§ EQUITY
USDXYLD
GLOBAL X S&P 500 COVE CALL E
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
144 increased/new, 92 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 4.0M | 0.0% | −50% |
| LPL Financial LLC | 3.4M | 0.0% | +5% |
| Bank of America Corp | 2.1M | 0.0% | +2% |
| AMERIPRISE FINANCIAL INC | 1.9M | n/a | +18% |
| SUMITOMO LIFE INSURANCE CO | 1.7M | 1.6% | ±0% |
| Global X Japan Co., Ltd. | 1.2M | 2.4% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for XYLD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER56.5% · 234 holders
DEALER / BANK28.6% · 21 holders
QUALITY / COMPOUNDER7.2% · 5 holders
INCOME / DEFENSIVE6.6% · 4 holders
PASSIVE / INDEX0.8% · 2 holders
TACTICAL / MACRO0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for XYLD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention XYLD yet.