HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing XHB Share Count | ||||
| CX Institutional | 53 | 3,853 | +3,800 | +7169.81% |
| Spire Wealth Management | 3,249 | 10,671 | +7,422 | +228.44% |
| Park Avenue Securities LLC | 2,258 | 6,973 | +4,715 | +208.81% |
| Cambridge Investment Research Advisors Inc. | 26,913 | 62,303 | +35,390 | +131.50% |
| S. R. Schill & Associates | 18,138 | 33,267 | +15,129 | +83.41% |
| Simplex Trading LLC | 28,129 | 45,248 | +17,119 | +60.86% |
| Wealthfront Advisers LLC | 2,434 | 3,842 | +1,408 | +57.85% |
| WASHINGTON TRUST Co | 95 | 126 | +31 | +32.63% |
| Terra Nova Asset Management LLC | 3,197 | 3,699 | +502 | +15.70% |
| Raymond James Financial Services Advisors Inc. | 288,641 | 328,783 | +40,142 | +13.91% |
| Ausdal Financial Partners Inc. | 4,115 | 4,522 | +407 | +9.89% |
| Ellis Investment Partners LLC | 27,414 | 29,820 | +2,406 | +8.78% |
| Friedenthal Financial | 1,148 | 1,231 | +83 | +7.23% |
| CWM LLC | 31,907 | 33,436 | +1,529 | +4.79% |
| Wealth Enhancement Advisory Services LLC | 7,114 | 7,400 | +286 | +4.02% |
| Q3 Asset Management | 149,338 | 154,230 | +4,892 | +3.28% |
| Keel Point LLC | 3,046 | 3,116 | +70 | +2.30% |
| Register Financial Advisors LLC | 1,384 | 1,396 | +12 | +0.87% |
| Founders Financial Securities LLC | 40,390 | 40,597 | +207 | +0.51% |
| IAM Advisory LLC | 2,531 | 2,535 | +4 | +0.16% |
| Altfest L J & Co. Inc. | 2,916 | 2,918 | +2 | +0.07% |
| Financial Freedom LLC | 3,979 | 3,981 | +2 | +0.05% |
| Wealth Effects LLC | 7,965 | 7,966 | +1 | +0.01% |
| 13F Filers Reporting New Positions In XHB | ||||
| Northwest Investment Counselors LLC | 0 | 789 | +789 | +100% |
| Mather Group LLC. | 0 | 148 | +148 | +100% |
| United Asset Strategies Inc. | 0 | 7,543 | +7,543 | +100% |
| Lowe Wealth Advisors LLC | 0 | 945 | +945 | +100% |
| Arlington Capital Management Inc. | 0 | 2,289 | +2,289 | +100% |
| SMI Advisory Services LLC | 0 | 33,691 | +33,691 | +100% |
| Teamwork Financial Advisors LLC | 0 | 3,105 | +3,105 | +100% |
| Foresight Capital Management Advisors Inc. | 0 | 2,066 | +2,066 | +100% |
| HMS Capital Management LLC | 0 | 62,700 | +62,700 | +100% |
| Flagship Harbor Advisors LLC | 0 | 2,062 | +2,062 | +100% |
| EWG Elevate Inc. | 0 | 22,711 | +22,711 | +100% |
| Coastal Investment Advisors Inc. | 0 | 2,307 | +2,307 | +100% |
| Foguth Wealth Management LLC. | 0 | 3,599 | +3,599 | +100% |
| Client First Investment Management LLC | 0 | 32,537 | +32,537 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 7 | 7 | UNCH | 0.00% |
| NBC Securities Inc. | 51 | 51 | UNCH | 0.00% |
| Essex Financial Services Inc. | 2,720 | 2,720 | UNCH | 0.00% |
| SOL Capital Management CO | 2,300 | 2,300 | UNCH | 0.00% |
| Brown Advisory Inc. | 2,787 | 2,787 | UNCH | 0.00% |
| Allworth Financial LP | 1,256 | 1,256 | UNCH | 0.00% |
| MCF Advisors LLC | 229 | 229 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 64 | 64 | UNCH | 0.00% |
| Independence Bank of Kentucky | 160 | 160 | UNCH | 0.00% |
| Summit Financial LLC | 2,459 | 2,459 | UNCH | 0.00% |
| Zhang Financial LLC | 11,030 | 11,030 | UNCH | 0.00% |
| HBW Advisory Services LLC | 3,772 | 3,772 | UNCH | 0.00% |
| Palumbo Wealth Management LLC | 24,900 | 24,900 | UNCH | 0.00% |
| Lauer Wealth LLC | 11,830 | 11,830 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 4 | 4 | UNCH | 0.00% |
| Park Place Capital Corp | 355 | 355 | UNCH | 0.00% |
| Financial Perspectives Inc | 144 | 144 | UNCH | 0.00% |
| 13F Filers Decreasing XHB Share Count | ||||
| Cutler Group LP | 9,235 | 12 | -9,223 | -99.87% |
| Signal Advisors Wealth LLC | 6,945 | 3,599 | -3,346 | -48.18% |
| Opal Wealth Advisors LLC | 10,391 | 7,854 | -2,537 | -24.42% |
| Global Trust Asset Management LLC | 825 | 625 | -200 | -24.24% |
| Wealthcare Advisory Partners LLC | 2,970 | 2,398 | -572 | -19.26% |
| Horizon Wealth Management LLC | 111,821 | 90,748 | -21,073 | -18.85% |
| American Financial Advisors LLC | 2,954 | 2,439 | -515 | -17.43% |
| Clarus Wealth Advisors | 18,175 | 15,377 | -2,798 | -15.39% |
| Raymond James & Associates | 38,145 | 32,443 | -5,702 | -14.95% |
| Toth Financial Advisory Corp | 31,805 | 27,734 | -4,071 | -12.80% |
| Zimmermann Investment Management & Planning LLC | 5,460 | 4,977 | -483 | -8.85% |
| Private Trust Co. NA | 3,050 | 2,875 | -175 | -5.74% |
| Financial Management Professionals Inc. | 7,934 | 7,572 | -362 | -4.56% |
| Stratos Wealth Partners LTD. | 11,634 | 11,218 | -416 | -3.58% |
| Global Retirement Partners LLC | 8,665 | 8,621 | -44 | -0.51% |
| Means Investment CO. Inc. | 13,715 | 13,657 | -58 | -0.42% |
| Affinity Wealth Management LLC | 268,294 | 267,557 | -737 | -0.27% |
| Viewpoint Capital Management LLC | 49,657 | 49,577 | -80 | -0.16% |
| 13F Filers Exiting XHB | ||||
| BKM Wealth Management LLC | 500 | 0 | -500 | -100.00% |
| Peak Financial Advisors LLC | 27,723 | 0 | -27,723 | -100.00% |
| LifePro Asset Management | 2,413 | 0 | -2,413 | -100.00% |
| Tennessee Valley Asset Management Partners | 3,802 | 0 | -3,802 | -100.00% |
| KWB Wealth | 7,231 | 0 | -7,231 | -100.00% |
| International Assets Investment Management LLC | 62,673 | 0 | -62,673 | -100.00% |
| Inscription Capital LLC | 5,496 | 0 | -5,496 | -100.00% |
| CenterStar Asset Management LLC | 11,127 | 0 | -11,127 | -100.00% |
| Meridian Wealth Management LLC | 4,650 | 0 | -4,650 | -100.00% |
| Arcus Capital Partners LLC | 8,450 | 0 | -8,450 | -100.00% |
| Ayalon Holdings Ltd. | 972 | 0 | -972 | -100.00% |
| Gradient Investments LLC | 472 | 0 | -472 | -100.00% |
| AlphaMark Advisors LLC | 355 | 0 | -355 | -100.00% |
| Fifth Third Bancorp | 750 | 0 | -750 | -100.00% |
See Summary: Institutional Holders of XHB
See Details: Top 10 Hedge Funds Holding XHB
