HoldingsChannel.com
Funds Holding XSW

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE393,606$59,171 12/31/2023
     XSW393,606$59,171 12/31/2023
LPL Financial LLC133,540$20,075 12/31/2023
     XSW133,540$20,075 12/31/2023
Morgan Stanley64,769$9,737 12/31/2023
     XSW64,769$9,737 12/31/2023
McGuire Investment Group LLC56,382$8,476 12/31/2023
     XSW56,382$8,476 12/31/2023
BlackRock Inc.47,390$7,124 12/31/2023
     XSW47,390$7,124 12/31/2023
JPMorgan Chase & Co.41,319$6,211 12/31/2023
     XSW41,319$6,211 12/31/2023
UBS Group AG39,237$5,898 12/31/2023
     XSW39,237$5,898 12/31/2023
Stifel Financial Corp21,120$3,175 12/31/2023
     XSW21,120$3,175 12/31/2023
Belvedere Trading LLC $3,129 12/31/2023
     XSW19,221$2,889 12/31/2023
     Call4,100$616 12/31/2023
     Put2,500$376 12/31/2023
Ieq Capital LLC20,777$3,123 12/31/2023
     XSW20,777$3,123 12/31/2023
Raymond James & Associates20,000$3,007 12/31/2023
     XSW20,000$3,007 12/31/2023
Northeast Financial Consultants Inc19,924$2,995 12/31/2023
     XSW19,924$2,995 12/31/2023
Wells Fargo & Company MN18,541$2,787 12/31/2023
     XSW18,541$2,787 12/31/2023
Advisor Group Holdings Inc.15,964$2,400 12/31/2023
     XSW15,964$2,400 12/31/2023
Amica Mutual Insurance Co.15,311$2,302 12/31/2023
     XSW15,311$2,302 12/31/2023
MML Investors Services LLC14,980$2,252 12/31/2023
     XSW14,980$2,252 12/31/2023
HighTower Advisors LLC14,480$2,177 12/31/2023
     XSW14,480$2,177 12/31/2023
Envestnet Asset Management Inc.14,318$2,152 12/31/2023
     XSW14,318$2,152 12/31/2023
Beck Capital Management LLC13,792$2,073 12/31/2023
     XSW13,792$2,073 12/31/2023
Level Four Advisory Services LLC12,232$1,839 12/31/2023
     XSW12,232$1,839 12/31/2023
Fort Point Capital Partners LLC10,045$1,510 12/31/2023
     XSW10,045$1,510 12/31/2023
Goldman Sachs Group Inc.10,000$1,503 12/31/2023
     XSW10,000$1,503 12/31/2023
Merit Financial Group LLC9,791$1,472 12/31/2023
     XSW9,791$1,472 12/31/2023
Fifth Third Securities Inc.9,277$1,447 03/31/2024
     XSW9,277$1,447 03/31/2024
Susquehanna International Group LLP8,553$1,286 12/31/2023
     XSW8,553$1,286 12/31/2023
Raymond James Financial Services Advisors Inc.8,235$1,238 12/31/2023
     XSW8,235$1,238 12/31/2023
Kingsview Wealth Management LLC7,907$1,189 12/31/2023
     XSW7,907$1,189 12/31/2023
Two Sigma Advisers LP7,500$1,127 12/31/2023
     XSW7,500$1,127 12/31/2023
Baird Financial Group Inc.7,343$1,104 12/31/2023
     XSW7,343$1,104 12/31/2023
Leuthold Group LLC6,574$988 12/31/2023
     XSW6,574$988 12/31/2023
Prudential Financial Inc.6,482$975 12/31/2023
     XSW6,482$975 12/31/2023
Ameriprise Financial Inc.6,196$931 12/31/2023
     XSW6,196$931 12/31/2023
NTV Asset Management LLC5,825$876 12/31/2023
     XSW5,825$876 12/31/2023
Royal Bank of Canada5,247$789 12/31/2023
     XSW5,247$789 12/31/2023
Alpine Global Management LLC5,011$753 12/31/2023
     XSW5,011$753 12/31/2023
IHT Wealth Management LLC4,851$729 12/31/2023
     XSW4,851$729 12/31/2023
Newbridge Financial Services Group Inc.4,516$679 12/31/2023
     XSW4,516$679 12/31/2023
Global Endowment Management LP4,000$601 12/31/2023
     XSW4,000$601 12/31/2023
Two Sigma Investments LP3,900$586 12/31/2023
     XSW3,900$586 12/31/2023
Quantum Private Wealth LLC3,177$478 12/31/2023
     XSW3,177$478 12/31/2023
Telemus Capital LLC3,024$455 12/31/2023
     XSW3,024$455 12/31/2023
Citigroup Inc.2,767$416 12/31/2023
     XSW2,767$416 12/31/2023
Cambridge Investment Research Advisors Inc.2,634$396 12/31/2023
     XSW2,634$396 12/31/2023
Napa Wealth Management2,610$392 12/31/2023
     XSW2,610$392 12/31/2023
Sivia Capital Partners LLC2,573$387 12/31/2023
     XSW2,573$387 12/31/2023
Beacon Financial Advisory LLC2,567$386 12/31/2023
     XSW2,567$386 12/31/2023
Money Concepts Capital Corp2,552$384 12/31/2023
     XSW2,552$384 12/31/2023
HRT Financial LP2,512$377 12/31/2023
     XSW2,512$377 12/31/2023
IFP Advisors Inc2,463$370 12/31/2023
     XSW2,463$370 12/31/2023
Qube Research & Technologies Ltd2,413$363 12/31/2023
     XSW2,413$363 12/31/2023
Creative Planning2,360$355 12/31/2023
     XSW2,360$355 12/31/2023
Per Stirling Capital Management LLC.2,044$307 12/31/2023
     XSW2,044$307 12/31/2023
OLD Mission Capital LLC2,000$301 12/31/2023
     XSW2,000$301 12/31/2023
Sunbelt Securities Inc.1,891$295 03/31/2024
     XSW1,891$295 03/31/2024
Kaizen Financial Strategies1,907$287 12/31/2023
     XSW1,907$287 12/31/2023
Foundations Investment Advisors LLC1,907$285 12/31/2023
     XSW1,907$285 12/31/2023
Commonwealth Equity Services LLC1,707$257 12/31/2023
     XSW1,707$257 12/31/2023
Retirement Income Solutions Inc1,704$256 12/31/2023
     XSW1,704$256 12/31/2023
TrinityPoint Wealth LLC1,658$249 12/31/2023
     XSW1,658$249 12/31/2023
Truist Financial Corp1,597$240 12/31/2023
     XSW1,597$240 12/31/2023
United Capital Financial Advisers LLC1,453$218 12/31/2023
     XSW1,453$218 12/31/2023
Western Wealth Management LLC1,386$208 12/31/2023
     XSW1,386$208 12/31/2023
Belpointe Asset Management LLC1,360$204 12/31/2023
     XSW1,360$204 12/31/2023
Ramirez Asset Management Inc.1,000$150 12/31/2023
     XSW1,000$150 12/31/2023
Centaurus Financial Inc.976$147 12/31/2023
     XSW976$147 12/31/2023
Sandy Spring Bank948$143 12/31/2023
     XSW948$143 12/31/2023
Advisory Services Network LLC737$111 12/31/2023
     XSW737$111 12/31/2023
Able Wealth Management LLC716$108 12/31/2023
     XSW716$108 12/31/2023
Tidemark LLC643$97 12/31/2023
     XSW643$97 12/31/2023
EdgeRock Capital LLC610$92 12/31/2023
     XSW610$92 12/31/2023
Salomon & Ludwin LLC579$87 12/31/2023
     XSW579$87 12/31/2023
Versant Capital Management Inc500$78 03/31/2024
     XSW500$78 03/31/2024
FMR LLC451$68 12/31/2023
     XSW451$68 12/31/2023
Canton Hathaway LLC423$64 12/31/2023
     XSW423$64 12/31/2023
Focused Wealth Management Inc363$55 12/31/2023
     XSW363$55 12/31/2023
Comerica Bank274$41 12/31/2023
     XSW274$41 12/31/2023
Spire Wealth Management254$37 12/31/2023
     XSW254$37 12/31/2023
Whittier Trust Co.210$32 12/31/2023
     XSW210$32 12/31/2023
National Bank of Canada FI200$29 12/31/2023
     XSW200$29 12/31/2023
Bank of Montreal Can188$29 12/31/2023
     XSW188$29 12/31/2023
Financial Advisory Service Inc.193$29 12/31/2023
     XSW193$29 12/31/2023
Assetmark Inc.143$21 12/31/2023
     XSW143$21 12/31/2023
Mather Group LLC.135$20 03/31/2024
     XSW135$20 03/31/2024
NBC Securities Inc.109$17 03/31/2024
     XSW109$17 03/31/2024
The PNC Financial Services Group Inc.115$17 12/31/2023
     XSW115$17 12/31/2023
US Bancorp DE105$16 12/31/2023
     XSW105$16 12/31/2023
Bogart Wealth LLC97$15 12/31/2023
     XSW97$15 12/31/2023
SRS Capital Advisors Inc.89$13 12/31/2023
     XSW89$13 12/31/2023
Parallel Advisors LLC85$13 12/31/2023
     XSW85$13 12/31/2023
Global Retirement Partners LLC85$12 12/31/2023
     XSW85$12 12/31/2023
Principal Securities Inc.69$10 12/31/2023
     XSW69$10 12/31/2023
Cutler Group LP $9 12/31/2023
     Call800$9 12/31/2023
Nemes Rush Group LLC62$9 12/31/2023
     XSW62$9 12/31/2023
TD Waterhouse Canada Inc.50$7 12/31/2023
     XSW50$7 12/31/2023
Harbour Investments Inc.40$6 12/31/2023
     XSW40$6 12/31/2023
NewSquare Capital LLC29$4 12/31/2023
     XSW29$4 12/31/2023
Armor Investment Advisors LLC21$3 12/31/2023
     XSW21$3 12/31/2023
Northwestern Mutual Wealth Management Co.8$1 12/31/2023
     XSW8$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     XSW1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     XSW0$0 12/31/2023
Simplex Trading LLC470$-106,505 12/31/2023
     Put11,916,100$900,043 12/31/2023
     Call11,063,500$793,468 12/31/2023
     XSW470$70 12/31/2023

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

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