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Funds Holding XHLF

On this page, we present all of the funds holding XHLF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XHLF, with a link to that fund's top holdings. The next columns indicate the amount of XHLF stock held by each of the funds holding XHLF, followed by the XHLF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 82 funds holding XHLF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by 3EDGE Asset Management LP. For more details on the positions held by 3EDGE Asset Management LP (or by any of the other funds holding XHLF), click the fund name in the "Holder" column of the funds-holding-XHLF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
3EDGE Asset Management LP3,893,320$195,445 12/31/2023
     XHLF3,893,320$195,445 12/31/2023
a16z Perennial Management L.P.2,146,518$107,755 12/31/2023
     XHLF2,146,518$107,755 12/31/2023
Tanager Wealth Management LLP1,760,360$88,775 12/31/2023
     XHLF1,760,360$88,775 12/31/2023
AE Wealth Management LLC1,516,146$76,323 12/31/2023
     XHLF1,516,146$76,323 12/31/2023
Pineridge Advisors LLC1,489,337$74,765 12/31/2023
     XHLF1,489,337$74,765 12/31/2023
Cetera Advisor Networks LLC1,452,324$72,907 12/31/2023
     XHLF1,452,324$72,907 12/31/2023
Townsquare Capital LLC737,447$37,020 12/31/2023
     XHLF737,447$37,020 12/31/2023
Aptus Capital Advisors LLC720,753$36,182 12/31/2023
     XHLF720,753$36,182 12/31/2023
Guardian Wealth Advisors LLC NC718,900$36,089 12/31/2023
     XHLF718,900$36,089 12/31/2023
Municipal Employees Retirement System of Michigan438,334$22,053 03/31/2024
     XHLF438,334$22,053 03/31/2024
Orion Portfolio Solutions LLC413,688$20,775 12/31/2023
     XHLF413,688$20,775 12/31/2023
CWM LLC409,875$20,621 03/31/2024
     XHLF409,875$20,621 03/31/2024
Strait & Sound Wealth Management LLC347,670$17,477 12/31/2023
     XHLF347,670$17,477 12/31/2023
Thrivent Financial for Lutherans334,803$16,807 12/31/2023
     XHLF334,803$16,807 12/31/2023
Cambridge Investment Research Advisors Inc.277,047$13,938 03/31/2024
     XHLF277,047$13,938 03/31/2024
Relative Value Partners Group LLC158,714$7,967 12/31/2023
     XHLF158,714$7,967 12/31/2023
Portside Wealth Group LLC149,565$7,525 03/31/2024
     XHLF149,565$7,525 03/31/2024
Cerity Partners LLC142,298$7,143 12/31/2023
     XHLF142,298$7,143 12/31/2023
Avantax Advisory Services Inc.129,455$6,499 12/31/2023
     XHLF129,455$6,499 12/31/2023
Blume Capital Management Inc.119,770$6,012 12/31/2023
     XHLF119,770$6,012 12/31/2023
Stadion Money Management LLC101,380$5,089 12/31/2023
     XHLF101,380$5,089 12/31/2023
Commonwealth Equity Services LLC99,255$4,983 12/31/2023
     XHLF99,255$4,983 12/31/2023
Pasadena Private Wealth LLC98,527$4,957 03/31/2024
     XHLF98,527$4,957 03/31/2024
EisnerAmper Wealth Management Corporate Benefits LLC84,060$4,220 12/31/2023
     XHLF84,060$4,220 12/31/2023
Hobbs Group Advisors LLC73,115$3,670 12/31/2023
     XHLF73,115$3,670 12/31/2023
Wealth Enhancement Advisory Services LLC70,843$3,564 03/31/2024
     XHLF70,843$3,564 03/31/2024
Alliance Wealth Advisors LLC UT60,031$3,014 12/31/2023
     XHLF60,031$3,014 12/31/2023
Strategic Blueprint LLC57,842$2,910 03/31/2024
     XHLF57,842$2,910 03/31/2024
Sigma Planning Corp54,456$2,734 12/31/2023
     XHLF54,456$2,734 12/31/2023
Knowledge Leaders Capital LLC49,832$2,502 12/31/2023
     XHLF49,832$2,502 12/31/2023
Wallace Advisory Group LLC49,126$2,466 03/31/2024
     XHLF49,126$2,466 03/31/2024
BlackDiamond Wealth Management Inc.42,222$2,118 12/31/2023
     XHLF42,222$2,118 12/31/2023
WESPAC Advisors SoCal LLC41,409$2,083 03/31/2024
     XHLF41,409$2,083 03/31/2024
Arete Wealth Advisors LLC39,816$1,999 12/31/2023
     XHLF39,816$1,999 12/31/2023
Exchange Capital Management Inc.39,500$1,987 03/31/2024
     XHLF39,500$1,987 03/31/2024
Shore Point Advisors LLC39,477$1,982 12/31/2023
     XHLF39,477$1,982 12/31/2023
Bank of America Corp DE38,914$1,953 12/31/2023
     XHLF38,914$1,953 12/31/2023
Financial Network Wealth Advisors LLC38,890$1,952 12/31/2023
     XHLF38,890$1,952 12/31/2023
Baker Tilly Financial LLC36,647$1,840 12/31/2023
     XHLF36,647$1,840 12/31/2023
FirstPurpose Wealth LLC35,474$1,778 03/31/2024
     XHLF35,474$1,778 03/31/2024
Adviser Investments LLC28,922$1,452 12/31/2023
     XHLF28,922$1,452 12/31/2023
Envestnet Asset Management Inc.28,775$1,445 12/31/2023
     XHLF28,775$1,445 12/31/2023
Jane Street Group LLC26,810$1,346 12/31/2023
     XHLF26,810$1,346 12/31/2023
Bank of Montreal Can24,754$1,246 12/31/2023
     XHLF24,754$1,246 12/31/2023
Royal Bank of Canada23,679$1,189 12/31/2023
     XHLF23,679$1,189 12/31/2023
MML Investors Services LLC23,064$1,158 12/31/2023
     XHLF23,064$1,158 12/31/2023
National Asset Management Inc.22,866$1,153 12/31/2023
     XHLF22,866$1,153 12/31/2023
WT Wealth Management19,479$978 12/31/2023
     XHLF19,479$978 12/31/2023
Warren Street Wealth Advisors LLC19,182$963 12/31/2023
     XHLF19,182$963 12/31/2023
Dfpg Investments LLC18,675$937 12/31/2023
     XHLF18,675$937 12/31/2023
Mercer Global Advisors Inc. ADV18,650$936 12/31/2023
     XHLF18,650$936 12/31/2023
Connectus Wealth LLC17,067$861 12/31/2023
     XHLF17,067$861 12/31/2023
HighTower Advisors LLC11,538$575 12/31/2023
     XHLF11,538$575 12/31/2023
Sowell Financial Services LLC10,855$547 12/31/2023
     XHLF10,855$547 12/31/2023
OLD Mission Capital LLC10,719$538 12/31/2023
     XHLF10,719$538 12/31/2023
Mather Group LLC.10,672$536 03/31/2024
     XHLF10,672$536 03/31/2024
Total Clarity Wealth Management Inc.10,016$504 03/31/2024
     XHLF10,016$504 03/31/2024
Financial Guidance Group Inc.9,700$487 12/31/2023
     XHLF9,700$487 12/31/2023
WealthPLAN Partners LLC9,137$459 12/31/2023
     XHLF9,137$459 12/31/2023
Argus Investors Counsel Inc.8,852$445 03/31/2024
     XHLF8,852$445 03/31/2024
Acorn Financial Advisory Services Inc. ADV8,053$404 12/31/2023
     XHLF8,053$404 12/31/2023
Susquehanna International Group LLP7,430$373 12/31/2023
     XHLF7,430$373 12/31/2023
Running Point Capital Advisors LLC7,051$354 12/31/2023
     XHLF7,051$354 12/31/2023
Matrix Trust Co6,093$306 12/31/2023
     XHLF6,093$306 12/31/2023
Trademark Financial Management LLC5,680$285 12/31/2023
     XHLF5,680$285 12/31/2023
Belpointe Asset Management LLC5,532$278 12/31/2023
     XHLF5,532$278 12/31/2023
Citadel Advisors LLC5,362$269 12/31/2023
     XHLF5,362$269 12/31/2023
Regimen Wealth LLC5,289$266 12/31/2023
     XHLF5,289$266 12/31/2023
SILVER OAK SECURITIES Inc4,917$247 12/31/2023
     XHLF4,917$247 12/31/2023
Fortitude Family Office LLC4,535$228 03/31/2024
     XHLF4,535$228 03/31/2024
Continuum Advisory LLC4,317$217 12/31/2023
     XHLF4,317$217 12/31/2023
Global Retirement Partners LLC4,183$210 03/31/2024
     XHLF4,183$210 03/31/2024
Middleton & Co Inc MA4,000$201 12/31/2023
     XHLF4,000$201 12/31/2023
Astoria Portfolio Advisors LLC.3,993$200 03/31/2024
     XHLF3,993$200 03/31/2024
Salem Investment Counselors Inc.2,500$126 03/31/2024
     XHLF2,500$126 03/31/2024
UBS Group AG1,068$54 12/31/2023
     XHLF1,068$54 12/31/2023
Proequities Inc.700$35 12/31/2023
     XHLF700$35 12/31/2023
Archer Investment Corp698$35 12/31/2023
     XHLF698$35 12/31/2023
FMR LLC269$14 12/31/2023
     XHLF269$14 12/31/2023
Semmax Financial Advisors Inc.244$12 12/31/2023
     XHLF244$12 12/31/2023
Penserra Capital Management LLC147$7 12/31/2023
     XHLF147$7 12/31/2023
Harbour Investments Inc.62$3 12/31/2023
     XHLF62$3 12/31/2023
Oliver Lagore Vanvalin Investment Group53$3 12/31/2023
     XHLF53$3 12/31/2023

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

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