HoldingsChannel.com
Funds Holding XMLV
HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.3,464,870$181,594 09/30/2019
     XMLV3,464,870$181,594 09/30/2019
Wells Fargo & Company MN2,083,129$109,593 09/30/2019
     XMLV2,083,129$109,593 09/30/2019
LPL Financial LLC1,895,347$99,714 09/30/2019
     XMLV1,895,347$99,714 09/30/2019
Morgan Stanley1,631,038$85,809 09/30/2019
     XMLV1,631,038$85,809 09/30/2019
Bank of America Corp DE1,604,899$84,434 09/30/2019
     XMLV1,604,899$84,434 09/30/2019
UBS Group AG1,389,102$73,081 09/30/2019
     XMLV1,389,102$73,081 09/30/2019
Raymond James Financial Services Advisors Inc.1,336,421$70,310 09/30/2019
     XMLV1,336,421$70,310 09/30/2019
Brookstone Capital Management1,068,639$56,221 09/30/2019
     XMLV1,068,639$56,221 09/30/2019
Invesco Ltd.1,003,795$52,810 09/30/2019
     XMLV1,003,795$52,810 09/30/2019
Commonwealth Equity Services LLC993,620$52,274 09/30/2019
     XMLV993,620$52,274 09/30/2019
Cambridge Investment Research Advisors Inc.856,995$45,087 09/30/2019
     XMLV856,995$45,087 09/30/2019
Raymond James & Associates601,476$31,644 09/30/2019
     XMLV601,476$31,644 09/30/2019
Ladenburg Thalmann Financial Services Inc.597,973$31,459 09/30/2019
     XMLV597,973$31,459 09/30/2019
MML Investors Services LLC536,507$28,226 09/30/2019
     XMLV536,507$28,226 09/30/2019
Wealth Enhancement Advisory Services LLC496,390$25,901 09/30/2019
     XMLV496,390$25,901 09/30/2019
Royal Bank of Canada448,114$23,575 09/30/2019
     XMLV448,114$23,575 09/30/2019
Cetera Advisors LLC442,092$23,256 09/30/2019
     XMLV442,092$23,256 09/30/2019
Advisor Group Inc.434,548$22,864 09/30/2019
     XMLV434,548$22,864 09/30/2019
Northwestern Mutual Wealth Management Co.408,986$21,517 09/30/2019
     XMLV408,986$21,517 09/30/2019
First Heartland Consultants Inc.387,127$20,367 09/30/2019
     XMLV387,127$20,367 09/30/2019
Envestnet Asset Management Inc.385,593$20,286 09/30/2019
     XMLV385,593$20,286 09/30/2019
Trilogy Capital Inc.371,337$19,432 09/30/2019
     XMLV371,337$19,432 09/30/2019
Paragon Wealth Strategies LLC322,841$16,985 09/30/2019
     XMLV322,841$16,985 09/30/2019
PNC Financial Services Group Inc.289,131$15,211 09/30/2019
     XMLV289,131$15,211 09/30/2019
PFS Investments Inc.274,561$14,445 09/30/2019
     XMLV274,561$14,445 09/30/2019
Stifel Financial Corp255,934$13,466 09/30/2019
     XMLV255,934$13,466 09/30/2019
Sharkey Howes & Javer252,657$13,292 09/30/2019
     XMLV252,657$13,292 09/30/2019
CX Institutional247,358$13,013 09/30/2019
     XMLV247,358$13,013 09/30/2019
Pacific Center for Financial Services246,309$12,958 09/30/2019
     XMLV246,309$12,958 09/30/2019
Financial Enhancement Group LLC243,685$12,820 09/30/2019
     XMLV243,685$12,820 09/30/2019
CWM LLC220,510$11,601 09/30/2019
     XMLV220,510$11,601 09/30/2019
Well Done LLC216,972$11,415 09/30/2019
     XMLV216,972$11,415 09/30/2019
Jackson Financial Management216,102$11,369 09/30/2019
     XMLV216,102$11,369 09/30/2019
SRS Capital Advisors Inc.198,224$10,429 09/30/2019
     XMLV198,224$10,429 09/30/2019
Sigma Planning Corp187,235$9,850 09/30/2019
     XMLV187,235$9,850 09/30/2019
Estate Counselors LLC179,700$9,454 09/30/2019
     XMLV179,700$9,454 09/30/2019
Janney Montgomery Scott LLC175,344$9,225 09/30/2019
     XMLV175,344$9,225 09/30/2019
Private Advisor Group LLC174,339$9,172 09/30/2019
     XMLV174,339$9,172 09/30/2019
Strategic Wealth Advisors Group LLC166,810$8,677 09/30/2019
     XMLV166,810$8,677 09/30/2019
Moneywise Inc.126,367$6,648 09/30/2019
     XMLV126,367$6,648 09/30/2019
G&S Capital LLC123,477$6,496 09/30/2019
     XMLV123,477$6,496 09/30/2019
Redhawk Wealth Advisors Inc.116,912$6,151 09/30/2019
     XMLV116,912$6,151 09/30/2019
Almanack Investment Partners LLC.115,707$6,087 09/30/2019
     XMLV115,707$6,087 09/30/2019
Harvest Group Wealth Management LLC113,911$5,993 09/30/2019
     XMLV113,911$5,993 09/30/2019
Smith Moore & CO.111,490$5,865 09/30/2019
     XMLV111,490$5,865 09/30/2019
AdvisorNet Financial Inc109,189$5,744 09/30/2019
     XMLV109,189$5,744 09/30/2019
Madrona Financial Services LLC108,169$5,691 09/30/2019
     XMLV108,169$5,691 09/30/2019
Madrona Funds LLC108,169$5,691 09/30/2019
     XMLV108,169$5,691 09/30/2019
Huntington National Bank106,412$5,598 09/30/2019
     XMLV106,412$5,598 09/30/2019
Capital Analysts LLC99,791$5,250 09/30/2019
     XMLV99,791$5,250 09/30/2019
FineMark National Bank & Trust98,968$5,207 09/30/2019
     XMLV98,968$5,207 09/30/2019
Lake Street Financial LLC96,888$5,097 09/30/2019
     XMLV96,888$5,097 09/30/2019
Ballast Inc.88,951$4,679 09/30/2019
     XMLV88,951$4,679 09/30/2019
Cetera Investment Advisers87,563$4,600 09/30/2019
     XMLV87,563$4,600 09/30/2019
Affinity Wealth Management LLC81,157$4,270 09/30/2019
     XMLV81,157$4,270 09/30/2019
Cornerstone Wealth Management LLC81,041$4,264 09/30/2019
     XMLV81,041$4,264 09/30/2019
AXA75,480$3,971 09/30/2019
     XMLV75,480$3,971 09/30/2019
Lincoln National Corp72,902$3,835 09/30/2019
     XMLV72,902$3,835 09/30/2019
Meridian Wealth Advisors LLC69,829$3,674 09/30/2019
     XMLV69,829$3,674 09/30/2019
First Allied Advisory Services Inc.68,080$3,585 09/30/2019
     XMLV68,080$3,585 09/30/2019
F3Logic LLC60,577$3,185 09/30/2019
     XMLV60,577$3,185 09/30/2019
Partnervest Advisory Services LLC56,436$2,969 09/30/2019
     XMLV56,436$2,969 09/30/2019
Comerica Securities Inc.53,092$2,793 09/30/2019
     XMLV53,092$2,793 09/30/2019
CIBC World Markets Inc.52,338$2,754 09/30/2019
     XMLV52,338$2,754 09/30/2019
Victory Capital Management Inc.50,000$2,631 09/30/2019
     XMLV50,000$2,631 09/30/2019
Calton & Associates Inc.49,358$2,597 09/30/2019
     XMLV49,358$2,597 09/30/2019
BB&T Securities LLC48,706$2,561 09/30/2019
     XMLV48,706$2,561 09/30/2019
AE Wealth Management LLC48,456$2,549 09/30/2019
     XMLV48,456$2,549 09/30/2019
Mutual Advisors LLC48,437$2,548 09/30/2019
     XMLV48,437$2,548 09/30/2019
Acorn Wealth Advisors LLC47,991$2,533 09/30/2019
     XMLV47,991$2,533 09/30/2019
United Capital Financial Advisers LLC47,441$2,496 09/30/2019
     XMLV47,441$2,496 09/30/2019
Citigroup Inc.44,062$2,318 09/30/2019
     XMLV44,062$2,318 09/30/2019
Pacific Financial Group Inc.45,133$2,314 09/30/2019
     XMLV45,133$2,314 09/30/2019
Financial Advocates Investment Management43,498$2,289 09/30/2019
     XMLV43,498$2,289 09/30/2019
Western Wealth Management LLC43,079$2,272 09/30/2019
     XMLV43,079$2,272 09/30/2019
TRUE Private Wealth Advisors41,833$2,200 09/30/2019
     XMLV41,833$2,200 09/30/2019
Cetera Advisor Networks LLC39,326$2,071 09/30/2019
     XMLV39,326$2,071 09/30/2019
Steward Partners Investment Advisory LLC36,989$1,945 09/30/2019
     XMLV36,989$1,945 09/30/2019
Atria Investments LLC35,766$1,882 09/30/2019
     XMLV35,766$1,882 09/30/2019
Ambassador Advisors LLC33,498$1,762 09/30/2019
     XMLV33,498$1,762 09/30/2019
WT Wealth Management33,209$1,747 09/30/2019
     XMLV33,209$1,747 09/30/2019
Retirement Capital Strategies32,889$1,730 09/30/2019
     XMLV32,889$1,730 09/30/2019
GWM Advisors LLC31,768$1,671 09/30/2019
     XMLV31,768$1,671 09/30/2019
Howe & Rusling Inc.31,480$1,656 09/30/2019
     XMLV31,480$1,656 09/30/2019
Pacific Sun Financial Corp31,110$1,637 09/30/2019
     XMLV31,110$1,637 09/30/2019
Courier Capital LLC29,270$1,516 09/30/2019
     XMLV29,270$1,516 09/30/2019
National Asset Management Inc.28,070$1,477 09/30/2019
     XMLV28,070$1,477 09/30/2019
Leicht Financial Planning & Wealth Management Inc.27,628$1,454 09/30/2019
     XMLV27,628$1,454 09/30/2019
Spectrum Wealth Advisory Group LLC27,294$1,436 09/30/2019
     XMLV27,294$1,436 09/30/2019
Bank of Montreal Can27,171$1,429 09/30/2019
     XMLV27,171$1,429 09/30/2019
Baird Financial Group Inc.25,717$1,353 09/30/2019
     XMLV25,717$1,353 09/30/2019
Wintrust Investments LLC25,294$1,331 09/30/2019
     XMLV25,294$1,331 09/30/2019
Harvest Investment Services LLC24,803$1,290 09/30/2019
     XMLV24,803$1,290 09/30/2019
Gateway Advisory LLC23,767$1,250 09/30/2019
     XMLV23,767$1,250 09/30/2019
D.A. Davidson & CO.23,689$1,246 09/30/2019
     XMLV23,689$1,246 09/30/2019
PFG Advisors23,039$1,191 09/30/2019
     XMLV23,039$1,191 09/30/2019
Nations Financial Group Inc. IA ADV20,932$1,117 09/30/2019
     XMLV20,932$1,117 09/30/2019
First Financial Bank Trust Division18,972$998 09/30/2019
     XMLV18,972$998 09/30/2019
Global Trust Asset Management LLC18,747$986 09/30/2019
     XMLV18,747$986 09/30/2019
Premia Global Advisors LLC18,536$975 09/30/2019
     XMLV18,536$975 09/30/2019
OLD Mission Capital LLC18,510$974 09/30/2019
     XMLV18,510$974 09/30/2019
Valmark Advisers Inc.17,516$922 09/30/2019
     XMLV17,516$922 09/30/2019
Delta Investment Management LLC17,348$912 09/30/2019
     XMLV17,348$912 09/30/2019
Wealthcare Advisory Partners LLC17,019$895 09/30/2019
     XMLV17,019$895 09/30/2019
Stratos Wealth Partners LTD.16,173$851 09/30/2019
     XMLV16,173$851 09/30/2019
Capital Asset Advisory Services LLC16,100$847 09/30/2019
     XMLV16,100$847 09/30/2019
Carroll Financial Associates Inc.15,709$826 09/30/2019
     XMLV15,709$826 09/30/2019
Mariner LLC15,096$794 09/30/2019
     XMLV15,096$794 09/30/2019
Sheets Smith Wealth Management15,062$792 09/30/2019
     XMLV15,062$792 09/30/2019
Mid Atlantic Financial Management Inc. ADV14,575$767 09/30/2019
     XMLV14,575$767 09/30/2019
Jacobi Capital Management LLC13,564$714 09/30/2019
     XMLV13,564$714 09/30/2019
IFP Advisors Inc13,586$708 09/30/2019
     XMLV13,586$708 09/30/2019
HighTower Advisors LLC12,949$686 09/30/2019
     XMLV12,949$686 09/30/2019
Private Portfolio Partners LLC12,685$667 09/30/2019
     XMLV12,685$667 09/30/2019
IHT Wealth Management LLC12,571$661 09/30/2019
     XMLV12,571$661 09/30/2019
Creative Planning12,309$648 09/30/2019
     XMLV12,309$648 09/30/2019
Tower Research Capital LLC TRC 12,143$639 09/30/2019
     XMLV12,143$639 09/30/2019
Gladstone Institutional Advisory LLC11,197$589 09/30/2019
     XMLV11,197$589 09/30/2019
IFG Advisory LLC11,029$580 09/30/2019
     XMLV11,029$580 09/30/2019
ERn Financial LLC10,893$573 09/30/2019
     XMLV10,893$573 09/30/2019
9258 Wealth Management LLC10,830$570 09/30/2019
     XMLV10,830$570 09/30/2019
Integrated Wealth Concepts LLC10,529$554 09/30/2019
     XMLV10,529$554 09/30/2019
Rothschild Investment Corp IL10,475$551 09/30/2019
     XMLV10,475$551 09/30/2019
Brown Advisory Inc.10,276$541 09/30/2019
     XMLV10,276$541 09/30/2019
Raymond James Trust N.A.10,181$536 09/30/2019
     XMLV10,181$536 09/30/2019
Natixis9,876$520 09/30/2019
     XMLV9,876$520 09/30/2019
BOKF NA9,776$514 09/30/2019
     XMLV9,776$514 09/30/2019
Personal Wealth Partners9,767$514 09/30/2019
     XMLV9,767$514 09/30/2019
Moody National Bank Trust Division9,198$484 09/30/2019
     XMLV9,198$484 09/30/2019
NEXT Financial Group Inc9,095$478 09/30/2019
     XMLV9,095$478 09/30/2019
Ausdal Financial Partners Inc.9,038$475 09/30/2019
     XMLV9,038$475 09/30/2019
Winslow Evans & Crocker Inc.8,802$466 09/30/2019
     XMLV8,802$466 09/30/2019
Sowell Financial Services LLC8,359$440 09/30/2019
     XMLV8,359$440 09/30/2019
Wedbush Securities Inc.8,182$430 09/30/2019
     XMLV8,182$430 09/30/2019
Great Valley Advisor Group Inc.7,785$410 09/30/2019
     XMLV7,785$410 09/30/2019
Ballentine Partners LLC7,760$408 09/30/2019
     XMLV7,760$408 09/30/2019
Moors & Cabot Inc.7,541$395 09/30/2019
     XMLV7,541$395 09/30/2019
Claraphi Advisory Network LLC7,328$386 09/30/2019
     XMLV7,328$386 09/30/2019
D.B. Root & Company LLC7,343$386 09/30/2019
     XMLV7,343$386 09/30/2019
WBI Investments Inc.7,188$378 09/30/2019
     XMLV7,188$378 09/30/2019
ACG Wealth6,982$367 09/30/2019
     XMLV6,982$367 09/30/2019
Belpointe Asset Management LLC7,006$359 06/30/2019
     XMLV7,006$359 06/30/2019
Nwam LLC6,763$356 09/30/2019
     XMLV6,763$356 09/30/2019
Ridgewood Investments LLC6,537$344 09/30/2019
     XMLV6,537$344 09/30/2019
Jaffetilchin Investment Partners LLC6,462$340 09/30/2019
     XMLV6,462$340 09/30/2019
Financial Partners Group Inc6,439$339 09/30/2019
     XMLV6,439$339 09/30/2019
Ameritas Investment Corp6,376$335 09/30/2019
     XMLV6,376$335 09/30/2019
Prospera Financial Services Inc6,176$325 09/30/2019
     XMLV6,176$325 09/30/2019
Benjamin F. Edwards & Company Inc.6,008$316 09/30/2019
     XMLV6,008$316 09/30/2019
Dana Investment Advisors Inc.5,973$314 09/30/2019
     XMLV5,973$314 09/30/2019
Thoroughbred Financial Services LLC5,925$312 09/30/2019
     XMLV5,925$312 09/30/2019
Measured Wealth Private Client Group LLC5,901$310 09/30/2019
     XMLV5,901$310 09/30/2019
Dynamic Advisor Solutions LLC5,841$307 09/30/2019
     XMLV5,841$307 09/30/2019
Certified Advisory Corp5,451$287 09/30/2019
     XMLV5,451$287 09/30/2019
Avantax Advisory Services Inc.5,453$286 09/30/2019
     XMLV5,453$286 09/30/2019
Financial Architects Inc5,277$278 09/30/2019
     XMLV5,277$278 09/30/2019
Strategic Financial Group LLC5,194$273 09/30/2019
     XMLV5,194$273 09/30/2019
PDS Planning Inc5,038$265 09/30/2019
     XMLV5,038$265 09/30/2019
Moloney Securities Asset Management LLC4,764$251 09/30/2019
     XMLV4,764$251 09/30/2019
Sawtooth Solutions LLC4,702$247 09/30/2019
     XMLV4,702$247 09/30/2019
Oppenheimer & Co. Inc.4,580$241 09/30/2019
     XMLV4,580$241 09/30/2019
Good Life Advisors LLC4,557$240 09/30/2019
     XMLV4,557$240 09/30/2019
Roof Eidam & Maycock ADV4,120$217 09/30/2019
     XMLV4,120$217 09/30/2019
Advanced Asset Management Advisors Inc4,064$214 09/30/2019
     XMLV4,064$214 09/30/2019
CFO4Life Group LLC4,025$212 09/30/2019
     XMLV4,025$212 09/30/2019
US Bancorp DE3,958$208 09/30/2019
     XMLV3,958$208 09/30/2019
RFG Advisory LLC3,951$208 09/30/2019
     XMLV3,951$208 09/30/2019
Private Trust Co. NA3,805$200 09/30/2019
     XMLV3,805$200 09/30/2019
Advisory Alpha LLC3,444$178 09/30/2019
     XMLV3,444$178 09/30/2019
MRA Associates USA LLC3,008$158 09/30/2019
     XMLV3,008$158 09/30/2019
Ellis Investment Partners LLC2,900$150 09/30/2019
     XMLV2,900$150 09/30/2019
Patriot Financial Group Insurance Agency LLC2,826$149 09/30/2019
     XMLV2,826$149 09/30/2019
JPMorgan Chase & Co.2,696$142 09/30/2019
     XMLV2,696$142 09/30/2019
Daiwa Securities Group Inc.2,400$126 09/30/2019
     XMLV2,400$126 09/30/2019
FMR LLC2,288$120 09/30/2019
     XMLV2,288$120 09/30/2019
Financial Gravity Wealth Inc.1,647$87 09/30/2019
     XMLV1,647$87 09/30/2019
Advisors Preferred LLC1,454$76 09/30/2019
     XMLV1,454$76 09/30/2019
Global Retirement Partners LLC1,403$74 09/30/2019
     XMLV1,403$74 09/30/2019
Pinnacle Bank1,100$58 09/30/2019
     XMLV1,100$58 09/30/2019
Captrust Financial Advisors970$51 09/30/2019
     XMLV970$51 09/30/2019
Rocky Mountain Advisers LLC900$47 09/30/2019
     XMLV900$47 09/30/2019
Flagship Harbor Advisors LLC781$41 09/30/2019
     XMLV781$41 09/30/2019
Capital Advisors Ltd. LLC525$28 09/30/2019
     XMLV525$28 09/30/2019
Prime Capital Investment Advisors LLC480$25 09/30/2019
     XMLV480$25 09/30/2019
Cordasco Financial Network424$22 09/30/2019
     XMLV424$22 09/30/2019
Fifth Third Bancorp405$21 09/30/2019
     XMLV405$21 09/30/2019
Arcadia Investment Management Corp MI304$16 09/30/2019
     XMLV304$16 09/30/2019
BlackRock Inc.299$16 09/30/2019
     XMLV299$16 09/30/2019
Biltmore Family Office LLC300$16 09/30/2019
     XMLV300$16 09/30/2019
LifePlan Financial Group Inc284$15 09/30/2019
     XMLV284$15 09/30/2019
Golden State Wealth Management LLC270$14 09/30/2019
     XMLV270$14 09/30/2019
Capital Investment Advisory Services LLC235$12 09/30/2019
     XMLV235$12 09/30/2019
Trustcore Financial Services LLC223$12 09/30/2019
     XMLV223$12 09/30/2019
Emerald Investment Partners LLC200$11 09/30/2019
     XMLV200$11 09/30/2019
Coastal Investment Advisors Inc.207$11 09/30/2019
     XMLV207$11 09/30/2019
Financial Management Professionals Inc.191$10 09/30/2019
     XMLV191$10 09/30/2019
UBS Asset Management Americas Inc.121$6 09/30/2019
     XMLV121$6 09/30/2019
Balentine LLC105$6 09/30/2019
     XMLV105$6 09/30/2019
Blair William & Co. IL100$5 09/30/2019
     XMLV100$5 09/30/2019
Parallel Advisors LLC72$4 09/30/2019
     XMLV72$4 09/30/2019
Front Row Advisors LLC14$1 09/30/2019
     XMLV14$1 09/30/2019
Proequities Inc.0$0 09/30/2019
     XMLV0$0 09/30/2019
Investment Security Group Inc. Co. ADV27,011$-1,426 09/30/2019
     Put27,011$1,426 09/30/2019

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

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