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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: 
3-31-2022 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 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
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 10 - 2024-03-31 18,500,242 $331,339,000 0
   HBW Advisory Services LLC 16 - 2024-03-31 299,430 $5,192,000 0
   Jupiter Wealth Management LLC 46 - 2024-03-31 62,034 $1,093,000 0
   CHASE INVESTMENT COUNSEL CORP 83 - 2024-03-31 42,507 $761,000 0
   ELCO Management Co. LLC 60 - 2024-03-31 35,100 $629,000 0
   Lifeworks Advisors LLC 126 - 2024-03-31 28,977 $519,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 461 - 2024-03-31 29,274 $508,000 0
   MCDONALD PARTNERS LLC 179 - 2024-03-31 24,500 $439,000 0
   Invera Wealth Advisors LLC 54 - 2024-03-31 23,555 $414,000 0
   Sanford Advisory Services LLC 93 - 2022-12-31 25,000 $398,000 0
   Quadcap Wealth Management LLC 239 - 2024-03-31 21,834 $391,000 0
   KCM INVESTMENT ADVISORS LLC 296 - 2024-03-31 20,939 $375,000 0
   Plan Group Financial LLC 65 - 2024-03-31 19,371 $347,000 0
   San Luis Wealth Advisors LLC 35 - 2024-03-31 19,116 $342,000 0
   Empire Financial Management Company LLC 168 - 2024-03-31 19,000 $340,000 0
   DAVENPORT & CO LLC 895 - 2024-03-31 18,500 $331,000 0
   Sheaff Brock Investment Advisors LLC 341 - 2024-03-31 17,080 $306,000 0
   RETIREMENT GUYS FORMULA LLC 110 - 2024-03-31 16,284 $292,000 0
   Sunbelt Securities Inc. 447 - 2024-03-31 15,310 $274,000 0
   Gratus Capital LLC 274 - 2024-03-31 15,000 $269,000 0
   Front Row Advisors LLC 107 - 2024-03-31 14,860 $266,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 474 - 2024-03-31 14,606 $262,000 0
   CHELSEA COUNSEL CO 89 - 2023-12-31 13,800 $242,000 0
   Curtis Advisory Group LLC 93 - 2024-03-31 11,959 $214,000 0
   Retirement Group LLC 110 - 2024-03-31 11,275 $202,000 0
   Asset Allocation Strategies LLC 77 - 2024-03-31 10,442 $187,000 0
   Spire Wealth Management 791 - 2024-03-31 10,200 $183,000 0
   Mayflower Financial Advisors LLC 344 - 2024-03-31 10,000 $179,000 0
   CVA Family Office LLC 323 - 2024-03-31 6,888 $123,000 0
   MASSMUTUAL TRUST CO FSB/ADV 447 - 2024-03-31 6,452 $116,000 0
   CAROLINAS WEALTH CONSULTING LLC 306 - 2024-03-31 4,475 $80,000 0
   FinTrust Capital Advisors LLC 428 - 2024-03-31 4,123 $74,000 0
   ARMSTRONG ADVISORY GROUP INC 305 - 2024-03-31 3,721 $65,000 0
   Investors Research Corp 492 - 2024-03-31 3,204 $57,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 127 - 2024-03-31 2,600 $47,000 0
   Armor Investment Advisors LLC 128 - 2024-03-31 2,566 $46,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 435 - 2024-03-31 2,250 $40,000 0
   Versant Capital Management Inc 408 - 2024-03-31 1,500 $27,000 0
   TUCKER ASSET MANAGEMENT LLC 336 - 2023-12-31 1,388 $24,000 0
   Emerald Investment Partners LLC 393 - 2024-03-31 1,240 $22,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1010 - 2024-03-31 800 $14,000 0
   VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- 98 - 2024-03-31 750 $13,000 0
   Sargent Bickham Lagudis LLC 682 - 2022-12-31 764 $12,000 0
   Pinnacle Bank 634 - 2024-03-31 673 $12,000 0
   SALEM INVESTMENT COUNSELORS INC 821 - 2024-03-31 600 $11,000 0
   FIRST COMMUNITY TRUST NA 228 - 2024-03-31 641 $11,000 0
   BENJAMIN EDWARDS INC 653 - 2024-03-31 400 $7,000 0
   ICA Group Wealth Management LLC 968 - 2024-03-31 400 $7,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 809 - 2022-12-31 293 $5,000 0
   TFC Financial Management 395 - 2024-03-31 300 $5,000 0
   GODSEY & GIBB ASSOCIATES 324 - 2024-03-31 200 $4,000 0
   BARTLETT & CO. LLC 1061 - 2023-12-31 250 $4,000 0
   Anchor Investment Management LLC 882 - 2024-03-31 200 $4,000 0
   Farther Finance Advisors LLC 2153 - 2024-03-31 200 $4,000 0
   DHJJ Financial Advisors Ltd. 615 - 2024-03-31 67 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 565 - 2024-03-31 4 $1,000 0
   Crewe Advisors LLC 886 - 2024-03-31 69 $1,000 0
   GRADIENT INVESTMENTS LLC 1556 - 2024-03-31 0 $0 0

  58 Records found
  1    
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