증권 기록 · 과거 분기 (아카이브)
XYLD
Global X - S&P 500 Covered Call ETF · Financial Services · Asset Management - Income
47추적 보유자
+3Δ 보유자
17.58M보유 주식 수
$714.38M보고 가치
+3신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +6.8% ·
주식 흐름 +1.0% ·
순 신규 포지션 +6.4%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 신규 | $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 | 신규 | $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 | 신규 | $296,111 | 0.0% | New | 1 | SEC ↗ |
| 57 | BlackRock ✦ (패시브) | 6.95K | -3.4% | $282,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | BlackRock ✦ (패시브) | 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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Citadel Advisors | $2.86M | 0.0% |
| Renaissance Technologies | $556,631 | 0.0% |
| AQR Capital Management | $296,111 | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 264 보유 기관, 28.82M 주식, $1.11B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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