HoldingsChannel.com
Funds Holding XSOE

On this page, we present all of the funds holding XSOE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XSOE, with a link to that fund's top holdings. The next columns indicate the amount of XSOE stock held by each of the funds holding XSOE, followed by the XSOE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 261 funds holding XSOE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding XSOE), click the fund name in the "Holder" column of the funds-holding-XSOE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley4,249,882$121,886 06/30/2022
     XSOE4,249,882$121,886 06/30/2022
Valmark Advisers Inc.2,928,363$83,985 06/30/2022
     XSOE2,928,363$83,985 06/30/2022
Bank of America Corp DE2,818,599$80,838 06/30/2022
     XSOE2,818,599$80,838 06/30/2022
LPL Financial LLC2,221,442$63,711 06/30/2022
     XSOE2,221,442$63,711 06/30/2022
Migdal Insurance & Financial Holdings Ltd.2,063,150$59,171 06/30/2022
     XSOE2,063,150$59,171 06/30/2022
Clal Insurance Enterprises Holdings Ltd1,932,861$55,434 06/30/2022
     XSOE1,932,861$55,434 06/30/2022
Meitav Dash Investments Ltd.1,608,650$46,136 06/30/2022
     XSOE1,608,650$46,136 06/30/2022
Captrust Financial Advisors1,192,536$34,202 06/30/2022
     XSOE1,192,536$34,202 06/30/2022
Wells Fargo & Company MN1,006,098$28,855 06/30/2022
     XSOE1,006,098$28,855 06/30/2022
UBS Group AG845,229$24,241 06/30/2022
     XSOE845,229$24,241 06/30/2022
Royal Bank of Canada818,272$23,468 06/30/2022
     XSOE818,272$23,468 06/30/2022
Citadel Advisors LLC806,074$23,118 06/30/2022
     XSOE806,074$23,118 06/30/2022
Tompkins Financial Corp779,913$22,368 06/30/2022
     XSOE779,913$22,368 06/30/2022
Stifel Financial Corp761,766$21,848 06/30/2022
     XSOE761,766$21,848 06/30/2022
Ameriprise Financial Inc.740,854$21,251 06/30/2022
     XSOE740,854$21,251 06/30/2022
Full Sail Capital LLC726,583$20,838 06/30/2022
     XSOE726,583$20,838 06/30/2022
ESL Trust Services LLC711,577$20,408 06/30/2022
     XSOE711,577$20,408 06/30/2022
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD713,416$20,287 06/30/2022
     XSOE713,416$20,287 06/30/2022
Roosevelt Investment Group Inc.671,120$19,248 06/30/2022
     XSOE671,120$19,248 06/30/2022
Advisor Group Holdings Inc.628,456$18,034 06/30/2022
     XSOE628,456$18,034 06/30/2022
Raymond James Financial Services Advisors Inc.543,149$15,577 06/30/2022
     XSOE543,149$15,577 06/30/2022
Cantor Fitzgerald Investment Adviser L.P.411,755$13,448 03/31/2022
     XSOE411,755$13,448 03/31/2022
WealthPLAN Partners LLC424,550$12,885 03/31/2022
     XSOE424,550$12,885 03/31/2022
WealthPlan Investment Management LLC424,550$12,885 03/31/2022
     XSOE424,550$12,885 03/31/2022
Boston Financial Mangement LLC441,824$12,672 06/30/2022
     XSOE441,824$12,672 06/30/2022
Allworth Financial LP437,648$12,552 06/30/2022
     XSOE437,648$12,552 06/30/2022
Cantor Fitzgerald L. P.436,364$12,515 06/30/2022
     XSOE436,364$12,515 06/30/2022
Legacy Financial Group LLC409,485$11,744 06/30/2022
     XSOE409,485$11,744 06/30/2022
Commonwealth Equity Services LLC390,063$11,187 06/30/2022
     XSOE390,063$11,187 06/30/2022
Raymond James & Associates389,405$11,168 06/30/2022
     XSOE389,405$11,168 06/30/2022
Procyon Private Wealth Partners LLC381,643$10,946 06/30/2022
     XSOE381,643$10,946 06/30/2022
Buckingham Strategic Wealth LLC375,700$10,775 06/30/2022
     XSOE375,700$10,775 06/30/2022
Southern Farm Bureau Life Insurance370,186$10,608 06/30/2022
     XSOE370,186$10,608 06/30/2022
WESCAP Management Group Inc.351,625$10,084 06/30/2022
     XSOE351,625$10,084 06/30/2022
WealthShield Partners LLC349,532$10,025 06/30/2022
     XSOE349,532$10,025 06/30/2022
Clearwater Capital Advisors LLC346,630$9,941 06/30/2022
     XSOE346,630$9,941 06/30/2022
Warren Street Wealth Advisors LLC335,920$9,634 06/30/2022
     XSOE335,920$9,634 06/30/2022
Transamerica Financial Advisors Inc.331,669$9,513 06/30/2022
     XSOE331,669$9,513 06/30/2022
Howard Financial Services LTD.327,154$9,383 06/30/2022
     XSOE327,154$9,383 06/30/2022
Sweet Financial Partners LLC322,692$9,255 06/30/2022
     XSOE322,692$9,255 06/30/2022
Elwood & Goetz Wealth Advisory Group LLC303,069$8,692 06/30/2022
     XSOE303,069$8,692 06/30/2022
RMR Wealth Builders287,662$8,250 06/30/2022
     XSOE287,662$8,250 06/30/2022
National Asset Management Inc.282,151$8,093 06/30/2022
     XSOE282,151$8,093 06/30/2022
OLD Mission Capital LLC281,485$8,073 06/30/2022
     XSOE281,485$8,073 06/30/2022
Envestnet Asset Management Inc.278,279$7,981 06/30/2022
     XSOE278,279$7,981 06/30/2022
Aprio Wealth Management LLC271,394$7,784 06/30/2022
     XSOE271,394$7,784 06/30/2022
Stewardship Advisors LLC257,540$7,386 06/30/2022
     XSOE257,540$7,386 06/30/2022
Segment Wealth Management LLC250,040$7,171 06/30/2022
     XSOE250,040$7,171 06/30/2022
Great Valley Advisor Group Inc.245,336$7,037 06/30/2022
     XSOE245,336$7,037 06/30/2022
Melone Private Wealth LLC227,763$6,539 06/30/2022
     XSOE227,763$6,539 06/30/2022
Evermay Wealth Management LLC226,005$6,482 06/30/2022
     XSOE226,005$6,482 06/30/2022
AE Wealth Management LLC224,737$6,445 06/30/2022
     XSOE224,737$6,445 06/30/2022
Compass Ion Advisors LLC223,035$6,397 06/30/2022
     XSOE223,035$6,397 06/30/2022
Cambridge Investment Research Advisors Inc.219,909$6,307 06/30/2022
     XSOE219,909$6,307 06/30/2022
Estate Counselors LLC217,750$6,245 06/30/2022
     XSOE217,750$6,245 06/30/2022
IFP Advisors Inc181,298$5,735 06/30/2022
     XSOE181,298$5,735 06/30/2022
FDx Advisors Inc.198,812$5,702 06/30/2022
     XSOE198,812$5,702 06/30/2022
Rockefeller Capital Management L.P.178,682$5,124 06/30/2022
     XSOE178,682$5,124 06/30/2022
Susquehanna International Group LLP175,994$5,048 06/30/2022
     XSOE175,994$5,048 06/30/2022
Client 1ST Advisory Group LLC175,981$5,047 06/30/2022
     XSOE175,981$5,047 06/30/2022
130,668$4,890 06/30/2022
     XSOE130,668$4,890 06/30/2022
TCG Advisory Services LLC168,321$4,827 06/30/2022
     XSOE168,321$4,827 06/30/2022
Flow Traders U.S. LLC167,149$4,794 06/30/2022
     XSOE167,149$4,794 06/30/2022
Private Advisor Group LLC164,710$4,724 06/30/2022
     XSOE164,710$4,724 06/30/2022
HighTower Advisors LLC162,510$4,665 06/30/2022
     XSOE162,510$4,665 06/30/2022
Fermata Advisors LLC156,213$4,481 06/30/2022
     XSOE156,213$4,481 06/30/2022
Kestra Advisory Services LLC155,097$4,448 06/30/2022
     XSOE155,097$4,448 06/30/2022
STA Wealth Management LLC154,316$4,426 06/30/2022
     XSOE154,316$4,426 06/30/2022
Integrated Wealth Concepts LLC152,443$4,372 06/30/2022
     XSOE152,443$4,372 06/30/2022
WMS Partners LLC151,566$4,347 06/30/2022
     XSOE151,566$4,347 06/30/2022
First Republic Investment Management Inc.147,486$4,230 06/30/2022
     XSOE147,486$4,230 06/30/2022
Strategic Blueprint LLC144,795$4,153 06/30/2022
     XSOE144,795$4,153 06/30/2022
Beaumont Capital Management LLC137,886$3,954 06/30/2022
     XSOE137,886$3,954 06/30/2022
Refined Wealth Management134,717$3,864 06/30/2022
     XSOE134,717$3,864 06/30/2022
D.A. Davidson & CO.132,223$3,792 06/30/2022
     XSOE132,223$3,792 06/30/2022
Financial Advocates Investment Management129,454$3,713 06/30/2022
     XSOE129,454$3,713 06/30/2022
Mayflower Financial Advisors LLC127,633$3,661 06/30/2022
     XSOE127,633$3,661 06/30/2022
NorthCrest Asset Manangement LLC127,494$3,657 06/30/2022
     XSOE127,494$3,657 06/30/2022
ETF Store Inc.130,683$3,632 06/30/2022
     XSOE130,683$3,632 06/30/2022
Northwestern Mutual Wealth Management Co.116,781$3,350 06/30/2022
     XSOE116,781$3,350 06/30/2022
Betterment LLC113,408$3,253 06/30/2022
     XSOE113,408$3,253 06/30/2022
Pinnacle Financial Partners Inc.109,321$3,136 06/30/2022
     XSOE109,321$3,136 06/30/2022
Cetera Advisors LLC108,367$3,108 06/30/2022
     XSOE108,367$3,108 06/30/2022
Stratos Wealth Partners LTD.100,260$2,875 06/30/2022
     XSOE100,260$2,875 06/30/2022
FLC Capital Advisors98,771$2,833 06/30/2022
     XSOE98,771$2,833 06/30/2022
Claraphi Advisory Network LLC93,952$2,695 06/30/2022
     XSOE93,952$2,695 06/30/2022
Horst & Graben Wealth Management LLC90,556$2,597 06/30/2022
     XSOE90,556$2,597 06/30/2022
Rise Advisors LLC88,283$2,532 06/30/2022
     XSOE88,283$2,532 06/30/2022
Monument Capital Management87,732$2,516 06/30/2022
     XSOE87,732$2,516 06/30/2022
Connors Investor Services Inc.84,163$2,414 06/30/2022
     XSOE84,163$2,414 06/30/2022
Ballentine Partners LLC83,114$2,384 06/30/2022
     XSOE83,114$2,384 06/30/2022
Mariner LLC79,786$2,288 06/30/2022
     XSOE79,786$2,288 06/30/2022
Woodmont Investment Counsel LLC79,525$2,281 06/30/2022
     XSOE79,525$2,281 06/30/2022
Copperleaf Capital LLC71,768$2,058 06/30/2022
     XSOE71,768$2,058 06/30/2022
Strategic Wealth Advisors Group LLC70,872$2,039 06/30/2022
     XSOE70,872$2,039 06/30/2022
Insight Advisors LLC PA70,723$2,035 06/30/2022
     XSOE70,723$2,035 06/30/2022
Amplius Wealth Advisors LLC63,090$1,809 06/30/2022
     XSOE63,090$1,809 06/30/2022
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 61,241$1,756 06/30/2022
     XSOE61,241$1,756 06/30/2022
SFI Advisors LLC58,051$1,664 06/30/2022
     XSOE58,051$1,664 06/30/2022
ShoreHaven Wealth Partners LLC55,352$1,587 06/30/2022
     XSOE55,352$1,587 06/30/2022
Vista Private Wealth Partners. LLC55,640$1,581 06/30/2022
     XSOE55,640$1,581 06/30/2022
Gladstone Institutional Advisory LLC54,688$1,568 06/30/2022
     XSOE54,688$1,568 06/30/2022
Arbor Capital Management Inc. ADV52,851$1,516 06/30/2022
     XSOE52,851$1,516 06/30/2022
CWM LLC52,676$1,511 06/30/2022
     XSOE52,676$1,511 06/30/2022
Bank of Nova Scotia50,815$1,459 06/30/2022
     XSOE50,815$1,459 06/30/2022
Herold Advisors Inc.47,756$1,369 06/30/2022
     XSOE47,756$1,369 06/30/2022
Kathleen S. Wright Associates Inc.47,371$1,359 06/30/2022
     XSOE47,371$1,359 06/30/2022
Fortress Wealth Management Inc.45,999$1,319 06/30/2022
     XSOE45,999$1,319 06/30/2022
Sightline Wealth Advisors LLC45,262$1,293 06/30/2022
     XSOE45,262$1,293 06/30/2022
Cetera Advisor Networks LLC44,785$1,285 06/30/2022
     XSOE44,785$1,285 06/30/2022
AFG Fiduciary Services Limited Partnership43,312$1,259 06/30/2022
     XSOE43,312$1,259 06/30/2022
55I LLC43,875$1,258 06/30/2022
     XSOE43,875$1,258 06/30/2022
Exchange Capital Management Inc.42,687$1,224 06/30/2022
     XSOE42,687$1,224 06/30/2022
Argent Trust Co42,609$1,222 06/30/2022
     XSOE42,609$1,222 06/30/2022
Western Wealth Management LLC37,875$1,085 06/30/2022
     XSOE37,875$1,085 06/30/2022
Golden State Equity Partners32,134$1,049 03/31/2022
     XSOE32,134$1,049 03/31/2022
IAG Wealth Partners LLC36,117$1,036 06/30/2022
     XSOE36,117$1,036 06/30/2022
Knightsbridge Asset Management LLC35,935$1,031 06/30/2022
     XSOE35,935$1,031 06/30/2022
Patriot Financial Group Insurance Agency LLC34,773$997 06/30/2022
     XSOE34,773$997 06/30/2022
Mutual Advisors LLC34,264$983 06/30/2022
     XSOE34,264$983 06/30/2022
MML Investors Services LLC34,253$982 06/30/2022
     XSOE34,253$982 06/30/2022
Avantax Advisory Services Inc.33,984$975 06/30/2022
     XSOE33,984$975 06/30/2022
Harvest Group Wealth Management LLC32,759$942 06/30/2022
     XSOE32,759$942 06/30/2022
PFS Investments Inc.31,644$908 06/30/2022
     XSOE31,644$908 06/30/2022
XML Financial LLC31,647$908 06/30/2022
     XSOE31,647$908 06/30/2022
Change Path LLC31,368$900 06/30/2022
     XSOE31,368$900 06/30/2022
MAI Capital Management30,795$883 06/30/2022
     XSOE30,795$883 06/30/2022
Beaumont Financial Partners LLC29,997$860 06/30/2022
     XSOE29,997$860 06/30/2022
Geneos Wealth Management Inc.29,986$853 06/30/2022
     XSOE29,986$853 06/30/2022
Mercer Global Advisors Inc. ADV29,338$841 06/30/2022
     XSOE29,338$841 06/30/2022
IHT Wealth Management LLC27,757$796 06/30/2022
     XSOE27,757$796 06/30/2022
Equitable Holdings Inc.27,691$794 06/30/2022
     XSOE27,691$794 06/30/2022
Van Hulzen Asset Management LLC27,501$789 06/30/2022
     XSOE27,501$789 06/30/2022
Chicago Partners Investment Group LLC27,194$777 06/30/2022
     XSOE27,194$777 06/30/2022
Treynor Bancshares Inc.26,521$761 06/30/2022
     XSOE26,521$761 06/30/2022
CoreCap Advisors LLC26,106$749 06/30/2022
     XSOE26,106$749 06/30/2022
Harbor Advisory Corp MA25,756$739 06/30/2022
     XSOE25,756$739 06/30/2022
Professional Financial Advisors LLC25,558$733 06/30/2022
     XSOE25,558$733 06/30/2022
Integrity Financial Corp WA24,255$696 06/30/2022
     XSOE24,255$696 06/30/2022
My Legacy Advisors LLC24,838$693 06/30/2022
     XSOE24,838$693 06/30/2022
Truist Financial Corp24,022$689 06/30/2022
     XSOE24,022$689 06/30/2022
Condor Capital Management22,527$646 06/30/2022
     XSOE22,527$646 06/30/2022
Webster Bank N. A.22,305$640 06/30/2022
     XSOE22,305$640 06/30/2022
Harbour Investments Inc.22,172$636 06/30/2022
     XSOE22,172$636 06/30/2022
Wealth Management Resources Inc.22,134$635 06/30/2022
     XSOE22,134$635 06/30/2022
Golden State Wealth Management LLC19,378$633 03/31/2022
     XSOE19,378$633 03/31/2022
Tcwp LLC21,495$616 06/30/2022
     XSOE21,495$616 06/30/2022
Midwest Heritage Bank FSB21,086$605 06/30/2022
     XSOE21,086$605 06/30/2022
Janney Montgomery Scott LLC20,333$589 06/30/2022
     XSOE20,333$589 06/30/2022
MBE Wealth Management LLC20,432$586 06/30/2022
     XSOE20,432$586 06/30/2022
Colonial River Wealth Management LLC19,981$573 06/30/2022
     XSOE19,981$573 06/30/2022
Montecito Bank & Trust19,625$562 06/30/2022
     XSOE19,625$562 06/30/2022
Strategic Asset Management LLC19,469$558 06/30/2022
     XSOE19,469$558 06/30/2022
Raymond James Trust N.A.19,068$547 06/30/2022
     XSOE19,068$547 06/30/2022
Mendel Money Management18,994$545 06/30/2022
     XSOE18,994$545 06/30/2022
Truadvice LLC18,849$542 06/30/2022
     XSOE18,849$542 06/30/2022
Ellis Investment Partners LLC17,910$513 06/30/2022
     XSOE17,910$513 06/30/2022
RFG Advisory LLC17,493$503 06/30/2022
     XSOE17,493$503 06/30/2022
Sigma Planning Corp16,839$483 06/30/2022
     XSOE16,839$483 06/30/2022
Steward Partners Investment Advisory LLC16,815$482 06/30/2022
     XSOE16,815$482 06/30/2022
Aspire Wealth Management Corp16,040$460 06/30/2022
     XSOE16,040$460 06/30/2022
Sutton Place Investors LLC15,252$437 06/30/2022
     XSOE15,252$437 06/30/2022
Atria Wealth Solutions Inc.14,937$428 06/30/2022
     XSOE14,937$428 06/30/2022
Fernwood Investment Management LLC14,743$423 06/30/2022
     XSOE14,743$423 06/30/2022
UMA Financial Services Inc.14,807$420 06/30/2022
     XSOE14,807$420 06/30/2022
Creative Financial Designs Inc. ADV13,946$400 06/30/2022
     XSOE13,946$400 06/30/2022
Mengis Capital Management Inc.13,701$392 06/30/2022
     XSOE13,701$392 06/30/2022
Concord Wealth Partners13,517$388 06/30/2022
     XSOE13,517$388 06/30/2022
White Pine Capital LLC13,141$377 06/30/2022
     XSOE13,141$377 06/30/2022
Titleist Asset Management LTD.13,072$375 06/30/2022
     XSOE13,072$375 06/30/2022
American Trust11,455$374 03/31/2022
     XSOE11,455$374 03/31/2022
Fifth Third Securities Inc.12,759$366 06/30/2022
     XSOE12,759$366 06/30/2022
Capstone Triton Financial Group LLC12,811$366 06/30/2022
     XSOE12,811$366 06/30/2022
PFG Advisors11,970$343 06/30/2022
     XSOE11,970$343 06/30/2022
US Bancorp DE11,876$341 06/30/2022
     XSOE11,876$341 06/30/2022
Financial Futures Ltd Liability Co.11,334$325 06/30/2022
     XSOE11,334$325 06/30/2022
Revolve Wealth Partners LLC11,287$324 06/30/2022
     XSOE11,287$324 06/30/2022
Heritage Wealth Management LLC11,124$319 06/30/2022
     XSOE11,124$319 06/30/2022
Global Strategic Investment Solutions LLC10,931$314 06/30/2022
     XSOE10,931$314 06/30/2022
Camden Capital LLC10,411$299 06/30/2022
     XSOE10,411$299 06/30/2022
Key Financial Inc10,282$293 06/30/2022
     XSOE10,282$293 06/30/2022
Austin Private Wealth LLC10,166$292 06/30/2022
     XSOE10,166$292 06/30/2022
AdvisorNet Financial Inc9,852$283 06/30/2022
     XSOE9,852$283 06/30/2022
Dynamic Advisor Solutions LLC9,728$279 06/30/2022
     XSOE9,728$279 06/30/2022
TNF LLC9,825$278 06/30/2022
     XSOE9,825$278 06/30/2022
Keystone Financial Group9,449$271 06/30/2022
     XSOE9,449$271 06/30/2022
Perigon Wealth Management LLC9,387$269 06/30/2022
     XSOE9,387$269 06/30/2022
Csenge Advisory Group9,300$267 06/30/2022
     XSOE9,300$267 06/30/2022
Cahill Financial Advisors Inc.9,083$261 06/30/2022
     XSOE9,083$261 06/30/2022
Karlinski Andrew C8,549$245 06/30/2022
     XSOE8,549$245 06/30/2022
Cabot Wealth Management Inc.8,348$239 06/30/2022
     XSOE8,348$239 06/30/2022
Mason & Associates Inc8,267$237 06/30/2022
     XSOE8,267$237 06/30/2022
Waddell & Associates LLC8,180$235 06/30/2022
     XSOE8,180$235 06/30/2022
Collaborative Wealth Managment Inc.8,097$232 06/30/2022
     XSOE8,097$232 06/30/2022
McLean Asset Management Corp8,157$230 06/30/2022
     XSOE8,157$230 06/30/2022
Frontier Wealth Management LLC7,128$226 06/30/2022
     XSOE7,128$226 06/30/2022
Creative Planning7,682$220 06/30/2022
     XSOE7,682$220 06/30/2022
Element Wealth LLC7,624$219 06/30/2022
     XSOE7,624$219 06/30/2022
Clearview Wealth Advisors LLC7,553$217 06/30/2022
     XSOE7,553$217 06/30/2022
Belpointe Asset Management LLC7,207$207 06/30/2022
     XSOE7,207$207 06/30/2022
Wealthcare Advisory Partners LLC7,147$205 06/30/2022
     XSOE7,147$205 06/30/2022
Dakota Wealth Management7,009$201 06/30/2022
     XSOE7,009$201 06/30/2022
First Financialcorp IN6,940$199 06/30/2022
     XSOE6,940$199 06/30/2022
Corbenic Partners LLC6,758$194 06/30/2022
     XSOE6,758$194 06/30/2022
Centaurus Financial Inc.6,391$183 06/30/2022
     XSOE6,391$183 06/30/2022
Huntington National Bank5,412$155 06/30/2022
     XSOE5,412$155 06/30/2022
Proequities Inc.5,083$146 06/30/2022
     XSOE5,083$146 06/30/2022
EverSource Wealth Advisors LLC4,908$141 06/30/2022
     XSOE4,908$141 06/30/2022
BerganKDV Wealth Management LLC4,155$119 06/30/2022
     XSOE4,155$119 06/30/2022
Sageworth Trust Co3,808$109 06/30/2022
     XSOE3,808$109 06/30/2022
Private Trust Co. NA3,566$102 06/30/2022
     XSOE3,566$102 06/30/2022
Surevest LLC2,615$75 06/30/2022
     XSOE2,615$75 06/30/2022
Ayalon Holdings Ltd.2,628$75 06/30/2022
     XSOE2,628$75 06/30/2022
Sumitomo Mitsui Financial Group Inc.2,198$63 06/30/2022
     XSOE2,198$63 06/30/2022
SeaCrest Wealth Management LLC2,086$60 06/30/2022
     XSOE2,086$60 06/30/2022
Qube Research & Technologies Ltd2,100$60 06/30/2022
     XSOE2,100$60 06/30/2022
Princeton Global Asset Management LLC2,050$59 06/30/2022
     XSOE2,050$59 06/30/2022
Citigroup Inc.1,889$54 06/30/2022
     XSOE1,889$54 06/30/2022
Bessemer Group Inc.1,750$50 06/30/2022
     XSOE1,750$50 06/30/2022
WASHINGTON TRUST Co1,743$50 06/30/2022
     XSOE1,743$50 06/30/2022
Tsfg LLC1,690$48 06/30/2022
     XSOE1,690$48 06/30/2022
Spire Wealth Management1,269$36 06/30/2022
     XSOE1,269$36 06/30/2022
FMR LLC1,113$32 06/30/2022
     XSOE1,113$32 06/30/2022
JPMorgan Chase & Co.1,046$30 06/30/2022
     XSOE1,046$30 06/30/2022
Arcadia Investment Management Corp MI1,062$30 06/30/2022
     XSOE1,062$30 06/30/2022
Financial Management Professionals Inc.962$28 06/30/2022
     XSOE962$28 06/30/2022
Aptus Capital Advisors LLC852$24 06/30/2022
     XSOE852$24 06/30/2022
Guardian Wealth Advisors LLC NC852$24 06/30/2022
     XSOE852$24 06/30/2022
Aspire Private Capital LLC708$20 06/30/2022
     XSOE708$20 06/30/2022
Lee Financial Co644$18 06/30/2022
     XSOE644$18 06/30/2022
Capital Advisors Ltd. LLC606$17 06/30/2022
     XSOE606$17 06/30/2022
Addison Advisors LLC585$17 06/30/2022
     XSOE585$17 06/30/2022
Newbridge Financial Services Group Inc.589$17 06/30/2022
     XSOE589$17 06/30/2022
Hanson & Doremus Investment Management475$14 06/30/2022
     XSOE475$14 06/30/2022
Spectrum Management Group LLC499$14 06/30/2022
     XSOE499$14 06/30/2022
ACG Wealth480$14 06/30/2022
     XSOE480$14 06/30/2022
Covestor Ltd470$14 06/30/2022
     XSOE470$14 06/30/2022
Capital Investment Advisory Services LLC299$9 06/30/2022
     XSOE299$9 06/30/2022
Signaturefd LLC250$7 06/30/2022
     XSOE250$7 06/30/2022
JFS Wealth Advisors LLC248$7 06/30/2022
     XSOE248$7 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC250$7 06/30/2022
     XSOE250$7 06/30/2022
Retirement Group LLC231$7 06/30/2022
     XSOE231$7 06/30/2022
Whittier Trust Co.207$6 06/30/2022
     XSOE207$6 06/30/2022
FAI Wealth Management232$6 06/30/2022
     XSOE232$6 06/30/2022
SRS Capital Advisors Inc.211$6 06/30/2022
     XSOE211$6 06/30/2022
Charter Oak Capital Management LLC201$6 06/30/2022
     XSOE201$6 06/30/2022
Raleigh Capital Management Inc.224$6 06/30/2022
     XSOE224$6 06/30/2022
Fortis Advisors LLC174$5 06/30/2022
     XSOE174$5 06/30/2022
Better Money Decisions LLC137$4 06/30/2022
     XSOE137$4 06/30/2022
Prospera Financial Services Inc118$3 06/30/2022
     XSOE118$3 06/30/2022
MCF Advisors LLC92$3 06/30/2022
     XSOE92$3 06/30/2022
First Horizon Advisors Inc.102$2 06/30/2022
     XSOE102$2 06/30/2022
Stonebridge Capital Advisors LLC71$2 06/30/2022
     XSOE71$2 06/30/2022
Accel Wealth Management81$2 06/30/2022
     XSOE81$2 06/30/2022
Morton Brown Family Wealth LLC75$2 06/30/2022
     XSOE75$2 06/30/2022
BlackRock Inc.22$1 06/30/2022
     XSOE22$1 06/30/2022
Baystate Wealth Management LLC38$1 06/30/2022
     XSOE38$1 06/30/2022
Cedar Wealth Management LLC24$1 06/30/2022
     XSOE24$1 06/30/2022
Crewe Advisors LLC26$1 06/30/2022
     XSOE26$1 06/30/2022
Total Clarity Wealth Management Inc.32$1 06/30/2022
     XSOE32$1 06/30/2022
Tyler Stone Wealth Management13$0 06/30/2022
     XSOE13$0 06/30/2022
Simplex Trading LLC105$-867 06/30/2022
     Put67,300$2,118 06/30/2022
     Call35,300$1,248 06/30/2022
     XSOE105$3 06/30/2022

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

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