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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
301,769
 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 8 - 2023-12-31 18,500,242 $320,794,000 0
   MORGAN STANLEY 889 - 2023-12-31 8,930,793 $154,860,000 381,354
   LPL FINANCIAL CORP 191 - 2023-12-31 8,654,352 $150,066,000 -471,011
   BANK OF AMERICA CORP /DE/ 945 - 2023-12-31 4,494,052 $77,927,000 -528,797
   WELLS FARGO & CO/MN 539 - 2023-12-31 4,288,465 $74,362,000 -194,076
   CWM LLC 73 - 2024-03-31 2,974,217 $53,268,000 -16,401
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 239 - 2024-03-31 2,939,089 $52,639,000 280,939
   UBS Group AG 709 - 2023-12-31 2,606,141 $45,190,000 2,771
   ROYAL BANK OF CANADA 785 - 2023-12-31 2,294,259 $39,782,000 185,214
   CENTAURUS FINANCIAL INC. 3 - 2023-12-31 1,967,288 $34,113,000 515,332
   Advisor Group Holdings Inc. 321 - 2023-12-31 1,847,782 $32,043,000 -597,262
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 1,843,911 $31,973,000 -224,409
   AMERIPRISE FINANCIAL INC 1008 - 2023-12-31 1,781,872 $30,900,000 512,298
   RAYMOND JAMES & ASSOCIATES 653 - 2024-03-31 1,483,416 $26,568,000 132,357
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 345 - 2024-03-31 1,006,080 $18,019,000 382,608
   PRINCIPAL SECURITIES INC. 31 - 2023-12-31 918,255 $15,923,000 0
   JANNEY MONTGOMERY SCOTT LLC 392 - 2023-12-31 818,296 $14,189,000 15,083
   FINANCIAL NETWORK 273 - 2023-12-31 775,024 $13,439,000 57,916
   WESTWOOD HOLDINGS GROUP INC 183 - 2023-12-31 736,419 $12,770,000 102,606
   MILLENNIUM MANAGEMENT LLC 1287 - 2023-12-31 687,508 $11,921,000 -154,885
   COOK WEALTH MANAGEMENT GROUP LLC 5 - 2023-12-31 619,599 $10,973,000 -313,139
   ENVESTNET ASSET MANAGEMENT INC 1418 - 2023-12-31 600,978 $10,421,000 17,085
   AE Wealth Management LLC 388 - 2023-12-31 564,488 $9,991,000 125,119
   Atlas Private Wealth Advisors 13 - 2023-12-31 489,513 $8,488,000 -21,941
   COMMONWEALTH EQUITY SERVICES LLC. 827 - 2023-12-31 469,869 $8,148,000 788
   MML INVESTORS SERVICES LLC 444 - 2023-12-31 459,695 $7,971,000 -265,300
   UNIQUE WEALTH LLC 11 - 2024-03-31 408,808 $7,322,000 -18,927
   IHT Wealth Management LLC 65 - 2023-12-31 418,462 $7,256,000 317,523
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 466 - 2023-12-31 403,197 $6,991,000 22,770
   STIFEL FINANCIAL CORP 947 - 2023-12-31 393,261 $6,819,000 29,437
   J P MORGAN CHASE & CO 2270 - 2023-12-31 386,182 $6,696,000 32,460
   Baird Financial Group Inc. 587 - 2023-12-31 368,786 $6,395,000 -13,639
   Atria Wealth Solutions Inc. 255 - 2023-12-31 349,890 $6,103,000 10,071
   J.W. COLE ADVISORS INC. 63 - 2023-12-31 342,107 $5,932,000 17,821
   HARBOUR INVESTMENTS INC. 76 - 2023-12-31 325,406 $5,643,000 16,615
   Sowell Financial Services LLC - 2023-12-31 316,681 $5,544,000 -8,729
   Thrive Capital Management LLC 5 - 2023-12-31 318,647 $5,525,000 -1,951
   HBW Advisory Services LLC 16 - 2024-03-31 299,430 $5,192,000 0
   Legacy CG LLC 23 *New 2024-03-31 286,077 $5,124,000 286,077
   LEUCADIA NATIONAL CORP -- Notable Guru -- 232 - 2023-12-31 288,518 $5,003,000 4,062
   TCG Advisory Services LLC 77 - 2023-12-31 286,575 $4,969,000 61,116
   Private Advisor Group LLC 434 - 2023-12-31 281,914 $4,888,000 -98,878
   CLS INVESTMENT FIRM LLC 217 - 2022-12-31 295,105 $4,695,000 7,487
   Belpointe Asset Management LLC 44 - 2023-12-31 266,103 $4,614,000 -21,649
   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
   BB&T CORP 923 - 2023-12-31 243,041 $4,214,000 -14,673
   Sound Income Strategies LLC 83 - 2024-03-31 221,682 $3,970,000 158,997
   RENAISSANCE TECHNOLOGIES LLC 1500 - 2023-12-31 227,100 $3,938,000 227,100
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 224,699 $3,896,000 -1,717
   Cetera Investment Advisers 530 - 2023-12-31 220,563 $3,825,000 7,830
   KESTRA PRIVATE WEALTH SERVICES LLC 234 - 2023-12-31 208,500 $3,615,000 125
   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
   GOLDMAN SACHS GROUP INC/ 2791 *New 2023-12-31 199,453 $3,459,000 199,453
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 46 - 2024-03-31 187,642 $3,366,000 -33,916
   MJP ASSOCIATES INC /ADV 23 - 2024-03-31 182,290 $3,265,000 14,072
   H D Vest Advisory Services 381 - 2023-12-31 186,805 $3,239,000 52,995
   Fifth Third Securities Inc. 82 - 2024-03-31 176,566 $3,162,000 61,805
   Redwood Financial Network Corp 3 - 2023-12-31 182,042 $3,157,000 -2,066
   OLD MISSION CAPITAL LLC 190 - 2023-12-31 181,699 $3,151,000 40,393
   Rockefeller Capital Management L.P. 771 - 2023-12-31 178,096 $3,088,000 44,311
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 40 - 2023-12-31 175,893 $3,050,000 -5,690
   Accel Wealth Management 17 - 2024-03-31 168,784 $3,023,000 3,565
   Equitable Holdings Inc. 305 - 2023-12-31 172,779 $2,996,000 -21,806
   Howard Capital Management Inc. 23 *New 2023-12-31 169,660 $2,970,000 169,660
   Advisor OS LLC 38 - 2023-12-31 169,497 $2,939,000 22,249
   Capital Investment Advisory Services LLC 77 - 2024-03-31 163,790 $2,933,000 31,933
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1534 - 2023-12-31 166,885 $2,894,000 145,020
   NATIONAL ASSET MANAGEMENT, INC. 265 - 2023-12-31 165,271 $2,893,000 4,525
   ATRIA INVESTMENTS LLC 474 *New 2023-12-31 159,541 $2,766,000 159,541
   MONTCHANIN ASSET MANAGEMENT LLC 9 - 2023-06-30 152,235 $2,702,000 8,100
   Flaharty Asset Management LLC 31 - 2023-12-31 148,813 $2,580,000 10,531
   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
   RDA Financial Network 33 - 2024-03-31 135,939 $2,435,000 -377
   Mutual Advisors LLC 227 - 2023-12-31 137,018 $2,376,000 22,471
   Joseph P. Lucia & Associates LLC 21 - 2023-12-31 135,443 $2,349,000 -407
   Investment Partners Asset Management Inc. 7 - 2024-03-31 130,119 $2,330,000 53
   WEDBUSH MORGAN SECURITIES INC 148 - 2023-12-31 133,351 $2,312,000 -2,566
   NATIONAL BANK OF CANADA /FI/ 874 - 2023-12-31 127,806 $2,200,000 9,620
   Goss Wealth Management LLC 624 - 2023-12-31 122,255 $2,149,000 -294,558
   Kestra Advisory Services LLC 768 - 2023-12-31 121,920 $2,114,000 2,298
   BKM Wealth Management LLC 26 - 2024-03-31 117,788 $2,110,000 -60,945
   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
   Kingsview Wealth Management LLC 280 - 2023-12-31 115,436 $2,002,000 2,256
   Concurrent Investment Advisors LLC 227 - 2023-12-31 115,048 $1,995,000 0
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 191 *New 2024-03-31 109,191 $1,956,000 109,191
   ERTS Wealth Advisors LLC 20 - 2024-03-31 108,493 $1,943,000 -11,925
   MARINER WEALTH ADVISORS, LLC 1075 - 2023-12-31 111,163 $1,928,000 -41,628
   Signal Advisors Wealth LLC 56 - 2024-03-31 107,483 $1,925,000 23,268
   CI Private Wealth LLC 1027 - 2023-12-31 108,475 $1,881,000 27,426
   Edmonds Duncan Registered Investment Advisors LLC 39 - 2024-03-31 100,472 $1,799,000 1,285
   Foguth Wealth Management LLC. 27 - 2024-03-31 99,634 $1,784,000 0
   Significant Wealth Partners LLC 21 - 2023-12-31 100,571 $1,744,000 0
   HPM Partners LLC *New 2023-12-31 97,050 $1,683,000 97,050
  100 Records found
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