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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 413,218 | $20,801 | 12/31/2023 |
XMVM | 413,218 | $20,801 | 12/31/2023 |
Morgan Stanley | 234,727 | $11,816 | 12/31/2023 |
XMVM | 234,727 | $11,816 | 12/31/2023 |
Bank of America Corp DE | 203,113 | $10,225 | 12/31/2023 |
XMVM | 203,113 | $10,225 | 12/31/2023 |
Ameriprise Financial Inc. | 194,201 | $9,763 | 12/31/2023 |
XMVM | 194,201 | $9,763 | 12/31/2023 |
Advisor Group Holdings Inc. | 171,581 | $8,637 | 12/31/2023 |
XMVM | 171,581 | $8,637 | 12/31/2023 |
Whitaker Myers Wealth Managers LTD. | 152,607 | $8,287 | 03/31/2024 |
XMVM | 152,607 | $8,287 | 03/31/2024 |
Commonwealth Equity Services LLC | 128,237 | $6,455 | 12/31/2023 |
XMVM | 128,237 | $6,455 | 12/31/2023 |
Royal Bank of Canada | 87,920 | $4,426 | 12/31/2023 |
XMVM | 87,920 | $4,426 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 83,255 | $4,191 | 12/31/2023 |
XMVM | 83,255 | $4,191 | 12/31/2023 |
Atria Wealth Solutions Inc. | 71,278 | $3,588 | 12/31/2023 |
XMVM | 71,278 | $3,588 | 12/31/2023 |
Captrust Financial Advisors | 67,918 | $3,419 | 12/31/2023 |
XMVM | 67,918 | $3,419 | 12/31/2023 |
Trilogy Capital Inc. | 37,784 | $2,052 | 03/31/2024 |
XMVM | 37,784 | $2,052 | 03/31/2024 |
Wells Fargo & Company MN | 34,129 | $1,718 | 12/31/2023 |
XMVM | 34,129 | $1,718 | 12/31/2023 |
Citigroup Inc. | 32,063 | $1,614 | 12/31/2023 |
XMVM | 32,063 | $1,614 | 12/31/2023 |
Susquehanna International Group LLP | 30,515 | $1,536 | 12/31/2023 |
XMVM | 30,515 | $1,536 | 12/31/2023 |
Money Concepts Capital Corp | 30,129 | $1,517 | 12/31/2023 |
XMVM | 30,129 | $1,517 | 12/31/2023 |
Cetera Advisor Networks LLC | 27,112 | $1,365 | 12/31/2023 |
XMVM | 27,112 | $1,365 | 12/31/2023 |
Raymond James & Associates | 20,134 | $1,014 | 12/31/2023 |
XMVM | 20,134 | $1,014 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 19,861 | $1,000 | 12/31/2023 |
XMVM | 19,861 | $1,000 | 12/31/2023 |
MML Investors Services LLC | 16,078 | $809 | 12/31/2023 |
XMVM | 16,078 | $809 | 12/31/2023 |
Envestnet Asset Management Inc. | 15,057 | $758 | 12/31/2023 |
XMVM | 15,057 | $758 | 12/31/2023 |
Breakwater Capital Group | 13,887 | $754 | 03/31/2024 |
XMVM | 13,887 | $754 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 13,741 | $692 | 12/31/2023 |
XMVM | 13,741 | $692 | 12/31/2023 |
Guidance Capital Inc. | 13,202 | $675 | 03/31/2024 |
XMVM | 13,202 | $675 | 03/31/2024 |
Zacks Investment Management | 10,885 | $548 | 12/31/2023 |
XMVM | 10,885 | $548 | 12/31/2023 |
Institute for Wealth Management LLC. | 10,145 | $511 | 12/31/2023 |
XMVM | 10,145 | $511 | 12/31/2023 |
Avaii Wealth Management LLC | 9,593 | $483 | 12/31/2023 |
XMVM | 9,593 | $483 | 12/31/2023 |
Cornerstone Wealth Management LLC | 9,210 | $464 | 12/31/2023 |
XMVM | 9,210 | $464 | 12/31/2023 |
Equitable Holdings Inc. | 8,903 | $448 | 12/31/2023 |
XMVM | 8,903 | $448 | 12/31/2023 |
Armbruster Capital Management Inc. | 8,749 | $440 | 12/31/2023 |
XMVM | 8,749 | $440 | 12/31/2023 |
Private Advisor Group LLC | 7,710 | $388 | 12/31/2023 |
XMVM | 7,710 | $388 | 12/31/2023 |
Mariner LLC | 6,845 | $345 | 12/31/2023 |
XMVM | 6,845 | $345 | 12/31/2023 |
Atlas Private Wealth Advisors | 6,386 | $321 | 12/31/2023 |
XMVM | 6,386 | $321 | 12/31/2023 |
Silverlake Wealth Management LLC | 5,870 | $295 | 12/31/2023 |
XMVM | 5,870 | $295 | 12/31/2023 |
Principal Securities Inc. | 5,528 | $278 | 12/31/2023 |
XMVM | 5,528 | $278 | 12/31/2023 |
Ullmann Financial Group Inc. | 5,283 | $266 | 12/31/2023 |
XMVM | 5,283 | $266 | 12/31/2023 |
Financial Advocates Investment Management | 4,637 | $233 | 12/31/2023 |
XMVM | 4,637 | $233 | 12/31/2023 |
Schrum Private Wealth Management LLC | 4,500 | $227 | 12/31/2023 |
XMVM | 4,500 | $227 | 12/31/2023 |
Sigma Planning Corp | 4,395 | $221 | 12/31/2023 |
XMVM | 4,395 | $221 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 3,504 | $176 | 12/31/2023 |
XMVM | 3,504 | $176 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 2,210 | $111 | 12/31/2023 |
XMVM | 2,210 | $111 | 12/31/2023 |
Aspire Wealth Management Corp | 1,883 | $95 | 12/31/2023 |
XMVM | 1,883 | $95 | 12/31/2023 |
True Wealth Design LLC | 1,665 | $84 | 12/31/2023 |
XMVM | 1,665 | $84 | 12/31/2023 |
UBS Group AG | 1,282 | $65 | 12/31/2023 |
XMVM | 1,282 | $65 | 12/31/2023 |
Harbor Investment Advisory LLC | 825 | $45 | 03/31/2024 |
XMVM | 825 | $45 | 03/31/2024 |
Harbour Investments Inc. | 852 | $43 | 12/31/2023 |
XMVM | 852 | $43 | 12/31/2023 |
ORG Partners LLC | 498 | $25 | 12/31/2023 |
XMVM | 498 | $25 | 12/31/2023 |
NBC Securities Inc. | 427 | $23 | 03/31/2024 |
XMVM | 427 | $23 | 03/31/2024 |
Tanglewood Legacy Advisors LLC | 295 | $16 | 03/31/2024 |
XMVM | 295 | $16 | 03/31/2024 |
GWM Advisors LLC | 316 | $16 | 12/31/2023 |
XMVM | 316 | $16 | 12/31/2023 |
FMR LLC | 156 | $8 | 12/31/2023 |
XMVM | 156 | $8 | 12/31/2023 |
Sunbelt Securities Inc. | 118 | $6 | 03/31/2024 |
XMVM | 118 | $6 | 03/31/2024 |
Advisory Services Network LLC | 124 | $6 | 12/31/2023 |
XMVM | 124 | $6 | 12/31/2023 |
Geneos Wealth Management Inc. | 125 | $6 | 12/31/2023 |
XMVM | 125 | $6 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 100 | $5 | 12/31/2023 |
XMVM | 100 | $5 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
XMVM | 0 | $0 | 12/31/2023 |
Founders Financial Alliance LLC | 1 | $0 | 12/31/2023 |
XMVM | 1 | $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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