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Who Owns Global X S&P 500 Covered Call ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Global X S&P 500 Covered Call ETF.

Who crossed 5% of XYLD →
Managers holding
9
as of 2026-09-30
Reported value
$15.3M
summed across filings
Shares held
367.9K
Added vs trimmed
7 / 1
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
JUNCTURE WEALTH STRATEGIES, LLCS&P 500 COVERED160K shadded$6.6M
ARMSTRONG ADVISORY GROUP, INCS&P 500 COVERED56.6K shtrimmed$2.3M
Apella Capital, LLCS&P 500 COVERED50.6K shadded$2.1M
Bangor Savings BankS&P 500 COVERED35.5K shheld$1.5M
Tactive Advisors, LLCS&P 500 COVERED23.6K shadded$979.5K
City Center Advisors, LLCS&P 500 COVERED16.2K shadded$672.6K
Castle Rock Wealth Management, LLCS&P 500 COVERED14.3K shadded$599.8K
First Heartland Consultants, Inc.S&P 500 COVERED9.4K shadded$390.2K
Farther Finance Advisors, LLCETF1.6K shadded$66.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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