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Funds Holding XONE

On this page, we present all of the funds holding XONE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XONE, with a link to that fund's top holdings. The next columns indicate the amount of XONE stock held by each of the funds holding XONE, followed by the XONE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 67 funds holding XONE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Municipal Employees Retirement System of Michigan. For more details on the positions held by Municipal Employees Retirement System of Michigan (or by any of the other funds holding XONE), click the fund name in the "Holder" column of the funds-holding-XONE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Municipal Employees Retirement System of Michigan2,387,980$118,515 03/31/2024
     XONE2,387,980$118,515 03/31/2024
Stifel Financial Corp1,300,799$64,754 12/31/2023
     XONE1,300,799$64,754 12/31/2023
Connectus Wealth LLC892,486$44,636 12/31/2023
     XONE892,486$44,636 12/31/2023
Benjamin F. Edwards & Company Inc.873,510$43,483 12/31/2023
     XONE873,510$43,483 12/31/2023
AE Wealth Management LLC754,105$37,637 12/31/2023
     XONE754,105$37,637 12/31/2023
Tanager Wealth Management LLP373,547$18,681 12/31/2023
     XONE373,547$18,681 12/31/2023
3EDGE Asset Management LP307,230$15,294 12/31/2023
     XONE307,230$15,294 12/31/2023
Orion Portfolio Solutions LLC278,165$13,847 12/31/2023
     XONE278,165$13,847 12/31/2023
HighTower Advisors LLC242,727$12,064 12/31/2023
     XONE242,727$12,064 12/31/2023
Norden Group LLC222,324$11,176 03/31/2024
     XONE222,324$11,176 03/31/2024
Smart Portfolios LLC117,259$5,817 12/31/2023
     XONE117,259$5,817 12/31/2023
Relative Value Partners Group LLC116,079$5,778 12/31/2023
     XONE116,079$5,778 12/31/2023
Royal Bank of Canada114,049$5,677 12/31/2023
     XONE114,049$5,677 12/31/2023
CWM LLC87,253$4,330 03/31/2024
     XONE87,253$4,330 03/31/2024
Townsquare Capital LLC82,633$4,113 12/31/2023
     XONE82,633$4,113 12/31/2023
Lloyd Advisory Services LLC.74,265$3,668 03/31/2024
     XONE74,265$3,668 03/31/2024
Strait & Sound Wealth Management LLC57,255$2,854 12/31/2023
     XONE57,255$2,854 12/31/2023
Financial Guidance Group Inc.47,999$2,389 12/31/2023
     XONE47,999$2,389 12/31/2023
Citadel Advisors LLC47,058$2,343 12/31/2023
     XONE47,058$2,343 12/31/2023
Benjamin Edwards Inc.44,624$2,221 12/31/2023
     XONE44,624$2,221 12/31/2023
WESPAC Advisors SoCal LLC39,497$1,960 03/31/2024
     XONE39,497$1,960 03/31/2024
Visionary Wealth Advisors32,391$1,612 12/31/2023
     XONE32,391$1,612 12/31/2023
Exchange Capital Management Inc.29,449$1,462 03/31/2024
     XONE29,449$1,462 03/31/2024
Bank of America Corp DE29,297$1,458 12/31/2023
     XONE29,297$1,458 12/31/2023
Atria Investments LLC24,969$1,243 12/31/2023
     XONE24,969$1,243 12/31/2023
Jane Street Group LLC24,488$1,219 12/31/2023
     XONE24,488$1,219 12/31/2023
Adviser Investments LLC24,150$1,202 12/31/2023
     XONE24,150$1,202 12/31/2023
Warren Street Wealth Advisors LLC22,117$1,101 12/31/2023
     XONE22,117$1,101 12/31/2023
Swmg LLC21,624$1,076 12/31/2023
     XONE21,624$1,076 12/31/2023
Avantax Advisory Services Inc.21,071$1,049 12/31/2023
     XONE21,071$1,049 12/31/2023
Cambridge Investment Research Advisors Inc.20,370$1,014 12/31/2023
     XONE20,370$1,014 12/31/2023
Wealthcare Advisory Partners LLC19,744$980 03/31/2024
     XONE19,744$980 03/31/2024
Portside Wealth Group LLC18,289$908 03/31/2024
     XONE18,289$908 03/31/2024
Kingdom Financial Group LLC.15,075$750 12/31/2023
     XONE15,075$750 12/31/2023
Shore Point Advisors LLC14,769$735 12/31/2023
     XONE14,769$735 12/31/2023
Comerica Bank14,374$716 12/31/2023
     XONE14,374$716 12/31/2023
Sunbelt Securities Inc.13,366$663 03/31/2024
     XONE13,366$663 03/31/2024
Sigma Planning Corp12,445$620 12/31/2023
     XONE12,445$620 12/31/2023
Envestnet Asset Management Inc.12,276$611 12/31/2023
     XONE12,276$611 12/31/2023
Wealth Enhancement Advisory Services LLC11,235$558 03/31/2024
     XONE11,235$558 03/31/2024
National Asset Management Inc.10,431$522 12/31/2023
     XONE10,431$522 12/31/2023
Salem Investment Counselors Inc.9,554$474 03/31/2024
     XONE9,554$474 03/31/2024
Strategic Blueprint LLC9,392$468 12/31/2023
     XONE9,392$468 12/31/2023
Goldman Sachs Group Inc.8,799$438 12/31/2023
     XONE8,799$438 12/31/2023
Cerity Partners LLC8,252$411 12/31/2023
     XONE8,252$411 12/31/2023
Kestra Advisory Services LLC8,103$403 12/31/2023
     XONE8,103$403 12/31/2023
Astoria Portfolio Advisors LLC.7,176$355 03/31/2024
     XONE7,176$355 03/31/2024
WealthPLAN Partners LLC6,009$299 12/31/2023
     XONE6,009$299 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC5,197$259 12/31/2023
     XONE5,197$259 12/31/2023
Thrivent Financial for Lutherans5,146$256 12/31/2023
     XONE5,146$256 12/31/2023
SILVER OAK SECURITIES Inc5,077$253 12/31/2023
     XONE5,077$253 12/31/2023
Wallace Advisory Group LLC4,951$246 03/31/2024
     XONE4,951$246 03/31/2024
FirstPurpose Wealth LLC4,958$245 03/31/2024
     XONE4,958$245 03/31/2024
Creekmur Asset Management LLC4,704$234 12/31/2023
     XONE4,704$234 12/31/2023
Financial Network Wealth Advisors LLC4,540$226 12/31/2023
     XONE4,540$226 12/31/2023
Global Retirement Partners LLC3,062$153 12/31/2023
     XONE3,062$153 12/31/2023
US Bancorp DE1,608$80 12/31/2023
     XONE1,608$80 12/31/2023
Fortitude Family Office LLC858$43 03/31/2024
     XONE858$43 03/31/2024
Vermillion & White Wealth Management Group LLC768$38 12/31/2023
     XONE768$38 12/31/2023
Principal Securities Inc.538$27 12/31/2023
     XONE538$27 12/31/2023
Mather Group LLC.324$16 03/31/2024
     XONE324$16 03/31/2024
Matrix Trust Co288$14 12/31/2023
     XONE288$14 12/31/2023
Wells Fargo & Company MN169$8 12/31/2023
     XONE169$8 12/31/2023
Penserra Capital Management LLC149$7 12/31/2023
     XONE149$7 12/31/2023
MV Capital Management Inc.110$5 03/31/2024
     XONE110$5 03/31/2024
ICA Group Wealth Management LLC26$1 12/31/2023
     XONE26$1 12/31/2023
FMR LLC1$0 12/31/2023
     XONE1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     XONE0$0 12/31/2023

See Summary: Institutional Holders of XONE
See Details: Top 10 Hedge Funds Holding XONE
Also See: XONE Insider Buying
Also See: XONE Holdings Changes

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