Inst. Holders
50 funds
XY
XYLD
GLOBAL X FDS
$41.72 ▲ +0.35%
Prev close $41.5711 New Institutional Positions6 Institutional Exits
Snapshot
The big-picture read on XYLD right now — valuation, ownership and activity at a glance.
Inst. Value
$780.5M
Inst. Activity
11 buys / 6 sells
Price chart 30d +0.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: XYLD — 0.1M shares, 1,005 trades
Week starting 2026-09-07. Total ATS volume: 107,200 shares across 1,005 trades.
Jun 30, 2026 Inst.
MML INVESTORS SERVICES, LLC — DOUBLED
226,694 shares ($9.2M)
Jun 30, 2026 Inst.
Lido Advisors, LLC — DOUBLED
73,514 shares ($3.0M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: XYLD — 0.1M shares, 1,005 trades
Week starting 2026-09-07. Total ATS volume: 107,200 shares across 1,005 trades.
Aug 31, 2026
dark_pool
Dark Pool: XYLD — 0.1M shares, 1,279 trades
Week starting 2026-08-31. Total ATS volume: 133,365 shares across 1,279 trades.
Aug 24, 2026
dark_pool
Dark Pool: XYLD — 0.3M shares, 1,739 trades
Week starting 2026-08-24. Total ATS volume: 253,667 shares across 1,739 trades.
Aug 24, 2026
ftd
FTD: XYLD — 13,394 shares ($0.6M) failed to deliver
Settlement: 20260824, Price: $41.64, FTD Value: $557,726.16, GLOBAL X FDS S&P 500 COVERED C
Aug 21, 2026
ftd
FTD: XYLD — 23,231 shares ($1.0M) failed to deliver
Settlement: 20260821, Price: $41.64, FTD Value: $967,338.84, GLOBAL X FDS S&P 500 COVERED C
Institutional ownership
Which big funds own XYLD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $780.5M total value (19,133,884 shares) as of 2026-Q2. Top holders: MORGAN, LPL, BANK. Net buying activity: 11 institutions added/increased vs 6 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 4,095,324 | $167.0M | 21.4% | — |
| LPL Financial LLC | 3,504,445 | $142.9M | 18.3% | — |
| BANK OF AMERICA CORP /DE/ | 2,355,983 | $96.1M | 12.3% | — |
| AMERIPRISE FINANCIAL INC | 1,975,584 | $80.6M | 10.3% | — |
| OSAIC HOLDINGS, INC. | 1,032,694 | $42.1M | 5.4% | DOUBLED +137.9% |
| WELLS FARGO & COMPANY/MN | 949,131 | $38.7M | 5.0% | — |
| UBS Group AG | 863,278 | $35.2M | 4.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 646,091 | $26.4M | 3.4% | — |
| Cetera Investment Advisers | 559,469 | $22.8M | 2.9% | — |
| RAYMOND JAMES FINANCIAL INC | 503,980 | $20.6M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | DOUBLED | 83,407 | 226,694 | +171.8% | $9.2M |
| Lido Advisors, LLC | DOUBLED | 19,771 | 73,514 | +271.8% | $3.0M |
| &PARTNERS | ADD | 27,410 | 40,500 | +47.8% | $1.7M |
| Qube Research & Technologies Ltd | DOUBLED | 17,606 | 38,049 | +116.1% | $1.6M |
| CITADEL ADVISORS LLC | TRIM | 69,900 | 35,322 | -49.5% | $1.4M |
| Mariner, LLC | TRIM | 47,783 | 29,062 | -39.2% | $1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 60,945 | 23,445 | -61.5% | $956.3K |
| Sanctuary Advisors, LLC | ADD | 13,102 | 17,206 | +31.3% | $701.8K |
| Corient Private Wealth LP | ADD | 9,574 | 14,376 | +50.2% | $586.4K |
| Arax Advisory Partners | ADD | 8,848 | 14,348 | +62.2% | $585.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XYLD.
Shares short
1,477,411
Settlement Sep 15, 2026
Change vs prior
+2.5%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume