HoldingsChannel.com
Funds Holding XMLV
HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.2,979,575$152,799 06/30/2019
     XMLV2,979,575$152,799 06/30/2019
Wells Fargo & Company MN1,790,219$91,785 06/30/2019
     XMLV1,790,219$91,785 06/30/2019
Morgan Stanley1,683,411$86,308 06/30/2019
     XMLV1,683,411$86,308 06/30/2019
LPL Financial LLC1,676,855$85,972 06/30/2019
     XMLV1,676,855$85,972 06/30/2019
Bank of America Corp DE1,673,106$85,780 06/30/2019
     XMLV1,673,106$85,780 06/30/2019
UBS Group AG1,332,869$68,336 06/30/2019
     XMLV1,332,869$68,336 06/30/2019
Raymond James Financial Services Advisors Inc.1,122,830$57,568 06/30/2019
     XMLV1,122,830$57,568 06/30/2019
Invesco Ltd.999,371$51,238 06/30/2019
     XMLV999,371$51,238 06/30/2019
Commonwealth Equity Services LLC925,773$47,464 06/30/2019
     XMLV925,773$47,464 06/30/2019
Brookstone Capital Management906,545$46,479 06/30/2019
     XMLV906,545$46,479 06/30/2019
Cambridge Investment Research Advisors Inc.748,082$38,354 06/30/2019
     XMLV748,082$38,354 06/30/2019
MML Investors Services LLC588,431$30,169 06/30/2019
     XMLV588,431$30,169 06/30/2019
Ladenburg Thalmann Financial Services Inc.539,435$27,658 06/30/2019
     XMLV539,435$27,658 06/30/2019
Raymond James & Associates538,368$27,602 06/30/2019
     XMLV538,368$27,602 06/30/2019
Wealth Enhancement Advisory Services LLC496,667$25,896 06/30/2019
     XMLV496,667$25,896 06/30/2019
Cetera Advisors LLC461,041$23,648 06/30/2019
     XMLV461,041$23,648 06/30/2019
PFS Investments Inc.411,248$21,492 06/30/2019
     XMLV411,248$21,492 06/30/2019
Advisor Group Inc.377,907$19,378 06/30/2019
     XMLV377,907$19,378 06/30/2019
First Heartland Consultants Inc.368,153$18,875 06/30/2019
     XMLV368,153$18,875 06/30/2019
Royal Bank of Canada358,455$18,379 06/30/2019
     XMLV358,455$18,379 06/30/2019
CX Institutional333,056$17,076 06/30/2019
     XMLV333,056$17,076 06/30/2019
Northwestern Mutual Wealth Management Co.330,193$16,929 06/30/2019
     XMLV330,193$16,929 06/30/2019
Paragon Wealth Strategies LLC307,161$15,748 06/30/2019
     XMLV307,161$15,748 06/30/2019
Sharkey Howes & Javer279,580$14,334 06/30/2019
     XMLV279,580$14,334 06/30/2019
Envestnet Asset Management Inc.272,407$13,966 06/30/2019
     XMLV272,407$13,966 06/30/2019
Financial Enhancement Group LLC241,515$12,382 06/30/2019
     XMLV241,515$12,382 06/30/2019
Pacific Center for Financial Services230,663$11,826 06/30/2019
     XMLV230,663$11,826 06/30/2019
Jackson Financial Management215,307$11,039 06/30/2019
     XMLV215,307$11,039 06/30/2019
Well Done LLC213,865$10,965 06/30/2019
     XMLV213,865$10,965 06/30/2019
SRS Capital Advisors Inc.188,985$9,689 06/30/2019
     XMLV188,985$9,689 06/30/2019
PNC Financial Services Group Inc.185,152$9,492 06/30/2019
     XMLV185,152$9,492 06/30/2019
Trilogy Capital Inc.181,153$9,447 06/30/2019
     XMLV181,153$9,447 06/30/2019
Estate Counselors LLC179,500$9,203 06/30/2019
     XMLV179,500$9,203 06/30/2019
Stifel Financial Corp162,934$8,357 06/30/2019
     XMLV162,934$8,357 06/30/2019
Strategic Wealth Advisors Group LLC157,993$8,073 06/30/2019
     XMLV157,993$8,073 06/30/2019
Private Advisor Group LLC153,703$7,880 06/30/2019
     XMLV153,703$7,880 06/30/2019
Janney Montgomery Scott LLC131,198$6,727 06/30/2019
     XMLV131,198$6,727 06/30/2019
G&S Capital LLC127,228$6,523 06/30/2019
     XMLV127,228$6,523 06/30/2019
Moneywise Inc.123,767$6,346 06/30/2019
     XMLV123,767$6,346 06/30/2019
CWM LLC117,507$6,025 06/30/2019
     XMLV117,507$6,025 06/30/2019
Retirement Capital Strategies111,354$5,710 06/30/2019
     XMLV111,354$5,710 06/30/2019
Harvest Group Wealth Management LLC110,736$5,677 06/30/2019
     XMLV110,736$5,677 06/30/2019
Smith Moore & CO.108,491$5,562 06/30/2019
     XMLV108,491$5,562 06/30/2019
Huntington National Bank106,412$5,456 06/30/2019
     XMLV106,412$5,456 06/30/2019
Comerica Securities Inc.95,066$4,874 06/30/2019
     XMLV95,066$4,874 06/30/2019
Capital Analysts LLC93,729$4,806 06/30/2019
     XMLV93,729$4,806 06/30/2019
Stratos Wealth Partners LTD.90,257$4,627 06/30/2019
     XMLV90,257$4,627 06/30/2019
Ballast Inc.87,662$4,494 06/30/2019
     XMLV87,662$4,494 06/30/2019
Lake Street Financial LLC82,314$4,220 06/30/2019
     XMLV82,314$4,220 06/30/2019
Cardan Capital Partners LLC81,708$4,189 06/30/2019
     XMLV81,708$4,189 06/30/2019
FineMark National Bank & Trust77,106$3,953 06/30/2019
     XMLV77,106$3,953 06/30/2019
Lincoln National Corp72,524$3,718 06/30/2019
     XMLV72,524$3,718 06/30/2019
AXA72,430$3,713 06/30/2019
     XMLV72,430$3,713 06/30/2019
Affinity Wealth Management LLC70,062$3,592 06/30/2019
     XMLV70,062$3,592 06/30/2019
First Allied Advisory Services Inc.64,147$3,289 06/30/2019
     XMLV64,147$3,289 06/30/2019
Cornerstone Wealth Management LLC62,720$3,217 06/30/2019
     XMLV62,720$3,217 06/30/2019
Atria Investments LLC68,161$3,129 06/30/2019
     XMLV68,161$3,129 06/30/2019
F3Logic LLC60,253$3,090 06/30/2019
     XMLV60,253$3,090 06/30/2019
CIBC World Markets Inc.53,272$2,731 06/30/2019
     XMLV53,272$2,731 06/30/2019
United Services Automobile Association50,000$2,564 06/30/2019
     XMLV50,000$2,564 06/30/2019
Partnervest Advisory Services LLC48,841$2,504 06/30/2019
     XMLV48,841$2,504 06/30/2019
United Capital Financial Advisers LLC48,428$2,483 06/30/2019
     XMLV48,428$2,483 06/30/2019
Meridian Wealth Advisors LLC45,305$2,323 06/30/2019
     XMLV45,305$2,323 06/30/2019
Fifth Third Securities Inc.44,194$2,265 06/30/2019
     XMLV44,194$2,265 06/30/2019
Cetera Advisor Networks LLC43,736$2,234 06/30/2019
     XMLV43,736$2,234 06/30/2019
Susquehanna International Group LLP42,436$2,176 06/30/2019
     XMLV42,436$2,176 06/30/2019
Mutual Advisors LLC41,488$2,127 06/30/2019
     XMLV41,488$2,127 06/30/2019
Sigma Planning Corp40,641$2,084 06/30/2019
     XMLV40,641$2,084 06/30/2019
TRUE Private Wealth Advisors40,624$2,082 06/30/2019
     XMLV40,624$2,082 06/30/2019
Western Wealth Management LLC40,275$2,066 06/30/2019
     XMLV40,275$2,066 06/30/2019
BB&T Securities LLC36,909$1,892 06/30/2019
     XMLV36,909$1,892 06/30/2019
Steward Partners Investment Advisory LLC36,295$1,860 06/30/2019
     XMLV36,295$1,860 06/30/2019
Pacific Financial Group Inc.34,031$1,690 06/30/2019
     XMLV34,031$1,690 06/30/2019
Howe & Rusling Inc.31,496$1,615 06/30/2019
     XMLV31,496$1,615 06/30/2019
Courier Capital LLC28,985$1,486 06/30/2019
     XMLV28,985$1,486 06/30/2019
Pacific Sun Financial Corp28,894$1,481 06/30/2019
     XMLV28,894$1,481 06/30/2019
Acorn Wealth Advisors LLC28,188$1,457 06/30/2019
     XMLV28,188$1,457 06/30/2019
D.A. Davidson & CO.26,901$1,379 06/30/2019
     XMLV26,901$1,379 06/30/2019
Citigroup Inc.26,655$1,367 06/30/2019
     XMLV26,655$1,367 06/30/2019
Bank of Montreal Can26,662$1,367 06/30/2019
     XMLV26,662$1,367 06/30/2019
NEXT Financial Group Inc26,046$1,335 06/30/2019
     XMLV26,046$1,335 06/30/2019
Gateway Advisory LLC24,527$1,257 06/30/2019
     XMLV24,527$1,257 06/30/2019
Wintrust Investments LLC24,390$1,250 06/30/2019
     XMLV24,390$1,250 06/30/2019
National Asset Management Inc.24,220$1,242 06/30/2019
     XMLV24,220$1,242 06/30/2019
PFG Advisors21,680$1,132 06/30/2019
     XMLV21,680$1,132 06/30/2019
GWM Advisors LLC21,823$1,119 06/30/2019
     XMLV21,823$1,119 06/30/2019
Leicht Financial Planning & Wealth Management Inc.21,701$1,113 06/30/2019
     XMLV21,701$1,113 06/30/2019
Premia Global Advisors LLC19,564$1,003 06/30/2019
     XMLV19,564$1,003 06/30/2019
First Financial Bank Trust Division18,972$973 06/30/2019
     XMLV18,972$973 06/30/2019
Jane Street Group LLC17,304$887 06/30/2019
     XMLV17,304$887 06/30/2019
Wealthcare Advisory Partners LLC17,304$887 06/30/2019
     XMLV17,304$887 06/30/2019
Spectrum Wealth Advisory Group LLC15,974$817 06/30/2019
     XMLV15,974$817 06/30/2019
Carroll Financial Associates Inc.15,429$791 06/30/2019
     XMLV15,429$791 06/30/2019
Mariner LLC14,929$765 06/30/2019
     XMLV14,929$765 06/30/2019
Global Trust Asset Management LLC14,839$761 06/30/2019
     XMLV14,839$761 06/30/2019
CMC Financial Group14,076$722 06/30/2019
     XMLV14,076$722 06/30/2019
Mid Atlantic Financial Management Inc. ADV13,992$717 06/30/2019
     XMLV13,992$717 06/30/2019
Jacobi Capital Management LLC13,500$692 06/30/2019
     XMLV13,500$692 06/30/2019
Harvest Investment Services LLC13,092$672 06/30/2019
     XMLV13,092$672 06/30/2019
Private Portfolio Partners LLC12,815$657 06/30/2019
     XMLV12,815$657 06/30/2019
Gladstone Institutional Advisory LLC11,872$609 06/30/2019
     XMLV11,872$609 06/30/2019
Creative Planning11,799$605 06/30/2019
     XMLV11,799$605 06/30/2019
Calton & Associates Inc.11,323$581 06/30/2019
     XMLV11,323$581 06/30/2019
Tower Research Capital LLC TRC 11,244$576 06/30/2019
     XMLV11,244$576 06/30/2019
Capital Asset Advisory Services LLC10,716$549 06/30/2019
     XMLV10,716$549 06/30/2019
ERn Financial LLC10,605$544 06/30/2019
     XMLV10,605$544 06/30/2019
Integrated Wealth Concepts LLC10,442$525 06/30/2019
     XMLV10,442$525 06/30/2019
Raymond James Trust N.A.9,922$509 06/30/2019
     XMLV9,922$509 06/30/2019
Wedbush Securities Inc.9,891$507 06/30/2019
     XMLV9,891$507 06/30/2019
FDx Advisors Inc.9,819$503 06/30/2019
     XMLV9,819$503 06/30/2019
BOKF NA9,773$501 06/30/2019
     XMLV9,773$501 06/30/2019
HighTower Advisors LLC9,534$488 06/30/2019
     XMLV9,534$488 06/30/2019
9258 Wealth Management LLC9,108$467 06/30/2019
     XMLV9,108$467 06/30/2019
Winslow Evans & Crocker Inc.8,802$452 06/30/2019
     XMLV8,802$452 06/30/2019
Brown Advisory Inc.8,760$449 06/30/2019
     XMLV8,760$449 06/30/2019
Moody National Bank Trust Division8,586$441 06/30/2019
     XMLV8,586$441 06/30/2019
Personal Wealth Partners8,532$437 06/30/2019
     XMLV8,532$437 06/30/2019
AE Wealth Management LLC8,250$423 06/30/2019
     XMLV8,250$423 06/30/2019
ACG Wealth7,966$408 06/30/2019
     XMLV7,966$408 06/30/2019
Jaffetilchin Investment Partners LLC7,341$376 06/30/2019
     XMLV7,341$376 06/30/2019
D.B. Root & Company LLC7,302$374 06/30/2019
     XMLV7,302$374 06/30/2019
NEXT Financial Holdings7,186$357 03/31/2019
     XMLV7,186$357 03/31/2019
Centaurus Financial Inc.6,742$346 06/30/2019
     XMLV6,742$346 06/30/2019
Moors & Cabot Inc.6,540$336 06/30/2019
     XMLV6,540$336 06/30/2019
Ridgewood Investments LLC6,561$336 06/30/2019
     XMLV6,561$336 06/30/2019
Financial Partners Group Inc6,439$330 06/30/2019
     XMLV6,439$330 06/30/2019
Great Valley Advisor Group Inc.6,440$330 06/30/2019
     XMLV6,440$330 06/30/2019
Moloney Securities Asset Management LLC6,352$326 06/30/2019
     XMLV6,352$326 06/30/2019
Ausdal Financial Partners Inc.5,953$311 06/30/2019
     XMLV5,953$311 06/30/2019
Rothschild Investment Corp IL6,000$308 06/30/2019
     XMLV6,000$308 06/30/2019
PDS Planning Inc5,891$302 06/30/2019
     XMLV5,891$302 06/30/2019
Dynamic Advisor Solutions LLC5,681$291 06/30/2019
     XMLV5,681$291 06/30/2019
Claraphi Advisory Network LLC5,322$273 06/30/2019
     XMLV5,322$273 06/30/2019
Strategic Financial Group LLC5,243$269 06/30/2019
     XMLV5,243$269 06/30/2019
IHT Wealth Management LLC5,143$264 06/30/2019
     XMLV5,143$264 06/30/2019
Dana Investment Advisors Inc.5,037$258 06/30/2019
     XMLV5,037$258 06/30/2019
H D Vest Advisory Services4,799$246 06/30/2019
     XMLV4,799$246 06/30/2019
Benjamin F. Edwards & Company Inc.4,685$240 06/30/2019
     XMLV4,685$240 06/30/2019
Financial Architects Inc4,208$216 06/30/2019
     XMLV4,208$216 06/30/2019
Roof Eidam & Maycock ADV4,120$211 06/30/2019
     XMLV4,120$211 06/30/2019
Good Life Advisors LLC4,104$211 06/30/2019
     XMLV4,104$211 06/30/2019
Private Trust Co. NA4,067$208 06/30/2019
     XMLV4,067$208 06/30/2019
Advanced Asset Management Advisors Inc4,001$205 06/30/2019
     XMLV4,001$205 06/30/2019
Daiwa Securities Group Inc.4,000$205 06/30/2019
     XMLV4,000$205 06/30/2019
US Bancorp DE3,960$203 06/30/2019
     XMLV3,960$203 06/30/2019
AdvisorNet Financial Inc3,700$190 06/30/2019
     XMLV3,700$190 06/30/2019
JPMorgan Chase & Co.2,696$137 06/30/2019
     XMLV2,696$137 06/30/2019
Certified Advisory Corp2,250$115 06/30/2019
     XMLV2,250$115 06/30/2019
IFP Advisors Inc2,297$113 03/31/2019
     XMLV2,297$113 03/31/2019
Proequities Inc.1,938$99 06/30/2019
     XMLV1,938$99 06/30/2019
Patriot Financial Group Insurance Agency LLC1,867$97 06/30/2019
     XMLV1,867$97 06/30/2019
Ellis Investment Partners LLC1,887$96 06/30/2019
     XMLV1,887$96 06/30/2019
MRA Associates USA LLC1,758$90 06/30/2019
     XMLV1,758$90 06/30/2019
Resources Investment Advisors LLC.1,277$65 06/30/2019
     XMLV1,277$65 06/30/2019
Pinnacle Bank1,100$56 06/30/2019
     XMLV1,100$56 06/30/2019
Strategic Wealth Partners Ltd.1,074$55 06/30/2019
     XMLV1,074$55 06/30/2019
FMR LLC1,018$52 06/30/2019
     XMLV1,018$52 06/30/2019
Captrust Financial Advisors970$50 06/30/2019
     XMLV970$50 06/30/2019
Global Retirement Partners LLC990$49 03/31/2019
     XMLV990$49 03/31/2019
Meridian Wealth Management LLC932$48 06/30/2019
     XMLV932$48 06/30/2019
Hanson McClain Inc.838$43 06/30/2019
     XMLV838$43 06/30/2019
Executive Wealth Management LLC719$37 06/30/2019
     XMLV719$37 06/30/2019
LifePlan Financial Group Inc720$37 06/30/2019
     XMLV720$37 06/30/2019
Deutsche Bank AG603$30 06/30/2019
     XMLV603$30 06/30/2019
Capital Advisors Ltd. LLC525$27 06/30/2019
     XMLV525$27 06/30/2019
Parkside Financial Bank & Trust465$24 06/30/2019
     XMLV465$24 06/30/2019
Cordasco Financial Network424$22 06/30/2019
     XMLV424$22 06/30/2019
Flagship Harbor Advisors LLC376$19 06/30/2019
     XMLV376$19 06/30/2019
Golden State Wealth Management LLC358$18 06/30/2019
     XMLV358$18 06/30/2019
Arcadia Investment Management Corp MI304$16 06/30/2019
     XMLV304$16 06/30/2019
BlackRock Inc.299$15 06/30/2019
     XMLV299$15 06/30/2019
Biltmore Family Office LLC300$15 06/30/2019
     XMLV300$15 06/30/2019
Financial Gravity Wealth Inc.265$14 06/30/2019
     XMLV265$14 06/30/2019
Rocky Mountain Advisers LLC250$13 06/30/2019
     XMLV250$13 06/30/2019
Doyle Wealth Management253$13 06/30/2019
     XMLV253$13 06/30/2019
Capital Investment Advisory Services LLC235$12 06/30/2019
     XMLV235$12 06/30/2019
Trustcore Financial Services LLC223$11 06/30/2019
     XMLV223$11 06/30/2019
Coastal Investment Advisors Inc.207$11 06/30/2019
     XMLV207$11 06/30/2019
UBS Asset Management Americas Inc.121$6 06/30/2019
     XMLV121$6 06/30/2019
Blair William & Co. IL100$5 06/30/2019
     XMLV100$5 06/30/2019
CENTRAL TRUST Co54$3 06/30/2019
     XMLV54$3 06/30/2019
Gradient Investments LLC31$2 06/30/2019
     XMLV31$2 06/30/2019
Transamerica Financial Advisors Inc.5$1 06/30/2019
     XMLV5$1 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     XMLV1$0 06/30/2019
Investment Security Group Inc. Co. ADV27,874$-1,429 06/30/2019
     Put27,874$1,429 06/30/2019

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

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