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Get Institutions for : 
Global X NASDAQ 100 Covered Call ETF (QYLD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 349    7
Total shares held : 
 92,232,275  
% of shares held : 
 22.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   45  
Amount of shares held : 
 425,677  
% of shares held change : 
   0.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 1,528,966
 1.66%
 
Increased Positions :
148
 4,430,828
 4.8%
 
Unchanged Positions :
62
 20,512,731
 22.24%
 
Decreased Positions :
110
-5,007,335
-5.43%
 
Closed Positions :
22
-526,782
-0.57%
 
Guru Positions :
3
308,586
 0.33%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 196 - 2024-03-31 9,312,513 $166,787,000 658,161
   BANK OF AMERICA CORP /DE/ 985 - 2024-03-31 4,775,954 $85,537,000 281,902
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 239 - 2024-03-31 2,939,089 $52,639,000 280,939
   AMERIPRISE FINANCIAL INC 893 - 2024-03-31 2,316,595 $41,495,000 534,723
   Advisor Group Holdings Inc. 252 - 2024-03-31 1,939,585 $34,741,000 91,803
   RAYMOND JAMES & ASSOCIATES 653 - 2024-03-31 1,483,416 $26,568,000 132,357
   Cetera Investment Advisers 377 - 2024-03-31 1,157,828 $20,737,000 937,265
   PRINCIPAL SECURITIES INC. 34 - 2024-03-31 1,011,289 $18,112,000 93,034
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 345 - 2024-03-31 1,006,080 $18,019,000 382,608
   FINANCIAL NETWORK 271 - 2024-03-31 874,892 $15,669,000 99,868
   JANNEY MONTGOMERY SCOTT LLC 402 - 2024-03-31 843,481 $15,107,000 25,185
   ENVESTNET ASSET MANAGEMENT INC 1358 - 2024-03-31 728,771 $13,052,000 127,793
   COMMONWEALTH EQUITY SERVICES LLC. 795 - 2024-03-31 542,039 $9,708,000 72,170
   IHT Wealth Management LLC 56 - 2024-03-31 509,365 $9,123,000 90,903
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 460 - 2024-03-31 452,244 $8,100,000 49,047
   Atria Wealth Solutions Inc. 242 - 2024-03-31 433,743 $7,768,000 83,853
   GOLDMAN SACHS GROUP INC/ 2245 - 2024-03-31 430,453 $7,709,000 231,000
   STIFEL FINANCIAL CORP 918 - 2024-03-31 421,100 $7,542,000 27,839
   Baird Financial Group Inc. 588 - 2024-03-31 374,375 $6,705,000 5,589
   J.W. COLE ADVISORS INC. 65 - 2024-03-31 351,196 $6,290,000 9,089
   TCG Advisory Services LLC 79 - 2024-03-31 343,907 $6,159,000 57,332
   HARBOUR INVESTMENTS INC. 76 - 2023-12-31 325,406 $5,643,000 16,615
   RENAISSANCE TECHNOLOGIES LLC 1346 - 2024-03-31 313,512 $5,615,000 86,412
   LEUCADIA NATIONAL CORP -- Notable Guru -- 164 - 2024-03-31 307,836 $5,513,000 19,318
   Private Advisor Group LLC 440 - 2024-03-31 293,537 $5,257,000 11,623
   Sigma Planning Corp 131 - 2024-03-31 268,151 $4,803,000 187,486
   H D Vest Advisory Services 314 - 2024-03-31 266,193 $4,768,000 79,388
   BB&T CORP 892 - 2024-03-31 264,683 $4,740,000 21,642
   CLS INVESTMENT FIRM LLC 217 - 2022-12-31 295,105 $4,695,000 7,487
   Caerus Investment Advisors LLC 9 - 2024-03-31 251,539 $4,505,000 4,378
   DFPG INVESTMENTS INC. 76 - 2023-12-31 248,180 $4,251,000 141,723
   PINNACLE FINANCIAL PARTNERS INC 175 - 2024-03-31 234,253 $4,195,000 9,554
   Sound Income Strategies LLC 83 - 2024-03-31 221,682 $3,970,000 158,997
   KESTRA PRIVATE WEALTH SERVICES LLC 243 - 2024-03-31 219,856 $3,938,000 11,356
   PFG Investments LLC 93 - 2024-03-31 201,171 $3,603,000 129,512
   Dynamic Advisors Solutions LLC 209 - 2024-03-31 200,355 $3,588,000 8,576
   Stratos Wealth Partners LTD. 297 - 2024-03-31 199,502 $3,573,000 3,519
   Rockefeller Capital Management L.P. 799 - 2024-03-31 198,096 $3,548,000 20,000
   Equitable Holdings Inc. 311 - 2024-03-31 197,435 $3,536,000 24,656
   Howard Capital Management Inc. 22 - 2024-03-31 194,230 $3,479,000 24,570
   MULTIFINANCIAL SECURITIES CORP 591 - 2024-03-31 189,385 $3,392,000 134,317
   Mutual Advisors LLC 180 - 2024-03-31 184,662 $3,307,000 47,644
   MJP ASSOCIATES INC /ADV 23 - 2024-03-31 182,290 $3,265,000 14,072
   Advisor OS LLC 46 - 2024-03-31 182,290 $3,265,000 12,793
   Ameritas Advisory Services LLC 160 - 2024-03-31 185,282 $3,244,000 133,468
   Fifth Third Securities Inc. 82 - 2024-03-31 176,566 $3,162,000 61,805
   MONTCHANIN ASSET MANAGEMENT LLC 10 - 2024-03-31 169,430 $3,034,000 17,195
   Accel Wealth Management 17 - 2024-03-31 168,784 $3,023,000 3,565
   CI Private Wealth LLC 849 - 2024-03-31 167,717 $3,004,000 59,242
   Capital Investment Advisory Services LLC 77 - 2024-03-31 163,790 $2,933,000 31,933
   Significant Wealth Partners LLC 16 - 2024-03-31 155,135 $2,778,000 54,564
   Flaharty Asset Management LLC 31 - 2024-03-31 153,596 $2,751,000 4,783
   Steward Partners Investment Advisory LLC 484 - 2024-03-31 151,809 $2,719,000 98,712
   Concurrent Investment Advisors LLC 193 - 2024-03-31 151,696 $2,717,000 36,648
   Newbridge Financial Services Group Inc. 12 - 2024-03-31 142,438 $2,551,000 75,709
   HF Advisory Group LLC 15 - 2024-03-31 139,244 $2,494,000 563
   Kestra Advisory Services LLC 777 - 2024-03-31 138,393 $2,479,000 16,473
   Investment Partners Asset Management Inc. 7 - 2024-03-31 130,119 $2,330,000 53
   NATIONAL BANK OF CANADA /FI/ 843 - 2024-03-31 131,095 $2,312,000 3,289
   Goss Wealth Management LLC 636 - 2024-03-31 126,444 $2,265,000 4,189
   Triumph Capital Management 28 - 2024-03-31 117,034 $2,100,000 395
   Wealthfront Advisers LLC 478 - 2024-03-31 116,281 $2,083,000 20,282
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 58 - 2024-03-31 113,737 $2,037,000 96,231
   HUNTER ASSOCIATES INC. 78 - 2024-03-31 108,309 $1,945,000 18,070
   Collaborative Wealth Managment Inc. 27 - 2024-03-31 107,813 $1,931,000 18,178
   Signal Advisors Wealth LLC 56 - 2024-03-31 107,483 $1,925,000 23,268
   Change Path LLC 237 - 2024-03-31 106,050 $1,899,000 42,292
   Edmonds Duncan Registered Investment Advisors LLC 39 - 2024-03-31 100,472 $1,799,000 1,285
   COMERICA BANK 1231 - 2024-03-31 99,920 $1,790,000 3,211
   Solutions 4 Wealth Ltd 6 - 2024-03-31 96,503 $1,728,000 9,052
   Patriot Financial Group Insurance Agency LLC 92 - 2024-03-31 89,862 $1,609,000 3,727
   LINCOLN NATIONAL CORP 399 - 2024-03-31 82,918 $1,485,000 1,899
   Castle Rock Wealth Management LLC 78 - 2024-03-31 81,842 $1,423,000 33,555
   Clear Creek Financial Management LLC 110 - 2024-03-31 78,219 $1,401,000 5,505
   Redhawk Wealth Advisors Inc. 92 - 2024-03-31 74,775 $1,339,000 26,872
   Truadvice LLC 55 - 2023-09-30 78,388 $1,334,000 36,812
   ARQ WEALTH ADVISORS LLC 36 - 2024-03-31 73,617 $1,318,000 6,596
   REGAL INVESTMENT ADVISORS, LLC 216 - 2024-03-31 73,110 $1,309,000 612
   MAS Advisors LLC 21 - 2024-03-31 72,005 $1,290,000 12,420
   Arete Wealth Advisors LLC 179 - 2024-03-31 71,620 $1,283,000 5,848
   Financial Advocates Investment Management 265 - 2024-03-31 69,942 $1,253,000 3,424
   VERUS CAPITAL PARTNERS LLC 102 - 2024-03-31 66,388 $1,189,000 2,879
   DAVIDSON D A & CO 677 - 2024-03-31 66,189 $1,185,000 7,514
   Global Retirement Partners LLC 333 - 2024-03-31 64,604 $1,157,000 7,628
   Envestnet Portfolio Solutions Inc. 804 - 2024-03-31 64,443 $1,154,000 19,779
   PFG FINANCIAL ADVISORS 92 - 2024-03-31 62,202 $1,114,000 2,483
   Aptus Capital Advisors LLC 387 - 2024-03-31 54,330 $973,000 32,591
   Blue Chip Partners Inc. 76 - 2024-03-31 54,122 $969,000 677
   Register Financial Advisors LLC 52 - 2024-03-31 53,525 $959,000 2,850
   Hennion & Walsh Asset Management Inc. 438 - 2024-03-31 52,258 $936,000 10,198
   OPPENHEIMER & CO INC 766 - 2024-03-31 51,561 $923,000 2,861
   Milestone Advisory Partners 29 - 2023-09-30 51,880 $870,000 7
   CAPTRUST FINANCIAL ADVISORS 1215 - 2024-03-31 46,934 $841,000 814
   Kaizen Financial Strategies 34 - 2024-03-31 44,665 $800,000 12,472
   Simplicity WealthLLC 593 - 2024-03-31 42,869 $768,000 28,059
   Beacon Pointe Advisors LLC 761 - 2024-03-31 42,214 $756,000 628
   XML Financial LLC 190 - 2024-03-31 41,193 $738,000 1,155
   BAKER AVENUE ASSET MANAGEMENT, LP 237 - 2024-03-31 40,300 $722,000 243
   Integrated Wealth Concepts LLC 884 - 2024-03-31 39,897 $715,000 6,832
   Strategic Financial Concepts LLC 132 - 2024-03-31 39,687 $711,000 29,268
  100 Records found
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