Who owns Global X - S&P 500 Covered Call ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XYLD from SEC Form 13F filings across 276 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.
As of the 2026-06-30 reporting period, 276 institutions disclosed 30.7M shares of Global X - S&P 500 Covered Call ETF worth $1.25B — about 39.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
276
13F holders
$1.25B
value, 2026 filers
39.5%
of shares outstanding (30.7M sh)
34
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 | SUMITOMO LIFE INSURANCE CO | 1.7M | $69.8M | 1.1% | 2.2% | 0.0% |
| 6 | Global X Japan Co., Ltd. | 1.2M | $48.4M | 1.8% | 1.5% | +1.3% |
| 7 | OSAIC HOLDINGS, INC. | 1.0M | $42.1M | 0.0% | 1.3% | +23.5% |
| 8 | WELLS FARGO & COMPANY/MN | 949,131 | $38.7M | 0.0% | 1.2% | +6.4% |
| 9 | UBS Group AG | 863,278 | $35.2M | 0.0% | 1.1% | -5.0% |
| 10 | Brookstone Capital Management | 815,836 | $33.3M | 0.3% | 1.1% | -6.9% |
| 11 | Proficio Capital Partners LLC | 663,735 | $27.1M | 1.0% | 0.9% | +1566.2% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 646,091 | $26.4M | 0.0% | 0.8% | +8.9% |
| 13 | Cetera Investment Advisers | 559,469 | $22.8M | 0.0% | 0.7% | +17.4% |
| 14 | RAYMOND JAMES FINANCIAL INC | 503,980 | $20.6M | 0.0% | 0.6% | -2.0% |
| 15 | PRINCIPAL SECURITIES, INC. | 453,929 | $18.5M | 0.2% | 0.6% | +1.4% |
| 16 | HUB Investment Partners, LLC | 443,829 | $18.1M | 0.3% | 0.6% | +3.7% |
| 17 | SIMS INVESTMENT MANAGEMENT, LLC | 438,538 | $17.9M | 5.5% | 0.6% | +2.7% |
| 18 | Baird Financial Group, Inc. | 325,828 | $13.3M | 0.0% | 0.4% | +2.4% |
| 19 | Caerus Investment Advisors, LLCNEW | 306,229 | $12.5M | 4.2% | 0.4% | new |
| 20 | FIRST FOUNDATION ADVISORS | 302,148 | $12.3M | 0.4% | 0.4% | -0.3% |
| 21 | Waterway Wealth Management, LLCNEW | 291,116 | $11.9M | 2.4% | 0.4% | new |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 237,712 | $9.7M | 0.0% | 0.3% | +0.3% |
| 23 | ROYAL BANK OF CANADA | 234,241 | $9.6M | 0.0% | 0.3% | -18.0% |
| 24 | MML INVESTORS SERVICES, LLC | 226,694 | $9.2M | 0.0% | 0.3% | +171.8% |
| 25 | Cambridge Investment Research Advisors, Inc. | 203,514 | $8.3M | 0.0% | 0.3% | +2.9% |
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.