HoldingsChannel.com
Funds Holding XMLV
HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.4,362,903$174,677 03/31/2020
     XMLV4,362,903$174,677 03/31/2020
LPL Financial LLC2,002,591$79,743 03/31/2020
     XMLV2,002,591$79,743 03/31/2020
Morgan Stanley1,722,631$68,595 03/31/2020
     XMLV1,722,631$68,595 03/31/2020
Wells Fargo & Company MN1,632,191$64,994 03/31/2020
     XMLV1,632,191$64,994 03/31/2020
Bank of America Corp DE1,411,391$56,202 03/31/2020
     XMLV1,411,391$56,202 03/31/2020
Invesco Ltd.1,139,223$45,364 03/31/2020
     XMLV1,139,223$45,364 03/31/2020
Commonwealth Equity Services LLC1,103,780$43,952 03/31/2020
     XMLV1,103,780$43,952 03/31/2020
UBS Group AG1,028,263$42,550 06/30/2020
     XMLV1,028,263$42,550 06/30/2020
Raymond James Financial Services Advisors Inc.975,675$40,373 06/30/2020
     XMLV975,675$40,373 06/30/2020
Advisor Group Holdings Inc.997,108$38,029 03/31/2020
     XMLV997,108$38,029 03/31/2020
Cambridge Investment Research Advisors Inc.851,278$35,226 06/30/2020
     XMLV851,278$35,226 06/30/2020
Brookstone Capital Management837,541$34,657 06/30/2020
     XMLV837,541$34,657 06/30/2020
Envestnet Asset Management Inc.772,676$31,973 06/30/2020
     XMLV772,676$31,973 06/30/2020
Verde Capital Management589,186$24,381 06/30/2020
     XMLV589,186$24,381 06/30/2020
Raymond James & Associates465,575$19,266 06/30/2020
     XMLV465,575$19,266 06/30/2020
PNC Financial Services Group Inc.471,192$18,763 03/31/2020
     XMLV471,192$18,763 03/31/2020
MML Investors Services LLC450,860$17,953 03/31/2020
     XMLV450,860$17,953 03/31/2020
Wealth Enhancement Advisory Services LLC329,307$14,042 03/31/2020
     XMLV329,307$14,042 03/31/2020
Northwestern Mutual Wealth Management Co.316,739$12,613 03/31/2020
     XMLV316,739$12,613 03/31/2020
PFS Investments Inc.302,561$12,048 03/31/2020
     XMLV302,561$12,048 03/31/2020
Financial Enhancement Group LLC299,378$11,921 03/31/2020
     XMLV299,378$11,921 03/31/2020
Royal Bank of Canada280,956$11,188 03/31/2020
     XMLV280,956$11,188 03/31/2020
20 20 Capital Management Inc.251,713$10,235 03/31/2020
     XMLV251,713$10,235 03/31/2020
Strategic Wealth Advisors Group LLC228,500$9,462 06/30/2020
     XMLV228,500$9,462 06/30/2020
Mercer Global Advisors Inc. ADV230,960$9,197 03/31/2020
     XMLV230,960$9,197 03/31/2020
Stifel Financial Corp216,716$8,634 03/31/2020
     XMLV216,716$8,634 03/31/2020
Janney Montgomery Scott LLC204,518$8,463 06/30/2020
     XMLV204,518$8,463 06/30/2020
Well Done LLC197,553$8,175 06/30/2020
     XMLV197,553$8,175 06/30/2020
Spectrum Wealth Advisory Group LLC192,354$7,960 06/30/2020
     XMLV192,354$7,960 06/30/2020
FineMark National Bank & Trust197,689$7,872 03/31/2020
     XMLV197,689$7,872 03/31/2020
Equitable Holdings Inc.173,803$6,921 03/31/2020
     XMLV173,803$6,921 03/31/2020
Baird Financial Group Inc.163,844$6,524 03/31/2020
     XMLV163,844$6,524 03/31/2020
AdvisorNet Financial Inc162,905$6,487 03/31/2020
     XMLV162,905$6,487 03/31/2020
Cetera Investment Advisers159,469$6,350 03/31/2020
     XMLV159,469$6,350 03/31/2020
Cardan Capital Partners LLC147,860$6,118 06/30/2020
     XMLV147,860$6,118 06/30/2020
Harvest Group Wealth Management LLC140,549$5,815 06/30/2020
     XMLV140,549$5,815 06/30/2020
SRS Capital Advisors Inc.132,494$5,483 06/30/2020
     XMLV132,494$5,483 06/30/2020
Private Advisor Group LLC135,626$5,401 03/31/2020
     XMLV135,626$5,401 03/31/2020
Pacific Center for Financial Services129,588$5,362 06/30/2020
     XMLV129,588$5,362 06/30/2020
Portfolio Solutions LLC117,529$4,680 03/31/2020
     XMLV117,529$4,680 03/31/2020
Huntington National Bank110,971$4,592 06/30/2020
     XMLV110,971$4,592 06/30/2020
Smith Moore & CO.113,160$4,506 03/31/2020
     XMLV113,160$4,506 03/31/2020
Moneywise Inc.100,217$4,147 06/30/2020
     XMLV100,217$4,147 06/30/2020
Capital Analysts LLC102,668$4,088 03/31/2020
     XMLV102,668$4,088 03/31/2020
Ballast Inc.96,724$3,851 03/31/2020
     XMLV96,724$3,851 03/31/2020
JJJ Advisors Inc.91,550$3,788 06/30/2020
     XMLV91,550$3,788 06/30/2020
Lake Street Financial LLC91,541$3,787 06/30/2020
     XMLV91,541$3,787 06/30/2020
Laurel Wealth Advisors Inc.78,139$3,112 03/31/2020
     XMLV78,139$3,112 03/31/2020
Tower Research Capital LLC TRC 76,383$3,041 03/31/2020
     XMLV76,383$3,041 03/31/2020
Stewardship Advisors LLC73,126$3,026 06/30/2020
     XMLV73,126$3,026 06/30/2020
Truist Financial Corp75,178$2,993 03/31/2020
     XMLV75,178$2,993 03/31/2020
CWM LLC72,199$2,988 06/30/2020
     XMLV72,199$2,988 06/30/2020
Investment Management of Virginia LLC74,750$2,977 03/31/2020
     XMLV74,750$2,977 03/31/2020
Meridian Wealth Advisors LLC74,150$2,953 03/31/2020
     XMLV74,150$2,953 03/31/2020
Susquehanna International Group LLP74,035$2,948 03/31/2020
     XMLV74,035$2,948 03/31/2020
Lincoln National Corp70,600$2,921 06/30/2020
     XMLV70,600$2,921 06/30/2020
1832 Asset Management L.P.88,660$2,544 03/31/2020
     XMLV88,660$2,544 03/31/2020
F3Logic LLC59,678$2,376 03/31/2020
     XMLV59,678$2,376 03/31/2020
IHT Wealth Management LLC57,962$2,308 03/31/2020
     XMLV57,962$2,308 03/31/2020
Partnervest Advisory Services LLC55,680$2,304 06/30/2020
     XMLV55,680$2,304 06/30/2020
Financial Advocates Investment Management53,870$2,145 03/31/2020
     XMLV53,870$2,145 03/31/2020
Citigroup Inc.52,252$2,081 03/31/2020
     XMLV52,252$2,081 03/31/2020
Merit Financial Group LLC51,598$2,055 03/31/2020
     XMLV51,598$2,055 03/31/2020
PFG Private Wealth Management LLC51,076$2,034 03/31/2020
     XMLV51,076$2,034 03/31/2020
Orion Portfolio Solutions LLC50,193$1,999 03/31/2020
     XMLV50,193$1,999 03/31/2020
United Capital Financial Advisers LLC49,691$1,979 03/31/2020
     XMLV49,691$1,979 03/31/2020
Liberty One Investment Management LLC47,449$1,963 06/30/2020
     XMLV47,449$1,963 06/30/2020
Pacific Financial Group Inc.49,112$1,956 06/30/2020
     XMLV49,112$1,956 06/30/2020
Visionary Wealth Advisors48,746$1,941 03/31/2020
     XMLV48,746$1,941 03/31/2020
Provident Wealth Management LLC43,996$1,821 06/30/2020
     XMLV43,996$1,821 06/30/2020
Steward Partners Investment Advisory LLC43,802$1,813 06/30/2020
     XMLV43,802$1,813 06/30/2020
Calton & Associates Inc.44,154$1,758 03/31/2020
     XMLV44,154$1,758 03/31/2020
Cornerstone Wealth Management LLC42,285$1,750 06/30/2020
     XMLV42,285$1,750 06/30/2020
Jane Street Group LLC43,719$1,741 03/31/2020
     XMLV43,719$1,741 03/31/2020
GWM Advisors LLC41,854$1,732 06/30/2020
     XMLV41,854$1,732 06/30/2020
Sigma Planning Corp41,798$1,730 06/30/2020
     XMLV41,798$1,730 06/30/2020
First Allied Advisory Services Inc.43,405$1,728 03/31/2020
     XMLV43,405$1,728 03/31/2020
Family Legacy Inc.41,182$1,704 06/30/2020
     XMLV41,182$1,704 06/30/2020
Acorn Wealth Advisors LLC40,893$1,616 03/31/2020
     XMLV40,893$1,616 03/31/2020
Western Wealth Management LLC35,639$1,475 06/30/2020
     XMLV35,639$1,475 06/30/2020
Pacific Sun Financial Corp34,954$1,446 06/30/2020
     XMLV34,954$1,446 06/30/2020
Waterloo Capital L.P.35,060$1,396 03/31/2020
     XMLV35,060$1,396 03/31/2020
First Heartland Consultants Inc.33,676$1,394 06/30/2020
     XMLV33,676$1,394 06/30/2020
Princeton Global Asset Management LLC33,565$1,337 03/31/2020
     XMLV33,565$1,337 03/31/2020
Investment Security Group Inc. Co. ADV31,708$1,312 06/30/2020
     XMLV31,708$1,312 06/30/2020
Citadel Advisors LLC32,453$1,292 03/31/2020
     XMLV32,453$1,292 03/31/2020
Nations Financial Group Inc. IA ADV29,374$1,170 03/31/2020
     XMLV29,374$1,170 03/31/2020
IFG Advisory LLC29,292$1,166 03/31/2020
     XMLV29,292$1,166 03/31/2020
BEAM Asset Management LLC28,015$1,165 06/30/2020
     XMLV28,015$1,165 06/30/2020
PFG Advisors28,344$1,160 06/30/2020
     XMLV28,344$1,160 06/30/2020
Bank of Montreal Can30,314$1,152 03/31/2020
     XMLV30,314$1,152 03/31/2020
Ambassador Advisors LLC28,520$1,136 03/31/2020
     XMLV28,520$1,136 03/31/2020
WBI Investments Inc.25,268$1,006 03/31/2020
     XMLV25,268$1,006 03/31/2020
Spotlight Asset Group Inc.22,810$944 06/30/2020
     XMLV22,810$944 06/30/2020
Moneta Group Investment Advisors LLC23,682$943 03/31/2020
     XMLV23,682$943 03/31/2020
D.A. Davidson & CO.23,517$937 03/31/2020
     XMLV23,517$937 03/31/2020
Ameritas Investment Company LLC23,191$909 03/31/2020
     XMLV23,191$909 03/31/2020
Harvest Investment Services LLC21,718$864 03/31/2020
     XMLV21,718$864 03/31/2020
Carroll Financial Associates Inc.20,192$835 06/30/2020
     XMLV20,192$835 06/30/2020
HRT Financial LLC20,000$796 03/31/2020
     XMLV20,000$796 03/31/2020
CAPROCK Group Inc.19,091$790 06/30/2020
     XMLV19,091$790 06/30/2020
Simplex Trading LLC $764 06/30/2020
     Call631$2,900 06/30/2020
     Put449$2,137 06/30/2020
     XMLV37$1 06/30/2020
Mid Atlantic Financial Management Inc. ADV17,030$705 06/30/2020
     XMLV17,030$705 06/30/2020
Cetera Advisor Networks LLC17,653$703 03/31/2020
     XMLV17,653$703 03/31/2020
CIBC World Markets Inc.17,456$695 03/31/2020
     XMLV17,456$695 03/31/2020
Natixis17,259$687 03/31/2020
     XMLV17,259$687 03/31/2020
Sharkey Howes & Javer15,735$651 06/30/2020
     XMLV15,735$651 06/30/2020
Stratos Wealth Partners LTD.15,155$627 06/30/2020
     XMLV15,155$627 06/30/2020
Mariner LLC15,212$606 03/31/2020
     XMLV15,212$606 03/31/2020
AE Wealth Management LLC13,930$576 06/30/2020
     XMLV13,930$576 06/30/2020
9258 Wealth Management LLC13,640$573 03/31/2020
     XMLV13,640$573 03/31/2020
Two Sigma Securities LLC13,525$539 03/31/2020
     XMLV13,525$539 03/31/2020
Ausdal Financial Partners Inc.12,754$528 06/30/2020
     XMLV12,754$528 06/30/2020
Avantax Advisory Services Inc.12,019$500 06/30/2020
     XMLV12,019$500 06/30/2020
Moody National Bank Trust Division11,778$487 06/30/2020
     XMLV11,778$487 06/30/2020
Private Portfolio Partners LLC11,931$475 03/31/2020
     XMLV11,931$475 03/31/2020
Kingsview Wealth Management LLC11,920$475 03/31/2020
     XMLV11,920$475 03/31/2020
Courier Capital LLC11,366$471 06/30/2020
     XMLV11,366$471 06/30/2020
Jacobi Capital Management LLC11,381$471 06/30/2020
     XMLV11,381$471 06/30/2020
Rothschild Investment Corp IL10,665$441 06/30/2020
     XMLV10,665$441 06/30/2020
Integrated Wealth Concepts LLC10,000$414 06/30/2020
     XMLV10,000$414 06/30/2020
Estate Counselors LLC10,050$400 03/31/2020
     XMLV10,050$400 03/31/2020
Brown Advisory Inc.9,896$394 03/31/2020
     XMLV9,896$394 03/31/2020
Blue Sky Asset Management LLC9,570$381 03/31/2020
     XMLV9,570$381 03/31/2020
BOKF NA9,488$378 03/31/2020
     XMLV9,488$378 03/31/2020
Petix & Botte Co9,415$375 03/31/2020
     XMLV9,415$375 03/31/2020
JFS Wealth Advisors LLC8,870$367 06/30/2020
     XMLV8,870$367 06/30/2020
Wealthcare Advisory Partners LLC8,669$359 06/30/2020
     XMLV8,669$359 06/30/2020
NEXT Financial Group Inc8,646$358 06/30/2020
     XMLV8,646$358 06/30/2020
Claraphi Advisory Network LLC8,954$357 03/31/2020
     XMLV8,954$357 03/31/2020
Global Retirement Partners LLC8,543$354 06/30/2020
     XMLV8,543$354 06/30/2020
Certified Advisory Corp8,212$340 06/30/2020
     XMLV8,212$340 06/30/2020
Raymond James Trust N.A.7,970$330 06/30/2020
     XMLV7,970$330 06/30/2020
RDA Financial Network7,696$318 06/30/2020
     XMLV7,696$318 06/30/2020
D. B. Root & Company LLC7,506$310 06/30/2020
     XMLV7,506$310 06/30/2020
First Horizon Advisors Inc.7,423$307 06/30/2020
     XMLV7,423$307 06/30/2020
Belpointe Asset Management LLC7,050$292 06/30/2020
     XMLV7,050$292 06/30/2020
Nwam LLC6,914$286 06/30/2020
     XMLV6,914$286 06/30/2020
Single Point Partners LLC6,873$284 06/30/2020
     XMLV6,873$284 06/30/2020
ERn Financial LLC7,123$284 03/31/2020
     XMLV7,123$284 03/31/2020
National Asset Management Inc.6,773$281 06/30/2020
     XMLV6,773$281 06/30/2020
Rocky Mountain Advisers LLC6,700$277 06/30/2020
     XMLV6,700$277 06/30/2020
Moors & Cabot Inc.6,996$275 03/31/2020
     XMLV6,996$275 03/31/2020
Winslow Evans & Crocker Inc.6,550$271 06/30/2020
     XMLV6,550$271 06/30/2020
Financial Partners Group Inc6,439$266 06/30/2020
     XMLV6,439$266 06/30/2020
EPG Wealth Management LLC6,333$262 06/30/2020
     XMLV6,333$262 06/30/2020
Cedar Brook Financial Partners LLC6,251$259 06/30/2020
     XMLV6,251$259 06/30/2020
Cary Street Partner Investment Advisory LLC6,148$254 06/30/2020
     XMLV6,148$254 06/30/2020
Planning Directions Inc.6,120$253 06/30/2020
     XMLV6,120$253 06/30/2020
First Personal Financial Services5,984$248 06/30/2020
     XMLV5,984$248 06/30/2020
Ridgewood Investments LLC6,044$241 03/31/2020
     XMLV6,044$241 03/31/2020
Dana Investment Advisors Inc.5,811$231 03/31/2020
     XMLV5,811$231 03/31/2020
WT Wealth Management5,441$225 06/30/2020
     XMLV5,441$225 06/30/2020
Summit Financial Wealth Advisors LLC5,343$219 06/30/2020
     XMLV5,343$219 06/30/2020
Creative Planning4,886$202 06/30/2020
     XMLV4,886$202 06/30/2020
Personal Wealth Partners4,837$200 06/30/2020
     XMLV4,837$200 06/30/2020
Benjamin F. Edwards & Company Inc.5,005$199 03/31/2020
     XMLV5,005$199 03/31/2020
Proequities Inc.4,950$197 03/31/2020
     XMLV4,950$197 03/31/2020
CX Institutional3,993$165 06/30/2020
     XMLV3,993$165 06/30/2020
IFP Advisors Inc4,067$162 06/30/2020
     XMLV4,067$162 06/30/2020
Daiwa Securities Group Inc.4,000$159 03/31/2020
     XMLV4,000$159 03/31/2020
US Bancorp DE3,561$142 03/31/2020
     XMLV3,561$142 03/31/2020
Verus Capital Partners LLC3,411$136 03/31/2020
     XMLV3,411$136 03/31/2020
Financial Architects Inc3,290$131 03/31/2020
     XMLV3,290$131 03/31/2020
JPMorgan Chase & Co.2,696$107 03/31/2020
     XMLV2,696$107 03/31/2020
Cutler Group LP2,500$103 06/30/2020
     XMLV2,500$103 06/30/2020
Leelyn Smith LLC2,201$91 06/30/2020
     XMLV2,201$91 06/30/2020
Cedar Wealth Management LLC1,910$79 06/30/2020
     XMLV1,910$79 06/30/2020
Synovus Financial Corp1,839$73 03/31/2020
     XMLV1,839$73 03/31/2020
Ellis Investment Partners LLC1,529$63 06/30/2020
     XMLV1,529$63 06/30/2020
Sowell Financial Services LLC1,526$61 03/31/2020
     XMLV1,526$61 03/31/2020
Woodard & Co. Asset Management Group Inc. ADV1,450$60 06/30/2020
     XMLV1,450$60 06/30/2020
Pinnacle Bank1,100$46 06/30/2020
     XMLV1,100$46 06/30/2020
Archer Investment Corp1,161$46 03/31/2020
     XMLV1,161$46 03/31/2020
Fifth Third Bancorp1,092$45 06/30/2020
     XMLV1,092$45 06/30/2020
Flagship Harbor Advisors LLC845$34 06/30/2020
     XMLV845$34 06/30/2020
FMR LLC790$31 03/31/2020
     XMLV790$31 03/31/2020
Front Row Advisors LLC660$28 03/31/2020
     XMLV660$28 03/31/2020
Capital Advisors Ltd. LLC525$22 06/30/2020
     XMLV525$22 06/30/2020
Baystate Wealth Management LLC516$21 06/30/2020
     XMLV516$21 06/30/2020
Sowa Financial Group Inc.488$20 06/30/2020
     XMLV488$20 06/30/2020
Advisory Services Network LLC493$20 03/31/2020
     XMLV493$20 03/31/2020
Rosenberg Matthew Hamilton465$19 06/30/2020
     XMLV465$19 06/30/2020
Cordasco Financial Network424$18 06/30/2020
     XMLV424$18 06/30/2020
Capital Investment Advisory Services LLC414$17 06/30/2020
     XMLV414$17 06/30/2020
Massmutual Trust Co. FSB ADV428$17 03/31/2020
     XMLV428$17 03/31/2020
Patriot Financial Group Insurance Agency LLC325$13 06/30/2020
     XMLV325$13 06/30/2020
Howe & Rusling Inc.294$12 06/30/2020
     XMLV294$12 06/30/2020
LifePlan Financial Group Inc284$12 06/30/2020
     XMLV284$12 06/30/2020
Biltmore Family Office LLC300$12 06/30/2020
     XMLV300$12 06/30/2020
Arcadia Investment Management Corp MI304$12 03/31/2020
     XMLV304$12 03/31/2020
Trustcore Financial Services LLC223$9 06/30/2020
     XMLV223$9 06/30/2020
Macroview Investment Management LLC218$9 03/31/2020
     XMLV218$9 03/31/2020
Emerald Investment Partners LLC200$8 03/31/2020
     XMLV200$8 03/31/2020
Optimum Investment Advisors164$7 06/30/2020
     XMLV164$7 06/30/2020
John W. Brooker & Co. CPAs173$7 06/30/2020
     XMLV173$7 06/30/2020
Advanced Asset Management Advisors Inc137$6 06/30/2020
     XMLV137$6 06/30/2020
CVA Family Office LLC141$6 06/30/2020
     XMLV141$6 06/30/2020
Sandy Spring Bank152$6 03/31/2020
     XMLV152$6 03/31/2020
Hoey Investments Inc.111$5 06/30/2020
     XMLV111$5 06/30/2020
Blair William & Co. IL100$4 03/31/2020
     XMLV100$4 03/31/2020
BlackRock Inc.102$4 03/31/2020
     XMLV102$4 03/31/2020
Golden State Wealth Management LLC90$4 03/31/2020
     XMLV90$4 03/31/2020
Capital Advisory Group Advisory Services LLC100$4 03/31/2020
     XMLV100$4 03/31/2020
Global Trust Asset Management LLC42$2 06/30/2020
     XMLV42$2 06/30/2020
Savior LLC17$1 06/30/2020
     XMLV17$1 06/30/2020
Sofos Investments Inc.720$0 03/31/2020
     XMLV720$0 03/31/2020
Disciplined Investments LLC0$0 03/31/2020
     XMLV0$0 03/31/2020

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

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