13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
XYLD

GLOBAL X S&P 500 COVE CALL E

289 institutions still hold GLOBAL X S&P 500 COVE CALL E as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954Y475·Exchange Traded Fund·289 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$944M
visible holders
Holders
289
filers reporting
Concentration
17.70%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

289 institutions reported XYLD in Q2 2026. MORGAN STANLEY leads at 17.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$167M4.1M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$143M3.5M0.03%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$96M2.4M0.01%Q2 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$81M2.0M0.02%Q2 202605
SUMITOMO LIFE INSURANCE CO
CIK 0000937760
$70M1.7M1.14%Q2 202606
Global X Japan Co., Ltd.
CIK 0002027450
$48M1.2M1.78%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$42M1.0M0.05%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$39M949K0.01%Q2 202609
UBS Group AG
CIK 0001610520
$35M863K0.00%Q2 202610
Brookstone Capital Management
CIK 0001599584
$33M816K0.33%Q2 202611
Proficio Capital Partners LLC
CIK 0001654175
$27M664K0.97%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M646K0.01%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$23M559K0.02%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M504K0.01%Q2 202615
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$19M454K0.22%Q2 202616
HUB Investment Partners, LLC
CIK 0001841815
$18M444K0.33%Q2 202617
SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807
$18M439K5.53%Q2 202618
Baird Financial Group, Inc.
CIK 0001648711
$13M326K0.02%Q2 202619
Caerus Investment Advisors, LLC
CIK 0001862682
$12M306K4.16%Q2 202620
FIRST FOUNDATION ADVISORS
CIK 0001086763
$12M302K0.44%Q2 2026
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