HoldingsChannel.com
Funds Holding XMVM

On this page, we present all of the funds holding XMVM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XMVM, with a link to that fund's top holdings. The next columns indicate the amount of XMVM stock held by each of the funds holding XMVM, followed by the XMVM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 56 funds holding XMVM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding XMVM), click the fund name in the "Holder" column of the funds-holding-XMVM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC413,218$20,801 12/31/2023
     XMVM413,218$20,801 12/31/2023
Morgan Stanley234,727$11,816 12/31/2023
     XMVM234,727$11,816 12/31/2023
Bank of America Corp DE203,113$10,225 12/31/2023
     XMVM203,113$10,225 12/31/2023
Ameriprise Financial Inc.194,201$9,763 12/31/2023
     XMVM194,201$9,763 12/31/2023
Advisor Group Holdings Inc.171,581$8,637 12/31/2023
     XMVM171,581$8,637 12/31/2023
Whitaker Myers Wealth Managers LTD.152,607$8,287 03/31/2024
     XMVM152,607$8,287 03/31/2024
Commonwealth Equity Services LLC128,237$6,455 12/31/2023
     XMVM128,237$6,455 12/31/2023
Royal Bank of Canada87,920$4,426 12/31/2023
     XMVM87,920$4,426 12/31/2023
Raymond James Financial Services Advisors Inc.83,255$4,191 12/31/2023
     XMVM83,255$4,191 12/31/2023
Atria Wealth Solutions Inc.71,278$3,588 12/31/2023
     XMVM71,278$3,588 12/31/2023
Captrust Financial Advisors67,918$3,419 12/31/2023
     XMVM67,918$3,419 12/31/2023
Trilogy Capital Inc.37,784$2,052 03/31/2024
     XMVM37,784$2,052 03/31/2024
Wells Fargo & Company MN34,129$1,718 12/31/2023
     XMVM34,129$1,718 12/31/2023
Citigroup Inc.32,063$1,614 12/31/2023
     XMVM32,063$1,614 12/31/2023
Susquehanna International Group LLP30,515$1,536 12/31/2023
     XMVM30,515$1,536 12/31/2023
Money Concepts Capital Corp30,129$1,517 12/31/2023
     XMVM30,129$1,517 12/31/2023
Cetera Advisor Networks LLC27,112$1,365 12/31/2023
     XMVM27,112$1,365 12/31/2023
Raymond James & Associates20,134$1,014 12/31/2023
     XMVM20,134$1,014 12/31/2023
Cambridge Investment Research Advisors Inc.19,861$1,000 12/31/2023
     XMVM19,861$1,000 12/31/2023
MML Investors Services LLC16,078$809 12/31/2023
     XMVM16,078$809 12/31/2023
Envestnet Asset Management Inc.15,057$758 12/31/2023
     XMVM15,057$758 12/31/2023
Breakwater Capital Group13,887$754 03/31/2024
     XMVM13,887$754 03/31/2024
Northwestern Mutual Wealth Management Co.13,741$692 12/31/2023
     XMVM13,741$692 12/31/2023
Guidance Capital Inc.13,202$675 03/31/2024
     XMVM13,202$675 03/31/2024
Zacks Investment Management10,885$548 12/31/2023
     XMVM10,885$548 12/31/2023
Institute for Wealth Management LLC.10,145$511 12/31/2023
     XMVM10,145$511 12/31/2023
Avaii Wealth Management LLC9,593$483 12/31/2023
     XMVM9,593$483 12/31/2023
Cornerstone Wealth Management LLC9,210$464 12/31/2023
     XMVM9,210$464 12/31/2023
Equitable Holdings Inc.8,903$448 12/31/2023
     XMVM8,903$448 12/31/2023
Armbruster Capital Management Inc.8,749$440 12/31/2023
     XMVM8,749$440 12/31/2023
Private Advisor Group LLC7,710$388 12/31/2023
     XMVM7,710$388 12/31/2023
Mariner LLC6,845$345 12/31/2023
     XMVM6,845$345 12/31/2023
Atlas Private Wealth Advisors6,386$321 12/31/2023
     XMVM6,386$321 12/31/2023
Silverlake Wealth Management LLC5,870$295 12/31/2023
     XMVM5,870$295 12/31/2023
Principal Securities Inc.5,528$278 12/31/2023
     XMVM5,528$278 12/31/2023
Ullmann Financial Group Inc.5,283$266 12/31/2023
     XMVM5,283$266 12/31/2023
Financial Advocates Investment Management4,637$233 12/31/2023
     XMVM4,637$233 12/31/2023
Schrum Private Wealth Management LLC4,500$227 12/31/2023
     XMVM4,500$227 12/31/2023
Sigma Planning Corp4,395$221 12/31/2023
     XMVM4,395$221 12/31/2023
Benjamin F. Edwards & Company Inc.3,504$176 12/31/2023
     XMVM3,504$176 12/31/2023
Steward Partners Investment Advisory LLC2,210$111 12/31/2023
     XMVM2,210$111 12/31/2023
Aspire Wealth Management Corp1,883$95 12/31/2023
     XMVM1,883$95 12/31/2023
True Wealth Design LLC1,665$84 12/31/2023
     XMVM1,665$84 12/31/2023
UBS Group AG1,282$65 12/31/2023
     XMVM1,282$65 12/31/2023
Harbor Investment Advisory LLC825$45 03/31/2024
     XMVM825$45 03/31/2024
Harbour Investments Inc.852$43 12/31/2023
     XMVM852$43 12/31/2023
ORG Partners LLC498$25 12/31/2023
     XMVM498$25 12/31/2023
NBC Securities Inc.427$23 03/31/2024
     XMVM427$23 03/31/2024
Tanglewood Legacy Advisors LLC295$16 03/31/2024
     XMVM295$16 03/31/2024
GWM Advisors LLC316$16 12/31/2023
     XMVM316$16 12/31/2023
FMR LLC156$8 12/31/2023
     XMVM156$8 12/31/2023
Sunbelt Securities Inc.118$6 03/31/2024
     XMVM118$6 03/31/2024
Advisory Services Network LLC124$6 12/31/2023
     XMVM124$6 12/31/2023
Geneos Wealth Management Inc.125$6 12/31/2023
     XMVM125$6 12/31/2023
GPS Wealth Strategies Group LLC100$5 12/31/2023
     XMVM100$5 12/31/2023
Proequities Inc.0$0 12/31/2023
     XMVM0$0 12/31/2023
Founders Financial Alliance LLC1$0 12/31/2023
     XMVM1$0 12/31/2023

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

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