HoldingsChannel.com
Funds Holding XMLV

On this page, we present all of the funds holding XMLV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XMLV, with a link to that fund's top holdings. The next columns indicate the amount of XMLV stock held by each of the funds holding XMLV, followed by the XMLV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 183 funds holding XMLV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by PFS Investments Inc.. For more details on the positions held by PFS Investments Inc. (or by any of the other funds holding XMLV), click the fund name in the "Holder" column of the funds-holding-XMLV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
PFS Investments Inc.1,019,275$52,381 06/30/2022
     XMLV1,019,275$52,381 06/30/2022
Morgan Stanley841,203$43,230 06/30/2022
     XMLV841,203$43,230 06/30/2022
LPL Financial LLC776,455$39,902 06/30/2022
     XMLV776,455$39,902 06/30/2022
Cambridge Investment Research Advisors Inc.600,365$30,853 06/30/2022
     XMLV600,365$30,853 06/30/2022
UBS Group AG569,363$29,259 06/30/2022
     XMLV569,363$29,259 06/30/2022
Commonwealth Equity Services LLC498,766$25,631 06/30/2022
     XMLV498,766$25,631 06/30/2022
Ameriprise Financial Inc.451,955$23,213 06/30/2022
     XMLV451,955$23,213 06/30/2022
Capital Planning Advisors LLC441,379$22,682 06/30/2022
     XMLV441,379$22,682 06/30/2022
Envestnet Asset Management Inc.441,354$22,681 06/30/2022
     XMLV441,354$22,681 06/30/2022
The PNC Financial Services Group Inc.377,507$19,401 06/30/2022
     XMLV377,507$19,401 06/30/2022
Bank of America Corp DE259,487$13,335 06/30/2022
     XMLV259,487$13,335 06/30/2022
Wells Fargo & Company MN258,474$13,283 06/30/2022
     XMLV258,474$13,283 06/30/2022
JFS Wealth Advisors LLC226,581$11,644 06/30/2022
     XMLV226,581$11,644 06/30/2022
Advisor Group Holdings Inc.223,808$11,509 06/30/2022
     XMLV223,808$11,509 06/30/2022
Sanford Advisory Services LLC207,203$10,648 06/30/2022
     XMLV207,203$10,648 06/30/2022
Huntington National Bank179,261$9,212 06/30/2022
     XMLV179,261$9,212 06/30/2022
AdvisorNet Financial Inc165,160$8,488 06/30/2022
     XMLV165,160$8,488 06/30/2022
Northwestern Mutual Wealth Management Co.132,874$6,828 06/30/2022
     XMLV132,874$6,828 06/30/2022
Equitable Holdings Inc.123,421$6,343 06/30/2022
     XMLV123,421$6,343 06/30/2022
Kestra Private Wealth Services LLC111,524$5,731 06/30/2022
     XMLV111,524$5,731 06/30/2022
Well Done LLC110,943$5,701 06/30/2022
     XMLV110,943$5,701 06/30/2022
Baird Financial Group Inc.101,255$5,203 06/30/2022
     XMLV101,255$5,203 06/30/2022
MML Investors Services LLC95,020$4,883 06/30/2022
     XMLV95,020$4,883 06/30/2022
JJJ Advisors Inc.84,025$4,606 06/30/2022
     XMLV84,025$4,606 06/30/2022
Cornerstone Wealth Management LLC88,772$4,562 06/30/2022
     XMLV88,772$4,562 06/30/2022
Raymond James Financial Services Advisors Inc.87,740$4,510 06/30/2022
     XMLV87,740$4,510 06/30/2022
Obsidian Personal Planning Solutions LLC75,183$3,864 06/30/2022
     XMLV75,183$3,864 06/30/2022
Strategic Wealth Advisors Group LLC69,275$3,607 06/30/2022
     XMLV69,275$3,607 06/30/2022
Invesco Ltd.69,769$3,585 06/30/2022
     XMLV69,769$3,585 06/30/2022
Raymond James & Associates68,583$3,524 06/30/2022
     XMLV68,583$3,524 06/30/2022
FineMark National Bank & Trust67,346$3,461 06/30/2022
     XMLV67,346$3,461 06/30/2022
MorganRosel Wealth Management LLC65,139$3,347 06/30/2022
     XMLV65,139$3,347 06/30/2022
Kestra Advisory Services LLC63,850$3,281 06/30/2022
     XMLV63,850$3,281 06/30/2022
IFP Advisors Inc69,283$3,218 06/30/2022
     XMLV69,283$3,218 06/30/2022
Polaris Wealth Advisory Group LLC60,962$3,133 06/30/2022
     XMLV60,962$3,133 06/30/2022
Stifel Financial Corp55,883$2,872 06/30/2022
     XMLV55,883$2,872 06/30/2022
Laidlaw Wealth Management LLC53,520$2,750 06/30/2022
     XMLV53,520$2,750 06/30/2022
Capital Analysts LLC49,102$2,523 06/30/2022
     XMLV49,102$2,523 06/30/2022
Visionary Wealth Advisors48,644$2,500 06/30/2022
     XMLV48,644$2,500 06/30/2022
Liberty One Investment Management LLC46,301$2,476 06/30/2022
     XMLV46,301$2,476 06/30/2022
Private Advisor Group LLC43,099$2,215 06/30/2022
     XMLV43,099$2,215 06/30/2022
Truist Financial Corp42,281$2,173 06/30/2022
     XMLV42,281$2,173 06/30/2022
One Capital Management LLC38,800$1,993 06/30/2022
     XMLV38,800$1,993 06/30/2022
Harbour Investments Inc.38,604$1,984 06/30/2022
     XMLV38,604$1,984 06/30/2022
Cetera Advisor Networks LLC37,355$1,920 06/30/2022
     XMLV37,355$1,920 06/30/2022
Royal Bank of Canada37,110$1,907 06/30/2022
     XMLV37,110$1,907 06/30/2022
Change Path LLC36,096$1,855 06/30/2022
     XMLV36,096$1,855 06/30/2022
Aspire Wealth Management Corp32,229$1,656 06/30/2022
     XMLV32,229$1,656 06/30/2022
G&S Capital LLC31,802$1,634 06/30/2022
     XMLV31,802$1,634 06/30/2022
TrueWealth Advisors LLC31,532$1,620 06/30/2022
     XMLV31,532$1,620 06/30/2022
Spectrum Wealth Advisory Group LLC30,473$1,566 06/30/2022
     XMLV30,473$1,566 06/30/2022
Ameritas Advisory Services LLC28,869$1,484 06/30/2022
     XMLV28,869$1,484 06/30/2022
Rockefeller Capital Management L.P.28,244$1,450 06/30/2022
     XMLV28,244$1,450 06/30/2022
Pacific Sun Financial Corp27,835$1,430 06/30/2022
     XMLV27,835$1,430 06/30/2022
United Capital Financial Advisers LLC26,146$1,344 06/30/2022
     XMLV26,146$1,344 06/30/2022
WT Wealth Management26,028$1,338 06/30/2022
     XMLV26,028$1,338 06/30/2022
Financial Advocates Investment Management24,520$1,260 06/30/2022
     XMLV24,520$1,260 06/30/2022
Moneywise Inc.22,072$1,134 06/30/2022
     XMLV22,072$1,134 06/30/2022
Spire Wealth Management21,546$1,107 06/30/2022
     XMLV21,546$1,107 06/30/2022
True Link Financial Advisors LLC21,418$1,101 06/30/2022
     XMLV21,418$1,101 06/30/2022
ProVise Management Group LLC21,292$1,094 06/30/2022
     XMLV21,292$1,094 06/30/2022
CFS Investment Advisory Services LLC21,125$1,086 06/30/2022
     XMLV21,125$1,086 06/30/2022
Atria Wealth Solutions Inc.20,402$1,048 06/30/2022
     XMLV20,402$1,048 06/30/2022
Monticello Wealth Management LLC19,683$1,012 06/30/2022
     XMLV19,683$1,012 06/30/2022
Pensionmark Financial Group LLC18,343$991 06/30/2022
     XMLV18,343$991 06/30/2022
Mariner LLC19,270$990 06/30/2022
     XMLV19,270$990 06/30/2022
GWM Advisors LLC18,949$974 06/30/2022
     XMLV18,949$974 06/30/2022
Harvest Investment Services LLC18,478$949 06/30/2022
     XMLV18,478$949 06/30/2022
Jane Street Group LLC18,358$943 06/30/2022
     XMLV18,358$943 06/30/2022
Sculati Wealth Management LLC17,789$914 06/30/2022
     XMLV17,789$914 06/30/2022
Harvest Group Wealth Management LLC14,643$794 06/30/2022
     XMLV14,643$794 06/30/2022
Householder Group Estate & Retirement Specialist LLC15,002$771 06/30/2022
     XMLV15,002$771 06/30/2022
ACT Advisors LLC.14,701$756 06/30/2022
     XMLV14,701$756 06/30/2022
IFG Advisory LLC14,651$752 06/30/2022
     XMLV14,651$752 06/30/2022
Cetera Advisors LLC13,217$679 06/30/2022
     XMLV13,217$679 06/30/2022
Sheets Smith Wealth Management12,870$661 06/30/2022
     XMLV12,870$661 06/30/2022
Susquehanna International Group LLP12,733$654 06/30/2022
     XMLV12,733$654 06/30/2022
Win Advisors Inc.12,157$636 06/30/2022
     XMLV12,157$636 06/30/2022
Wealthcare Advisory Partners LLC12,277$631 06/30/2022
     XMLV12,277$631 06/30/2022
Cetera Investment Advisers11,814$607 06/30/2022
     XMLV11,814$607 06/30/2022
Princeton Global Asset Management LLC11,713$602 06/30/2022
     XMLV11,713$602 06/30/2022
Avant Capital LLC11,554$594 06/30/2022
     XMLV11,554$594 06/30/2022
Minot Wealth Management LLC11,550$594 06/30/2022
     XMLV11,550$594 06/30/2022
Belpointe Asset Management LLC11,039$567 06/30/2022
     XMLV11,039$567 06/30/2022
Citigroup Inc.10,802$555 06/30/2022
     XMLV10,802$555 06/30/2022
WBI Investments11,010$555 06/30/2022
     XMLV11,010$555 06/30/2022
Citadel Advisors LLC10,746$552 06/30/2022
     XMLV10,746$552 06/30/2022
Sigma Planning Corp10,327$531 06/30/2022
     XMLV10,327$531 06/30/2022
Flow Traders U.S. LLC9,638$495 06/30/2022
     XMLV9,638$495 06/30/2022
Essex Financial Services Inc.9,510$489 06/30/2022
     XMLV9,510$489 06/30/2022
CWM LLC9,477$487 06/30/2022
     XMLV9,477$487 06/30/2022
Michael B. Yongue9,283$477 06/30/2022
     XMLV9,283$477 06/30/2022
Moody National Bank Trust Division9,022$464 06/30/2022
     XMLV9,022$464 06/30/2022
High Net Worth Advisory Group LLC8,636$444 06/30/2022
     XMLV8,636$444 06/30/2022
IHT Wealth Management LLC8,451$434 06/30/2022
     XMLV8,451$434 06/30/2022
DB Wealth Management Group LLC8,379$431 06/30/2022
     XMLV8,379$431 06/30/2022
Jacobi Capital Management LLC8,185$421 06/30/2022
     XMLV8,185$421 06/30/2022
Goldman Sachs Group Inc.7,806$401 06/30/2022
     XMLV7,806$401 06/30/2022
ERn Financial LLC7,701$396 06/30/2022
     XMLV7,701$396 06/30/2022
StrategIQ Financial Group LLC7,540$387 06/30/2022
     XMLV7,540$387 06/30/2022
Prospera Financial Services Inc7,480$384 06/30/2022
     XMLV7,480$384 06/30/2022
Tradition Wealth Management LLC7,191$370 06/30/2022
     XMLV7,191$370 06/30/2022
Avantax Advisory Services Inc.7,130$366 06/30/2022
     XMLV7,130$366 06/30/2022
Single Point Partners LLC7,091$364 06/30/2022
     XMLV7,091$364 06/30/2022
TKG Advisors LLC7,084$364 06/30/2022
     XMLV7,084$364 06/30/2022
D.A. Davidson & CO.7,041$362 06/30/2022
     XMLV7,041$362 06/30/2022
First Horizon Advisors Inc.6,982$358 06/30/2022
     XMLV6,982$358 06/30/2022
Qube Research & Technologies Ltd6,923$356 06/30/2022
     XMLV6,923$356 06/30/2022
Private Portfolio Partners LLC6,917$355 06/30/2022
     XMLV6,917$355 06/30/2022
Thoroughbred Financial Services LLC6,900$354 06/30/2022
     XMLV6,900$354 06/30/2022
Tower Research Capital LLC TRC 6,819$350 06/30/2022
     XMLV6,819$350 06/30/2022
Petix & Botte Co6,757$347 06/30/2022
     XMLV6,757$347 06/30/2022
Dana Investment Advisors Inc.6,728$346 06/30/2022
     XMLV6,728$346 06/30/2022
Raymond James Trust N.A.6,676$343 06/30/2022
     XMLV6,676$343 06/30/2022
SRS Capital Advisors Inc.6,614$340 06/30/2022
     XMLV6,614$340 06/30/2022
Ambassador Advisors LLC6,570$338 06/30/2022
     XMLV6,570$338 06/30/2022
Ausdal Financial Partners Inc.6,545$336 06/30/2022
     XMLV6,545$336 06/30/2022
Pinnacle Bank6,330$325 06/30/2022
     XMLV6,330$325 06/30/2022
Rocky Mountain Advisers LLC6,175$317 06/30/2022
     XMLV6,175$317 06/30/2022
Kingsview Wealth Management LLC5,572$286 06/30/2022
     XMLV5,572$286 06/30/2022
SeaCrest Wealth Management LLC5,470$281 06/30/2022
     XMLV5,470$281 06/30/2022
QP Wealth Management LLC5,456$280 06/30/2022
     XMLV5,456$280 06/30/2022
Pacific Center for Financial Services5,367$276 06/30/2022
     XMLV5,367$276 06/30/2022
Creative Planning5,263$270 06/30/2022
     XMLV5,263$270 06/30/2022
Accel Wealth Management5,190$267 06/30/2022
     XMLV5,190$267 06/30/2022
Planning Directions Inc.4,952$254 06/30/2022
     XMLV4,952$254 06/30/2022
US Bancorp DE4,874$250 06/30/2022
     XMLV4,874$250 06/30/2022
Dynamic Advisor Solutions LLC4,836$249 06/30/2022
     XMLV4,836$249 06/30/2022
Safeguard Investment Advisory Group LLC4,445$248 06/30/2022
     XMLV4,445$248 06/30/2022
Tempus Wealth Planning LLC4,759$245 06/30/2022
     XMLV4,759$245 06/30/2022
Redwood Financial Network Corp4,763$245 06/30/2022
     XMLV4,763$245 06/30/2022
Trilogy Capital Inc.4,674$240 06/30/2022
     XMLV4,674$240 06/30/2022
MAI Capital Management4,620$237 06/30/2022
     XMLV4,620$237 06/30/2022
Roof Eidam & Maycock ADV4,120$212 06/30/2022
     XMLV4,120$212 06/30/2022
Nwam LLC4,110$212 06/30/2022
     XMLV4,110$212 06/30/2022
Prudential Financial Inc.4,055$208 06/30/2022
     XMLV4,055$208 06/30/2022
Strategic Asset Management LLC3,307$170 06/30/2022
     XMLV3,307$170 06/30/2022
Private Trust Co. NA3,250$167 06/30/2022
     XMLV3,250$167 06/30/2022
Fifth Third Bancorp3,199$164 06/30/2022
     XMLV3,199$164 06/30/2022
JPMorgan Chase & Co.3,059$157 06/30/2022
     XMLV3,059$157 06/30/2022
First Personal Financial Services2,965$152 06/30/2022
     XMLV2,965$152 06/30/2022
Heritage Wealth Management LLC2,825$145 06/30/2022
     XMLV2,825$145 06/30/2022
Steward Partners Investment Advisory LLC2,672$137 06/30/2022
     XMLV2,672$137 06/30/2022
Global Retirement Partners LLC2,623$135 06/30/2022
     XMLV2,623$135 06/30/2022
Capital Investment Advisory Services LLC2,607$134 06/30/2022
     XMLV2,607$134 06/30/2022
Captrust Financial Advisors2,467$127 06/30/2022
     XMLV2,467$127 06/30/2022
Geneos Wealth Management Inc.2,257$118 06/30/2022
     XMLV2,257$118 06/30/2022
Allworth Financial LP2,035$105 06/30/2022
     XMLV2,035$105 06/30/2022
FMR LLC1,564$80 06/30/2022
     XMLV1,564$80 06/30/2022
Retirement Group LLC1,519$78 06/30/2022
     XMLV1,519$78 06/30/2022
Tsfg LLC1,506$77 06/30/2022
     XMLV1,506$77 06/30/2022
Ahrens Investment Partners LLC1,305$67 06/30/2022
     XMLV1,305$67 06/30/2022
Front Row Advisors LLC1,060$54 06/30/2022
     XMLV1,060$54 06/30/2022
Bank of Montreal Can929$49 06/30/2022
     XMLV929$49 06/30/2022
Charter Oak Capital Management LLC835$43 06/30/2022
     XMLV835$43 06/30/2022
Leelyn Smith LLC800$41 06/30/2022
     XMLV800$41 06/30/2022
CoreCap Advisors LLC705$36 06/30/2022
     XMLV705$36 06/30/2022
Laurel Wealth Advisors LLC617$32 06/30/2022
     XMLV617$32 06/30/2022
Newbridge Financial Services Group Inc.560$29 06/30/2022
     XMLV560$29 06/30/2022
Capital Advisors Ltd. LLC525$27 06/30/2022
     XMLV525$27 06/30/2022
Tyler Stone Wealth Management500$26 06/30/2022
     XMLV500$26 06/30/2022
Rosenberg Matthew Hamilton471$25 06/30/2022
     XMLV471$25 06/30/2022
Massmutual Trust Co. FSB ADV461$24 06/30/2022
     XMLV461$24 06/30/2022
Macroview Investment Management LLC465$24 06/30/2022
     XMLV465$24 06/30/2022
Signaturefd LLC423$22 06/30/2022
     XMLV423$22 06/30/2022
Cordasco Financial Network424$22 06/30/2022
     XMLV424$22 06/30/2022
City State Bank427$22 06/30/2022
     XMLV427$22 06/30/2022
GPS Wealth Strategies Group LLC369$19 06/30/2022
     XMLV369$19 06/30/2022
Patriot Financial Group Insurance Agency LLC283$15 06/30/2022
     XMLV283$15 06/30/2022
Investors Asset Management of Georgia Inc. GA ADV200$10 06/30/2022
     XMLV200$10 06/30/2022
Biltmore Family Office LLC200$10 06/30/2022
     XMLV200$10 06/30/2022
Creative Financial Designs Inc. ADV178$9 06/30/2022
     XMLV178$9 06/30/2022
CVA Family Office LLC141$7 06/30/2022
     XMLV141$7 06/30/2022
BlackRock Inc.122$6 06/30/2022
     XMLV122$6 06/30/2022
Sound Income Strategies LLC109$6 06/30/2022
     XMLV109$6 06/30/2022
Capital Advisory Group Advisory Services LLC100$5 06/30/2022
     XMLV100$5 06/30/2022
Money Concepts Capital Corp80$4 06/30/2022
     XMLV80$4 06/30/2022
Horan Securities Inc.83$4 06/30/2022
     XMLV83$4 06/30/2022
Financial Enhancement Group LLC50$3 06/30/2022
     XMLV50$3 06/30/2022
PSI Advisors LLC65$3 06/30/2022
     XMLV65$3 06/30/2022
Savior LLC22$1 06/30/2022
     XMLV22$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     XMLV0$0 06/30/2022
Stonebridge Capital Advisors LLC0$0 06/30/2022
     XMLV0$0 06/30/2022
Provident Wealth Management LLC3$0 06/30/2022
     XMLV3$0 06/30/2022

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

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