Who Owns GLOBAL X FDS (XYLD)? -- Institutional Holders (2026-03-31)

296 institutions reported holding $1.13B of GLOBAL X FDS (XYLD) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($156.5M), LPL Financial LLC ($133.7M), BANK OF AMERICA CORP /DE/ ($84.1M), AMERIPRISE FINANCIAL INC ($74.3M), SUMITOMO LIFE INSURANCE CO ($66.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$156.5M4.0MAdded
2LPL Financial LLC$133.7M3.4MAdded
3BANK OF AMERICA CORP /DE/$84.1M2.1MAdded
4AMERIPRISE FINANCIAL INC$74.3M1.9MAdded
5SUMITOMO LIFE INSURANCE CO$66.9M1.7MHold
6Global X Japan Co., Ltd.$45.9M1.2MNew
7UBS Group AG$35.5M908,322Trimmed
8WELLS FARGO & COMPANY/MN$34.9M892,369Trimmed
9Brookstone Capital Management$34.3M876,139Added
10OSAIC HOLDINGS, INC.$32.7M836,521Trimmed
11ENVESTNET ASSET MANAGEMENT INC$23.2M593,035Added
12RAYMOND JAMES FINANCIAL INC$20.1M514,269Trimmed
13Cetera Investment Advisers$18.6M476,548Added
14PRINCIPAL SECURITIES, INC.$17.5M447,763Added
15HUB Investment Partners, LLC$16.7M427,853Added
16SIMS INVESTMENT MANAGEMENT, LLC$16.7M426,982Added
17Baird Financial Group, Inc.$12.4M318,080Trimmed
18FIRST FOUNDATION ADVISORS$11.9M302,959Added
19Royal Bank of Canada$11.2M285,495Trimmed
20MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.1M236,944Added
21Cambridge Investment Research Advisors, Inc.$7.7M197,873Added
22KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$7.2M183,281Trimmed
23J.W. COLE ADVISORS, INC.$7.1M181,330Added
24STIFEL FINANCIAL CORP$7.1M180,983Trimmed
25FUKOKU MUTUAL LIFE INSURANCE Co$7.0M178,000Hold

Source: SEC Form 13F filings · as of 2026-03-31