Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P 500 COVERED
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
1,496,149
-
Shares change
-
+501,664
-
Total reported value, excl. options
-
$71,544,910
-
Value change
-
+$23,999,501
-
Number of buys
-
31
-
Number of sells
-
-10
-
Price
-
$47.82
Significant Holders of GLOBAL X FDS - S&P 500 COVERED (XYLD) as of Q1 2021
51 filings reported holding XYLD - GLOBAL X FDS - S&P 500 COVERED as of Q1 2021.
GLOBAL X FDS - S&P 500 COVERED (XYLD) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,496,149 shares
.
Largest 10 shareholders include LPL Financial LLC (311,483 shares), ROYAL BANK OF CANADA (126,767 shares), MORGAN STANLEY (117,677 shares), UBS Group AG (116,979 shares), STIFEL FINANCIAL CORP (75,032 shares), Raymond James Financial Services Advisors, Inc. (61,537 shares), McAdam, LLC (58,677 shares), Iron Horse Wealth Management, LLC (53,003 shares), ADVISOR GROUP HOLDINGS, INC. (50,001 shares), and IFP Advisors, Inc (39,027 shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.