XYLD institutional holders

GLOBAL X FDS · 13F, 2026Q2

Managers holding274
Shares held30,891,169
Reported value$1.3bn
Quarter flows25 new, 119 added, 92 trimmed, 23 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY4,095,324$167.0m0.0%
LPL Financial LLC3,504,445$142.9m0.0%
BANK OF AMERICA CORP /DE/2,355,983$96.1m0.0%
AMERIPRISE FINANCIAL INC1,975,584$80.6m0.0%
SUMITOMO LIFE INSURANCE CO1,710,000$69.8m1.1%
Global X Japan Co., Ltd.1,187,341$48.4m1.8%
OSAIC HOLDINGS, INC.1,032,694$42.1m0.0%
WELLS FARGO & COMPANY/MN949,131$38.7m0.0%
UBS Group AG863,278$35.2m0.0%
Brookstone Capital Management815,836$33.3m0.3%
Proficio Capital Partners LLC663,735$27.1m1.0%
ENVESTNET ASSET MANAGEMENT INC646,091$26.4m0.0%
Cetera Investment Advisers559,469$22.8m0.0%
RAYMOND JAMES FINANCIAL INC503,980$20.6m0.0%
PRINCIPAL SECURITIES, INC.453,929$18.5m0.2%
HUB Investment Partners, LLC443,829$18.1m0.3%
SIMS INVESTMENT MANAGEMENT, LLC438,538$17.9m5.5%
Cambridge Investment Research Advisors, Inc.407,028$16.6m0.0%
Baird Financial Group, Inc.325,828$13.3m0.0%
Caerus Investment Advisors, LLC306,229$12.5m4.2%
FIRST FOUNDATION ADVISORS302,148$12.3m0.4%
Waterway Wealth Management, LLC291,116$11.9m2.4%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.237,712$9.7m0.0%
ROYAL BANK OF CANADA234,241$9.6m0.0%
MML INVESTORS SERVICES, LLC226,694$9.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XYLD"). XYLD price history · All 13F data

Get a free API keySee history bundlesDownload free samples