Who owns XYLD
Which tracked institutional funds hold XYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XYLD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
51 tracked funds added or opened XYLD while 26 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XYLD’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes XYLD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XYLD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 264 tracked filers holding XYLD, 137 increased or opened the position and 121 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XYLD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Waterway Wealth Management, LLC$12M
- NewEdge Advisors, LLC$3M
- Modern Wealth Management, LLC$2M
- Anchor Bay Capital, Inc.$950K
- COMPASS FINANCIAL MANAGEMENT LLC$770K
- Markowski Investments$747K
Full exits 10
- Cambridge Investment Research Advisors, Inc.$8M
- OLD MISSION CAPITAL LLC$5M
- Quadrature Capital Ltd$4M
- WEDBUSH SECURITIES INC$4M
- Janney Montgomery Scott LLC$2M
- Flaharty Asset Management, LLC$2M
Largest adds
- Proficio Capital Partners LLC$26M
- BANK OF AMERICA CORP /DE/$12M
- MORGAN STANLEY$11M
- OSAIC HOLDINGS, INC.$9M
- LPL Financial LLC$9M
- AMERIPRISE FINANCIAL INC$6M
Largest trims
- Baker Avenue Asset Management, LP$5M
- Independent Advisor Alliance$5M
- ROYAL BANK OF CANADA$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- CITADEL ADVISORS LLC$1M
- AlphaStar Capital Management, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,095,324 | $167M | 12.7% | 2026-Q2 |
| LPL Financial LLC added | 3,504,445 | $143M | 10.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,355,983 | $96M | 7.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,975,584 | $81M | 6.1% | 2026-Q2 |
| SUMITOMO LIFE INSURANCE CO | 1,710,000 | $70M | 5.3% | 2026-Q2 |
| Global X Japan Co., Ltd. added | 1,187,341 | $48M | 3.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,032,694 | $42M | 3.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 949,131 | $39M | 3.0% | 2026-Q2 |
| UBS Group AG trimmed | 863,278 | $35M | 2.7% | 2026-Q2 |
| Brookstone Capital Management trimmed | 815,836 | $33M | 2.5% | 2026-Q2 |
| Proficio Capital Partners LLC added | 663,735 | $27M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 646,091 | $26M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 559,469 | $23M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 503,980 | $21M | 1.6% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 453,929 | $19M | 1.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 443,829 | $18M | 1.4% | 2026-Q2 |
| SIMS INVESTMENT MANAGEMENT, LLC added | 438,538 | $18M | 1.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 325,828 | $13M | 1.0% | 2026-Q2 |
| Caerus Investment Advisors, LLC added | 306,229 | $12M | 1.0% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 302,148 | $12M | 0.9% | 2026-Q2 |
| Waterway Wealth Management, LLC new | 291,116 | $12M | 0.9% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 237,712 | $10M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 234,241 | $10M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 226,694 | $9M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 186,252 | $8M | 0.6% | 2026-Q2 |
| Thrive Capital Management, LLC added | 185,849 | $8M | 0.6% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 180,083 | $7M | 0.6% | 2026-Q2 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 178,000 | $7M | 0.6% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 163,826 | $7M | 0.5% | 2026-Q2 |
| JUNCTURE WEALTH STRATEGIES, LLC trimmed | 159,001 | $6M | 0.5% | 2026-Q2 |
| XML Financial, LLC added | 152,505 | $6M | 0.5% | 2026-Q2 |
| Compass Financial Services Inc added | 146,670 | $6M | 0.5% | 2026-Q2 |
| NFSG Corp trimmed | 130,376 | $5M | 0.4% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 109,728 | $4M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 109,404 | $4M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 105,350 | $4M | 0.3% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 105,289 | $4M | 0.3% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 101,920 | $4M | 0.3% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 95,500 | $4M | 0.3% | 2026-Q2 |
| PFG Investments, LLC added | 94,290 | $4M | 0.3% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 92,695 | $4M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 89,682 | $4M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 84,996 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 79,486 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 78,467 | $3M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC added | 73,514 | $3M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 71,901 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 70,395 | $3M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 64,526 | $3M | 0.2% | 2026-Q2 |
| Garner Asset Management Corp added | 63,213 | $3M | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. added | 62,257 | $3M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 60,770 | $2M | 0.2% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 58,149 | $2M | 0.2% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 56,923 | $2M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 56,771 | $2M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 56,648 | $2M | 0.2% | 2026-Q2 |
| J. Team Financial, Inc. added | 55,455 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 52,981 | $2M | 0.2% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. trimmed | 51,807 | $2M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 50,473 | $2M | 0.2% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 52,218 | $2M | 0.2% | 2026-Q2 |
| Blue Chip Partners, LLC added | 49,973 | $2M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 44,502 | $2M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 42,770 | $2M | 0.1% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 41,200 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS added | 40,500 | $2M | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 38,550 | $2M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 38,049 | $2M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. | 37,195 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 36,293 | $1M | 0.1% | 2026-Q2 |
| PMG Family Office LLC added | 35,689 | $1M | 0.1% | 2026-Q2 |
| Bangor Savings Bank added | 35,511 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 35,322 | $1M | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 32,320 | $1M | 0.1% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 32,154 | $1M | 0.1% | 2026-Q2 |
| APS Management Group, Inc. added | 31,305 | $1M | 0.1% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd | 30,767 | $1M | 0.1% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 1,652,108 | $67M | 5.1% | 2025-Q4 stale |
| One Capital Management, LLC trimmed | 207,847 | $8M | 0.6% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 197,873 | $8M | 0.6% | 2026-Q1 stale |
| Advisor Resource Council new | 186,193 | $7M | 0.6% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 186,782 | $7M | 0.6% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 132,019 | $5M | 0.4% | 2026-Q1 stale |
| IMC-Chicago, LLC new | 125,350 | $5M | 0.4% | 2025-Q4 stale |
| Good Life Advisors, LLC added | 125,197 | $5M | 0.4% | 2025-Q2 stale |
| WJ Wealth Management, LLC trimmed | 116,875 | $5M | 0.4% | 2025-Q1 stale |
| Beta Wealth Group, Inc. added | 116,929 | $5M | 0.3% | 2025-Q2 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 98,292 | $4M | 0.3% | 2025-Q4 stale |
| StoneCrest Wealth Management, Inc. added | 98,743 | $4M | 0.3% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 98,641 | $4M | 0.3% | 2026-Q1 stale |
| WEDBUSH SECURITIES INC added | 90,153 | $4M | 0.3% | 2026-Q1 stale |
| Investment Partners Asset Management, Inc. trimmed | 74,807 | $3M | 0.2% | 2025-Q3 stale |
| Janney Montgomery Scott LLC added | 62,837 | $2M | 0.2% | 2026-Q1 stale |
| Flaharty Asset Management, LLC added | 58,269 | $2M | 0.2% | 2026-Q1 stale |
| LITTLEJOHN FINANCIAL SERVICES, INC. trimmed | 53,125 | $2M | 0.2% | 2025-Q4 stale |
| San Luis Wealth Advisors LLC added | 52,728 | $2M | 0.2% | 2026-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 52,037 | $2M | 0.2% | 2025-Q2 stale |
| Regal Investment Advisors LLC added | 39,081 | $2M | 0.1% | 2025-Q4 stale |
| MONTCHANIN ASSET MANAGEMENT, LLC added | 40,065 | $2M | 0.1% | 2026-Q1 stale |
| Kaizen Financial Strategies trimmed | 36,017 | $1M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.