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Institutional Holders of XYLD

There is a long list of 219 institutional holders of XYLD within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of XYLD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XYLD table below, the initial column indicates the name of each top institutional holder of XYLD, with a link to that fund's top holdings. The next columns indicate the amount of XYLD stock held by each of the institutional holders of XYLD, followed by the XYLD position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Nissay Asset Management Corp Japan ADV4,516,919$178,147 12/31/2023
     XYLD4,516,919$178,147 12/31/2023
Morgan Stanley3,720,906$146,753 12/31/2023
     XYLD3,720,906$146,753 12/31/2023
LPL Financial LLC2,736,196$111,609 03/31/2024
     XYLD2,736,196$111,609 03/31/2024
Bank of America Corp DE1,836,221$72,421 12/31/2023
     XYLD1,836,221$72,421 12/31/2023
Raymond James Financial Services Advisors Inc.974,217$39,738 03/31/2024
     XYLD974,217$39,738 03/31/2024
UBS Group AG969,972$39,565 03/31/2024
     XYLD969,972$39,565 03/31/2024
Wells Fargo & Company MN944,238$38,515 03/31/2024
     XYLD944,238$38,515 03/31/2024
Ameriprise Financial Inc.794,824$31,356 12/31/2023
     XYLD794,824$31,356 12/31/2023
Royal Bank of Canada755,361$29,792 12/31/2023
     XYLD755,361$29,792 12/31/2023
Brookstone Capital Management724,105$29,536 03/31/2024
     XYLD724,105$29,536 03/31/2024
Centaurus Financial Inc.719,447$28,375 12/31/2023
     XYLD719,447$28,375 12/31/2023
Advisor Group Holdings Inc.470,370$19,188 03/31/2024
     XYLD470,370$19,188 03/31/2024
Envestnet Asset Management Inc.402,253$16,408 03/31/2024
     XYLD402,253$16,408 03/31/2024
Principal Securities Inc.381,989$15,581 03/31/2024
     XYLD381,989$15,581 03/31/2024
Raymond James & Associates362,206$14,774 03/31/2024
     XYLD362,206$14,774 03/31/2024
Hamilton Wealth LLC323,773$12,770 12/31/2023
     XYLD323,773$12,770 12/31/2023
IHT Wealth Management LLC311,896$12,301 12/31/2023
     XYLD311,896$12,301 12/31/2023
Caerus Investment Advisors LLC279,883$11,416 03/31/2024
     XYLD279,883$11,416 03/31/2024
OLD Second National Bank of Aurora275,143$11,223 03/31/2024
     XYLD275,143$11,223 03/31/2024
Commonwealth Equity Services LLC195,855$7,989 03/31/2024
     XYLD195,855$7,989 03/31/2024
OLD Mission Capital LLC202,499$7,987 12/31/2023
     XYLD202,499$7,987 12/31/2023
Mirae Asset Global Investments Co. Ltd.168,879$6,889 03/31/2024
     XYLD168,879$6,889 03/31/2024
AE Wealth Management LLC170,123$6,788 12/31/2023
     XYLD170,123$6,788 12/31/2023
Baird Financial Group Inc.166,277$6,558 12/31/2023
     XYLD166,277$6,558 12/31/2023
J.W. Cole Advisors Inc.152,939$6,238 03/31/2024
     XYLD152,939$6,238 03/31/2024
TCG Advisory Services LLC150,452$6,137 03/31/2024
     XYLD150,452$6,137 03/31/2024
Avantax Advisory Services Inc.147,299$6,008 03/31/2024
     XYLD147,299$6,008 03/31/2024
Janney Montgomery Scott LLC144,302$5,886 03/31/2024
     XYLD144,302$5,886 03/31/2024
Cambridge Investment Research Advisors Inc.136,236$5,557 03/31/2024
     XYLD136,236$5,557 03/31/2024
Stifel Financial Corp129,609$5,287 03/31/2024
     XYLD129,609$5,287 03/31/2024
Juncture Wealth Strategies LLC120,429$4,912 03/31/2024
     XYLD120,429$4,912 03/31/2024
River Street Advisors LLC105,327$4,296 03/31/2024
     XYLD105,327$4,296 03/31/2024
RiverFront Investment Group LLC100,114$4,084 03/31/2024
     XYLD100,114$4,084 03/31/2024
Renaissance Technologies LLC92,300$3,765 03/31/2024
     XYLD92,300$3,765 03/31/2024
StoneCrest Wealth Management Inc.91,914$3,749 03/31/2024
     XYLD91,914$3,749 03/31/2024
XML Financial LLC92,559$3,651 12/31/2023
     XYLD92,559$3,651 12/31/2023
Atria Wealth Solutions Inc.84,532$3,448 03/31/2024
     XYLD84,532$3,448 03/31/2024
Flaharty Asset Management LLC81,979$3,233 12/31/2023
     XYLD81,979$3,233 12/31/2023
Uniplan Investment Counsel Inc.80,816$3,192 12/31/2023
     XYLD80,816$3,192 12/31/2023
Investment Partners Asset Management Inc.76,234$3,110 03/31/2024
     XYLD76,234$3,110 03/31/2024
PFG Investments LLC73,680$3,005 03/31/2024
     XYLD73,680$3,005 03/31/2024
Honkamp Krueger Financial Services Inc.71,142$2,902 03/31/2024
     XYLD71,142$2,902 03/31/2024
Good Life Advisors LLC67,988$2,773 03/31/2024
     XYLD67,988$2,773 03/31/2024
Cetera Advisor Networks LLC69,983$2,760 12/31/2023
     XYLD69,983$2,760 12/31/2023
Jane Street Group LLC67,101$2,646 12/31/2023
     XYLD67,101$2,646 12/31/2023
Sigma Planning Corp64,588$2,635 03/31/2024
     XYLD64,588$2,635 03/31/2024
Change Path LLC64,726$2,553 12/31/2023
     XYLD64,726$2,553 12/31/2023
ELCO Management Co. LLC64,200$2,532 12/31/2023
     XYLD64,200$2,532 12/31/2023
Wedbush Securities Inc.63,334$2,498 12/31/2023
     XYLD63,334$2,498 12/31/2023
Belpointe Asset Management LLC60,812$2,481 03/31/2024
     XYLD60,812$2,481 03/31/2024

See All: Funds Holding XYLD
See Details: Top 10 Hedge Funds Holding XYLD
Also See: XYLD Holdings Changes

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