XYLD — Global X Fds Institutional Holders · Q3 2026
Who owns Global X Fds (XYLD)? 11 institutions reported holding $15.30M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Juncture Wealth Strategies, LLC ($6.6M), Armstrong Advisory Group, Inc ($2.3M), Apella Capital, LLC ($2.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JUNCTURE WEALTH STRATEGIES, LLC | $6.6M | 160,049 | Added |
| 2 | ARMSTRONG ADVISORY GROUP, INC | $2.3M | 56,591 | Trimmed |
| 3 | Apella Capital, LLC | $2.1M | 50,602 | Added |
| 4 | Bangor Savings Bank | $1.5M | 35,511 | Hold |
| 5 | Tactive Advisors, LLC | $979,526 | 23,592 | Added |
| 6 | City Center Advisors, LLC | $672,565 | 16,199 | Added |
| 7 | Castle Rock Wealth Management, LLC | $599,804 | 14,315 | Added |
| 8 | First Heartland Consultants, Inc. | $390,240 | 9,399 | Added |
| 9 | Farther Finance Advisors, LLC | $66,716 | 1,607 | Added |
| 10 | Valeo Financial Advisors, LLC | $0 | 0 | Exited |
| 11 | CYPRESS FINANCIAL PLANNING LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30