GLOBAL X FDS S&P 500 COVERED is a security (CUSIP 37954Y475) tracked across SEC portfolio filings. 284 institutional managers reported $1.1B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $-3.3M via N-PORT as of 2026-04-30.
Showing 15 of 284 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $156.5M | 3,998,577 |
| LPL Financial LLC | FORT MILL, SC | $133.7M | 3,417,286 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $84.1M | 2,149,051 |
| SUMITOMO LIFE INSURANCE CO | TOKYO, M0 | $66.9M | 1,710,000 |
| Global X Japan Co., Ltd. | CHIYODA-KU, TOKYO, M0 | $48.4M | 1,187,341 |
| UBS Group AG | Zurich, V8 | $35.5M | 908,322 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $34.9M | 892,369 |
| Brookstone Capital Management | WHEATON, IL | $33.3M | 815,836 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $32.7M | 836,521 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $26.4M | 646,091 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $20.1M | 514,269 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $18.6M | 476,548 |
| PRINCIPAL SECURITIES, INC. | DES MOINES, IA | $18.5M | 453,929 |
| HUB Investment Partners, LLC | AUSTIN, TX | $18.1M | 443,829 |
| SIMS INVESTMENT MANAGEMENT, LLC | CINCINNATI, OH | $17.9M | 438,538 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| DriveWealth NYSE 100 Index ETF | DriveWealth ETF Trust | $8K | 99.06% |
| GATOR CAPITAL LONG/SHORT FUND | Caldwell & Orkin Funds, Inc. | $-3.3M | -406.77% |