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Funds Holding XBIL

On this page, we present all of the funds holding XBIL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XBIL, with a link to that fund's top holdings. The next columns indicate the amount of XBIL stock held by each of the funds holding XBIL, followed by the XBIL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 63 funds holding XBIL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding XBIL), click the fund name in the "Holder" column of the funds-holding-XBIL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC962,515$48,097 12/31/2023
     XBIL962,515$48,097 12/31/2023
Acorn Financial Advisory Services Inc. ADV734,947$36,725 12/31/2023
     XBIL734,947$36,725 12/31/2023
Stifel Financial Corp708,864$35,422 12/31/2023
     XBIL708,864$35,422 12/31/2023
Wealthquest Corp544,466$27,207 12/31/2023
     XBIL544,466$27,207 12/31/2023
Foundations Investment Advisors LLC274,552$13,717 12/31/2023
     XBIL274,552$13,717 12/31/2023
Private Advisor Group LLC204,625$10,225 12/31/2023
     XBIL204,625$10,225 12/31/2023
Commonwealth Equity Services LLC184,843$9,237 12/31/2023
     XBIL184,843$9,237 12/31/2023
David Kennon Inc165,177$8,254 12/31/2023
     XBIL165,177$8,254 12/31/2023
UBS Group AG158,069$7,899 12/31/2023
     XBIL158,069$7,899 12/31/2023
Janney Montgomery Scott LLC148,131$7,402 12/31/2023
     XBIL148,131$7,402 12/31/2023
MML Investors Services LLC144,914$7,241 12/31/2023
     XBIL144,914$7,241 12/31/2023
Inspire Advisors LLC123,117$6,152 12/31/2023
     XBIL123,117$6,152 12/31/2023
Denver Wealth Management Inc.108,812$5,453 03/31/2024
     XBIL108,812$5,453 03/31/2024
Milestone Asset Management LLC103,801$5,201 03/31/2024
     XBIL103,801$5,201 03/31/2024
Benjamin F. Edwards & Company Inc.103,283$5,161 12/31/2023
     XBIL103,283$5,161 12/31/2023
Lido Advisors LLC68,339$3,415 12/31/2023
     XBIL68,339$3,415 12/31/2023
Rockefeller Capital Management L.P.63,669$3,182 12/31/2023
     XBIL63,669$3,182 12/31/2023
Stratos Wealth Advisors LLC61,842$3,099 03/31/2024
     XBIL61,842$3,099 03/31/2024
Stratos Wealth Partners LTD.55,565$2,784 03/31/2024
     XBIL55,565$2,784 03/31/2024
Equitable Holdings Inc.44,821$2,240 12/31/2023
     XBIL44,821$2,240 12/31/2023
Pitcairn Co.40,395$2,019 12/31/2023
     XBIL40,395$2,019 12/31/2023
Kraft Davis & Associates LLC39,402$1,975 12/31/2023
     XBIL39,402$1,975 12/31/2023
International Assets Investment Management LLC37,485$1,871 03/31/2024
     XBIL37,485$1,871 03/31/2024
Flow Traders U.S. LLC37,157$1,857 12/31/2023
     XBIL37,157$1,857 12/31/2023
Prospera Financial Services Inc32,500$1,624 12/31/2023
     XBIL32,500$1,624 12/31/2023
Truist Financial Corp28,701$1,434 12/31/2023
     XBIL28,701$1,434 12/31/2023
First Heartland Consultants Inc.26,554$1,327 12/31/2023
     XBIL26,554$1,327 12/31/2023
Cetera Advisor Networks LLC26,390$1,319 12/31/2023
     XBIL26,390$1,319 12/31/2023
Spinnaker Investment Group LLC19,556$980 03/31/2024
     XBIL19,556$980 03/31/2024
Manchester Financial Inc.18,407$922 03/31/2024
     XBIL18,407$922 03/31/2024
IHT Wealth Management LLC18,336$916 12/31/2023
     XBIL18,336$916 12/31/2023
Bank of New York Mellon Corp15,795$791 03/31/2024
     XBIL15,795$791 03/31/2024
Revolve Wealth Partners LLC14,452$724 03/31/2024
     XBIL14,452$724 03/31/2024
Eldridge Investment Advisors Inc.13,057$652 12/31/2023
     XBIL13,057$652 12/31/2023
Wealth Enhancement Advisory Services LLC12,825$643 03/31/2024
     XBIL12,825$643 03/31/2024
Semmax Financial Advisors Inc.12,378$619 12/31/2023
     XBIL12,378$619 12/31/2023
Ritholtz Wealth Management11,662$584 03/31/2024
     XBIL11,662$584 03/31/2024
Wealthcare Advisory Partners LLC10,772$540 03/31/2024
     XBIL10,772$540 03/31/2024
AE Wealth Management LLC10,677$535 12/31/2023
     XBIL10,677$535 12/31/2023
BlackDiamond Wealth Management Inc.10,360$518 12/31/2023
     XBIL10,360$518 12/31/2023
Ausdal Financial Partners Inc.10,257$514 03/31/2024
     XBIL10,257$514 03/31/2024
B & T Capital Management DBA Alpha Capital Management10,085$505 03/31/2024
     XBIL10,085$505 03/31/2024
Napa Wealth Management10,084$504 12/31/2023
     XBIL10,084$504 12/31/2023
Avantax Advisory Services Inc.10,068$503 12/31/2023
     XBIL10,068$503 12/31/2023
Envestnet Asset Management Inc.9,448$472 12/31/2023
     XBIL9,448$472 12/31/2023
Cetera Advisors LLC8,400$420 12/31/2023
     XBIL8,400$420 12/31/2023
Alpha Financial Partners LLC5,159$258 12/31/2023
     XBIL5,159$258 12/31/2023
Walkner Condon Financial Advisors LLC5,028$252 03/31/2024
     XBIL5,028$252 03/31/2024
Thomasville National Bank5,000$251 03/31/2024
     XBIL5,000$251 03/31/2024
Prime Capital Investment Advisors LLC5,000$250 12/31/2023
     XBIL5,000$250 12/31/2023
BCJ Capital Management LLC5,000$250 12/31/2023
     XBIL5,000$250 12/31/2023
Benchmark Investment Advisors LLC5,000$250 12/31/2023
     XBIL5,000$250 12/31/2023
Wells Fargo & Company MN4,989$249 12/31/2023
     XBIL4,989$249 12/31/2023
Private Trust Co. NA4,905$246 03/31/2024
     XBIL4,905$246 03/31/2024
Atticus Wealth Management LLC4,915$246 03/31/2024
     XBIL4,915$246 03/31/2024
D.A. Davidson & CO.4,450$222 12/31/2023
     XBIL4,450$222 12/31/2023
Perigon Wealth Management LLC4,250$212 12/31/2023
     XBIL4,250$212 12/31/2023
Verus Financial Partners Inc.4,100$206 12/31/2023
     XBIL4,100$206 12/31/2023
Trivant Custom Portfolio Group LLC502$25 03/31/2024
     XBIL502$25 03/31/2024
Newbridge Financial Services Group Inc.200$10 03/31/2024
     XBIL200$10 03/31/2024
Penserra Capital Management LLC148$7 12/31/2023
     XBIL148$7 12/31/2023
AlphaMark Advisors LLC100$5 03/31/2024
     XBIL100$5 03/31/2024
Proequities Inc.0$0 12/31/2023
     XBIL0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     XBIL1$0 12/31/2023

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

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