HoldingsChannel.com
Funds Holding MXI
HolderAmountPosition Size
($ in 1000's)
 As of
Assetmark Inc.1,722,726$116,272 12/31/2019
     MXI1,722,726$116,272 12/31/2019
Morningstar Investment Services LLC193,911$13,087 12/31/2019
     MXI193,911$13,087 12/31/2019
Envestnet Asset Management Inc.124,381$8,395 12/31/2019
     MXI124,381$8,395 12/31/2019
Pathway Financial Advisors LLC122,717$8,186 12/31/2019
     MXI122,717$8,186 12/31/2019
Ladenburg Thalmann Financial Services Inc.113,353$7,651 12/31/2019
     MXI113,353$7,651 12/31/2019
Destination Wealth Management103,829$7,008 12/31/2019
     MXI103,829$7,008 12/31/2019
Newfound Research LLC59,889$4,042 12/31/2019
     MXI59,889$4,042 12/31/2019
Morgan Stanley51,940$3,506 12/31/2019
     MXI51,940$3,506 12/31/2019
Bank of America Corp DE51,187$3,455 12/31/2019
     MXI51,187$3,455 12/31/2019
Goldman Sachs Group Inc.50,023$3,376 12/31/2019
     MXI50,023$3,376 12/31/2019
Aveo Capital Partners LLC49,224$3,322 12/31/2019
     MXI49,224$3,322 12/31/2019
Sunbelt Securities Inc.186$3,138 12/31/2019
     MXI186$3,138 12/31/2019
Mutual Advisors LLC30,294$2,045 12/31/2019
     MXI30,294$2,045 12/31/2019
Beaumont Financial Partners LLC26,589$1,795 12/31/2019
     MXI26,589$1,795 12/31/2019
UBS Group AG24,584$1,659 12/31/2019
     MXI24,584$1,659 12/31/2019
Susquehanna International Group LLP23,361$1,577 12/31/2019
     MXI23,361$1,577 12/31/2019
LPL Financial LLC23,340$1,575 12/31/2019
     MXI23,340$1,575 12/31/2019
Csenge Advisory Group14,936$1,008 12/31/2019
     MXI14,936$1,008 12/31/2019
InterOcean Capital LLC14,685$991 12/31/2019
     MXI14,685$991 12/31/2019
Greenleaf Trust12,233$826 12/31/2019
     MXI12,233$826 12/31/2019
Ambassador Advisors LLC10,335$698 12/31/2019
     MXI10,335$698 12/31/2019
Jane Street Group LLC9,596$648 12/31/2019
     MXI9,596$648 12/31/2019
Nomura Asset Management Co. Ltd.8,800$594 12/31/2019
     MXI8,800$594 12/31/2019
Eqis Capital Management Inc.8,739$590 12/31/2019
     MXI8,739$590 12/31/2019
Barber Financial Group Inc.7,947$536 12/31/2019
     MXI7,947$536 12/31/2019
20 20 Capital Management Inc.7,605$503 12/31/2019
     MXI7,605$503 12/31/2019
Cranbrook Wealth Management LLC6,189$418 12/31/2019
     MXI6,189$418 12/31/2019
Capital Financial Planning LLC5,812$392 12/31/2019
     MXI5,812$392 12/31/2019
Cambridge Investment Research Advisors Inc.5,715$386 12/31/2019
     MXI5,715$386 12/31/2019
Slow Capital Inc.5,645$381 12/31/2019
     MXI5,645$381 12/31/2019
NTV Asset Management LLC4,800$324 12/31/2019
     MXI4,800$324 12/31/2019
Royal Bank of Canada4,472$302 12/31/2019
     MXI4,472$302 12/31/2019
Advisor Group Inc.4,419$300 12/31/2019
     MXI4,419$300 12/31/2019
Raymond James & Associates3,892$263 12/31/2019
     MXI3,892$263 12/31/2019
Brookstone Capital Management3,868$261 12/31/2019
     MXI3,868$261 12/31/2019
Paradigm Financial Partners LLC3,808$257 12/31/2019
     MXI3,808$257 12/31/2019
Wrapmanager Inc.3,495$236 12/31/2019
     MXI3,495$236 12/31/2019
Fifth Third Bancorp3,178$214 12/31/2019
     MXI3,178$214 12/31/2019
Adell Harriman & Carpenter Inc.3,129$211 12/31/2019
     MXI3,129$211 12/31/2019
Virtu Financial LLC3,111$210 12/31/2019
     MXI3,111$210 12/31/2019
Atria Investments LLC3,103$209 12/31/2019
     MXI3,103$209 12/31/2019
HighTower Advisors LLC3,015$203 12/31/2019
     MXI3,015$203 12/31/2019
FIL Ltd2,462$166 12/31/2019
     MXI2,462$166 12/31/2019
Wells Fargo & Company MN2,373$160 12/31/2019
     MXI2,373$160 12/31/2019
Bessemer Group Inc.1,850$125 12/31/2019
     MXI1,850$125 12/31/2019
Quantum Capital Management1,246$84 12/31/2019
     MXI1,246$84 12/31/2019
Sofos Investments Inc.74$67 12/31/2019
     MXI74$67 12/31/2019
Rockefeller Capital Management L.P.963$65 12/31/2019
     MXI963$65 12/31/2019
Advisory Services Network LLC816$55 12/31/2019
     MXI816$55 12/31/2019
Farmers & Merchants Trust Co of Chambersburg PA684$46 12/31/2019
     MXI684$46 12/31/2019
Benjamin F. Edwards & Company Inc.531$36 12/31/2019
     MXI531$36 12/31/2019
Sowell Financial Services LLC525$35 12/31/2019
     MXI525$35 12/31/2019
AlphaMark Advisors LLC495$33 12/31/2019
     MXI495$33 12/31/2019
Signaturefd LLC401$27 12/31/2019
     MXI401$27 12/31/2019
Front Row Advisors LLC377$25 12/31/2019
     MXI377$25 12/31/2019
Capital Asset Advisory Services LLC256$17 12/31/2019
     MXI256$17 12/31/2019
Kistler Tiffany Companies LLC231$16 12/31/2019
     MXI231$16 12/31/2019
FMR LLC229$15 12/31/2019
     MXI229$15 12/31/2019
Interactive Financial Advisors220$15 12/31/2019
     MXI220$15 12/31/2019
McIlrath & Eck LLC225$15 12/31/2019
     MXI225$15 12/31/2019
Orion Portfolio Solutions LLC227$15 12/31/2019
     MXI227$15 12/31/2019
Affiance Financial LLC203$14 12/31/2019
     MXI203$14 12/31/2019
EPG Wealth Management LLC175$12 12/31/2019
     MXI175$12 12/31/2019
RPG Investment Advisory LLC160$11 12/31/2019
     MXI160$11 12/31/2019
TD Capital Management LLC122$8 12/31/2019
     MXI122$8 12/31/2019
First Command Bank112$8 12/31/2019
     MXI112$8 12/31/2019
First Command Financial Services Inc.112$8 12/31/2019
     MXI112$8 12/31/2019
Tsfg LLC99$7 12/31/2019
     MXI99$7 12/31/2019
CWM LLC93$6 12/31/2019
     MXI93$6 12/31/2019
SYM FINANCIAL Corp76$5 12/31/2019
     MXI76$5 12/31/2019
Capital Investment Advisory Services LLC54$4 12/31/2019
     MXI54$4 12/31/2019
TI Trust Inc.44$3 12/31/2019
     MXI44$3 12/31/2019
Cabana LLC24$2 12/31/2019
     MXI24$2 12/31/2019
Proequities Inc.0$0 12/31/2019
     MXI0$0 12/31/2019
Harbor Investment Advisory LLC2$0 12/31/2019
     MXI2$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     MXI0$0 12/31/2019
Joseph P. Lucia & Associates LLC0$0 12/31/2019
     MXI0$0 12/31/2019

See Summary: Institutional Holders of MXI
See Details: Top 10 Hedge Funds Holding MXI
Also See: MXI Holdings Changes

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