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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
3EDGE Asset Management LP | 3,893,320 | $195,445 | 12/31/2023 |
XHLF | 3,893,320 | $195,445 | 12/31/2023 |
a16z Perennial Management L.P. | 2,146,518 | $107,755 | 12/31/2023 |
XHLF | 2,146,518 | $107,755 | 12/31/2023 |
Tanager Wealth Management LLP | 1,760,360 | $88,775 | 12/31/2023 |
XHLF | 1,760,360 | $88,775 | 12/31/2023 |
AE Wealth Management LLC | 1,516,146 | $76,323 | 12/31/2023 |
XHLF | 1,516,146 | $76,323 | 12/31/2023 |
Pineridge Advisors LLC | 1,489,337 | $74,765 | 12/31/2023 |
XHLF | 1,489,337 | $74,765 | 12/31/2023 |
Cetera Advisor Networks LLC | 1,452,324 | $72,907 | 12/31/2023 |
XHLF | 1,452,324 | $72,907 | 12/31/2023 |
Townsquare Capital LLC | 737,447 | $37,020 | 12/31/2023 |
XHLF | 737,447 | $37,020 | 12/31/2023 |
Aptus Capital Advisors LLC | 720,753 | $36,182 | 12/31/2023 |
XHLF | 720,753 | $36,182 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 718,900 | $36,089 | 12/31/2023 |
XHLF | 718,900 | $36,089 | 12/31/2023 |
Municipal Employees Retirement System of Michigan | 438,334 | $22,053 | 03/31/2024 |
XHLF | 438,334 | $22,053 | 03/31/2024 |
Orion Portfolio Solutions LLC | 413,688 | $20,775 | 12/31/2023 |
XHLF | 413,688 | $20,775 | 12/31/2023 |
CWM LLC | 409,875 | $20,621 | 03/31/2024 |
XHLF | 409,875 | $20,621 | 03/31/2024 |
Strait & Sound Wealth Management LLC | 347,670 | $17,477 | 12/31/2023 |
XHLF | 347,670 | $17,477 | 12/31/2023 |
Thrivent Financial for Lutherans | 334,803 | $16,807 | 12/31/2023 |
XHLF | 334,803 | $16,807 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 277,047 | $13,938 | 03/31/2024 |
XHLF | 277,047 | $13,938 | 03/31/2024 |
Relative Value Partners Group LLC | 158,714 | $7,967 | 12/31/2023 |
XHLF | 158,714 | $7,967 | 12/31/2023 |
Portside Wealth Group LLC | 149,565 | $7,525 | 03/31/2024 |
XHLF | 149,565 | $7,525 | 03/31/2024 |
Cerity Partners LLC | 142,298 | $7,143 | 12/31/2023 |
XHLF | 142,298 | $7,143 | 12/31/2023 |
Avantax Advisory Services Inc. | 129,455 | $6,499 | 12/31/2023 |
XHLF | 129,455 | $6,499 | 12/31/2023 |
Blume Capital Management Inc. | 119,770 | $6,012 | 12/31/2023 |
XHLF | 119,770 | $6,012 | 12/31/2023 |
Stadion Money Management LLC | 101,380 | $5,089 | 12/31/2023 |
XHLF | 101,380 | $5,089 | 12/31/2023 |
Commonwealth Equity Services LLC | 99,255 | $4,983 | 12/31/2023 |
XHLF | 99,255 | $4,983 | 12/31/2023 |
Pasadena Private Wealth LLC | 98,527 | $4,957 | 03/31/2024 |
XHLF | 98,527 | $4,957 | 03/31/2024 |
EisnerAmper Wealth Management Corporate Benefits LLC | 84,060 | $4,220 | 12/31/2023 |
XHLF | 84,060 | $4,220 | 12/31/2023 |
Hobbs Group Advisors LLC | 73,115 | $3,670 | 12/31/2023 |
XHLF | 73,115 | $3,670 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 70,843 | $3,564 | 03/31/2024 |
XHLF | 70,843 | $3,564 | 03/31/2024 |
Alliance Wealth Advisors LLC UT | 60,031 | $3,014 | 12/31/2023 |
XHLF | 60,031 | $3,014 | 12/31/2023 |
Strategic Blueprint LLC | 57,842 | $2,910 | 03/31/2024 |
XHLF | 57,842 | $2,910 | 03/31/2024 |
Sigma Planning Corp | 54,456 | $2,734 | 12/31/2023 |
XHLF | 54,456 | $2,734 | 12/31/2023 |
Knowledge Leaders Capital LLC | 49,832 | $2,502 | 12/31/2023 |
XHLF | 49,832 | $2,502 | 12/31/2023 |
Wallace Advisory Group LLC | 49,126 | $2,466 | 03/31/2024 |
XHLF | 49,126 | $2,466 | 03/31/2024 |
BlackDiamond Wealth Management Inc. | 42,222 | $2,118 | 12/31/2023 |
XHLF | 42,222 | $2,118 | 12/31/2023 |
WESPAC Advisors SoCal LLC | 41,409 | $2,083 | 03/31/2024 |
XHLF | 41,409 | $2,083 | 03/31/2024 |
Arete Wealth Advisors LLC | 39,816 | $1,999 | 12/31/2023 |
XHLF | 39,816 | $1,999 | 12/31/2023 |
Exchange Capital Management Inc. | 39,500 | $1,987 | 03/31/2024 |
XHLF | 39,500 | $1,987 | 03/31/2024 |
Shore Point Advisors LLC | 39,477 | $1,982 | 12/31/2023 |
XHLF | 39,477 | $1,982 | 12/31/2023 |
Bank of America Corp DE | 38,914 | $1,953 | 12/31/2023 |
XHLF | 38,914 | $1,953 | 12/31/2023 |
Financial Network Wealth Advisors LLC | 38,890 | $1,952 | 12/31/2023 |
XHLF | 38,890 | $1,952 | 12/31/2023 |
Baker Tilly Financial LLC | 36,647 | $1,840 | 12/31/2023 |
XHLF | 36,647 | $1,840 | 12/31/2023 |
FirstPurpose Wealth LLC | 35,474 | $1,778 | 03/31/2024 |
XHLF | 35,474 | $1,778 | 03/31/2024 |
Adviser Investments LLC | 28,922 | $1,452 | 12/31/2023 |
XHLF | 28,922 | $1,452 | 12/31/2023 |
Envestnet Asset Management Inc. | 28,775 | $1,445 | 12/31/2023 |
XHLF | 28,775 | $1,445 | 12/31/2023 |
Jane Street Group LLC | 26,810 | $1,346 | 12/31/2023 |
XHLF | 26,810 | $1,346 | 12/31/2023 |
Bank of Montreal Can | 24,754 | $1,246 | 12/31/2023 |
XHLF | 24,754 | $1,246 | 12/31/2023 |
Royal Bank of Canada | 23,679 | $1,189 | 12/31/2023 |
XHLF | 23,679 | $1,189 | 12/31/2023 |
MML Investors Services LLC | 23,064 | $1,158 | 12/31/2023 |
XHLF | 23,064 | $1,158 | 12/31/2023 |
National Asset Management Inc. | 22,866 | $1,153 | 12/31/2023 |
XHLF | 22,866 | $1,153 | 12/31/2023 |
WT Wealth Management | 19,479 | $978 | 12/31/2023 |
XHLF | 19,479 | $978 | 12/31/2023 |
Warren Street Wealth Advisors LLC | 19,182 | $963 | 12/31/2023 |
XHLF | 19,182 | $963 | 12/31/2023 |
Dfpg Investments LLC | 18,675 | $937 | 12/31/2023 |
XHLF | 18,675 | $937 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 18,650 | $936 | 12/31/2023 |
XHLF | 18,650 | $936 | 12/31/2023 |
Connectus Wealth LLC | 17,067 | $861 | 12/31/2023 |
XHLF | 17,067 | $861 | 12/31/2023 |
HighTower Advisors LLC | 11,538 | $575 | 12/31/2023 |
XHLF | 11,538 | $575 | 12/31/2023 |
Sowell Financial Services LLC | 10,855 | $547 | 12/31/2023 |
XHLF | 10,855 | $547 | 12/31/2023 |
OLD Mission Capital LLC | 10,719 | $538 | 12/31/2023 |
XHLF | 10,719 | $538 | 12/31/2023 |
Mather Group LLC. | 10,672 | $536 | 03/31/2024 |
XHLF | 10,672 | $536 | 03/31/2024 |
Total Clarity Wealth Management Inc. | 10,016 | $504 | 03/31/2024 |
XHLF | 10,016 | $504 | 03/31/2024 |
Financial Guidance Group Inc. | 9,700 | $487 | 12/31/2023 |
XHLF | 9,700 | $487 | 12/31/2023 |
WealthPLAN Partners LLC | 9,137 | $459 | 12/31/2023 |
XHLF | 9,137 | $459 | 12/31/2023 |
Argus Investors Counsel Inc. | 8,852 | $445 | 03/31/2024 |
XHLF | 8,852 | $445 | 03/31/2024 |
Acorn Financial Advisory Services Inc. ADV | 8,053 | $404 | 12/31/2023 |
XHLF | 8,053 | $404 | 12/31/2023 |
Susquehanna International Group LLP | 7,430 | $373 | 12/31/2023 |
XHLF | 7,430 | $373 | 12/31/2023 |
Running Point Capital Advisors LLC | 7,051 | $354 | 12/31/2023 |
XHLF | 7,051 | $354 | 12/31/2023 |
Matrix Trust Co | 6,093 | $306 | 12/31/2023 |
XHLF | 6,093 | $306 | 12/31/2023 |
Trademark Financial Management LLC | 5,680 | $285 | 12/31/2023 |
XHLF | 5,680 | $285 | 12/31/2023 |
Belpointe Asset Management LLC | 5,532 | $278 | 12/31/2023 |
XHLF | 5,532 | $278 | 12/31/2023 |
Citadel Advisors LLC | 5,362 | $269 | 12/31/2023 |
XHLF | 5,362 | $269 | 12/31/2023 |
Regimen Wealth LLC | 5,289 | $266 | 12/31/2023 |
XHLF | 5,289 | $266 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 4,917 | $247 | 12/31/2023 |
XHLF | 4,917 | $247 | 12/31/2023 |
Fortitude Family Office LLC | 4,535 | $228 | 03/31/2024 |
XHLF | 4,535 | $228 | 03/31/2024 |
Continuum Advisory LLC | 4,317 | $217 | 12/31/2023 |
XHLF | 4,317 | $217 | 12/31/2023 |
Global Retirement Partners LLC | 4,183 | $210 | 03/31/2024 |
XHLF | 4,183 | $210 | 03/31/2024 |
Middleton & Co Inc MA | 4,000 | $201 | 12/31/2023 |
XHLF | 4,000 | $201 | 12/31/2023 |
Astoria Portfolio Advisors LLC. | 3,993 | $200 | 03/31/2024 |
XHLF | 3,993 | $200 | 03/31/2024 |
Salem Investment Counselors Inc. | 2,500 | $126 | 03/31/2024 |
XHLF | 2,500 | $126 | 03/31/2024 |
UBS Group AG | 1,068 | $54 | 12/31/2023 |
XHLF | 1,068 | $54 | 12/31/2023 |
Proequities Inc. | 700 | $35 | 12/31/2023 |
XHLF | 700 | $35 | 12/31/2023 |
Archer Investment Corp | 698 | $35 | 12/31/2023 |
XHLF | 698 | $35 | 12/31/2023 |
FMR LLC | 269 | $14 | 12/31/2023 |
XHLF | 269 | $14 | 12/31/2023 |
Semmax Financial Advisors Inc. | 244 | $12 | 12/31/2023 |
XHLF | 244 | $12 | 12/31/2023 |
Penserra Capital Management LLC | 147 | $7 | 12/31/2023 |
XHLF | 147 | $7 | 12/31/2023 |
Harbour Investments Inc. | 62 | $3 | 12/31/2023 |
XHLF | 62 | $3 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 53 | $3 | 12/31/2023 |
XHLF | 53 | $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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