GLOBAL X FDS

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XYLD·37954Y475·US·etf·Unknown - Unknown

S&P 500 COVERED

XYLD (GLOBAL X FDS) is held by 66 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($156.5M), LPL Financial LLC ($133.7M), BANK OF AMERICA CORP /DE/ ($84.1M). Net institutional sentiment: Mixed.

66

Holders

Avg rating(12 Elite)

$710.7M

Total Value

49% (73)

Fund Consensus

34 buying - 35 selling

Smart Money Verdict

View all

46Weak MomentumSingle Source

Institutional (13F)46

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how XYLD's score breaks down across 4 SEC sources

Holder Quality

12

★★★★★

Elite

27

★★★★

Strong

18

★★★

Solid

14

★★

Below

2

★

Weak

Held by 66 funds

12 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (66)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	4M(+0.3%)	$156.5M	0.0%	+17.94%	30
LPL Financial LLC	Increased	3.4M(+5.1%)	$133.7M	0.0%	+28.06%	32
BANK OF AMERICA CORP /DE/	Increased	2.1M(+1.9%)	$84.1M	0.0%	+9.07%	30
AMERIPRISE FINANCIAL INC	Increased	1.9M(+17.5%)	$74.3M	0.0%	+16.84%	35
UBS Group AG	Decreased	908,322(-9.8%)	$35.5M	0.0%	+28.44%	0
WELLS FARGO & COMPANY/MN	Decreased	892,369(-6.0%)	$34.9M	0.0%	+21.61%	0
OSAIC HOLDINGS, INC.	Decreased	836,521(-10.8%)	$32.7M	0.0%	+18.44%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	593,035(+10.1%)	$23.2M	0.0%	+19.54%	31
RAYMOND JAMES FINANCIAL INC	Decreased	514,269(-4.9%)	$20.1M	0.0%	+8.55%	0
Cetera Investment Advisers	Increased	476,548(+1.6%)	$18.6M	0.0%	+17.50%	29
Baird Financial Group, Inc.	Decreased	318,080(-8.0%)	$12.4M	0.0%	+23.64%	0
ROYAL BANK OF CANADA	Decreased	285,495(-1.5%)	$11.2M	0.0%	+8.59%	0
MAMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	236,944(+9.4%)	$9.1M	0.0%	+11.27%	30
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	183,281(-1.3%)	$7.2M	0.0%	+13.48%	0
STIFEL FINANCIAL CORP	Decreased	180,983(-0.6%)	$7.1M	0.0%	+33.00%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	117,579(-0.6%)	$4.6M	0.0%	+27.77%	0
Kestra Advisory Services, LLC	Decreased	107,977(-1.9%)	$4.2M	0.0%	+11.13%	0
Quadrature Capital Ltd	New	98,641	$3.9M	0.0%	0.00%	37
Private Advisor Group, LLC	Decreased	96,651(-50.0%)	$3.8M	0.0%	+17.39%	0
MML INVESTORS SERVICES, LLC	Increased	83,407(+8.4%)	$3.3M	0.0%	+16.00%	29

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer