HoldingsChannel.com
On this page, we present all of the funds holding XSEP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XSEP, with a link to that fund's top holdings. The next columns indicate the amount of XSEP stock held by each of the funds holding XSEP, followed by the XSEP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 46 funds holding XSEP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding XSEP), click the fund name in the "Holder" column of the funds-holding-XSEP table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Commonwealth Equity Services LLC | 586,754 | $21,057 | 12/31/2023 |
| XSEP | 586,754 | $21,057 | 12/31/2023 |
| Advisor Group Holdings Inc. | 223,081 | $8,006 | 12/31/2023 |
| XSEP | 223,081 | $8,006 | 12/31/2023 |
| Kestra Advisory Services LLC | 146,572 | $5,260 | 12/31/2023 |
| XSEP | 146,572 | $5,260 | 12/31/2023 |
| Lincoln National Corp | 111,557 | $4,004 | 12/31/2023 |
| XSEP | 111,557 | $4,004 | 12/31/2023 |
| Millington Financial Advisors LLC | 98,685 | $3,542 | 12/31/2023 |
| XSEP | 98,685 | $3,542 | 12/31/2023 |
| Cetera Advisors LLC | 84,952 | $3,049 | 12/31/2023 |
| XSEP | 84,952 | $3,049 | 12/31/2023 |
| Envestnet Asset Management Inc. | 72,399 | $2,598 | 12/31/2023 |
| XSEP | 72,399 | $2,598 | 12/31/2023 |
| Mariner LLC | 71,531 | $2,567 | 12/31/2023 |
| XSEP | 71,531 | $2,567 | 12/31/2023 |
| Cetera Investment Advisers | 61,353 | $2,202 | 12/31/2023 |
| XSEP | 61,353 | $2,202 | 12/31/2023 |
| Kraematon Investment Advisors Inc. | 61,100 | $2,193 | 12/31/2023 |
| XSEP | 61,100 | $2,193 | 12/31/2023 |
| MML Investors Services LLC | 54,214 | $1,946 | 12/31/2023 |
| XSEP | 54,214 | $1,946 | 12/31/2023 |
| WealthPlan Investment Management LLC | 50,688 | $1,819 | 12/31/2023 |
| XSEP | 50,688 | $1,819 | 12/31/2023 |
| First Heartland Consultants Inc. | 46,013 | $1,651 | 12/31/2023 |
| XSEP | 46,013 | $1,651 | 12/31/2023 |
| Holistic Planning LLC | 32,418 | $1,163 | 12/31/2023 |
| XSEP | 32,418 | $1,163 | 12/31/2023 |
| Susquehanna International Group LLP | 30,620 | $1,099 | 12/31/2023 |
| XSEP | 30,620 | $1,099 | 12/31/2023 |
| Mutual Advisors LLC | 25,570 | $918 | 12/31/2023 |
| XSEP | 25,570 | $918 | 12/31/2023 |
| OLD Mission Capital LLC | 25,545 | $917 | 12/31/2023 |
| XSEP | 25,545 | $917 | 12/31/2023 |
| AE Wealth Management LLC | 21,157 | $768 | 12/31/2023 |
| XSEP | 21,157 | $768 | 12/31/2023 |
| Diligent Investors LLC | 20,481 | $735 | 12/31/2023 |
| XSEP | 20,481 | $735 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 18,363 | $680 | 03/31/2024 |
| XSEP | 18,363 | $680 | 03/31/2024 |
| Cambridge Advisors Inc. | 17,970 | $666 | 03/31/2024 |
| XSEP | 17,970 | $666 | 03/31/2024 |
| Harbour Investments Inc. | 15,899 | $571 | 12/31/2023 |
| XSEP | 15,899 | $571 | 12/31/2023 |
| Cetera Advisor Networks LLC | 14,237 | $511 | 12/31/2023 |
| XSEP | 14,237 | $511 | 12/31/2023 |
| Wealthsource Partners LLC | 13,124 | $471 | 12/31/2023 |
| XSEP | 13,124 | $471 | 12/31/2023 |
| Grant Street Asset Management Inc. | 11,675 | $419 | 12/31/2023 |
| XSEP | 11,675 | $419 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 11,192 | $402 | 12/31/2023 |
| XSEP | 11,192 | $402 | 12/31/2023 |
| Crown Wealth Group LLC | 10,900 | $391 | 12/31/2023 |
| XSEP | 10,900 | $391 | 12/31/2023 |
| Integrity Financial Corp WA | 10,054 | $361 | 12/31/2023 |
| XSEP | 10,054 | $361 | 12/31/2023 |
| Lakeview Capital Partners LLC | 9,264 | $332 | 12/31/2023 |
| XSEP | 9,264 | $332 | 12/31/2023 |
| Financial Guidance Group Inc. | 8,600 | $309 | 12/31/2023 |
| XSEP | 8,600 | $309 | 12/31/2023 |
| Change Path LLC | 8,213 | $295 | 12/31/2023 |
| XSEP | 8,213 | $295 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 7,639 | $274 | 12/31/2023 |
| XSEP | 7,639 | $274 | 12/31/2023 |
| Proequities Inc. | 7,446 | $267 | 12/31/2023 |
| XSEP | 7,446 | $267 | 12/31/2023 |
| Secured Retirement Advisors LLC | 7,316 | $263 | 12/31/2023 |
| XSEP | 7,316 | $263 | 12/31/2023 |
| Janney Montgomery Scott LLC | 7,100 | $255 | 12/31/2023 |
| XSEP | 7,100 | $255 | 12/31/2023 |
| LPL Financial LLC | 6,813 | $245 | 12/31/2023 |
| XSEP | 6,813 | $245 | 12/31/2023 |
| Echo Wealth Management LLC | 6,284 | $233 | 03/31/2024 |
| XSEP | 6,284 | $233 | 03/31/2024 |
| IFP Advisors Inc | 6,497 | $233 | 12/31/2023 |
| XSEP | 6,497 | $233 | 12/31/2023 |
| CI Private Wealth LLC | 6,200 | $223 | 12/31/2023 |
| XSEP | 6,200 | $223 | 12/31/2023 |
| Advisory Services Network LLC | 6,146 | $221 | 12/31/2023 |
| XSEP | 6,146 | $221 | 12/31/2023 |
| Arlington Capital Management Inc. | 5,763 | $213 | 03/31/2024 |
| XSEP | 5,763 | $213 | 03/31/2024 |
| Royal Bank of Canada | 4,985 | $179 | 12/31/2023 |
| XSEP | 4,985 | $179 | 12/31/2023 |
| UBS Group AG | 2,853 | $102 | 12/31/2023 |
| XSEP | 2,853 | $102 | 12/31/2023 |
| Blue Bell Private Wealth Management LLC | 2,400 | $89 | 03/31/2024 |
| XSEP | 2,400 | $89 | 03/31/2024 |
| DHJJ Financial Advisors Ltd. | 1,985 | $74 | 03/31/2024 |
| XSEP | 1,985 | $74 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 1,481 | $53 | 12/31/2023 |
| XSEP | 1,481 | $53 | 12/31/2023 |
| Morgan Stanley | 40 | $1 | 12/31/2023 |
| XSEP | 40 | $1 | 12/31/2023 |
See Summary: Institutional Holders of XSEP
See Details: Top 10 Hedge Funds Holding XSEP
Also See: XSEP Holdings Changes
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