Who owns Global X - S&P 500 Covered Call ETF?
Institutional ownership of XYLD from SEC Form 13F filings across 194 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
194
13F holders
$1.03B
value, 2026 filers
33.4%
of shares outstanding (26.0M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XYLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4.1M | $167.0M | 0.0% | 5.3% | +2.4% |
| 2 | LPL Financial LLC | 3.5M | $142.9M | 0.0% | 4.5% | +2.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.4M | $96.1M | 0.0% | 3% | +9.6% |
| 4 | AMERIPRISE FINANCIAL INC | 2.0M | $80.6M | 0.0% | 2.5% | +4.0% |
| 5 | Global X Japan Co., Ltd. | 1.2M | $48.4M | 1.8% | 1.5% | +1.3% |
| 6 | OSAIC HOLDINGS, INC. | 1.0M | $42.1M | 0.0% | 1.3% | +23.5% |
| 7 | WELLS FARGO & COMPANY/MN | 949,131 | $38.7M | 0.0% | 1.2% | +6.4% |
| 8 | UBS Group AG | 863,278 | $35.2M | 0.0% | 1.1% | -5.0% |
| 9 | Brookstone Capital Management | 815,836 | $33.3M | 0.3% | 1.1% | -6.9% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 646,091 | $26.4M | 0.0% | 0.8% | +8.9% |
| 11 | Cetera Investment Advisers | 559,469 | $22.8M | 0.0% | 0.7% | +17.4% |
| 12 | RAYMOND JAMES FINANCIAL INC | 503,980 | $20.6M | 0.0% | 0.6% | -2.0% |
| 13 | PRINCIPAL SECURITIES, INC. | 453,929 | $18.5M | 0.2% | 0.6% | +1.4% |
| 14 | HUB Investment Partners, LLC | 443,829 | $18.1M | 0.3% | 0.6% | +3.7% |
| 15 | SIMS INVESTMENT MANAGEMENT, LLC | 438,538 | $17.9M | 5.5% | 0.6% | +2.7% |
| 16 | Cambridge Investment Research Advisors, Inc. | 407,028 | $16,602 | 0.0% | 0.5% | +105.7% |
| 17 | Baird Financial Group, Inc. | 325,828 | $13.3M | 0.0% | 0.4% | +2.4% |
| 18 | FIRST FOUNDATION ADVISORS | 302,148 | $12.3M | 0.4% | 0.4% | -0.3% |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 237,712 | $9.7M | 0.0% | 0.3% | +0.3% |
| 20 | ROYAL BANK OF CANADA | 234,241 | $9.6M | 0.0% | 0.3% | -18.0% |
| 21 | MML INVESTORS SERVICES, LLC | 226,694 | $9.2M | 0.0% | 0.3% | +171.8% |
| 22 | STIFEL FINANCIAL CORP | 186,252 | $7.6M | 0.0% | 0.2% | +2.9% |
| 23 | J.W. COLE ADVISORS, INC. | 180,083 | $7.3M | 0.1% | 0.2% | -0.7% |
| 24 | FUKOKU MUTUAL LIFE INSURANCE Co | 178,000 | $7.3M | 0.4% | 0.2% | 0.0% |
| 25 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 163,826 | $6.7M | 0.0% | 0.2% | -10.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.