Global X Funds - XYLD

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.177B

QoQ value delta ($000)

-$42.54M (-3.49%)

Implied price effect (QoQ)

+0.98%

Total shares

29,712,844

QoQ shares delta

-1,376,331 (-4.43%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 37 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	162,027	3,987,866	0.01%
LPL Financial LLC	132,082	3,250,859	0.04%
BANK OF AMERICA CORP /DE/	85,645	2,107,935	0.01%
SUMITOMO LIFE INSURANCE CO	69,477	1,710,000	1.9%
NISSAY ASSET MANAGEMENT CORP /JAPAN	67,125	1,652,108	0.35%
AMERIPRISE FINANCIAL INC	65,729	1,616,842	0.01%
UBS Group AG	40,897	1,006,581	0.01%
WELLS FARGO & COMPANY/MN	38,552	948,869	0.01%
OSAIC HOLDINGS, INC.	38,119	938,194	0.06%
Brookstone Capital Management	33,609	827,203	0.38%
RAYMOND JAMES FINANCIAL INC	21,963	540,573	0.01%
ENVESTNET ASSET MANAGEMENT INC	21,877	538,457	0.01%
Cetera Investment Advisers	19,062	469,181	0.02%
PRINCIPAL SECURITIES, INC.	17,579	432,679	0.27%
SIMS INVESTMENT MANAGEMENT, LLC	16,772	412,816	5.93%
HUB Investment Partners, LLC	16,572	407,879	0.43%
Baird Financial Group, Inc.	14,052	345,870	0.02%
FIRST FOUNDATION ADVISORS	12,164	299,408	0.46%
ROYAL BANK OF CANADA	11,774	289,802	0.0%
Caerus Investment Advisors, LLC	11,221	276,188	3.63%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	8,827	216,672	0.01%
Cambridge Investment Research Advisors, Inc.	7,989	196,635	0.02%
Private Advisor Group, LLC	7,855	193,350	0.04%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	7,548	185,751	0.02%
STIFEL FINANCIAL CORP	7,399	182,113	0.01%