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XITK Holdings Changes image
This page summarizes the XITK holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2023 period, comparing share count change from 12/31/2022 to 3/31/2023. Share count is compared over these two periods to provide an indication of whether XITK is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2022
 Share Count 
3/31/2023
 Share Count 
Change% Change
13F Filers Increasing XITK Share Count
FMR LLC 17 100 +83 +488.24%
Advisor Group Holdings Inc. 1,469 7,409 +5,940 +404.36%
Citadel Advisors LLC 7,233 8,279 +1,046 +14.46%
Kwmg LLC 23,844 24,823 +979 +4.11%
Royal Bank of Canada 5,583 5,698 +115 +2.06%
LPL Financial LLC 154,278 155,638 +1,360 +0.88%
Northwestern Mutual Wealth Management Co. 954 958 +4 +0.42%
13F Filers Reporting New Positions In XITK
Proequities Inc. 0 0 UNCH 100%
Cambridge Investment Research Advisors Inc. 0 1,841 +1,841 +100%
IFP Advisors Inc 0 177 +177 +100%
Cornerstone Wealth Management LLC 0 1,891 +1,891 +100%
Kestra Advisory Services LLC 0 2,727 +2,727 +100%
Ameritas Advisory Services LLC 0 121 +121 +100%
13F Filers With Unchanged Share Count
Harbour Investments Inc. 65 65 UNCH 0.00%
Morgan Stanley 75 75 UNCH 0.00%
AdvisorNet Financial Inc 55 55 UNCH 0.00%
Asset Dedication LLC 62 62 UNCH 0.00%
CWM LLC 150 150 UNCH 0.00%
Kistler Tiffany Companies LLC 250 250 UNCH 0.00%
GWM Advisors LLC 17 17 UNCH 0.00%
Capital Investment Advisory Services LLC 203 203 UNCH 0.00%
Moloney Securities Asset Management LLC 3,062 3,062 UNCH 0.00%
Steward Partners Investment Advisory LLC 47 47 UNCH 0.00%
Investors Research Corp 86 86 UNCH 0.00%
Global Retirement Partners LLC 7 7 UNCH 0.00%
Geneos Wealth Management Inc. 7,221 7,221 UNCH 0.00%
Tsfg LLC 1,008 1,008 UNCH 0.00%
DB Wealth Management Group LLC 2 2 UNCH 0.00%
13F Filers Decreasing XITK Share Count
UBS Group AG 3,453 181 -3,272 -94.76%
Baird Financial Group Inc. 4,457 3,448 -1,009 -22.64%
Salem Investment Counselors Inc. 1,572 1,252 -320 -20.36%
Qube Research & Technologies Ltd 1,780 1,471 -309 -17.36%
Commonwealth Equity Services LLC 6,797 5,749 -1,048 -15.42%
Wells Fargo & Company MN 173 150 -23 -13.29%
Good Life Advisors LLC 64,493 59,755 -4,738 -7.35%
Bank of America Corp DE 4,667 4,428 -239 -5.12%
Ameriprise Financial Inc. 10,106 9,617 -489 -4.84%
Perigon Wealth Management LLC 2,466 2,461 -5 -0.20%
13F Filers Exiting XITK
Kraematon Investment Advisors Inc. 2 0 -2 -100.00%
Spire Wealth Management 252 0 -252 -100.00%
Walleye Capital LLC 2,269 0 -2,269 -100.00%
Rockefeller Capital Management L.P. 860 0 -860 -100.00%
Belpointe Asset Management LLC 62 0 -62 -100.00%
Flagship Harbor Advisors LLC 24,163 0 -24,163 -100.00%
Aptus Capital Advisors LLC 61 0 -61 -100.00%
Beacon Investment Advisory Services Inc. 2,098 0 -2,098 -100.00%
Cetera Advisors LLC 2,467 0 -2,467 -100.00%
Susquehanna International Group LLP 5,233 0 -5,233 -100.00%
Money Concepts Capital Corp 65 0 -65 -100.00%

See Summary: Institutional Holders of XITK
See Details: Top 10 Hedge Funds Holding XITK

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