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Institutional Holders of XMLV

There is a long list of 186 institutional holders of XMLV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of XMLV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XMLV table below, the initial column indicates the name of each top institutional holder of XMLV, with a link to that fund's top holdings. The next columns indicate the amount of XMLV stock held by each of the institutional holders of XMLV, followed by the XMLV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley617,771$32,853 12/31/2023
     XMLV617,771$32,853 12/31/2023
Bank of New York Mellon Corp617,080$32,816 12/31/2023
     XMLV617,080$32,816 12/31/2023
LPL Financial LLC562,101$29,893 12/31/2023
     XMLV562,101$29,893 12/31/2023
Cambridge Investment Research Advisors Inc.456,785$24,292 12/31/2023
     XMLV456,785$24,292 12/31/2023
Brookstone Capital Management370,053$20,871 03/31/2024
     XMLV370,053$20,871 03/31/2024
Huntington National Bank352,681$18,756 12/31/2023
     XMLV352,681$18,756 12/31/2023
Envestnet Asset Management Inc.350,887$18,660 12/31/2023
     XMLV350,887$18,660 12/31/2023
Commonwealth Equity Services LLC323,981$17,229 12/31/2023
     XMLV323,981$17,229 12/31/2023
UBS Group AG319,046$16,967 12/31/2023
     XMLV319,046$16,967 12/31/2023
The PNC Financial Services Group Inc.281,027$14,945 12/31/2023
     XMLV281,027$14,945 12/31/2023
Ameriprise Financial Inc.247,973$13,187 12/31/2023
     XMLV247,973$13,187 12/31/2023
DORVAL Corp203,551$10,825 12/31/2023
     XMLV203,551$10,825 12/31/2023
Wells Fargo & Company MN186,448$9,915 12/31/2023
     XMLV186,448$9,915 12/31/2023
JFS Wealth Advisors LLC171,888$9,141 12/31/2023
     XMLV171,888$9,141 12/31/2023
Mercer Global Advisors Inc. ADV155,419$8,265 12/31/2023
     XMLV155,419$8,265 12/31/2023
Bank of America Corp DE149,795$7,966 12/31/2023
     XMLV149,795$7,966 12/31/2023
PFS Partners LLC124,857$7,042 03/31/2024
     XMLV124,857$7,042 03/31/2024
Advisor Group Holdings Inc.123,464$6,569 12/31/2023
     XMLV123,464$6,569 12/31/2023
Baird Financial Group Inc.119,735$6,368 12/31/2023
     XMLV119,735$6,368 12/31/2023
Equitable Holdings Inc.107,593$5,722 12/31/2023
     XMLV107,593$5,722 12/31/2023
Cornerstone Wealth Management LLC106,025$5,638 12/31/2023
     XMLV106,025$5,638 12/31/2023
Obsidian Personal Planning Solutions LLC98,250$5,225 12/31/2023
     XMLV98,250$5,225 12/31/2023
Northwestern Mutual Wealth Management Co.93,237$4,958 12/31/2023
     XMLV93,237$4,958 12/31/2023
Raymond James & Associates86,176$4,583 12/31/2023
     XMLV86,176$4,583 12/31/2023
Royal Bank of Canada84,946$4,518 12/31/2023
     XMLV84,946$4,518 12/31/2023
MML Investors Services LLC77,404$4,116 12/31/2023
     XMLV77,404$4,116 12/31/2023
HighTower Advisors LLC72,418$3,850 12/31/2023
     XMLV72,418$3,850 12/31/2023
Raymond James Financial Services Advisors Inc.70,668$3,758 12/31/2023
     XMLV70,668$3,758 12/31/2023
Mariner LLC48,002$2,553 12/31/2023
     XMLV48,002$2,553 12/31/2023
Liberty One Investment Management LLC43,017$2,288 12/31/2023
     XMLV43,017$2,288 12/31/2023
ProVise Management Group LLC41,773$2,221 12/31/2023
     XMLV41,773$2,221 12/31/2023
Stifel Financial Corp41,657$2,215 12/31/2023
     XMLV41,657$2,215 12/31/2023
Cetera Advisor Networks LLC38,523$2,049 12/31/2023
     XMLV38,523$2,049 12/31/2023
Avantax Advisory Services Inc.36,311$1,931 12/31/2023
     XMLV36,311$1,931 12/31/2023
Prime Capital Investment Advisors LLC35,657$1,896 12/31/2023
     XMLV35,657$1,896 12/31/2023
Johnson & White Wealth Management LLC31,224$1,761 03/31/2024
     XMLV31,224$1,761 03/31/2024
Capital Analysts LLC31,806$1,691 12/31/2023
     XMLV31,806$1,691 12/31/2023
Harbour Investments Inc.31,674$1,684 12/31/2023
     XMLV31,674$1,684 12/31/2023
Laidlaw Wealth Management LLC29,021$1,543 12/31/2023
     XMLV29,021$1,543 12/31/2023
FineMark National Bank & Trust28,832$1,533 12/31/2023
     XMLV28,832$1,533 12/31/2023
Avestar Capital LLC28,206$1,500 12/31/2023
     XMLV28,206$1,500 12/31/2023
Visionary Wealth Advisors26,107$1,388 12/31/2023
     XMLV26,107$1,388 12/31/2023
Pacific Sun Financial Corp24,015$1,277 12/31/2023
     XMLV24,015$1,277 12/31/2023
Change Path LLC23,916$1,272 12/31/2023
     XMLV23,916$1,272 12/31/2023
Sculati Wealth Management LLC23,074$1,227 12/31/2023
     XMLV23,074$1,227 12/31/2023
Financial Advocates Investment Management23,088$1,195 12/31/2023
     XMLV23,088$1,195 12/31/2023
Private Advisor Group LLC22,134$1,177 12/31/2023
     XMLV22,134$1,177 12/31/2023
IFG Advisory LLC21,209$1,128 12/31/2023
     XMLV21,209$1,128 12/31/2023
Moneywise Inc.20,341$1,082 12/31/2023
     XMLV20,341$1,082 12/31/2023
WBI Investments20,337$1,081 12/31/2023
     XMLV20,337$1,081 12/31/2023

See All: Funds Holding XMLV
See Details: Top 10 Hedge Funds Holding XMLV
Also See: XMLV Holdings Changes

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