Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / S&P 500 COVERED
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Number of holders
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58
-
Total 13F shares, excl. options
-
2.55M
-
Shares change
-
+1.04M
-
Total reported value, excl. options
-
$125M
-
Value change
-
+$51.1M
-
Number of buys
-
45
-
Number of sells
-
-10
-
Price
-
$49.04
Significant Holders of GLOBAL X FDS - S&P 500 COVERED (XYLD) as of Q2 2021
62 filings reported holding XYLD - GLOBAL X FDS - S&P 500 COVERED as of Q2 2021.
GLOBAL X FDS - S&P 500 COVERED (XYLD) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.55M shares
.
Largest 10 shareholders include MORGAN STANLEY (575K shares), LPL Financial LLC (303K shares), ROYAL BANK OF CANADA (259K shares), UBS Group AG (127K shares), Brookstone Capital Management (122K shares), Castle Rock Wealth Management, LLC (108K shares), Iron Horse Wealth Management, LLC (96.7K shares), Raymond James Financial Services Advisors, Inc. (89.1K shares), STIFEL FINANCIAL CORP (81.3K shares), and Cambridge Investment Research Advisors, Inc. (72.4K shares).
This table shows the top 58 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.