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On this page, we present all of the funds holding XYLD from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding XYLD, with a link to that fund's top holdings. The next columns
indicate the amount of XYLD stock held by each of the funds holding XYLD, followed by the XYLD position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 222 funds holding XYLD within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Nissay Asset Management Corp Japan ADV. For more details on the positions held by Nissay Asset Management Corp Japan ADV
(or by any of the other funds holding XYLD), click the fund name in the "Holder" column of the funds-holding-XYLD table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Nissay Asset Management Corp Japan ADV | 4,516,919 | $178,147 | 12/31/2023 | XYLD | 4,516,919 | $178,147 | 12/31/2023 | Morgan Stanley | 3,720,906 | $146,753 | 12/31/2023 | XYLD | 3,720,906 | $146,753 | 12/31/2023 | LPL Financial LLC | 2,334,484 | $92,072 | 12/31/2023 | XYLD | 2,334,484 | $92,072 | 12/31/2023 | Bank of America Corp DE | 1,836,221 | $72,421 | 12/31/2023 | XYLD | 1,836,221 | $72,421 | 12/31/2023 | UBS Group AG | 1,281,476 | $50,541 | 12/31/2023 | XYLD | 1,281,476 | $50,541 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 974,217 | $39,738 | 03/31/2024 | XYLD | 974,217 | $39,738 | 03/31/2024 | Ameriprise Financial Inc. | 794,824 | $31,356 | 12/31/2023 | XYLD | 794,824 | $31,356 | 12/31/2023 | Royal Bank of Canada | 755,361 | $29,792 | 12/31/2023 | XYLD | 755,361 | $29,792 | 12/31/2023 | Brookstone Capital Management | 724,105 | $29,536 | 03/31/2024 | XYLD | 724,105 | $29,536 | 03/31/2024 | Centaurus Financial Inc. | 719,447 | $28,375 | 12/31/2023 | XYLD | 719,447 | $28,375 | 12/31/2023 | Advisor Group Holdings Inc. | 473,627 | $18,683 | 12/31/2023 | XYLD | 473,627 | $18,683 | 12/31/2023 | Wells Fargo & Company MN | 443,317 | $17,484 | 12/31/2023 | XYLD | 443,317 | $17,484 | 12/31/2023 | Raymond James & Associates | 362,206 | $14,774 | 03/31/2024 | XYLD | 362,206 | $14,774 | 03/31/2024 | JPMorgan Chase & Co. | 367,779 | $14,505 | 12/31/2023 | XYLD | 367,779 | $14,505 | 12/31/2023 | Principal Securities Inc. | 364,533 | $14,377 | 12/31/2023 | XYLD | 364,533 | $14,377 | 12/31/2023 | Hamilton Wealth LLC | 323,773 | $12,770 | 12/31/2023 | XYLD | 323,773 | $12,770 | 12/31/2023 | IHT Wealth Management LLC | 311,896 | $12,301 | 12/31/2023 | XYLD | 311,896 | $12,301 | 12/31/2023 | Caerus Investment Advisors LLC | 279,883 | $11,416 | 03/31/2024 | XYLD | 279,883 | $11,416 | 03/31/2024 | OLD Second National Bank of Aurora | 274,451 | $10,824 | 12/31/2023 | XYLD | 274,451 | $10,824 | 12/31/2023 | One Capital Management LLC | 214,799 | $8,472 | 12/31/2023 | XYLD | 214,799 | $8,472 | 12/31/2023 | Commonwealth Equity Services LLC | 195,855 | $7,989 | 03/31/2024 | XYLD | 195,855 | $7,989 | 03/31/2024 | OLD Mission Capital LLC | 202,499 | $7,987 | 12/31/2023 | XYLD | 202,499 | $7,987 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 168,879 | $6,889 | 03/31/2024 | XYLD | 168,879 | $6,889 | 03/31/2024 | AE Wealth Management LLC | 170,123 | $6,788 | 12/31/2023 | XYLD | 170,123 | $6,788 | 12/31/2023 | Baird Financial Group Inc. | 166,277 | $6,558 | 12/31/2023 | XYLD | 166,277 | $6,558 | 12/31/2023 | J.W. Cole Advisors Inc. | 152,939 | $6,238 | 03/31/2024 | XYLD | 152,939 | $6,238 | 03/31/2024 | Janney Montgomery Scott LLC | 144,302 | $5,886 | 03/31/2024 | XYLD | 144,302 | $5,886 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 136,236 | $5,557 | 03/31/2024 | XYLD | 136,236 | $5,557 | 03/31/2024 | Thrive Capital Management LLC | 136,141 | $5,369 | 12/31/2023 | XYLD | 136,141 | $5,369 | 12/31/2023 | Envestnet Asset Management Inc. | 132,150 | $5,212 | 12/31/2023 | XYLD | 132,150 | $5,212 | 12/31/2023 | Stifel Financial Corp | 125,026 | $4,931 | 12/31/2023 | XYLD | 125,026 | $4,931 | 12/31/2023 | Juncture Wealth Strategies LLC | 120,429 | $4,912 | 03/31/2024 | XYLD | 120,429 | $4,912 | 03/31/2024 | TCG Advisory Services LLC | 120,036 | $4,734 | 12/31/2023 | XYLD | 120,036 | $4,734 | 12/31/2023 | River Street Advisors LLC | 105,327 | $4,296 | 03/31/2024 | XYLD | 105,327 | $4,296 | 03/31/2024 | Belpointe Asset Management LLC | 107,707 | $4,248 | 12/31/2023 | XYLD | 107,707 | $4,248 | 12/31/2023 | Renaissance Technologies LLC | 103,652 | $4,088 | 12/31/2023 | XYLD | 103,652 | $4,088 | 12/31/2023 | RiverFront Investment Group LLC | 101,887 | $4,018 | 12/31/2023 | XYLD | 101,887 | $4,018 | 12/31/2023 | Avantax Advisory Services Inc. | 95,959 | $3,785 | 12/31/2023 | XYLD | 95,959 | $3,785 | 12/31/2023 | StoneCrest Wealth Management Inc. | 91,914 | $3,749 | 03/31/2024 | XYLD | 91,914 | $3,749 | 03/31/2024 | XML Financial LLC | 92,559 | $3,651 | 12/31/2023 | XYLD | 92,559 | $3,651 | 12/31/2023 | Flaharty Asset Management LLC | 81,979 | $3,233 | 12/31/2023 | XYLD | 81,979 | $3,233 | 12/31/2023 | Uniplan Investment Counsel Inc. | 80,816 | $3,192 | 12/31/2023 | XYLD | 80,816 | $3,192 | 12/31/2023 | Investment Partners Asset Management Inc. | 76,234 | $3,110 | 03/31/2024 | XYLD | 76,234 | $3,110 | 03/31/2024 | Atria Wealth Solutions Inc. | 76,537 | $3,033 | 12/31/2023 | XYLD | 76,537 | $3,033 | 12/31/2023 | PFG Investments LLC | 73,680 | $3,005 | 03/31/2024 | XYLD | 73,680 | $3,005 | 03/31/2024 | Honkamp Krueger Financial Services Inc. | 75,008 | $2,958 | 12/31/2023 | XYLD | 75,008 | $2,958 | 12/31/2023 | Cetera Advisor Networks LLC | 69,983 | $2,760 | 12/31/2023 | XYLD | 69,983 | $2,760 | 12/31/2023 | Jane Street Group LLC | 67,101 | $2,646 | 12/31/2023 | XYLD | 67,101 | $2,646 | 12/31/2023 | Change Path LLC | 64,726 | $2,553 | 12/31/2023 | XYLD | 64,726 | $2,553 | 12/31/2023 | ELCO Management Co. LLC | 64,200 | $2,532 | 12/31/2023 | XYLD | 64,200 | $2,532 | 12/31/2023 | Susquehanna International Group LLP | 63,545 | $2,506 | 12/31/2023 | XYLD | 63,545 | $2,506 | 12/31/2023 | Wedbush Securities Inc. | 63,334 | $2,498 | 12/31/2023 | XYLD | 63,334 | $2,498 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 61,726 | $2,434 | 12/31/2023 | XYLD | 61,726 | $2,434 | 12/31/2023 | Newbridge Financial Services Group Inc. | 57,453 | $2,344 | 03/31/2024 | XYLD | 57,453 | $2,344 | 03/31/2024 | Concurrent Investment Advisors LLC | 56,257 | $2,219 | 12/31/2023 | XYLD | 56,257 | $2,219 | 12/31/2023 | Cetera Investment Advisers | 55,450 | $2,187 | 12/31/2023 | XYLD | 55,450 | $2,187 | 12/31/2023 | Institute for Wealth Management LLC. | 52,417 | $2,138 | 03/31/2024 | XYLD | 52,417 | $2,138 | 03/31/2024 | Ameritas Advisory Services LLC | 51,473 | $2,058 | 12/31/2023 | XYLD | 51,473 | $2,058 | 12/31/2023 | BEAM Asset Management LLC | 50,421 | $2,057 | 03/31/2024 | XYLD | 50,421 | $2,057 | 03/31/2024 | Sowell Financial Services LLC | 50,645 | $2,001 | 12/31/2023 | XYLD | 50,645 | $2,001 | 12/31/2023 | Good Life Advisors LLC | 48,723 | $1,922 | 12/31/2023 | XYLD | 48,723 | $1,922 | 12/31/2023 | Oversea Chinese Banking CORP Ltd | 48,622 | $1,918 | 12/31/2023 | XYLD | 48,622 | $1,918 | 12/31/2023 | Monticello Wealth Management LLC | 46,745 | $1,907 | 03/31/2024 | XYLD | 46,745 | $1,907 | 03/31/2024 | Citadel Advisors LLC | | $1,883 | 12/31/2023 | XYLD | 46,035 | $1,816 | 12/31/2023 | Call | 14,500 | $572 | 12/31/2023 | Put | 12,800 | $505 | 12/31/2023 | Bangor Savings Bank | 43,942 | $1,792 | 03/31/2024 | XYLD | 43,942 | $1,792 | 03/31/2024 | HBW Advisory Services LLC | 45,175 | $1,782 | 03/31/2024 | XYLD | 45,175 | $1,782 | 03/31/2024 | National Asset Management Inc. | 40,791 | $1,621 | 12/31/2023 | XYLD | 40,791 | $1,621 | 12/31/2023 | Private Advisor Group LLC | 39,185 | $1,598 | 03/31/2024 | XYLD | 39,185 | $1,598 | 03/31/2024 | 1832 Asset Management L.P. | 39,960 | $1,576 | 12/31/2023 | XYLD | 39,960 | $1,576 | 12/31/2023 | Western Wealth Management LLC | 36,478 | $1,439 | 12/31/2023 | XYLD | 36,478 | $1,439 | 12/31/2023 | Significant Wealth Partners LLC | 35,785 | $1,411 | 12/31/2023 | XYLD | 35,785 | $1,411 | 12/31/2023 | Castle Rock Wealth Management LLC | 35,385 | $1,389 | 12/31/2023 | XYLD | 35,385 | $1,389 | 12/31/2023 | Rockefeller Capital Management L.P. | 34,460 | $1,359 | 12/31/2023 | XYLD | 34,460 | $1,359 | 12/31/2023 | MAS Advisors LLC | 33,881 | $1,336 | 12/31/2023 | XYLD | 33,881 | $1,336 | 12/31/2023 | Berger Financial Group Inc | 31,953 | $1,303 | 03/31/2024 | XYLD | 31,953 | $1,303 | 03/31/2024 | Regal Investment Advisors LLC | 28,638 | $1,129 | 12/31/2023 | XYLD | 28,638 | $1,129 | 12/31/2023 | MML Investors Services LLC | 28,469 | $1,123 | 12/31/2023 | XYLD | 28,469 | $1,123 | 12/31/2023 | Comerica Bank | 28,109 | $1,109 | 12/31/2023 | XYLD | 28,109 | $1,109 | 12/31/2023 | McAdam LLC | 27,030 | $1,103 | 03/31/2024 | XYLD | 27,030 | $1,103 | 03/31/2024 | RSM US Wealth Management LLC | 27,612 | $1,089 | 12/31/2023 | XYLD | 27,612 | $1,089 | 12/31/2023 | Mariner LLC | 27,477 | $1,084 | 12/31/2023 | XYLD | 27,477 | $1,084 | 12/31/2023 | Anfield Capital Management LLC | 26,565 | $1,048 | 12/31/2023 | XYLD | 26,565 | $1,048 | 12/31/2023 | First Foundation Advisors | 25,905 | $1,022 | 12/31/2023 | XYLD | 25,905 | $1,022 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 24,913 | $1,016 | 03/31/2024 | XYLD | 24,913 | $1,016 | 03/31/2024 | Pasadena Private Wealth LLC | 24,809 | $1,012 | 03/31/2024 | XYLD | 24,809 | $1,012 | 03/31/2024 | GWM Advisors LLC | 24,730 | $982 | 12/31/2023 | XYLD | 24,730 | $982 | 12/31/2023 | Blue Chip Partners Inc. | 24,036 | $980 | 03/31/2024 | XYLD | 24,036 | $980 | 03/31/2024 | Stratos Wealth Partners LTD. | 23,930 | $976 | 03/31/2024 | XYLD | 23,930 | $976 | 03/31/2024 | Verus Capital Partners LLC | 24,557 | $969 | 12/31/2023 | XYLD | 24,557 | $969 | 12/31/2023 | Advisory Services Network LLC | 24,048 | $948 | 12/31/2023 | XYLD | 24,048 | $948 | 12/31/2023 | Bensler LLC | 21,720 | $886 | 03/31/2024 | XYLD | 21,720 | $886 | 03/31/2024 | Equitable Holdings Inc. | 22,452 | $885 | 12/31/2023 | XYLD | 22,452 | $885 | 12/31/2023 | Joseph P. Lucia & Associates LLC | 22,389 | $883 | 12/31/2023 | XYLD | 22,389 | $883 | 12/31/2023 | Madison Wealth Partners Inc | 21,514 | $878 | 03/31/2024 | XYLD | 21,514 | $878 | 03/31/2024 | Kayne Anderson Rudnick Investment Management LLC | 22,073 | $871 | 12/31/2023 | XYLD | 22,073 | $871 | 12/31/2023 | Procyon Private Wealth Partners LLC | 20,000 | $816 | 03/31/2024 | XYLD | 20,000 | $816 | 03/31/2024 | Truist Financial Corp | 20,325 | $802 | 12/31/2023 | XYLD | 20,325 | $802 | 12/31/2023 | Lido Advisors LLC | 19,754 | $785 | 12/31/2023 | XYLD | 19,754 | $785 | 12/31/2023 | Consolidated Planning Corp | 19,856 | $783 | 12/31/2023 | XYLD | 19,856 | $783 | 12/31/2023 | Perennial Investment Advisors LLC | 19,762 | $779 | 12/31/2023 | XYLD | 19,762 | $779 | 12/31/2023 | Foundations Investment Advisors LLC | 18,792 | $750 | 12/31/2023 | XYLD | 18,792 | $750 | 12/31/2023 | Ashford Capital Management Inc. | 19,000 | $749 | 12/31/2023 | XYLD | 19,000 | $749 | 12/31/2023 | Cetera Advisors LLC | 18,934 | $747 | 12/31/2023 | XYLD | 18,934 | $747 | 12/31/2023 | Armstrong Advisory Group Inc. | 18,365 | $724 | 03/31/2024 | XYLD | 18,365 | $724 | 03/31/2024 | MidWestOne Financial Group Inc. | 17,900 | $706 | 12/31/2023 | XYLD | 17,900 | $706 | 12/31/2023 | Atlantic Union Bankshares Corp | 16,770 | $684 | 03/31/2024 | XYLD | 16,770 | $684 | 03/31/2024 | Iron Horse Wealth Management LLC | 16,584 | $676 | 03/31/2024 | XYLD | 16,584 | $676 | 03/31/2024 | CAP Partners LLC | 16,498 | $673 | 03/31/2024 | XYLD | 16,498 | $673 | 03/31/2024 | Baker Avenue Asset Management LP | 16,812 | $663 | 12/31/2023 | XYLD | 16,812 | $663 | 12/31/2023 | D.A. Davidson & CO. | 16,684 | $658 | 12/31/2023 | XYLD | 16,684 | $658 | 12/31/2023 | IFP Advisors Inc | 16,440 | $648 | 12/31/2023 | XYLD | 16,440 | $648 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 15,863 | $647 | 03/31/2024 | XYLD | 15,863 | $647 | 03/31/2024 | Kestra Advisory Services LLC | 16,406 | $647 | 12/31/2023 | XYLD | 16,406 | $647 | 12/31/2023 | Private Trust Co. NA | 15,626 | $637 | 03/31/2024 | XYLD | 15,626 | $637 | 03/31/2024 | Kaizen Financial Strategies | 16,008 | $631 | 12/31/2023 | XYLD | 16,008 | $631 | 12/31/2023 | Sapient Capital LLC | 14,935 | $609 | 03/31/2024 | XYLD | 14,935 | $609 | 03/31/2024 | Armor Investment Advisors LLC | 14,862 | $606 | 03/31/2024 | XYLD | 14,862 | $606 | 03/31/2024 | GeoWealth Management LLC | 15,334 | $604 | 12/31/2023 | XYLD | 15,334 | $604 | 12/31/2023 | Lifeworks Advisors LLC | 14,851 | $586 | 12/31/2023 | XYLD | 14,851 | $586 | 12/31/2023 | Eudaimonia Partners LLC | 14,301 | $583 | 03/31/2024 | XYLD | 14,301 | $583 | 03/31/2024 | Wealthfront Advisers LLC | 13,570 | $554 | 03/31/2024 | XYLD | 13,570 | $554 | 03/31/2024 | HighTower Advisors LLC | 13,992 | $552 | 12/31/2023 | XYLD | 13,992 | $552 | 12/31/2023 | CI Private Wealth LLC | 13,738 | $542 | 12/31/2023 | XYLD | 13,738 | $542 | 12/31/2023 | Arete Wealth Advisors LLC | 13,691 | $540 | 12/31/2023 | XYLD | 13,691 | $540 | 12/31/2023 | Redwood Financial Network Corp | 13,294 | $524 | 12/31/2023 | XYLD | 13,294 | $524 | 12/31/2023 | Oppenheimer & Co. Inc. | 13,099 | $517 | 12/31/2023 | XYLD | 13,099 | $517 | 12/31/2023 | Bank of Montreal Can | 12,983 | $513 | 12/31/2023 | XYLD | 12,983 | $513 | 12/31/2023 | Curtis Advisory Group LLC | 11,728 | $478 | 03/31/2024 | XYLD | 11,728 | $478 | 03/31/2024 | Eudaimonia Advisors LLC | 11,406 | $465 | 03/31/2024 | XYLD | 11,406 | $465 | 03/31/2024 | Kingsview Wealth Management LLC | 11,629 | $459 | 12/31/2023 | XYLD | 11,629 | $459 | 12/31/2023 | Herold Advisors Inc. | 11,598 | $457 | 12/31/2023 | XYLD | 11,598 | $457 | 12/31/2023 | Beacon Pointe Advisors LLC | 11,472 | $452 | 12/31/2023 | XYLD | 11,472 | $452 | 12/31/2023 | Manchester Financial Inc. | 11,065 | $451 | 03/31/2024 | XYLD | 11,065 | $451 | 03/31/2024 | Founders Financial Alliance LLC | 11,358 | $448 | 12/31/2023 | XYLD | 11,358 | $448 | 12/31/2023 | Semus Wealth Partners LLC | 11,226 | $443 | 12/31/2023 | XYLD | 11,226 | $443 | 12/31/2023 | Sigma Planning Corp | 11,070 | $437 | 12/31/2023 | XYLD | 11,070 | $437 | 12/31/2023 | Flagship Harbor Advisors LLC | 10,518 | $429 | 03/31/2024 | XYLD | 10,518 | $429 | 03/31/2024 | Park Avenue Securities LLC | 9,778 | $399 | 03/31/2024 | XYLD | 9,778 | $399 | 03/31/2024 | Blair William & Co. IL | 9,839 | $388 | 12/31/2023 | XYLD | 9,839 | $388 | 12/31/2023 | Alterity Financial Group LLC | 9,825 | $387 | 12/31/2023 | XYLD | 9,825 | $387 | 12/31/2023 | Mesirow Financial Investment Management Inc. | 9,358 | $382 | 03/31/2024 | XYLD | 9,358 | $382 | 03/31/2024 | Milestone Asset Management LLC | 8,990 | $367 | 03/31/2024 | XYLD | 8,990 | $367 | 03/31/2024 | Weaver Consulting Group | 8,904 | $363 | 03/31/2024 | XYLD | 8,904 | $363 | 03/31/2024 | Two Sigma Securities LLC | 9,183 | $362 | 12/31/2023 | XYLD | 9,183 | $362 | 12/31/2023 | Salomon & Ludwin LLC | 9,278 | $361 | 12/31/2023 | XYLD | 9,278 | $361 | 12/31/2023 | Y Intercept Hong Kong Ltd | 8,885 | $350 | 12/31/2023 | XYLD | 8,885 | $350 | 12/31/2023 | Snowden Capital Advisors LLC | 8,695 | $343 | 12/31/2023 | XYLD | 8,695 | $343 | 12/31/2023 | Qube Research & Technologies Ltd | 8,623 | $340 | 12/31/2023 | XYLD | 8,623 | $340 | 12/31/2023 | Millennium Management LLC | 8,403 | $331 | 12/31/2023 | XYLD | 8,403 | $331 | 12/31/2023 | Atlantic Private Wealth LLC | 8,354 | $329 | 12/31/2023 | XYLD | 8,354 | $329 | 12/31/2023 | Jefferies Financial Group Inc. | 8,300 | $327 | 12/31/2023 | XYLD | 8,300 | $327 | 12/31/2023 | Ausdal Financial Partners Inc. | 7,233 | $295 | 03/31/2024 | XYLD | 7,233 | $295 | 03/31/2024 | National Bank of Canada FI | 7,465 | $294 | 12/31/2023 | XYLD | 7,465 | $294 | 12/31/2023 | Richard P Slaughter Associates Inc | 7,059 | $288 | 03/31/2024 | XYLD | 7,059 | $288 | 03/31/2024 | Independent Advisor Alliance | 7,298 | $288 | 12/31/2023 | XYLD | 7,298 | $288 | 12/31/2023 | Mattern Wealth Management LLC | 7,265 | $287 | 12/31/2023 | XYLD | 7,265 | $287 | 12/31/2023 | Sandbox Financial Partners LLC | 7,007 | $286 | 03/31/2024 | XYLD | 7,007 | $286 | 03/31/2024 | Cornerstone Advisory LLC | 7,000 | $276 | 12/31/2023 | XYLD | 7,000 | $276 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 6,934 | $273 | 12/31/2023 | XYLD | 6,934 | $273 | 12/31/2023 | PSI Advisors LLC | 6,666 | $272 | 03/31/2024 | XYLD | 6,666 | $272 | 03/31/2024 | Solutions 4 Wealth Ltd | 6,856 | $270 | 12/31/2023 | XYLD | 6,856 | $270 | 12/31/2023 | Wealthcare Advisory Partners LLC | 6,605 | $269 | 03/31/2024 | XYLD | 6,605 | $269 | 03/31/2024 | SRS Capital Advisors Inc. | 6,831 | $269 | 12/31/2023 | XYLD | 6,831 | $269 | 12/31/2023 | Kestra Private Wealth Services LLC | 6,342 | $250 | 12/31/2023 | XYLD | 6,342 | $250 | 12/31/2023 | Axxcess Wealth Management LLC | 6,231 | $246 | 12/31/2023 | XYLD | 6,231 | $246 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 6,140 | $242 | 12/31/2023 | XYLD | 6,140 | $242 | 12/31/2023 | TriaGen Wealth Management LLC | 5,644 | $230 | 03/31/2024 | XYLD | 5,644 | $230 | 03/31/2024 | Moseley Investment Management Inc. | 5,599 | $228 | 03/31/2024 | XYLD | 5,599 | $228 | 03/31/2024 | Accurate Wealth Management LLC | 5,713 | $227 | 03/31/2024 | XYLD | 5,713 | $227 | 03/31/2024 | Financial Advocates Investment Management | 5,553 | $226 | 03/31/2024 | XYLD | 5,553 | $226 | 03/31/2024 | Stockman Wealth Management Inc. | 5,400 | $220 | 03/31/2024 | XYLD | 5,400 | $220 | 03/31/2024 | KCM Investment Advisors LLC | 5,533 | $218 | 12/31/2023 | XYLD | 5,533 | $218 | 12/31/2023 | Consolidated Portfolio Review Corp | 5,285 | $216 | 03/31/2024 | XYLD | 5,285 | $216 | 03/31/2024 | Great Valley Advisor Group Inc. | 5,466 | $216 | 12/31/2023 | XYLD | 5,466 | $216 | 12/31/2023 | Sunbelt Securities Inc. | 5,106 | $208 | 03/31/2024 | XYLD | 5,106 | $208 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 5,256 | $207 | 12/31/2023 | XYLD | 5,256 | $207 | 12/31/2023 | Vanguard Capital Wealth Advisors | 4,992 | $204 | 03/31/2024 | XYLD | 4,992 | $204 | 03/31/2024 | Patriot Financial Group Insurance Agency LLC | 4,917 | $201 | 03/31/2024 | XYLD | 4,917 | $201 | 03/31/2024 | Capital Investment Advisory Services LLC | 4,487 | $183 | 03/31/2024 | XYLD | 4,487 | $183 | 03/31/2024 | Financial Advisory Service Inc. | 4,061 | $166 | 03/31/2024 | XYLD | 4,061 | $166 | 03/31/2024 | Tidemark LLC | 4,198 | $166 | 12/31/2023 | XYLD | 4,198 | $166 | 12/31/2023 | Proffitt & Goodson Inc. | 4,037 | $165 | 03/31/2024 | XYLD | 4,037 | $165 | 03/31/2024 | MeadowBrook Investment Advisors LLC | 3,956 | $161 | 03/31/2024 | XYLD | 3,956 | $161 | 03/31/2024 | Providence Capital Advisors LLC | 3,630 | $143 | 12/31/2023 | XYLD | 3,630 | $143 | 12/31/2023 | Spire Wealth Management | 3,197 | $130 | 03/31/2024 | XYLD | 3,197 | $130 | 03/31/2024 | Tower Research Capital LLC TRC | 3,219 | $127 | 12/31/2023 | XYLD | 3,219 | $127 | 12/31/2023 | Garner Asset Management Corp | 2,500 | $100 | 12/31/2023 | XYLD | 2,500 | $100 | 12/31/2023 | Core Wealth Advisors Inc. | 2,510 | $99 | 12/31/2023 | XYLD | 2,510 | $99 | 12/31/2023 | CWM LLC | 2,331 | $95 | 03/31/2024 | XYLD | 2,331 | $95 | 03/31/2024 | Carolinas Wealth Consulting LLC | 2,223 | $88 | 12/31/2023 | XYLD | 2,223 | $88 | 12/31/2023 | Retirement Group LLC | | $85 | 03/31/2024 | GLB X SUPERDIV | 2,915 | $63 | 03/31/2024 | XYLD | 550 | $22 | 03/31/2024 | Cape Investment Advisory Inc. | 2,002 | $79 | 12/31/2023 | XYLD | 2,002 | $79 | 12/31/2023 | Steward Partners Investment Advisory LLC | 1,981 | $78 | 12/31/2023 | XYLD | 1,981 | $78 | 12/31/2023 | AlphaMark Advisors LLC | 1,875 | $76 | 03/31/2024 | XYLD | 1,875 | $76 | 03/31/2024 | Global Retirement Partners LLC | 1,804 | $74 | 03/31/2024 | XYLD | 1,804 | $74 | 03/31/2024 | Fifth Third Bancorp | 1,620 | $66 | 03/31/2024 | XYLD | 1,620 | $66 | 03/31/2024 | NBC Securities Inc. | 1,431 | $58 | 03/31/2024 | XYLD | 1,431 | $58 | 03/31/2024 | FinTrust Capital Advisors LLC | 1,450 | $57 | 12/31/2023 | XYLD | 1,450 | $57 | 12/31/2023 | MGB Wealth Management LLC | 1,200 | $47 | 12/31/2023 | XYLD | 1,200 | $47 | 12/31/2023 | Horizon Financial Services LLC | 1,000 | $41 | 03/31/2024 | XYLD | 1,000 | $41 | 03/31/2024 | US Bancorp DE | 921 | $36 | 12/31/2023 | XYLD | 921 | $36 | 12/31/2023 | The PNC Financial Services Group Inc. | 925 | $36 | 12/31/2023 | XYLD | 925 | $36 | 12/31/2023 | Aptus Capital Advisors LLC | 686 | $27 | 12/31/2023 | XYLD | 686 | $27 | 12/31/2023 | Proequities Inc. | 600 | $24 | 03/31/2024 | XYLD | 600 | $24 | 03/31/2024 | Citigroup Inc. | 600 | $24 | 12/31/2023 | XYLD | 600 | $24 | 12/31/2023 | TD Waterhouse Canada Inc. | 600 | $24 | 12/31/2023 | XYLD | 600 | $24 | 12/31/2023 | Coastal Investment Advisors Inc. | 562 | $23 | 03/31/2024 | XYLD | 562 | $23 | 03/31/2024 | Belvedere Trading LLC | | $20 | 12/31/2023 | Call | 6,000 | $237 | 12/31/2023 | Put | 5,500 | $217 | 12/31/2023 | NewSquare Capital LLC | 465 | $18 | 12/31/2023 | XYLD | 465 | $18 | 12/31/2023 | EPG Wealth Management LLC | 460 | $18 | 12/31/2023 | XYLD | 460 | $18 | 12/31/2023 | FMR LLC | 407 | $16 | 12/31/2023 | XYLD | 407 | $16 | 12/31/2023 | Raleigh Capital Management Inc. | 375 | $15 | 12/31/2023 | XYLD | 375 | $15 | 12/31/2023 | Beacon Capital Management LLC | 200 | $8 | 12/31/2023 | XYLD | 200 | $8 | 12/31/2023 | ORG Partners LLC | 214 | $8 | 12/31/2023 | XYLD | 214 | $8 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 130 | $5 | 03/31/2024 | XYLD | 130 | $5 | 03/31/2024 | BNP Paribas Arbitrage SA | 64 | $3 | 03/31/2024 | XYLD | 64 | $3 | 03/31/2024 | Manchester Capital Management LLC | 74 | $3 | 12/31/2023 | XYLD | 74 | $3 | 12/31/2023 | Atticus Wealth Management LLC | 34 | $1 | 03/31/2024 | XYLD | 34 | $1 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 19 | $1 | 03/31/2024 | XYLD | 19 | $1 | 03/31/2024 | Ronald Blue Trust Inc. | 17 | $1 | 03/31/2024 | XYLD | 17 | $1 | 03/31/2024 | Gradient Investments LLC | 1 | $0 | 03/31/2024 | XYLD | 1 | $0 | 03/31/2024 | Larson Financial Group LLC | 1 | $0 | 12/31/2023 | XYLD | 1 | $0 | 12/31/2023 | Wolverine Trading LLC | 12,609 | $-670 | 12/31/2023 | Put | 29,600 | $1,167 | 12/31/2023 | XYLD | 12,609 | $497 | 12/31/2023 |
See Summary: Institutional Holders of XYLD
See Details: Top 10 Hedge Funds Holding XYLD
Also See: XYLD Holdings Changes
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