16 institutions reported holding $4.9M of Glb X Funds/s&p 500 Covered Call & (XYLG) in SEC 13F filings for 2026-06-30. Largest institutional holders: PMG Family Office LLC ($1.7M), ENVESTNET ASSET MANAGEMENT INC ($1.2M), Whipplewood Advisors, LLC ($541,081), PFG Advisors ($408,864), TopTier Wealth Management, LLC ($280,026). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PMG Family Office LLC | $1.7M | 60,347 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 42,581 | Added |
| 3 | Whipplewood Advisors, LLC | $541,081 | 18,768 | Added |
| 4 | PFG Advisors | $408,864 | 14,182 | New |
| 5 | TopTier Wealth Management, LLC | $280,026 | 9,713 | Hold |
| 6 | Farther Finance Advisors, LLC | $276,364 | 9,586 | Trimmed |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $197,349 | 6,850 | Hold |
| 8 | SBI Securities Co., Ltd. | $85,049 | 2,950 | Added |
| 9 | NBC SECURITIES, INC. | $44,369 | 1,539 | Hold |
| 10 | IFP Advisors, Inc | $32,549 | 1,129 | Added |
| 11 | PRIVATE TRUST CO NA | $28,830 | 1,000 | Hold |
| 12 | North Star Investment Management Corp. | $6,833 | 237 | Added |
| 13 | Triumph Capital Management | $6,775 | 235 | Hold |
| 14 | Asset Dedication, LLC | $2,883 | 100 | New |
| 15 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 16 | Patriot Financial Group Insurance Agency, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30