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

141 institutions reported holding $330.0M of GLOBAL X FDS (XYLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Global X Japan Co., Ltd. ($48.4M), Brookstone Capital Management ($33.3M), ENVESTNET ASSET MANAGEMENT INC ($26.4M), PRINCIPAL SECURITIES, INC. ($18.5M), HUB Investment Partners, LLC ($18.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Global X Japan Co., Ltd.$48.4M1.2MAdded
2Brookstone Capital Management$33.3M815,836Trimmed
3ENVESTNET ASSET MANAGEMENT INC$26.4M646,091Added
4PRINCIPAL SECURITIES, INC.$18.5M453,929Added
5HUB Investment Partners, LLC$18.1M443,829Added
6SIMS INVESTMENT MANAGEMENT, LLC$17.9M438,538Added
7Cambridge Investment Research Advisors, Inc.$16.6M407,028Added
8Waterway Wealth Management, LLC$11.9M291,116New
9J.W. COLE ADVISORS, INC.$7.3M180,083Trimmed
10FUKOKU MUTUAL LIFE INSURANCE Co$7.3M178,000Hold
11JUNCTURE WEALTH STRATEGIES, LLC$6.5M159,001Trimmed
12XML Financial, LLC$6.2M152,505Added
13Compass Financial Services Inc$6.0M146,670Added
14Kestra Advisory Services, LLC$4.5M109,404Added
15COMMONWEALTH EQUITY SERVICES, LLC$4.3M105,350Trimmed
16RiverFront Investment Group, LLC$4.3M105,289Added
17Avantax Planning Partners, Inc.$4.2M101,920Trimmed
18Ocean Park Asset Management, LLC$3.9M95,500New
19PFG Investments, LLC$3.8M94,290Added
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.8M92,695Added
21WEDBUSH SECURITIES INC$3.7M90,404Added
22Belpointe Asset Management LLC$3.5M84,996Added
23Private Advisor Group, LLC$3.2M78,467Trimmed
24Concurrent Investment Advisors, LLC$2.9M71,901Trimmed
25NWF Advisory Services Inc.$2.5M62,257Added

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