HoldingsChannel.com
Funds Holding XJH

On this page, we present all of the funds holding XJH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XJH, with a link to that fund's top holdings. The next columns indicate the amount of XJH stock held by each of the funds holding XJH, followed by the XJH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 93 funds holding XJH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James & Associates. For more details on the positions held by Raymond James & Associates (or by any of the other funds holding XJH), click the fund name in the "Holder" column of the funds-holding-XJH table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James & Associates309,693$11,683 12/31/2023
     XJH309,693$11,683 12/31/2023
Bailard Inc.195,419$7,372 12/31/2023
     XJH195,419$7,372 12/31/2023
Shira Ridge Wealth Management127,704$5,246 03/31/2024
     XJH127,704$5,246 03/31/2024
Eastern Bank129,945$4,902 12/31/2023
     XJH129,945$4,902 12/31/2023
Franklin Resources Inc.80,334$3,031 12/31/2023
     XJH80,334$3,031 12/31/2023
Mariner LLC70,996$2,678 12/31/2023
     XJH70,996$2,678 12/31/2023
Raymond James Financial Services Advisors Inc.58,738$2,216 12/31/2023
     XJH58,738$2,216 12/31/2023
Commonwealth Equity Services LLC55,077$2,078 12/31/2023
     XJH55,077$2,078 12/31/2023
Wrapmanager Inc.52,519$1,981 12/31/2023
     XJH52,519$1,981 12/31/2023
RVW Wealth LLC48,021$1,973 03/31/2024
     XJH48,021$1,973 03/31/2024
JNBA Financial Advisors51,334$1,937 12/31/2023
     XJH51,334$1,937 12/31/2023
LPL Financial LLC45,227$1,706 12/31/2023
     XJH45,227$1,706 12/31/2023
Dohj LLC41,258$1,695 03/31/2024
     XJH41,258$1,695 03/31/2024
Bank of America Corp DE43,837$1,654 12/31/2023
     XJH43,837$1,654 12/31/2023
Cary Street Partners Investment Advisory LLC43,103$1,626 12/31/2023
     XJH43,103$1,626 12/31/2023
Advisor Group Holdings Inc.41,490$1,565 12/31/2023
     XJH41,490$1,565 12/31/2023
Citadel Advisors LLC40,535$1,529 12/31/2023
     XJH40,535$1,529 12/31/2023
Advisory Services Network LLC40,067$1,512 12/31/2023
     XJH40,067$1,512 12/31/2023
HighTower Advisors LLC33,408$1,262 12/31/2023
     XJH33,408$1,262 12/31/2023
Gould Asset Management LLC CA31,910$1,204 12/31/2023
     XJH31,910$1,204 12/31/2023
Biltmore Family Office LLC31,248$1,179 12/31/2023
     XJH31,248$1,179 12/31/2023
Goldman Sachs Group Inc.30,818$1,163 12/31/2023
     XJH30,818$1,163 12/31/2023
Baystate Wealth Management LLC28,933$1,092 12/31/2023
     XJH28,933$1,092 12/31/2023
Cambridge Investment Research Advisors Inc.27,899$1,052 12/31/2023
     XJH27,899$1,052 12/31/2023
Envestnet Asset Management Inc.22,952$866 12/31/2023
     XJH22,952$866 12/31/2023
Balanced Rock Investment Advisor22,375$844 12/31/2023
     XJH22,375$844 12/31/2023
Coldstream Capital Management Inc.21,887$826 12/31/2023
     XJH21,887$826 12/31/2023
Affiance Financial LLC19,795$813 03/31/2024
     XJH19,795$813 03/31/2024
Fortis Capital Management LLC21,043$794 12/31/2023
     XJH21,043$794 12/31/2023
Sage Financial Group Inc.20,832$786 12/31/2023
     XJH20,832$786 12/31/2023
Whittier Trust Co.20,167$761 12/31/2023
     XJH20,167$761 12/31/2023
Colony Group LLC20,071$757 12/31/2023
     XJH20,071$757 12/31/2023
Congress Wealth Management LLC DE 17,849$733 03/31/2024
     XJH17,849$733 03/31/2024
Cetera Advisors LLC19,127$722 12/31/2023
     XJH19,127$722 12/31/2023
Opes Wealth Management LLC18,130$684 12/31/2023
     XJH18,130$684 12/31/2023
McKinley Carter Wealth Services Inc.16,823$635 12/31/2023
     XJH16,823$635 12/31/2023
Atlantic Private Wealth LLC16,389$618 12/31/2023
     XJH16,389$618 12/31/2023
D.A. Davidson & CO.15,966$602 12/31/2023
     XJH15,966$602 12/31/2023
One Capital Management LLC14,849$560 12/31/2023
     XJH14,849$560 12/31/2023
Better Money Decisions LLC14,698$554 12/31/2023
     XJH14,698$554 12/31/2023
Optas LLC12,351$507 03/31/2024
     XJH12,351$507 03/31/2024
Stratos Wealth Partners LTD.11,817$485 03/31/2024
     XJH11,817$485 03/31/2024
First United Bank Trust12,665$478 12/31/2023
     XJH12,665$478 12/31/2023
Hilltop Wealth Advisors LLC11,466$471 03/31/2024
     XJH11,466$471 03/31/2024
Captrust Financial Advisors12,069$455 12/31/2023
     XJH12,069$455 12/31/2023
Topel & Distasi Wealth Management LLC11,546$436 12/31/2023
     XJH11,546$436 12/31/2023
Royal Bank of Canada11,364$429 12/31/2023
     XJH11,364$429 12/31/2023
Mercer Global Advisors Inc. ADV10,988$415 12/31/2023
     XJH10,988$415 12/31/2023
Mascoma Wealth Management LLC10,420$393 12/31/2023
     XJH10,420$393 12/31/2023
Creative Planning10,321$389 12/31/2023
     XJH10,321$389 12/31/2023
Wealth Enhancement Advisory Services LLC8,651$355 03/31/2024
     XJH8,651$355 03/31/2024
Regatta Capital Group LLC9,188$347 12/31/2023
     XJH9,188$347 12/31/2023
Armbruster Capital Management Inc.8,525$322 12/31/2023
     XJH8,525$322 12/31/2023
Baird Financial Group Inc.8,471$320 12/31/2023
     XJH8,471$320 12/31/2023
Napatree Capital LLC8,374$316 12/31/2023
     XJH8,374$316 12/31/2023
Sound View Wealth Advisors Group LLC7,813$295 12/31/2023
     XJH7,813$295 12/31/2023
Truist Financial Corp7,714$291 12/31/2023
     XJH7,714$291 12/31/2023
Tarbox Family Office Inc.6,562$270 03/31/2024
     XJH6,562$270 03/31/2024
MML Investors Services LLC6,751$255 12/31/2023
     XJH6,751$255 12/31/2023
Pathway Financial Advisors LLC6,038$248 03/31/2024
     XJH6,038$248 03/31/2024
MAI Capital Management6,125$231 12/31/2023
     XJH6,125$231 12/31/2023
DAVENPORT & Co LLC5,929$224 12/31/2023
     XJH5,929$224 12/31/2023
Cetera Investment Advisers5,914$223 12/31/2023
     XJH5,914$223 12/31/2023
Alesco Advisors LLC5,675$214 12/31/2023
     XJH5,675$214 12/31/2023
Financial Council Asset Management Inc5,596$211 12/31/2023
     XJH5,596$211 12/31/2023
Chicago Partners Investment Group LLC5,493$204 12/31/2023
     XJH5,493$204 12/31/2023
Armor Investment Advisors LLC3,698$140 12/31/2023
     XJH3,698$140 12/31/2023
Stephens Consulting LLC2,810$115 03/31/2024
     XJH2,810$115 03/31/2024
Voisard Asset Management Group Inc.2,523$104 03/31/2024
     XJH2,523$104 03/31/2024
JPMorgan Chase & Co.2,633$99 12/31/2023
     XJH2,633$99 12/31/2023
Harbour Investments Inc.2,200$83 12/31/2023
     XJH2,200$83 12/31/2023
US Bancorp DE1,826$69 12/31/2023
     XJH1,826$69 12/31/2023
Deutsche Bank AG1,725$65 12/31/2023
     XJH1,725$65 12/31/2023
Smartleaf Asset Management LLC1,436$55 12/31/2023
     XJH1,436$55 12/31/2023
Armstrong Advisory Group Inc.1,304$49 03/31/2024
     XJH1,304$49 03/31/2024
CWM LLC1,066$44 03/31/2024
     XJH1,066$44 03/31/2024
Global Retirement Partners LLC1,192$44 12/31/2023
     XJH1,192$44 12/31/2023
Smithfield Trust Co.1,112$42 12/31/2023
     XJH1,112$42 12/31/2023
McIlrath & Eck LLC1,083$41 12/31/2023
     XJH1,083$41 12/31/2023
Wells Financial Advisors INC965$36 12/31/2023
     XJH965$36 12/31/2023
Bartlett & Co. LLC850$32 12/31/2023
     XJH850$32 12/31/2023
Bartlett & CO. Wealth Management LLC850$32 12/31/2023
     XJH850$32 12/31/2023
Caldwell Sutter Capital Inc.720$30 03/31/2024
     XJH720$30 03/31/2024
Steward Partners Investment Advisory LLC782$30 12/31/2023
     XJH782$30 12/31/2023
Whittier Trust Co. of Nevada Inc.710$27 12/31/2023
     XJH710$27 12/31/2023
GHP Investment Advisors Inc.666$25 12/31/2023
     XJH666$25 12/31/2023
Woodmont Investment Counsel LLC464$19 03/31/2024
     XJH464$19 03/31/2024
Larson Financial Group LLC386$15 12/31/2023
     XJH386$15 12/31/2023
Benjamin F. Edwards & Company Inc.258$10 12/31/2023
     XJH258$10 12/31/2023
Pin Oak Investment Advisors Inc.94$4 12/31/2023
     XJH94$4 12/31/2023
Principal Securities Inc.51$2 12/31/2023
     XJH51$2 12/31/2023
Spire Wealth Management60$2 12/31/2023
     XJH60$2 12/31/2023
FMR LLC1$0 12/31/2023
     XJH1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     XJH0$0 12/31/2023

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

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