Catatan efek · kuartal yang diarsipkan
XYLD
Global X - S&P 500 Covered Call ETF · Financial Services · Asset Management - Income
47Pemegang yang dilacak
+3Δ pemegang
17.58MSaham yang dipegang
$714.38MNilai yang dilaporkan
+3Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.8% ·
aliran saham +1.0% ·
posisi baru bersih +6.4%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -3 | 18.57M | $757.28M | +1 | −4 |
| Q1 2026 | 47 | 0 | 17.72M | $693.17M | +4 | −4 |
| Q4 2025 | 47 | +3 | 17.58M | $714.38M | +3 | — |
| Q3 2025 | 4 | -1 | 3.92M | $153.90M | — | −1 |
| Q2 2025 | 3 | 0 | 49.06K | $1.91M | — | — |
| Q1 2025 | 1 | -1 | 38.10K | $1.50M | — | −1 |
| Q4 2024 | 2 | 0 | 88.31K | $3.70M | +1 | −1 |
| Q3 2024 | 2 | 0 | 135.34K | $5.62M | +1 | −1 |
| Q2 2024 | 2 | — | 127.46K | $5.15M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.99M | +2.0% | $162.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.99M | +2.0% | $162.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 3.25M | — | $132.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.11M | — | $85.65M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.11M | — | $85.65M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.11M | — | $85.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 1.62M | — | $65.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 1.62M | — | $65.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 1.62M | — | $65.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 1.01M | — | $40.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 1.01M | — | $40.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 948.87K | — | $38.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 948.87K | — | $38.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 938.19K | — | $38.12M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 938.19K | — | $38.12M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 938.19K | — | $38.12M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 540.57K | — | $21.96M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 540.57K | — | $21.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 540.57K | — | $21.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 538.46K | — | $21.88M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 469.18K | — | $19.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 345.87K | — | $14.05M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 289.80K | — | $11.77M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 289.80K | — | $11.77M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 289.80K | — | $11.77M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 216.67K | — | $8.83M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Kayne Anderson Rudnick Investment… | 185.75K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 182.11K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | IMC-Chicago, LLC | 125.35K | — | $5.09M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 118.31K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 76.93K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 70.49K | Baru | $2.86M | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 65.93K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 65.23K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 62.61K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jane Street Group, Llc | 59.34K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mariner, LLC | 43.64K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mariner, LLC | 43.64K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wealthfront Advisers LLC | 37.55K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | 1832 Asset Management L.P. | 37.20K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 28.97K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 28.97K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 28.97K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 28.97K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Lido Advisors, LLC | 28.88K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Lido Advisors, LLC | 28.88K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 20.52K | — | $833,809 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Corient Private Wealth LP | 20.02K | — | $813,494 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Corient Private Wealth LP | 20.02K | — | $813,494 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 13.70K | Baru | $556,631 | 0.0% | New | 1 | SEC ↗ |
| 51 | Truist Financial Corp | 12.37K | — | $502,438 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Hrt Financial Lp | 11.69K | — | $474,000 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Blair William & Co/Il | 11.14K | — | $452,663 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Cwm, Llc | 9.21K | — | $374,000 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Creative Planning | 8.54K | — | $347,135 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 7.29K | Baru | $296,111 | 0.0% | New | 1 | SEC ↗ |
| 57 | BlackRock ✦ (pasif) | 6.95K | -3.4% | $282,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | BlackRock ✦ (pasif) | 6.95K | -3.4% | $282,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Fifth Third Bancorp | 4.54K | — | $184,541 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 2.44K | — | $99,364 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Qube Research & Technologies Ltd | 1.97K | — | $79,919 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | TD Waterhouse Canada Inc. | 1.60K | — | $64,983 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 1.49K | +67.0% | $60,324 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 1.49K | +67.0% | $60,324 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Us Bancorp \De\ | 689 | — | $27,994 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Group One Trading Llc | 595 | — | $24,175 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 480 | -37.8% | $19,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Simplex Trading, Llc | 257 | — | $10,441 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $2.86M | 0.0% |
| Renaissance Technologies | $556,631 | 0.0% |
| AQR Capital Management | $296,111 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 264 pemegang, 28.82M saham, $1.11B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API