XYLD · Insider trading · 13F holders · Congress trades
Global X Fds (XYLD)
Who is buying and selling XYLD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 29
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
XYLD at a glance
- No open-market insider purchases or sales of XYLD were filed in the last 90 days.
- 29 13F filers hold XYLD among their 50 largest positions, worth $265.8M combined. The biggest bets by portfolio weight are Sims Investment Management, LLC (6.0%), Caerus Investment Advisors, LLC (4.2%) and Waterway Wealth Management, LLC (3.0%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in XYLD.
XYLD insider trading
No open-market insider purchases or sales of XYLD were filed in the last 90 days.
Who owns XYLD? Hedge funds and superinvestors
29 13F filers hold XYLD among their 50 largest positions, worth $265.8M combined. The biggest bets by portfolio weight are Sims Investment Management, LLC (6.0%), Caerus Investment Advisors, LLC (4.2%) and Waterway Wealth Management, LLC (3.0%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sumitomo Life Insurance CoInsurance company | 1.1% | $69.8M | 1,710,000 | +0.0% shares | Q2 2026 |
| Global X Japan Co., Ltd.Investment manager | 2.1% | $52.2M | 1,257,514 | +5.9% shares | Q3 2026 |
| Proficio Capital Partners LLCWealth manager | 1.0% | $27.1M | 663,735 | — | Q2 2026 |
| Sims Investment Management, LLCWealth manager | 6.0% | $19.1M | 461,183 | +5.2% shares | Q3 2026 |
| Waterway Wealth Management, LLCWealth manager | 3.0% | $15.7M | 377,523 | +29.7% shares | Q3 2026 |
| Caerus Investment Advisors, LLCHedge fund | 4.2% | $12.5M | 306,229 | +14.0% shares | Q2 2026 |
| First Foundation AdvisorsEndowment & foundation | 0.4% | $12.3M | 302,148 | -0.3% shares | Q2 2026 |
| Thrive Capital Management, LLCHedge fund | 1.4% | $7.9M | 190,310 | +2.4% shares | Q3 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CoInsurance company | 0.4% | $7.3M | 178,000 | +0.0% shares | Q2 2026 |
| Juncture Wealth Strategies, LLCWealth manager | 1.7% | $6.6M | 160,049 | +0.7% shares | Q3 2026 |
| Compass Financial Services IncWealth manager | 2.2% | $6.0M | 146,670 | +3.9% shares | Q2 2026 |
| NFSG CorpWealth manager | 0.6% | $5.5M | 132,327 | +1.5% shares | Q3 2026 |
| Ocean Park Asset Management, LLCMutual fund manager | 0.2% | $4.0M | 95,620 | — | Q3 2026 |
| Garner Asset Management CorpWealth manager | 0.8% | $2.6M | 63,213 | +13.7% shares | Q2 2026 |
| J. Team Financial, Inc.Wealth manager | 2.2% | $2.3M | 55,455 | +24.8% shares | Q2 2026 |
| Beam Wealth Advisors, Inc.Wealth manager | 0.4% | $2.0M | 49,674 | -4.9% shares | Q2 2026 |
| Focused Alpha, LLCWealth manager | 0.4% | $1.8M | 43,350 | — | Q3 2026 |
| ELCO Management Co., LLCWealth manager | 0.7% | $1.6M | 38,000 | -7.8% shares | Q3 2026 |
| Montchanin Asset Management, LLCWealth manager | 1.6% | $1.5M | 37,765 | -5.7% shares | Q2 2026 |
| PMG Family Office LLCWealth manager | 1.4% | $1.5M | 35,825 | +0.4% shares | Q3 2026 |
| PSI Advisors, LLCWealth manager | 0.3% | $1.3M | 32,154 | -6.0% shares | Q2 2026 |
| APS Management Group, Inc.Wealth manager | 0.7% | $949K | 22,864 | -27.0% shares | Q3 2026 |
| Atlantic Private Wealth, LLCWealth manager | 0.5% | $827K | 20,278 | +0.0% shares | Q2 2026 |
| Prairieview Wealth Partners, LLCWealth manager | 0.6% | $783K | 19,184 | -3.2% shares | Q2 2026 |
| Oakmont Advisory Group, LLCWealth manager | 0.6% | $680K | 16,670 | +35.5% shares | Q2 2026 |
| Copley Financial Group, Inc.Wealth manager | 0.4% | $610K | 14,962 | +12.0% shares | Q2 2026 |
| Kw Wealth Management LLCWealth manager | 0.8% | $599K | 14,430 | +49.4% shares | Q3 2026 |
| Solutions 4 Wealth, LtdWealth manager | 0.6% | $426K | 10,454 | +2.3% shares | Q2 2026 |
| Resolute Capital, LLCWealth manager | 0.1% | $395K | 9,677 | +2.8% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 17). Screen XYLD in the grand portfolio →
XYLD stock trades by members of Congress
No member of Congress has disclosed a trade in XYLD.
XYLD questions and answers
Are insiders buying XYLD stock?
No open-market insider purchases or sales of XYLD were filed in the last 90 days.
Which hedge funds own XYLD?
29 13F filers hold XYLD among their 50 largest positions, worth $265.8M combined. The biggest bets by portfolio weight are Sims Investment Management, LLC (6.0%), Caerus Investment Advisors, LLC (4.2%) and Waterway Wealth Management, LLC (3.0%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
Has Congress traded XYLD?
No member of Congress has disclosed a trade in XYLD.
Who is the largest holder of XYLD?
Among 13F filers, Sumitomo Life Insurance Co reports the largest XYLD position, $69.8M (1,710,000 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sims Investment Management, LLC's: 6.0% of its portfolio.
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