HoldingsChannel.com
On this page, we present all of the funds holding XRLV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XRLV, with a link to that fund's top holdings. The next columns indicate the amount of XRLV stock held by each of the funds holding XRLV, followed by the XRLV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 28 funds holding XRLV 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 XRLV), click the fund name in the "Holder" column of the funds-holding-XRLV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 LPL Financial LLC | 54,040 | $2,561 | 12/31/2023 |
| XRLV | 54,040 | $2,561 | 12/31/2023 |
| HighTower Advisors LLC | 40,563 | $2,029 | 03/31/2024 |
| XRLV | 40,563 | $2,029 | 03/31/2024 |
| MGB Wealth Management LLC | 29,467 | $1,473 | 03/31/2024 |
| XRLV | 29,467 | $1,473 | 03/31/2024 |
| Bank of America Corp DE | 28,661 | $1,358 | 12/31/2023 |
| XRLV | 28,661 | $1,358 | 12/31/2023 |
| Apexium Financial LP | 26,388 | $1,320 | 03/31/2024 |
| XRLV | 26,388 | $1,320 | 03/31/2024 |
| Advisor Group Holdings Inc. | 26,856 | $1,273 | 12/31/2023 |
| XRLV | 26,856 | $1,273 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 24,334 | $1,217 | 03/31/2024 |
| XRLV | 24,334 | $1,217 | 03/31/2024 |
| Morgan Stanley | 14,041 | $666 | 12/31/2023 |
| XRLV | 14,041 | $666 | 12/31/2023 |
| Susquehanna International Group LLP | 12,116 | $606 | 03/31/2024 |
| XRLV | 12,116 | $606 | 03/31/2024 |
| Sfmg LLC | 10,043 | $502 | 03/31/2024 |
| XRLV | 10,043 | $502 | 03/31/2024 |
| D.A. Davidson & CO. | 10,129 | $480 | 12/31/2023 |
| XRLV | 10,129 | $480 | 12/31/2023 |
| Janney Montgomery Scott LLC | 7,786 | $389 | 03/31/2024 |
| XRLV | 7,786 | $389 | 03/31/2024 |
| Citadel Advisors LLC | 7,534 | $357 | 12/31/2023 |
| XRLV | 7,534 | $357 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 7,454 | $353 | 12/31/2023 |
| XRLV | 7,454 | $353 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 7,129 | $338 | 12/31/2023 |
| XRLV | 7,129 | $338 | 12/31/2023 |
| Ambassador Advisors LLC | 6,717 | $320 | 12/31/2023 |
| XRLV | 6,717 | $320 | 12/31/2023 |
| Goldman Sachs Group Inc. | 6,409 | $304 | 12/31/2023 |
| XRLV | 6,409 | $304 | 12/31/2023 |
| Jane Street Group LLC | 4,826 | $229 | 12/31/2023 |
| XRLV | 4,826 | $229 | 12/31/2023 |
| GWM Advisors LLC | 4,632 | $220 | 12/31/2023 |
| XRLV | 4,632 | $220 | 12/31/2023 |
| UBS Group AG | 2,263 | $107 | 12/31/2023 |
| XRLV | 2,263 | $107 | 12/31/2023 |
| Royal Bank of Canada | 1,392 | $66 | 12/31/2023 |
| XRLV | 1,392 | $66 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 905 | $45 | 03/31/2024 |
| XRLV | 905 | $45 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 731 | $35 | 12/31/2023 |
| XRLV | 731 | $35 | 12/31/2023 |
| Coastal Investment Advisors Inc. | 176 | $9 | 03/31/2024 |
| XRLV | 176 | $9 | 03/31/2024 |
| FMR LLC | 121 | $6 | 12/31/2023 |
| XRLV | 121 | $6 | 12/31/2023 |
| Valley National Advisers Inc. | 62 | $3 | 03/31/2024 |
| XRLV | 62 | $3 | 03/31/2024 |
| Blair William & Co. IL | 55 | $3 | 12/31/2023 |
| XRLV | 55 | $3 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| XRLV | 0 | $0 | 03/31/2024 |
| Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
| XRLV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of XRLV
See Details: Top 10 Hedge Funds Holding XRLV
Also See: XRLV Holdings Changes
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