Who owns XYLD?
Global X S&P 500 Covered Call ETF · Global X
274 institutions reported holding XYLD, worth $1.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XYLD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $167.0M | 4,095,324 | +96,747 shares |
| LPL Financial LLC | Fort Mill, SC | $142.9M | 3,504,445 | +87,159 shares |
| Bank of America Corp. | Charlotte, NC | $96.1M | 2,355,983 | +206,932 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $80.6M | 1,975,584 | +75,651 shares |
| Sumitomo Life Insurance Co | Tokyo, Japan | $69.8M | 1,710,000 | No change |
| Global X Japan Co., Ltd. | Chiyoda-Ku, Tokyo, Japan | $48.4M | 1,187,341 | +15,476 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $42.1M | 1,032,694 | +196,173 shares |
| Wells Fargo & Company | San Francisco, CA | $38.7M | 949,131 | +56,762 shares |
| UBS Group AG | Zurich, Switzerland | $35.2M | 863,278 | −45,044 shares |
| Brookstone Capital Management | Wheaton, IL | $33.3M | 815,836 | −60,303 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XYLD?
274 institutional managers reported holding XYLD in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Morgan Stanley, at $167.0M.
Did institutions buy or sell XYLD last quarter?
Reported 13F value rose 11.5% from March 31, 2026, which includes price moves as well as buying and selling. 30 firms reported a new position and 20 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XYLD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.