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 186 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 Morgan Stanley. For more details on the positions held by Morgan Stanley (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
Morgan Stanley617,771$32,853 12/31/2023
     XMLV617,771$32,853 12/31/2023
Bank of New York Mellon Corp617,080$32,816 12/31/2023
     XMLV617,080$32,816 12/31/2023
LPL Financial LLC562,101$29,893 12/31/2023
     XMLV562,101$29,893 12/31/2023
Cambridge Investment Research Advisors Inc.456,785$24,292 12/31/2023
     XMLV456,785$24,292 12/31/2023
Brookstone Capital Management370,053$20,871 03/31/2024
     XMLV370,053$20,871 03/31/2024
Huntington National Bank352,681$18,756 12/31/2023
     XMLV352,681$18,756 12/31/2023
Envestnet Asset Management Inc.350,887$18,660 12/31/2023
     XMLV350,887$18,660 12/31/2023
Commonwealth Equity Services LLC323,981$17,229 12/31/2023
     XMLV323,981$17,229 12/31/2023
UBS Group AG319,046$16,967 12/31/2023
     XMLV319,046$16,967 12/31/2023
The PNC Financial Services Group Inc.281,027$14,945 12/31/2023
     XMLV281,027$14,945 12/31/2023
Ameriprise Financial Inc.247,973$13,187 12/31/2023
     XMLV247,973$13,187 12/31/2023
DORVAL Corp203,551$10,825 12/31/2023
     XMLV203,551$10,825 12/31/2023
Wells Fargo & Company MN186,448$9,915 12/31/2023
     XMLV186,448$9,915 12/31/2023
JFS Wealth Advisors LLC171,888$9,141 12/31/2023
     XMLV171,888$9,141 12/31/2023
Mercer Global Advisors Inc. ADV155,419$8,265 12/31/2023
     XMLV155,419$8,265 12/31/2023
Bank of America Corp DE149,795$7,966 12/31/2023
     XMLV149,795$7,966 12/31/2023
PFS Partners LLC124,857$7,042 03/31/2024
     XMLV124,857$7,042 03/31/2024
Advisor Group Holdings Inc.123,464$6,569 12/31/2023
     XMLV123,464$6,569 12/31/2023
Baird Financial Group Inc.119,735$6,368 12/31/2023
     XMLV119,735$6,368 12/31/2023
Equitable Holdings Inc.107,593$5,722 12/31/2023
     XMLV107,593$5,722 12/31/2023
Cornerstone Wealth Management LLC106,025$5,638 12/31/2023
     XMLV106,025$5,638 12/31/2023
Obsidian Personal Planning Solutions LLC98,250$5,225 12/31/2023
     XMLV98,250$5,225 12/31/2023
Northwestern Mutual Wealth Management Co.93,237$4,958 12/31/2023
     XMLV93,237$4,958 12/31/2023
Raymond James & Associates86,176$4,583 12/31/2023
     XMLV86,176$4,583 12/31/2023
Royal Bank of Canada84,946$4,518 12/31/2023
     XMLV84,946$4,518 12/31/2023
MML Investors Services LLC77,404$4,116 12/31/2023
     XMLV77,404$4,116 12/31/2023
HighTower Advisors LLC72,418$3,850 12/31/2023
     XMLV72,418$3,850 12/31/2023
Raymond James Financial Services Advisors Inc.70,668$3,758 12/31/2023
     XMLV70,668$3,758 12/31/2023
Mariner LLC48,002$2,553 12/31/2023
     XMLV48,002$2,553 12/31/2023
Liberty One Investment Management LLC43,017$2,288 12/31/2023
     XMLV43,017$2,288 12/31/2023
ProVise Management Group LLC41,773$2,221 12/31/2023
     XMLV41,773$2,221 12/31/2023
Stifel Financial Corp41,657$2,215 12/31/2023
     XMLV41,657$2,215 12/31/2023
Cetera Advisor Networks LLC38,523$2,049 12/31/2023
     XMLV38,523$2,049 12/31/2023
Avantax Advisory Services Inc.36,311$1,931 12/31/2023
     XMLV36,311$1,931 12/31/2023
Prime Capital Investment Advisors LLC35,657$1,896 12/31/2023
     XMLV35,657$1,896 12/31/2023
Johnson & White Wealth Management LLC31,224$1,761 03/31/2024
     XMLV31,224$1,761 03/31/2024
Capital Analysts LLC31,806$1,691 12/31/2023
     XMLV31,806$1,691 12/31/2023
Harbour Investments Inc.31,674$1,684 12/31/2023
     XMLV31,674$1,684 12/31/2023
Laidlaw Wealth Management LLC29,021$1,543 12/31/2023
     XMLV29,021$1,543 12/31/2023
FineMark National Bank & Trust28,832$1,533 12/31/2023
     XMLV28,832$1,533 12/31/2023
Avestar Capital LLC28,206$1,500 12/31/2023
     XMLV28,206$1,500 12/31/2023
Visionary Wealth Advisors26,107$1,388 12/31/2023
     XMLV26,107$1,388 12/31/2023
Pacific Sun Financial Corp24,015$1,277 12/31/2023
     XMLV24,015$1,277 12/31/2023
Change Path LLC23,916$1,272 12/31/2023
     XMLV23,916$1,272 12/31/2023
Sculati Wealth Management LLC23,074$1,227 12/31/2023
     XMLV23,074$1,227 12/31/2023
Financial Advocates Investment Management23,088$1,195 12/31/2023
     XMLV23,088$1,195 12/31/2023
Private Advisor Group LLC22,134$1,177 12/31/2023
     XMLV22,134$1,177 12/31/2023
IFG Advisory LLC21,209$1,128 12/31/2023
     XMLV21,209$1,128 12/31/2023
Moneywise Inc.20,341$1,082 12/31/2023
     XMLV20,341$1,082 12/31/2023
WBI Investments20,337$1,081 12/31/2023
     XMLV20,337$1,081 12/31/2023
Ameritas Advisory Services LLC19,755$1,059 12/31/2023
     XMLV19,755$1,059 12/31/2023
Well Done LLC18,637$1,051 03/31/2024
     XMLV18,637$1,051 03/31/2024
Janney Montgomery Scott LLC19,483$1,036 12/31/2023
     XMLV19,483$1,036 12/31/2023
Win Advisors Inc.18,946$1,008 12/31/2023
     XMLV18,946$1,008 12/31/2023
Citadel Advisors LLC18,589$989 12/31/2023
     XMLV18,589$989 12/31/2023
GWM Advisors LLC18,493$983 12/31/2023
     XMLV18,493$983 12/31/2023
United Capital Financial Advisers LLC17,871$950 12/31/2023
     XMLV17,871$950 12/31/2023
Monticello Wealth Management LLC16,724$889 12/31/2023
     XMLV16,724$889 12/31/2023
Natixis15,580$828 12/31/2023
     XMLV15,580$828 12/31/2023
Investment Partners Asset Management Inc.14,409$813 03/31/2024
     XMLV14,409$813 03/31/2024
Destiny Capital Corp CO14,738$784 12/31/2023
     XMLV14,738$784 12/31/2023
Sheets Smith Wealth Management12,746$678 12/31/2023
     XMLV12,746$678 12/31/2023
Invesco Ltd.12,490$664 12/31/2023
     XMLV12,490$664 12/31/2023
Global Assets Advisory LLC11,667$658 03/31/2024
     XMLV11,667$658 03/31/2024
Lmcg Investments LLC11,073$589 12/31/2023
     XMLV11,073$589 12/31/2023
Focus Financial Network Inc. ADV10,809$575 12/31/2023
     XMLV10,809$575 12/31/2023
Cetera Investment Advisers10,544$561 12/31/2023
     XMLV10,544$561 12/31/2023
Two Sigma Investments LP10,200$542 12/31/2023
     XMLV10,200$542 12/31/2023
RSM US Wealth Management LLC10,173$541 12/31/2023
     XMLV10,173$541 12/31/2023
Householder Group Estate & Retirement Specialist LLC10,064$535 12/31/2023
     XMLV10,064$535 12/31/2023
Atria Wealth Solutions Inc.9,811$522 12/31/2023
     XMLV9,811$522 12/31/2023
MorganRosel Wealth Management LLC8,823$498 03/31/2024
     XMLV8,823$498 03/31/2024
Insigneo Advisory Services LLC9,260$492 12/31/2023
     XMLV9,260$492 12/31/2023
Spectrum Wealth Advisory Group LLC8,537$482 03/31/2024
     XMLV8,537$482 03/31/2024
Citigroup Inc.9,037$481 12/31/2023
     XMLV9,037$481 12/31/2023
ERn Financial LLC8,468$478 03/31/2024
     XMLV8,468$478 03/31/2024
Syntegra Private Wealth Group LLC8,874$472 12/31/2023
     XMLV8,874$472 12/31/2023
Kestra Advisory Services LLC8,671$461 12/31/2023
     XMLV8,671$461 12/31/2023
Essex Financial Services Inc.8,657$460 12/31/2023
     XMLV8,657$460 12/31/2023
Qube Research & Technologies Ltd8,560$455 12/31/2023
     XMLV8,560$455 12/31/2023
Kestra Private Wealth Services LLC8,531$454 12/31/2023
     XMLV8,531$454 12/31/2023
GTS Securities LLC8,205$436 12/31/2023
     XMLV8,205$436 12/31/2023
Virtu Financial LLC8,200$436 12/31/2023
     XMLV8,200$436 12/31/2023
Whitaker Myers Wealth Managers LTD.7,680$433 03/31/2024
     XMLV7,680$433 03/31/2024
ACT Advisors LLC.7,647$431 03/31/2024
     XMLV7,647$431 03/31/2024
Flow Traders U.S. LLC8,098$431 12/31/2023
     XMLV8,098$431 12/31/2023
Wealth Enhancement Advisory Services LLC7,518$424 03/31/2024
     XMLV7,518$424 03/31/2024
Petix & Botte Co7,720$411 12/31/2023
     XMLV7,720$411 12/31/2023
Goldman Sachs Group Inc.7,649$407 12/31/2023
     XMLV7,649$407 12/31/2023
Dynamic Advisor Solutions LLC6,953$392 03/31/2024
     XMLV6,953$392 03/31/2024
D.A. Davidson & CO.7,203$383 12/31/2023
     XMLV7,203$383 12/31/2023
Cetera Advisors LLC7,200$383 12/31/2023
     XMLV7,200$383 12/31/2023
Kingsview Wealth Management LLC7,139$380 12/31/2023
     XMLV7,139$380 12/31/2023
Jacobi Capital Management LLC6,997$372 12/31/2023
     XMLV6,997$372 12/31/2023
Garden State Investment Advisory Services LLC6,992$372 12/31/2023
     XMLV6,992$372 12/31/2023
High Net Worth Advisory Group LLC6,450$364 03/31/2024
     XMLV6,450$364 03/31/2024
Petra Financial Advisors Inc.6,686$356 12/31/2023
     XMLV6,686$356 12/31/2023
Susquehanna International Group LLP6,614$352 12/31/2023
     XMLV6,614$352 12/31/2023
Dana Investment Advisors Inc.6,401$340 12/31/2023
     XMLV6,401$340 12/31/2023
International Assets Investment Management LLC5,990$336 03/31/2024
     XMLV5,990$336 03/31/2024
Creative Planning6,299$335 12/31/2023
     XMLV6,299$335 12/31/2023
Integrated Wealth Concepts LLC6,292$335 12/31/2023
     XMLV6,292$335 12/31/2023
Rocky Mountain Advisers LLC6,175$328 12/31/2023
     XMLV6,175$328 12/31/2023
Accel Wealth Management6,138$326 12/31/2023
     XMLV6,138$326 12/31/2023
JJJ Advisors Inc.5,701$322 03/31/2024
     XMLV5,701$322 03/31/2024
StrategIQ Financial Group LLC6,044$321 12/31/2023
     XMLV6,044$321 12/31/2023
CFS Investment Advisory Services LLC5,893$313 12/31/2023
     XMLV5,893$313 12/31/2023
Stratos Wealth Partners LTD.5,229$295 03/31/2024
     XMLV5,229$295 03/31/2024
Pinnacle Bank5,230$295 03/31/2024
     XMLV5,230$295 03/31/2024
Raymond James Trust N.A.5,512$293 12/31/2023
     XMLV5,512$293 12/31/2023
Wealthcare Advisory Partners LLC4,935$278 03/31/2024
     XMLV4,935$278 03/31/2024
Solano Wealth Management Inc.5,169$275 12/31/2023
     XMLV5,169$275 12/31/2023
Gray Wealth Management Inc.4,943$263 12/31/2023
     XMLV4,943$263 12/31/2023
Trilogy Capital Inc.4,594$259 03/31/2024
     XMLV4,594$259 03/31/2024
MAI Capital Management4,766$253 12/31/2023
     XMLV4,766$253 12/31/2023
Ambassador Advisors LLC4,771$250 12/31/2023
     XMLV4,771$250 12/31/2023
Pacific Center for Financial Services4,658$248 12/31/2023
     XMLV4,658$248 12/31/2023
TrueWealth Advisors LLC4,585$244 12/31/2023
     XMLV4,585$244 12/31/2023
Aspire Wealth Management Corp4,527$241 12/31/2023
     XMLV4,527$241 12/31/2023
JPMorgan Chase & Co.4,512$240 12/31/2023
     XMLV4,512$240 12/31/2023
Arete Wealth Advisors LLC4,465$237 12/31/2023
     XMLV4,465$237 12/31/2023
Legacy Trust4,414$235 12/31/2023
     XMLV4,414$235 12/31/2023
AE Wealth Management LLC4,288$227 12/31/2023
     XMLV4,288$227 12/31/2023
Redwood Financial Network Corp4,258$226 12/31/2023
     XMLV4,258$226 12/31/2023
Berger Financial Group Inc3,895$220 03/31/2024
     XMLV3,895$220 03/31/2024
Truist Financial Corp4,146$220 12/31/2023
     XMLV4,146$220 12/31/2023
DB Wealth Management Group LLC4,134$220 12/31/2023
     XMLV4,134$220 12/31/2023
Roof Eidam & Maycock ADV4,120$219 12/31/2023
     XMLV4,120$219 12/31/2023
CWM LLC3,767$212 03/31/2024
     XMLV3,767$212 03/31/2024
IHT Wealth Management LLC3,856$205 12/31/2023
     XMLV3,856$205 12/31/2023
LVZ Advisors Inc.3,557$201 03/31/2024
     XMLV3,557$201 03/31/2024
Jane Street Group LLC3,773$201 12/31/2023
     XMLV3,773$201 12/31/2023
CIBC Private Wealth Group LLC3,770$200 12/31/2023
     XMLV3,770$200 12/31/2023
Impact Partnership Wealth LLC3,736$199 12/31/2023
     XMLV3,736$199 12/31/2023
Allworth Financial LP3,469$184 12/31/2023
     XMLV3,469$184 12/31/2023
EP Wealth Advisors LLC3,288$175 12/31/2023
     XMLV3,288$175 12/31/2023
Steward Partners Investment Advisory LLC3,126$166 12/31/2023
     XMLV3,126$166 12/31/2023
SRS Capital Advisors Inc.2,865$152 12/31/2023
     XMLV2,865$152 12/31/2023
First Personal Financial Services2,765$147 12/31/2023
     XMLV2,765$147 12/31/2023
FMR LLC2,690$143 12/31/2023
     XMLV2,690$143 12/31/2023
Fifth Third Bancorp2,622$139 12/31/2023
     XMLV2,622$139 12/31/2023
Tradition Wealth Management LLC2,324$124 12/31/2023
     XMLV2,324$124 12/31/2023
Capital Investment Advisory Services LLC2,011$107 12/31/2023
     XMLV2,011$107 12/31/2023
Principal Securities Inc.1,883$100 12/31/2023
     XMLV1,883$100 12/31/2023
Comerica Bank1,889$100 12/31/2023
     XMLV1,889$100 12/31/2023
Advisory Services Network LLC1,699$90 12/31/2023
     XMLV1,699$90 12/31/2023
Private Trust Co. NA1,640$87 12/31/2023
     XMLV1,640$87 12/31/2023
SILVER OAK SECURITIES Inc1,446$77 12/31/2023
     XMLV1,446$77 12/31/2023
US Bancorp DE1,224$65 12/31/2023
     XMLV1,224$65 12/31/2023
Creative Capital Management Investments LLC1,156$61 12/31/2023
     XMLV1,156$61 12/31/2023
Global Retirement Partners LLC1,090$58 12/31/2023
     XMLV1,090$58 12/31/2023
Voisard Asset Management Group Inc.1,000$56 03/31/2024
     XMLV1,000$56 03/31/2024
Hazlett Burt & Watson Inc.984$52 12/31/2023
     XMLV984$52 12/31/2023
Geneos Wealth Management Inc.978$52 12/31/2023
     XMLV978$52 12/31/2023
Front Row Advisors LLC935$50 12/31/2023
     XMLV935$50 12/31/2023
Laurel Wealth Advisors LLC617$33 12/31/2023
     XMLV617$33 12/31/2023
Capital Advisors Ltd. LLC525$30 03/31/2024
     XMLV525$30 03/31/2024
IFP Advisors Inc568$30 12/31/2023
     XMLV568$30 12/31/2023
Massmutual Trust Co. FSB ADV461$26 03/31/2024
     XMLV461$26 03/31/2024
City State Bank427$24 03/31/2024
     XMLV427$24 03/31/2024
EPG Wealth Management LLC442$23 12/31/2023
     XMLV442$23 12/31/2023
AdvisorNet Financial Inc395$22 03/31/2024
     XMLV395$22 03/31/2024
Newbridge Financial Services Group Inc.386$21 12/31/2023
     XMLV386$21 12/31/2023
GPS Wealth Strategies Group LLC369$20 12/31/2023
     XMLV369$20 12/31/2023
Milestone Investment Advisors LLC342$18 12/31/2023
     XMLV342$18 12/31/2023
Castleview Partners LLC288$15 12/31/2023
     XMLV288$15 12/31/2023
Larson Financial Group LLC247$13 12/31/2023
     XMLV247$13 12/31/2023
Tennessee Valley Asset Management Partners217$12 12/31/2023
     XMLV217$12 12/31/2023
NBC Securities Inc.193$11 03/31/2024
     XMLV193$11 03/31/2024
Biltmore Family Office LLC200$11 12/31/2023
     XMLV200$11 12/31/2023
ICA Group Wealth Management LLC193$10 12/31/2023
     XMLV193$10 12/31/2023
Creative Financial Designs Inc. ADV178$9 12/31/2023
     XMLV178$9 12/31/2023
Tsfg LLC150$8 03/31/2024
     XMLV150$8 03/31/2024
CVA Family Office LLC141$8 03/31/2024
     XMLV141$8 03/31/2024
PSI Advisors LLC151$8 12/31/2023
     XMLV151$8 12/31/2023
Coppell Advisory Solutions LLC150$8 12/31/2023
     XMLV150$8 12/31/2023
Sound Income Strategies LLC109$6 03/31/2024
     XMLV109$6 03/31/2024
Farther Finance Advisors LLC104$6 12/31/2023
     XMLV104$6 12/31/2023
Spire Wealth Management70$4 12/31/2023
     XMLV70$4 12/31/2023
O Shaughnessy Asset Management LLC60$3 12/31/2023
     XMLV60$3 12/31/2023
Livelsberger Financial Advisory59$3 12/31/2023
     XMLV59$3 12/31/2023
Retirement Group LLC45$2 12/31/2023
     XMLV45$2 12/31/2023
Rockbridge Investment Management LCC44$2 12/31/2023
     XMLV44$2 12/31/2023
Sunbelt Securities Inc.24$1 03/31/2024
     XMLV24$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     XMLV0$0 12/31/2023
Tower Research Capital LLC TRC 3$0 12/31/2023
     XMLV3$0 12/31/2023
Provident Wealth Management LLC2$0 12/31/2023
     XMLV2$0 12/31/2023

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

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