Who Owns GLOBAL X FDS (XYLD)? -- Institutional Holders (2026-06-30)

296 institutions reported holding $1.26B of GLOBAL X FDS (XYLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($167.0M), LPL Financial LLC ($142.9M), BANK OF AMERICA CORP /DE/ ($96.1M), AMERIPRISE FINANCIAL INC ($80.6M), SUMITOMO LIFE INSURANCE CO ($69.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$167.0M4.1MAdded
2LPL Financial LLC$142.9M3.5MAdded
3BANK OF AMERICA CORP /DE/$96.1M2.4MAdded
4AMERIPRISE FINANCIAL INC$80.6M2.0MAdded
5SUMITOMO LIFE INSURANCE CO$69.8M1.7MHold
6Global X Japan Co., Ltd.$48.4M1.2MAdded
7OSAIC HOLDINGS, INC.$42.1M1.0MAdded
8WELLS FARGO & COMPANY/MN$38.7M949,131Added
9UBS Group AG$35.2M863,278Trimmed
10Brookstone Capital Management$33.3M815,836Trimmed
11Proficio Capital Partners LLC$27.1M663,735Added
12ENVESTNET ASSET MANAGEMENT INC$26.4M646,091Added
13Cetera Investment Advisers$22.8M559,469Added
14RAYMOND JAMES FINANCIAL INC$20.6M503,980Trimmed
15PRINCIPAL SECURITIES, INC.$18.5M453,929Added
16HUB Investment Partners, LLC$18.1M443,829Added
17SIMS INVESTMENT MANAGEMENT, LLC$17.9M438,538Added
18Baird Financial Group, Inc.$13.3M325,828Added
19Caerus Investment Advisors, LLC$12.5M306,229Added
20FIRST FOUNDATION ADVISORS$12.3M302,148Trimmed
21Waterway Wealth Management, LLC$11.9M291,116New
22MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.7M237,712Added
23Royal Bank of Canada$9.6M234,241Trimmed
24MML INVESTORS SERVICES, LLC$9.2M226,694Added
25Cambridge Investment Research Advisors, Inc.$8.3M203,514Added

Source: SEC Form 13F filings · as of 2026-06-30