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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 912 - 2024-03-31 8,723,482 $156,238,000 -207,311
   WELLS FARGO & CO/MN 568 - 2024-03-31 4,167,512 $74,640,000 -120,953
   CWM LLC 73 - 2024-03-31 2,974,217 $53,268,000 -16,401
   ROYAL BANK OF CANADA 787 - 2024-03-31 2,274,085 $40,729,000 -20,174
   UBS Group AG 882 - 2024-03-31 2,096,742 $37,553,000 -509,399
   CENTAURUS FINANCIAL INC. 4 - 2024-03-31 1,901,990 $34,065,000 -65,298
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 278 - 2024-03-31 1,760,106 $31,036,000 -83,805
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 227 - 2024-03-31 1,242,092 $22,246,000 -23,004
   Brookstone Capital Management 58 - 2024-03-31 1,228,768 $22,007,000 -6,982
   WESTWOOD HOLDINGS GROUP INC 189 - 2024-03-31 725,272 $12,990,000 -11,147
   COOK WEALTH MANAGEMENT GROUP LLC 8 - 2024-03-31 511,284 $8,932,000 -108,315
   UNIQUE WEALTH LLC 11 - 2024-03-31 408,808 $7,322,000 -18,927
   MML INVESTORS SERVICES LLC 505 - 2024-03-31 407,880 $7,305,000 -51,815
   J P MORGAN CHASE & CO 2329 - 2024-03-31 345,312 $6,185,000 -40,870
   Sowell Financial Services LLC 103 - 2024-03-31 290,797 $5,208,000 -25,884
   Atlas Private Wealth Advisors 14 - 2024-03-31 256,415 $4,592,000 -233,098
   Belpointe Asset Management LLC 78 - 2024-03-31 188,260 $3,372,000 -77,843
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 46 - 2024-03-31 187,642 $3,366,000 -33,916
   Redwood Financial Network Corp 4 - 2024-03-31 180,876 $3,240,000 -1,166
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 48 - 2024-03-31 164,653 $2,949,000 -11,240
   ATRIA INVESTMENTS LLC 531 - 2024-03-31 155,566 $2,786,000 -3,975
   NATIONAL ASSET MANAGEMENT, INC. 271 - 2024-03-31 160,746 $2,696,000 -4,525
   RDA Financial Network 33 - 2024-03-31 135,939 $2,435,000 -377
   Joseph P. Lucia & Associates LLC 28 - 2024-03-31 128,723 $2,305,000 -6,720
   WEDBUSH MORGAN SECURITIES INC 177 - 2024-03-31 124,651 $2,233,000 -8,700
   BKM Wealth Management LLC 26 - 2024-03-31 117,788 $2,110,000 -60,945
   Kingsview Wealth Management LLC 339 - 2024-03-31 111,018 $1,988,000 -4,418
   ERTS Wealth Advisors LLC 20 - 2024-03-31 108,493 $1,943,000 -11,925
   MARINER WEALTH ADVISORS, LLC 1128 - 2024-03-31 106,994 $1,916,000 -4,169
   HPM Partners LLC 1052 - 2024-03-31 94,811 $1,698,000 -2,239
   Clarity Capital Partners LLC 31 - 2024-03-31 83,820 $1,501,000 -2,124
   Snowden Capital Advisors LLC 400 - 2024-03-31 80,157 $1,436,000 -883
   Atomi Financial Group Inc. 144 - 2024-03-31 76,943 $1,378,000 -11,804
   WEALTH EFFECTS LLC 45 - 2024-03-31 75,401 $1,350,000 -1,866
   WCG Wealth Advisors LLC 162 - 2024-03-31 73,355 $1,314,000 -630
   Claraphi Advisory Network LLC 60 - 2022-12-31 81,116 $1,291,000 -16,349
   PNC FINANCIAL SERVICES GROUP INC 1055 - 2024-03-31 71,597 $1,282,000 -5,854
   Apollon Wealth Management LLC 414 - 2024-03-31 67,758 $1,214,000 -1,306
   Orion Portfolio Solutions LLC 891 - 2024-03-31 67,720 $1,213,000 -300
   Coastal Investment Advisors Inc. 103 - 2024-03-31 64,584 $1,157,000 -101
   IFP Advisors Inc 377 - 2023-12-31 56,924 $987,000 -140,069
   AE Wealth Management LLC 648 - 2024-03-31 55,034 $986,000 -509,454
   Y-Intercept (Hong Kong) Ltd 405 - 2024-03-31 53,771 $963,000 -13,358
   BEAM Asset Management LLC 42 - 2024-03-31 52,554 $941,000 -2,692
   GOFEN & GLOSSBERG LLC /IL/ 241 - 2022-12-31 58,891 $937,000 -131,251
   FLAGSHIP HARBOR ADVISORS LLC 264 - 2024-03-31 51,748 $927,000 -12,775
   OLD MISSION CAPITAL LLC 429 - 2024-03-31 47,546 $852,000 -134,153
   Weaver Consulting Group 72 - 2024-03-31 45,284 $811,000 -8,581
   CHANNEL WEALTH LLC 65 - 2024-03-31 44,171 $791,000 -355
   Laurel Wealth Advisors Inc. 275 - 2022-12-31 47,782 $760,000 -12,050
   WSFS CAPITAL MANAGEMENT LLC 243 - 2024-03-31 42,372 $759,000 -6,141
   Founders Financial Alliance LLC 106 - 2024-03-31 37,355 $669,000 -13,579
   Alterity Financial Group LLC 31 - 2023-12-31 38,110 $661,000 -1,747
   PRIVATE TRUST CO NA 309 - 2024-03-31 36,276 $650,000 -971
   RETIREMENT FINANCIAL SOLUTIONS LLC 28 - 2024-03-31 33,274 $596,000 -5,655
   ADVISORS MANAGEMENT GROUP INC /ADV 94 - 2024-03-31 33,211 $595,000 -306
   ORBA Wealth Advisors L.L.C. 48 - 2024-03-31 33,072 $592,000 -5,554
   Foundations Investment Advisors LLC 424 - 2024-03-31 32,991 $591,000 -19,491
   CAP Partners LLC 55 - 2024-03-31 31,289 $560,000 -348
   ADVISORY SERVICES NETWORK, LLC 926 - 2024-03-31 30,286 $542,000 -24,377
   Smartleaf Asset Management LLC 184 - 2024-03-31 29,214 $507,000 -5,156
   COUNTRY CLUB BANK /GFN 244 - 2024-03-31 26,883 $481,000 -6,641
   Onyx Bridge Wealth Group LLC 151 - 2024-03-31 27,338 $478,000 -1,444
   MILESTONE ASSET MANAGEMENT LLC 110 - 2024-03-31 25,511 $457,000 -4,764
   STRATEGIC ADVISORS LLC 148 - 2024-03-31 24,700 $442,000 -400
   Bensler LLC 113 - 2024-03-31 24,086 $431,000 -1,677
   Qube Research & Technologies Ltd 2227 - 2024-03-31 24,018 $430,000 -110
   Tennessee Valley Asset Management Partners 82 - 2024-03-31 23,565 $422,000 -1,566
   RAYMOND JAMES TRUST CO 795 - 2024-03-31 23,524 $421,000 -101
   Asset Management Resources LLC - 2023-12-31 23,499 $407,000 -2,038
   SMART PORTFOLIOS, LLC 72 - 2024-03-31 19,738 $354,000 -44
   IFG Advisory LLC 334 - 2024-03-31 19,546 $350,000 -1,880
   Rehmann Capital Advisory Group 416 - 2024-03-31 18,952 $339,000 -921
   MERCER GLOBAL ADVISORS INC /ADV 1534 - 2024-03-31 17,407 $312,000 -6,901
   Sontag Advisory LLC 529 - 2024-03-31 16,000 $287,000 -9,000
   Colonial River Wealth Management LLC 130 - 2024-03-31 15,242 $273,000 -62,697
   TOWNSQUARE CAPITAL LLC 1029 - 2024-03-31 15,212 $272,000 -78,396
   BANK OF MONTREAL /CAN/ 2461 - 2024-03-31 15,002 $269,000 -658
   COLONY GROUP LLC 667 - 2023-09-30 15,814 $265,000 -484
   Strategic Advocates LLC 105 - 2024-03-31 14,685 $263,000 -8,771
   BLAIR WILLIAM & CO/IL 1298 - 2024-03-31 14,594 $261,000 -30,087
   We Are One Seven LLC 781 - 2024-03-31 13,985 $250,000 -500
   ALPHAMARK ADVISORS LLC 212 - 2024-03-31 13,226 $237,000 -1,542
   WILEY BROS.-AINTREE CAPITAL LLC 425 - 2024-03-31 12,880 $231,000 -52,838
   Semus Wealth Partners LLC 115 - 2024-03-31 12,432 $223,000 -1,547
   Prime Capital Investment Advisors LLC 888 - 2024-03-31 12,365 $221,000 -1,354
   Advisory Alpha LLC 369 - 2024-03-31 11,793 $211,000 -255
   Vista Wealth Management Group LLC 185 - 2024-03-31 11,428 $205,000 -12,205
   Krasney Financial LLC 264 - 2024-03-31 11,251 $202,000 -35
   Eagle Strategies LLC 256 - 2024-03-31 11,253 $202,000 -23,013
   Verdence Capital Advisors LLC 571 - 2024-03-31 11,093 $199,000 -934
   STEPHENS INC /AR/ 1171 - 2024-03-31 10,415 $187,000 -740
   JAFFETILCHIN INVESTMENT PARTNERS LLC 351 - 2024-03-31 10,070 $180,000 -1,855
   Washington Trust Advisors Inc. 207 - 2024-03-31 9,535 $171,000 -6,215
   Cutler Group LP 235 - 2024-03-31 7,200 $128,000 -43,400
   Beacon Capital Management LLC 257 - 2024-03-31 3,336 $60,000 -810
   ATTICUS WEALTH MANAGEMENT LLC 257 - 2024-03-31 2,412 $43,000 -445
   HIGHLANDER CAPITAL MANAGEMENT, LLC 282 - 2024-03-31 2,400 $43,000 -250
   Householder Group Estate & Retirement Specialist L 508 - 2024-03-31 2,271 $41,000 -711
   AdvisorNet Financial Inc 973 - 2024-03-31 1,595 $29,000 -2,046
  100 Records found
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