Public ownership evidence

Global X S&P 500 Covered Call ETF (XYLD) Ownership Disclosures

Read XYLD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Global X S&P 500 Covered Call ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
11,940
Value (USD)
$471,512
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XYLD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XYLD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2911,940$471,512None
Corient Private Wealth LP2026-06-302026-08-2814,376$586,385None
CARLSON FINANCIAL, INC.2026-06-302026-08-255,554$226,636None
CARLSON FINANCIAL, INC.2026-03-312026-08-255,678$222,169None
CARLSON FINANCIAL, INC.2025-12-312026-08-256,665$270,803None
Beacon Pointe Advisors, LLC2026-06-302026-08-1913,322$543,405None
Comprehensive Money Management Services LLC2026-06-302026-08-1811,772$480,180None
Caitlin John, LLC2026-06-302026-08-18300$12,237None
Corient Private Wealth LP2026-06-302026-08-1814,377$586,385None
Equitable Holdings, Inc.2026-06-302026-08-1819,113$779,629None
Proficio Capital Partners LLC2026-06-302026-08-18663,735$27,073,751None
Jefferies Financial Group Inc.2026-06-302026-08-1829,525$1,204,333None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,029$124,000None
Note Advisors, LLC2026-06-302026-08-1511,057$451,015None
Murphy & Mullick Capital Management Corp2026-06-302026-08-151,056$43,066None
Modern Wealth Management, LLC2026-06-302026-08-1556,771$2,315,689None
Mutual Advisors, LLC2026-06-302026-08-159,749$397,645None
Advyzon Investment Management, LLC2026-06-302026-08-1523,180$945,512None
Advyzon Investment Management, LLC2026-06-302026-08-151,094$44,642None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1525,098$1,023,747None
Perennial Investment Advisors, LLC2026-06-302026-08-1513,087$533,794None
Ameritas Advisory Services, LLC2026-06-302026-08-1560,770$2,478,818None
NFSG Corp2026-06-302026-08-15130,376$5,318,030None
Caerus Investment Advisors, LLC2026-06-302026-08-15306,229$12,491,063None
WCG Wealth Advisors LLC2026-06-302026-08-1511,370$463,785None
Western Wealth Management, LLC2026-06-302026-08-1521,347$870,746None
Western Wealth Management, LLC2026-06-302026-08-1568,335$2,787,375None
Foundations Investment Advisors, LLC2026-06-302026-08-159,801$399,771None
Foundations Investment Advisors, LLC2026-06-302026-08-1511,518$469,821None
Qube Research & Technologies Ltd2026-06-302026-08-1538,049$1,552,019None
IFG Advisory, LLC2026-06-302026-08-153,587$146,312None
OSAIC HOLDINGS, INC.2026-06-302026-08-1566,161$2,698,709None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,692$517,707None
OSAIC HOLDINGS, INC.2026-06-302026-08-15953,841$38,908,138None
Betterment LLC2026-06-302026-08-156,091$248,000None
Blue Chip Partners, LLC2026-06-302026-08-1549,973$2,038,412None
JANE STREET GROUP, LLC2026-06-302026-08-1510,739$438,044None
JANE STREET GROUP, LLC2026-06-302026-08-1510,200$416,058Put
JANE STREET GROUP, LLC2026-06-302026-08-1537,500$1,529,625Call
Uniplan Investment Counsel, Inc.2026-06-302026-08-1551,807$2,113,219None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1523,445$956,322None
Medallion Wealth Advisors, LLC2026-06-302026-08-15800$32,632None
&PARTNERS2026-06-302026-08-1540,500$1,651,977None
Hamilton Capital Partners Inc.2023-09-302026-08-151,062,208$41,309,269None
Hamilton Capital Partners Inc.2023-06-302026-08-151,054,639$43,292,931None
Hamilton Capital Partners Inc.2023-03-312026-08-151,529,798$61,956,819None
Hamilton Capital Partners Inc.2022-12-312026-08-151,091,903$42,988,221None
Thrivent Financial for Lutherans2026-06-302026-08-1526,482$1,080,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,253$51,110None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,613$65,794None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Beacon Pointe Advisors, LLC ↗Comprehensive Money Management Services LLC ↗Caitlin John, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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