13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
XYLD

GLOBAL X S&P 500 COVE CALL E

285 institutions still hold GLOBAL X S&P 500 COVE CALL E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 37954Y475·Exchange Traded Fund·285 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.1%
vs prior quarter
13F value held
$858M
66.0% inst. owned
of float
Holders
285
-25 QoQ
filers reporting
Activity
+17 / −97
+910 added · −675 reduced
this quarter
Concentration
18.24%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

285 institutions reported XYLD in Q1 2026. MORGAN STANLEY leads at 18.2% of the visible book. -25 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$156M4.0M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$134M3.4M0.04%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$84M2.1M0.01%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$74M1.9M0.02%Q1 202605
SUMITOMO LIFE INSURANCE CO
CIK 0000937760
$67M1.7M1.57%Q1 202606
Global X Japan Co., Ltd.
CIK 0002027450
$46M1.2M2.36%Q1 202607
UBS Group AG
CIK 0001610520
$36M908K0.01%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$35M892K0.01%Q1 202609
Brookstone Capital Management
CIK 0001599584
$34M876K0.39%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$33M837K0.05%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M593K0.01%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$20M514K0.01%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$19M477K0.02%Q1 202614
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$18M448K0.26%Q1 202615
HUB Investment Partners, LLC
CIK 0001841815
$17M428K0.40%Q1 202616
SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807
$17M427K6.14%Q1 202617
Baird Financial Group, Inc.
CIK 0001648711
$12M318K0.02%Q1 202618
FIRST FOUNDATION ADVISORS
CIK 0001086763
$12M303K0.48%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$11M285K0.00%Q1 202620
Caerus Investment Advisors, LLC
CIK 0001862682
$11M269K4.38%Q1 2026
Page 1 of 15
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