institute for Wealth Management, LLC. | $1.6M | 38,550 | 0.14% | 14q | -3.1%-$50.0K |
| Qube Research & Technologies Ltd | $1.6M | 38,049 | 0.00% | 6q | +116.1%+$833.9K |
| 1832 Asset Management L.P. | $1.5M | 37,195 | 0.00% | 15q | HELD |
| Stratos Wealth Partners, LTD. | $1.5M | 36,293 | 0.01% | 30q | -17.1%-$304.5K |
| PMG Family Office LLC | $1.5M | 35,689 | 1.34% | 4q | +2.9%+$40.4K |
| Bangor Savings Bank | $1.4M | 35,511 | 0.11% | 13q | +7.5%+$100.5K |
| HBW ADVISORY SERVICES LLC | $1.3M | 32,320 | 0.12% | 16q | -6.3%-$88.3K |
| PSI Advisors, LLC | $1.3M | 32,154 | 0.30% | 4q | -6.0%-$84.4K |
| APS Management Group, Inc. | $1.3M | 31,305 | 0.98% | 4q | +0.7%+$8.7K |
| OVERSEA-CHINESE BANKING Corp Ltd | $1.3M | 30,767 | 0.03% | 14q | HELD |
| Garden State Investment Advisory Services LLC | $1.3M | 30,698 | 0.23% | 4q | -8.5%-$116.5K |
| McAdam, LLC | $1.2M | 29,876 | 0.05% | 28q | -18.0%-$267.4K |
| Jefferies Financial Group Inc. | $1.2M | 29,525 | 0.01% | 2q | +1.6%+$18.4K |
| Mariner, LLC | $1.2M | 29,062 | 0.00% | 25q | -39.2%-$763.6K |
| Corient Private Wealth LP | $1.2M | 28,753 | 0.00% | 15q | +200.3%+$782.3K |
| BANK OF MONTREAL /CAN/ | $1.2M | 28,711 | 0.00% | 17q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.2M | 28,304 | 0.05% | 8q | +1.3%+$14.8K |
| Newport Capital Group, LLC | $1.1M | 27,500 | 0.63% | 5q | HELD |
| Founders Financial Alliance, LLC | $1.1M | 26,566 | 0.14% | 24q | +4.9%+$50.1K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.0M | 25,098 | 0.04% | 3q | +56.3%+$368.6K |
| 1900 WEALTH MANAGEMENT LLC | $1.0M | 24,860 | 0.06% | 19q | HELD |
| Advyzon Investment Management, LLC | $990.2K | 24,274 | 0.07% | 7q | +42.9%+$297.1K |
| Berger Financial Group, Inc | $977.8K | 23,971 | 0.05% | 17q | -1.3%-$12.5K |
| Triumph Capital Management | $975.9K | 23,925 | 0.18% | 6q | +10.6%+$93.2K |
| SageGuard Financial Group, LLC | $973.5K | 23,867 | 0.14% | 3q | -23.6%-$300.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $956.3K | 23,445 | 0.00% | 4q | -61.5%-$1.5M |
| Anchor Bay Capital, Inc. | $949.7K | 22,840 | 0.51% | new | FIRST |
| Curtis Advisory Group, LLC | $936.0K | 22,946 | 0.18% | 16q | HELD |
| Tactive Advisors, LLC | $927.5K | 22,739 | 0.23% | 5q | +2.3%+$20.9K |
| Ausdal Financial Partners, Inc. | $913.8K | 22,402 | 0.04% | 13q | -19.1%-$215.0K |
| FOCUSED ALPHA, LLC | $906.3K | 22,218 | 0.23% | 2q | HELD |
| Independent Advisor Alliance | $900.0K | 22,065 | 0.02% | 7q | -84.3%-$4.8M |
Showing the largest 100 of 276 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 266 | $1.2B | 30,356,712 | 22 | 105 | 86 | 0.3% |
| Q1 2026 | 262 | $1.2B | 31,282,472 | 22 | 106 | 79 | 0.2% |
| Q4 2025 | 271 | $1.2B | 28,572,024 | 32 | 78 | 103 | 0.2% |
| Q3 2025 | 255 | $1.2B | 31,131,740 | 34 | 81 | 90 | 0.2% |
| Q2 2025 | 246 | $1.2B | 30,313,500 | 31 | 103 | 72 | 0.3% |
| Q1 2025 | 250 | $1.2B | 31,193,288 | 38 | 113 | 60 | 0.1% |
| Q4 2024 | 243 | $1.2B | 28,220,803 | 34 | 93 | 58 | 0.2% |
| Q3 2024 | 207 | $1.1B | 25,731,214 | 15 | 79 | 67 | 0.2% |
| Q2 2024 | 212 | $1.1B | 27,273,313 | 29 | 72 | 62 | 0.2% |
| Q1 2024 | 206 | $1.3B | 32,693,866 | 21 | 74 | 75 | 0.2% |
| Q4 2023 | 210 | $1.2B | 30,050,271 | 24 | 73 | 63 | 0.2% |
| Q3 2023 | 189 | $1.0B | 26,618,544 | 24 | 85 | 47 | 0.2% |
| Q2 2023 | 182 | $1.0B | 25,036,198 | 30 | 73 | 49 | 0.2% |
| Q1 2023 | 163 | $827.7M | 20,391,716 | 25 | 74 | 40 | 0.2% |
| Q4 2022 | 148 | $692.2M | 17,434,271 | 35 | 52 | 35 | 0.8% |
| Q3 2022 | 153 | $582.5M | 15,133,217 | 25 | 71 | 37 | 0.8% |
| Q2 2022 | 147 | $595.3M | 13,835,055 | 32 | 71 | 28 | 0.7% |
| Q1 2022 | 131 | $500.4M | 10,102,880 | 43 | 59 | 14 | 0.4% |
| Q4 2021 | 97 | $318.6M | 6,299,237 | 31 | 43 | 8 | 0.2% |
| Q3 2021 | 71 | $186.8M | 3,835,308 | 18 | 41 | 5 | 0.1% |
| Q2 2021 | 60 | $125.1M | 2,548,225 | 16 | 31 | 6 | 0.0% |
| Q1 2021 | 48 | $71.6M | 1,496,163 | 10 | 22 | 7 | 0.0% |
| Q4 2020 | 45 | $47.4M | 1,021,218 | 5 | 18 | 8 | 0.0% |
| Q3 2020 | 46 | $43.0M | 962,592 | 4 | 11 | 17 | 0.0% |
| Q2 2020 | 46 | $42.3M | 996,464 | 9 | 16 | 11 | 0.0% |
| Q1 2020 | 45 | $40.7M | 1,063,557 | 3 | 14 | 18 | 0.0% |
| Q4 2019 | 49 | $71.4M | 1,409,131 | 9 | 24 | 6 | 0.0% |
| Q3 2019 | 41 | $54.2M | 1,113,635 | 9 | 19 | 6 | 0.0% |
| Q2 2019 | 34 | $38.5M | 788,995 | 2 | 17 | 6 | 0.0% |
| Q1 2019 | 38 | $35.5M | 742,123 | 8 | 18 | 7 | 0.0% |
| Q4 2018 | 32 | $23.2M | 524,358 | 3 | 0 | 0 | 0.0% |