QYLD — Global X Fds Institutional Holders · Q3 2026

Name: Who Owns QYLD? 24 Institutions Hold $27.8M (Q3 2026)
Creator: ko.io

Who owns Global X Fds (QYLD)? 24 institutions reported holding $27.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($18.7M), HF Advisory Group, LLC ($1.3M), Apella Capital, LLC ($1.1M).

Rank	Institution	Value	Shares	Change
1	Sound Income Strategies, LLC	$18.7M	1.0M	Trimmed
2	HF Advisory Group, LLC	$1.3M	71,232	Added
3	Apella Capital, LLC	$1.1M	57,783	Added
4	Farther Finance Advisors, LLC	$1.1M	58,106	Added
5	TLWM	$1.1M	57,399	Trimmed
6	FSA Investment Group, LLC	$761,236	41,037	New
7	City Center Advisors, LLC	$618,622	33,349	Added
8	Castle Rock Wealth Management, LLC	$545,378	29,196	Trimmed
9	First Heartland Consultants, Inc.	$420,528	22,670	Added
10	Meadowbrook Wealth Management, LLC	$402,535	21,700	Trimmed
11	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$371,107	20,006	Added
12	Weaver Consulting Group	$275,801	14,868	Trimmed
13	PRIVATE CLIENT SERVICES, LLC	$242,376	13,066	Added
14	Great Waters Wealth Management	$208,372	11,233	Trimmed
15	FIRST COMMUNITY TRUST NA	$153,056	8,251	Hold
16	CoreCap Advisors, LLC	$152,073	8,198	Added
17	MassMutual Private Wealth & Trust, FSB	$144,820	7,807	Added
18	ARMSTRONG ADVISORY GROUP, INC	$128,478	6,926	Added
19	Investors Research Corp	$59,434	3,204	Hold
20	GK Wealth Management LLC	$12,707	685	New
21	TOMPKINS FINANCIAL CORP	$9,720	524	Hold
22	ATWOOD & PALMER INC	$17	1	New
23	CYPRESS FINANCIAL PLANNING LLC	$0	0	Exited
24	Green Ridge Wealth Planning LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30