On this page, we present all of the funds holding XSW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XSW, with a link to that fund's top holdings. The next columns indicate the amount of XSW stock held by each of the funds holding XSW, followed by the XSW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 100 funds holding XSW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding XSW), click the fund name in the "Holder" column of the funds-holding-XSW table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 393,606 | $59,171 | 12/31/2023 |
XSW | 393,606 | $59,171 | 12/31/2023 |
LPL Financial LLC | 133,540 | $20,075 | 12/31/2023 |
XSW | 133,540 | $20,075 | 12/31/2023 |
Morgan Stanley | 64,769 | $9,737 | 12/31/2023 |
XSW | 64,769 | $9,737 | 12/31/2023 |
McGuire Investment Group LLC | 56,382 | $8,476 | 12/31/2023 |
XSW | 56,382 | $8,476 | 12/31/2023 |
BlackRock Inc. | 47,390 | $7,124 | 12/31/2023 |
XSW | 47,390 | $7,124 | 12/31/2023 |
JPMorgan Chase & Co. | 41,319 | $6,211 | 12/31/2023 |
XSW | 41,319 | $6,211 | 12/31/2023 |
UBS Group AG | 39,237 | $5,898 | 12/31/2023 |
XSW | 39,237 | $5,898 | 12/31/2023 |
Stifel Financial Corp | 21,120 | $3,175 | 12/31/2023 |
XSW | 21,120 | $3,175 | 12/31/2023 |
Belvedere Trading LLC | $3,129 | 12/31/2023 | |
XSW | 19,221 | $2,889 | 12/31/2023 |
Call | 4,100 | $616 | 12/31/2023 |
Put | 2,500 | $376 | 12/31/2023 |
Ieq Capital LLC | 20,777 | $3,123 | 12/31/2023 |
XSW | 20,777 | $3,123 | 12/31/2023 |
Raymond James & Associates | 20,000 | $3,007 | 12/31/2023 |
XSW | 20,000 | $3,007 | 12/31/2023 |
Northeast Financial Consultants Inc | 19,924 | $2,995 | 12/31/2023 |
XSW | 19,924 | $2,995 | 12/31/2023 |
Wells Fargo & Company MN | 18,541 | $2,787 | 12/31/2023 |
XSW | 18,541 | $2,787 | 12/31/2023 |
Advisor Group Holdings Inc. | 15,964 | $2,400 | 12/31/2023 |
XSW | 15,964 | $2,400 | 12/31/2023 |
Amica Mutual Insurance Co. | 15,311 | $2,302 | 12/31/2023 |
XSW | 15,311 | $2,302 | 12/31/2023 |
MML Investors Services LLC | 14,980 | $2,252 | 12/31/2023 |
XSW | 14,980 | $2,252 | 12/31/2023 |
HighTower Advisors LLC | 14,480 | $2,177 | 12/31/2023 |
XSW | 14,480 | $2,177 | 12/31/2023 |
Envestnet Asset Management Inc. | 14,318 | $2,152 | 12/31/2023 |
XSW | 14,318 | $2,152 | 12/31/2023 |
Beck Capital Management LLC | 13,792 | $2,073 | 12/31/2023 |
XSW | 13,792 | $2,073 | 12/31/2023 |
Level Four Advisory Services LLC | 12,232 | $1,839 | 12/31/2023 |
XSW | 12,232 | $1,839 | 12/31/2023 |
Fort Point Capital Partners LLC | 10,045 | $1,510 | 12/31/2023 |
XSW | 10,045 | $1,510 | 12/31/2023 |
Goldman Sachs Group Inc. | 10,000 | $1,503 | 12/31/2023 |
XSW | 10,000 | $1,503 | 12/31/2023 |
Merit Financial Group LLC | 9,791 | $1,472 | 12/31/2023 |
XSW | 9,791 | $1,472 | 12/31/2023 |
Fifth Third Securities Inc. | 9,277 | $1,447 | 03/31/2024 |
XSW | 9,277 | $1,447 | 03/31/2024 |
Susquehanna International Group LLP | 8,553 | $1,286 | 12/31/2023 |
XSW | 8,553 | $1,286 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 8,235 | $1,238 | 12/31/2023 |
XSW | 8,235 | $1,238 | 12/31/2023 |
Kingsview Wealth Management LLC | 7,907 | $1,189 | 12/31/2023 |
XSW | 7,907 | $1,189 | 12/31/2023 |
Two Sigma Advisers LP | 7,500 | $1,127 | 12/31/2023 |
XSW | 7,500 | $1,127 | 12/31/2023 |
Baird Financial Group Inc. | 7,343 | $1,104 | 12/31/2023 |
XSW | 7,343 | $1,104 | 12/31/2023 |
Leuthold Group LLC | 6,574 | $988 | 12/31/2023 |
XSW | 6,574 | $988 | 12/31/2023 |
Prudential Financial Inc. | 6,482 | $975 | 12/31/2023 |
XSW | 6,482 | $975 | 12/31/2023 |
Ameriprise Financial Inc. | 6,196 | $931 | 12/31/2023 |
XSW | 6,196 | $931 | 12/31/2023 |
NTV Asset Management LLC | 5,825 | $876 | 12/31/2023 |
XSW | 5,825 | $876 | 12/31/2023 |
Royal Bank of Canada | 5,247 | $789 | 12/31/2023 |
XSW | 5,247 | $789 | 12/31/2023 |
Alpine Global Management LLC | 5,011 | $753 | 12/31/2023 |
XSW | 5,011 | $753 | 12/31/2023 |
IHT Wealth Management LLC | 4,851 | $729 | 12/31/2023 |
XSW | 4,851 | $729 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 4,516 | $679 | 12/31/2023 |
XSW | 4,516 | $679 | 12/31/2023 |
Global Endowment Management LP | 4,000 | $601 | 12/31/2023 |
XSW | 4,000 | $601 | 12/31/2023 |
Two Sigma Investments LP | 3,900 | $586 | 12/31/2023 |
XSW | 3,900 | $586 | 12/31/2023 |
Quantum Private Wealth LLC | 3,177 | $478 | 12/31/2023 |
XSW | 3,177 | $478 | 12/31/2023 |
Telemus Capital LLC | 3,024 | $455 | 12/31/2023 |
XSW | 3,024 | $455 | 12/31/2023 |
Citigroup Inc. | 2,767 | $416 | 12/31/2023 |
XSW | 2,767 | $416 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 2,634 | $396 | 12/31/2023 |
XSW | 2,634 | $396 | 12/31/2023 |
Napa Wealth Management | 2,610 | $392 | 12/31/2023 |
XSW | 2,610 | $392 | 12/31/2023 |
Sivia Capital Partners LLC | 2,573 | $387 | 12/31/2023 |
XSW | 2,573 | $387 | 12/31/2023 |
Beacon Financial Advisory LLC | 2,567 | $386 | 12/31/2023 |
XSW | 2,567 | $386 | 12/31/2023 |
Money Concepts Capital Corp | 2,552 | $384 | 12/31/2023 |
XSW | 2,552 | $384 | 12/31/2023 |
HRT Financial LP | 2,512 | $377 | 12/31/2023 |
XSW | 2,512 | $377 | 12/31/2023 |
IFP Advisors Inc | 2,463 | $370 | 12/31/2023 |
XSW | 2,463 | $370 | 12/31/2023 |
Qube Research & Technologies Ltd | 2,413 | $363 | 12/31/2023 |
XSW | 2,413 | $363 | 12/31/2023 |
Creative Planning | 2,360 | $355 | 12/31/2023 |
XSW | 2,360 | $355 | 12/31/2023 |
Per Stirling Capital Management LLC. | 2,044 | $307 | 12/31/2023 |
XSW | 2,044 | $307 | 12/31/2023 |
OLD Mission Capital LLC | 2,000 | $301 | 12/31/2023 |
XSW | 2,000 | $301 | 12/31/2023 |
Sunbelt Securities Inc. | 1,891 | $295 | 03/31/2024 |
XSW | 1,891 | $295 | 03/31/2024 |
Kaizen Financial Strategies | 1,907 | $287 | 12/31/2023 |
XSW | 1,907 | $287 | 12/31/2023 |
Foundations Investment Advisors LLC | 1,907 | $285 | 12/31/2023 |
XSW | 1,907 | $285 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,707 | $257 | 12/31/2023 |
XSW | 1,707 | $257 | 12/31/2023 |
Retirement Income Solutions Inc | 1,704 | $256 | 12/31/2023 |
XSW | 1,704 | $256 | 12/31/2023 |
TrinityPoint Wealth LLC | 1,658 | $249 | 12/31/2023 |
XSW | 1,658 | $249 | 12/31/2023 |
Truist Financial Corp | 1,597 | $240 | 12/31/2023 |
XSW | 1,597 | $240 | 12/31/2023 |
United Capital Financial Advisers LLC | 1,453 | $218 | 12/31/2023 |
XSW | 1,453 | $218 | 12/31/2023 |
Western Wealth Management LLC | 1,386 | $208 | 12/31/2023 |
XSW | 1,386 | $208 | 12/31/2023 |
Belpointe Asset Management LLC | 1,360 | $204 | 12/31/2023 |
XSW | 1,360 | $204 | 12/31/2023 |
Ramirez Asset Management Inc. | 1,000 | $150 | 12/31/2023 |
XSW | 1,000 | $150 | 12/31/2023 |
Centaurus Financial Inc. | 976 | $147 | 12/31/2023 |
XSW | 976 | $147 | 12/31/2023 |
Sandy Spring Bank | 948 | $143 | 12/31/2023 |
XSW | 948 | $143 | 12/31/2023 |
Advisory Services Network LLC | 737 | $111 | 12/31/2023 |
XSW | 737 | $111 | 12/31/2023 |
Able Wealth Management LLC | 716 | $108 | 12/31/2023 |
XSW | 716 | $108 | 12/31/2023 |
Tidemark LLC | 643 | $97 | 12/31/2023 |
XSW | 643 | $97 | 12/31/2023 |
EdgeRock Capital LLC | 610 | $92 | 12/31/2023 |
XSW | 610 | $92 | 12/31/2023 |
Salomon & Ludwin LLC | 579 | $87 | 12/31/2023 |
XSW | 579 | $87 | 12/31/2023 |
Versant Capital Management Inc | 500 | $78 | 03/31/2024 |
XSW | 500 | $78 | 03/31/2024 |
FMR LLC | 451 | $68 | 12/31/2023 |
XSW | 451 | $68 | 12/31/2023 |
Canton Hathaway LLC | 423 | $64 | 12/31/2023 |
XSW | 423 | $64 | 12/31/2023 |
Focused Wealth Management Inc | 363 | $55 | 12/31/2023 |
XSW | 363 | $55 | 12/31/2023 |
Comerica Bank | 274 | $41 | 12/31/2023 |
XSW | 274 | $41 | 12/31/2023 |
Spire Wealth Management | 254 | $37 | 12/31/2023 |
XSW | 254 | $37 | 12/31/2023 |
Whittier Trust Co. | 210 | $32 | 12/31/2023 |
XSW | 210 | $32 | 12/31/2023 |
National Bank of Canada FI | 200 | $29 | 12/31/2023 |
XSW | 200 | $29 | 12/31/2023 |
Bank of Montreal Can | 188 | $29 | 12/31/2023 |
XSW | 188 | $29 | 12/31/2023 |
Financial Advisory Service Inc. | 193 | $29 | 12/31/2023 |
XSW | 193 | $29 | 12/31/2023 |
Assetmark Inc. | 143 | $21 | 12/31/2023 |
XSW | 143 | $21 | 12/31/2023 |
Mather Group LLC. | 135 | $20 | 03/31/2024 |
XSW | 135 | $20 | 03/31/2024 |
NBC Securities Inc. | 109 | $17 | 03/31/2024 |
XSW | 109 | $17 | 03/31/2024 |
The PNC Financial Services Group Inc. | 115 | $17 | 12/31/2023 |
XSW | 115 | $17 | 12/31/2023 |
US Bancorp DE | 105 | $16 | 12/31/2023 |
XSW | 105 | $16 | 12/31/2023 |
Bogart Wealth LLC | 97 | $15 | 12/31/2023 |
XSW | 97 | $15 | 12/31/2023 |
SRS Capital Advisors Inc. | 89 | $13 | 12/31/2023 |
XSW | 89 | $13 | 12/31/2023 |
Parallel Advisors LLC | 85 | $13 | 12/31/2023 |
XSW | 85 | $13 | 12/31/2023 |
Global Retirement Partners LLC | 85 | $12 | 12/31/2023 |
XSW | 85 | $12 | 12/31/2023 |
Principal Securities Inc. | 69 | $10 | 12/31/2023 |
XSW | 69 | $10 | 12/31/2023 |
Cutler Group LP | $9 | 12/31/2023 | |
Call | 800 | $9 | 12/31/2023 |
Nemes Rush Group LLC | 62 | $9 | 12/31/2023 |
XSW | 62 | $9 | 12/31/2023 |
TD Waterhouse Canada Inc. | 50 | $7 | 12/31/2023 |
XSW | 50 | $7 | 12/31/2023 |
Harbour Investments Inc. | 40 | $6 | 12/31/2023 |
XSW | 40 | $6 | 12/31/2023 |
NewSquare Capital LLC | 29 | $4 | 12/31/2023 |
XSW | 29 | $4 | 12/31/2023 |
Armor Investment Advisors LLC | 21 | $3 | 12/31/2023 |
XSW | 21 | $3 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 8 | $1 | 12/31/2023 |
XSW | 8 | $1 | 12/31/2023 |
Huntington National Bank | 1 | $0 | 12/31/2023 |
XSW | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
XSW | 0 | $0 | 12/31/2023 |
Simplex Trading LLC | 470 | $-106,505 | 12/31/2023 |
Put | 11,916,100 | $900,043 | 12/31/2023 |
Call | 11,063,500 | $793,468 | 12/31/2023 |
XSW | 470 | $70 | 12/31/2023 |
See Summary: Institutional Holders of XSW
See Details: Top 10 Hedge Funds Holding XSW
Also See: XSW Holdings Changes
Free XSW Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |