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Global X S&P 500 Covc & GRW (XYLG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares176,380 from 75,296
Change+101,084 (+134%)
Value$5.2M (+$3.0M)
Filed 2026-11-06
PMG Family Office LLC
DECREASED
Shares57,266 from 60,347
Change-3,081 (-5%)
Value$1.7M (-$49.2K)
Filed 2026-10-19
Whipplewood Advisors, LLC
INCREASED
Shares19,880 from 18,768
Change+1,112 (+6%)
Value$586.9K (+$45.8K)
Filed 2026-10-20
PFG Advisors
INCREASED
Shares14,290 from 14,182
Change+108 (+1%)
Value$421.9K (+$13.0K)
Filed 2026-10-16
TopTier Wealth Management, LLC
UNCHANGED
Shares9,713 from 9,713
Change0 (0%)
Value$286.7K (+$6.7K)
Filed 2026-10-16
International Assets Investment Management, LLC
UNCHANGED
Shares6,850 from 6,850
Change0 (0%)
Value$201.9K (+$4.5K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares6,819
Change+6,819
Value$201.3K
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares3,279 from 2,950
Change+329 (+11%)
Value$96.8K (+$11.8K)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares1,539 from 1,539
Change0 (0%)
Value$45.4K (+$1.1K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares1,258 from 1,129
Change+129 (+11%)
Value$37.1K (+$4.6K)
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$29.5K (+$692)
Filed 2026-10-20
North Star Investment Management Corp.
INCREASED
Shares240 from 237
Change+3 (+1%)
Value$7.1K (+$249)
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$6.9K (+$163)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares70
Change+70
Value$2.1K
Filed 2026-10-09
Farther Finance Advisors, LLC
CLOSED
Shares0 from 9,586
Change-9,586 (-100%)
Value$0 (-$276.4K)
Filed 2026-10-08
Asset Dedication, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 114,866
Change-114,866 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 60,062
Change-60,062 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 52,502
Change-52,502 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 42,581
Change-42,581 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35,770
Change-35,770 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 24,440
Change-24,440 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,234
Change-24,234 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,806
Change-16,806 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,426
Change-13,426 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,388
Change-12,388 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,873
Change-11,873 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,774
Change-8,774 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 8,680
Change-8,680 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
FMR LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED176,38075,296+101,084+134%$2.2M$5.2M+$3.0M2026-11-06
PMG Family Office LLC
DECREASED57,26660,347-3,081-5%$1.7M$1.7M-$49.2K2026-10-19
Whipplewood Advisors, LLC
INCREASED19,88018,768+1,112+6%$541.1K$586.9K+$45.8K2026-10-20
PFG Advisors
INCREASED14,29014,182+108+1%$408.9K$421.9K+$13.0K2026-10-16
TopTier Wealth Management, LLC
UNCHANGED9,7139,71300%$280.0K$286.7K+$6.7K2026-10-16
International Assets Investment Management, LLC
UNCHANGED6,8506,85000%$197.3K$201.9K+$4.5K2026-11-02
Concurrent Investment Advisors, LLC
NEW6,819—+6,819——$201.3K—2026-10-16
SBI Securities Co., Ltd.
INCREASED3,2792,950+329+11%$85.0K$96.8K+$11.8K2026-10-22
Lanark Financial, Inc.
UNCHANGED1,5391,53900%$44.4K$45.4K+$1.1K2026-10-26
IFP Advisors, Inc
INCREASED1,2581,129+129+11%$32.5K$37.1K+$4.6K2026-10-16
Private Trust Co NA
UNCHANGED1,0001,00000%$28.8K$29.5K+$6922026-10-20
North Star Investment Management Corp.
INCREASED240237+3+1%$6.8K$7.1K+$2492026-10-27
Triumph Capital Management
UNCHANGED23523500%$6.8K$6.9K+$1632026-10-14
GK Wealth Management LLC
NEW70—+70——$2.1K—2026-10-09
Farther Finance Advisors, LLC
CLOSED09,586-9,586-100%$276.4K$0-$276.4K2026-10-08
Asset Dedication, LLC
CLOSED0100-100-100%$2.9K$0-$2.9K2026-11-03
Bank of America Corp
N/A—114,866-114,866-100%$3.3M———
Cetera Investment Advisers
N/A—60,062-60,062-100%$1.7M———
Janney Montgomery Scott LLC
N/A—52,502-52,502-100%$1.5M———
Envestnet Asset Management Inc
N/A—42,581-42,581-100%$1.2M———
Osaic Holdings, Inc.
N/A—35,770-35,770-100%$1.0M———
Mutual Advisors, LLC
N/A—24,440-24,440-100%$704.6K———
Susquehanna International Group, LLP
N/A—24,234-24,234-100%$698.7K———
Raymond James Financial Inc
N/A—16,806-16,806-100%$484.5K———
Citadel Advisors LLC
N/A—13,426-13,426-100%$387.1K———
Royal Bank of Canada
N/A—12,388-12,388-100%$357.0K———
Jane Street Group, LLC
N/A—11,873-11,873-100%$342.3K———
National Bank of Canada
N/A—8,774-8,774-100%$252.8K———
Comprehensive Money Management Services LLC
N/A—8,680-8,680-100%$250.2K———
BFC Planning, Inc.
N/A—1,424-1,424-100%$41.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,424-1,424-100%$41.1K———
FMR LLC
N/A—388-388-100%$11.2K———
Morgan Stanley
N/A—1-1-100%$36———
Showing 33 of 33 institutions