DaveManuel.com · Institutional Ownership · Who Owns It
GLOBAL X FDS (XYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
280
Reporting holders
$1.3B
Reported value
0.2%
Calls
0.1%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +4.0%+$3.1M |
| 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 | +6.4%+$2.3M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $16.6M | 407,028 | 0.02% | 28q | +105.7%+$8.5M |
| 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% | 13q | +14.0%+$1.5M |
| 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 |
| Avantax Planning Partners, Inc. | $4.2M | 101,920 | 0.10% | 11q | -5.6%-$248.9K |
| 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 |
| WEDBUSH SECURITIES INC | $3.7M | 90,404 | 0.10% | 18q | HELD |
| 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% | 15q | HELD |
| 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 incl. $1.4M options CALL+PUT | 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 incl. $1.9M options CALL+PUT | 10,739 | 0.00% | 6q | +40.9%+$692.1K |
| SBI Securities Co., Ltd. | $2.4M | 58,149 | 0.05% | 7q | -0.8%-$18.1K |
| Janney Montgomery Scott LLC | $2.3M | 56,962 | 0.00% | 31q | -9.3%-$239.6K |
| 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 |
| Uniplan Investment Counsel, Inc. | $2.1M | 51,807 | 0.20% | 15q | -1.8%-$39.2K |
| 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 |
| BEAM WEALTH ADVISORS, INC. | $2.0M | 49,674 | 0.45% | 27q | -4.9%-$103.8K |
| 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 |
| MONTCHANIN ASSET MANAGEMENT, LLC | $1.5M | 37,765 | 1.57% | 9q | -5.7%-$93.8K |
| 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 |
| 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 |
| Thrivent Financial for Lutherans | $1.1M | 26,482 | 0.00% | new | NEW |
| 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 |
Showing the largest 100 of 280 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 90 | $210.8M | 5,024,637 | 4 | 36 | 25 | 0.0% |
| Q2 2026 | 280 | $1.3B | 30,922,956 | 24 | 109 | 88 | 0.3% |
| Q1 2026 | 275 | $1.1B | 29,281,435 | 23 | 111 | 85 | 0.2% |
| Q4 2025 | 283 | $1.2B | 28,975,446 | 34 | 83 | 105 | 0.2% |
| Q3 2025 | 265 | $1.2B | 31,604,918 | 34 | 84 | 96 | 0.2% |
| Q2 2025 | 261 | $1.2B | 31,104,035 | 33 | 113 | 72 | 0.3% |
| Q1 2025 | 265 | $1.3B | 31,937,967 | 40 | 122 | 64 | 0.1% |
| Q4 2024 | 260 | $1.2B | 29,048,292 | 35 | 102 | 63 | 0.2% |
| Q3 2024 | 225 | $1.1B | 26,572,796 | 16 | 91 | 71 | 0.2% |
| Q2 2024 | 234 | $1.1B | 28,406,142 | 34 | 80 | 69 | 0.2% |
| Q1 2024 | 227 | $1.4B | 34,181,188 | 24 | 84 | 81 | 0.2% |
| Q4 2023 | 228 | $1.3B | 31,775,620 | 25 | 82 | 70 | 0.2% |
| Q3 2023 | 207 | $1.1B | 28,134,800 | 24 | 96 | 50 | 0.2% |
| Q2 2023 | 204 | $1.1B | 26,544,178 | 32 | 87 | 55 | 0.2% |
| Q1 2023 | 189 | $883.9M | 21,715,874 | 28 | 87 | 46 | 0.5% |
| Q4 2022 | 181 | $1.4B | 36,273,746 | 40 | 65 | 46 | 0.5% |
| Q3 2022 | 153 | $3.5B | 91,437,889 | 25 | 70 | 37 | 0.1% |
| Q2 2022 | 147 | $3.9B | 92,361,450 | 32 | 71 | 28 | 0.1% |
| Q1 2022 | 130 | $4.2B | 84,906,499 | 42 | 59 | 14 | 0.0% |
| Q4 2021 | 96 | $433.3M | 8,568,964 | 30 | 43 | 8 | 0.2% |
| Q3 2021 | 71 | $218.7M | 4,492,650 | 18 | 41 | 5 | 0.1% |
| Q2 2021 | 60 | $149.5M | 3,047,725 | 16 | 31 | 6 | 0.0% |
| Q1 2021 | 48 | $95.5M | 1,995,663 | 10 | 22 | 7 | 0.0% |
| Q4 2020 | 45 | $70.6M | 1,520,718 | 5 | 18 | 8 | 0.0% |
| Q3 2020 | 46 | $65.3M | 1,462,092 | 4 | 11 | 17 | 0.0% |
| Q2 2020 | 46 | $63.5M | 1,495,964 | 9 | 16 | 11 | 0.0% |
| Q1 2020 | 45 | $59.8M | 1,563,057 | 3 | 14 | 18 | 0.0% |
| Q4 2019 | 49 | $96.7M | 1,908,631 | 9 | 24 | 6 | 0.0% |
| Q3 2019 | 41 | $78.5M | 1,613,135 | 9 | 19 | 6 | 0.0% |
| Q2 2019 | 34 | $62.9M | 1,288,495 | 2 | 17 | 6 | 0.0% |
| Q1 2019 | 38 | $59.3M | 1,241,623 | 8 | 18 | 7 | 0.0% |
| Q4 2018 | 32 | $45.4M | 1,023,858 | 3 | 0 | 0 | 0.0% |