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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 617,771 | $32,853 | 12/31/2023 |
XMLV | 617,771 | $32,853 | 12/31/2023 |
Bank of New York Mellon Corp | 617,080 | $32,816 | 12/31/2023 |
XMLV | 617,080 | $32,816 | 12/31/2023 |
LPL Financial LLC | 562,101 | $29,893 | 12/31/2023 |
XMLV | 562,101 | $29,893 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 456,785 | $24,292 | 12/31/2023 |
XMLV | 456,785 | $24,292 | 12/31/2023 |
Brookstone Capital Management | 370,053 | $20,871 | 03/31/2024 |
XMLV | 370,053 | $20,871 | 03/31/2024 |
Huntington National Bank | 352,681 | $18,756 | 12/31/2023 |
XMLV | 352,681 | $18,756 | 12/31/2023 |
Envestnet Asset Management Inc. | 350,887 | $18,660 | 12/31/2023 |
XMLV | 350,887 | $18,660 | 12/31/2023 |
Commonwealth Equity Services LLC | 323,981 | $17,229 | 12/31/2023 |
XMLV | 323,981 | $17,229 | 12/31/2023 |
UBS Group AG | 319,046 | $16,967 | 12/31/2023 |
XMLV | 319,046 | $16,967 | 12/31/2023 |
The PNC Financial Services Group Inc. | 281,027 | $14,945 | 12/31/2023 |
XMLV | 281,027 | $14,945 | 12/31/2023 |
Ameriprise Financial Inc. | 247,973 | $13,187 | 12/31/2023 |
XMLV | 247,973 | $13,187 | 12/31/2023 |
DORVAL Corp | 203,551 | $10,825 | 12/31/2023 |
XMLV | 203,551 | $10,825 | 12/31/2023 |
Wells Fargo & Company MN | 186,448 | $9,915 | 12/31/2023 |
XMLV | 186,448 | $9,915 | 12/31/2023 |
JFS Wealth Advisors LLC | 171,888 | $9,141 | 12/31/2023 |
XMLV | 171,888 | $9,141 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 155,419 | $8,265 | 12/31/2023 |
XMLV | 155,419 | $8,265 | 12/31/2023 |
Bank of America Corp DE | 149,795 | $7,966 | 12/31/2023 |
XMLV | 149,795 | $7,966 | 12/31/2023 |
PFS Partners LLC | 124,857 | $7,042 | 03/31/2024 |
XMLV | 124,857 | $7,042 | 03/31/2024 |
Advisor Group Holdings Inc. | 123,464 | $6,569 | 12/31/2023 |
XMLV | 123,464 | $6,569 | 12/31/2023 |
Baird Financial Group Inc. | 119,735 | $6,368 | 12/31/2023 |
XMLV | 119,735 | $6,368 | 12/31/2023 |
Equitable Holdings Inc. | 107,593 | $5,722 | 12/31/2023 |
XMLV | 107,593 | $5,722 | 12/31/2023 |
Cornerstone Wealth Management LLC | 106,025 | $5,638 | 12/31/2023 |
XMLV | 106,025 | $5,638 | 12/31/2023 |
Obsidian Personal Planning Solutions LLC | 98,250 | $5,225 | 12/31/2023 |
XMLV | 98,250 | $5,225 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 93,237 | $4,958 | 12/31/2023 |
XMLV | 93,237 | $4,958 | 12/31/2023 |
Raymond James & Associates | 86,176 | $4,583 | 12/31/2023 |
XMLV | 86,176 | $4,583 | 12/31/2023 |
Royal Bank of Canada | 84,946 | $4,518 | 12/31/2023 |
XMLV | 84,946 | $4,518 | 12/31/2023 |
MML Investors Services LLC | 77,404 | $4,116 | 12/31/2023 |
XMLV | 77,404 | $4,116 | 12/31/2023 |
HighTower Advisors LLC | 72,418 | $3,850 | 12/31/2023 |
XMLV | 72,418 | $3,850 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 70,668 | $3,758 | 12/31/2023 |
XMLV | 70,668 | $3,758 | 12/31/2023 |
Mariner LLC | 48,002 | $2,553 | 12/31/2023 |
XMLV | 48,002 | $2,553 | 12/31/2023 |
Liberty One Investment Management LLC | 43,017 | $2,288 | 12/31/2023 |
XMLV | 43,017 | $2,288 | 12/31/2023 |
ProVise Management Group LLC | 41,773 | $2,221 | 12/31/2023 |
XMLV | 41,773 | $2,221 | 12/31/2023 |
Stifel Financial Corp | 41,657 | $2,215 | 12/31/2023 |
XMLV | 41,657 | $2,215 | 12/31/2023 |
Cetera Advisor Networks LLC | 38,523 | $2,049 | 12/31/2023 |
XMLV | 38,523 | $2,049 | 12/31/2023 |
Avantax Advisory Services Inc. | 36,311 | $1,931 | 12/31/2023 |
XMLV | 36,311 | $1,931 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 35,657 | $1,896 | 12/31/2023 |
XMLV | 35,657 | $1,896 | 12/31/2023 |
Johnson & White Wealth Management LLC | 31,224 | $1,761 | 03/31/2024 |
XMLV | 31,224 | $1,761 | 03/31/2024 |
Capital Analysts LLC | 31,806 | $1,691 | 12/31/2023 |
XMLV | 31,806 | $1,691 | 12/31/2023 |
Harbour Investments Inc. | 31,674 | $1,684 | 12/31/2023 |
XMLV | 31,674 | $1,684 | 12/31/2023 |
Laidlaw Wealth Management LLC | 29,021 | $1,543 | 12/31/2023 |
XMLV | 29,021 | $1,543 | 12/31/2023 |
FineMark National Bank & Trust | 28,832 | $1,533 | 12/31/2023 |
XMLV | 28,832 | $1,533 | 12/31/2023 |
Avestar Capital LLC | 28,206 | $1,500 | 12/31/2023 |
XMLV | 28,206 | $1,500 | 12/31/2023 |
Visionary Wealth Advisors | 26,107 | $1,388 | 12/31/2023 |
XMLV | 26,107 | $1,388 | 12/31/2023 |
Pacific Sun Financial Corp | 24,015 | $1,277 | 12/31/2023 |
XMLV | 24,015 | $1,277 | 12/31/2023 |
Change Path LLC | 23,916 | $1,272 | 12/31/2023 |
XMLV | 23,916 | $1,272 | 12/31/2023 |
Sculati Wealth Management LLC | 23,074 | $1,227 | 12/31/2023 |
XMLV | 23,074 | $1,227 | 12/31/2023 |
Financial Advocates Investment Management | 23,088 | $1,195 | 12/31/2023 |
XMLV | 23,088 | $1,195 | 12/31/2023 |
Private Advisor Group LLC | 22,134 | $1,177 | 12/31/2023 |
XMLV | 22,134 | $1,177 | 12/31/2023 |
IFG Advisory LLC | 21,209 | $1,128 | 12/31/2023 |
XMLV | 21,209 | $1,128 | 12/31/2023 |
Moneywise Inc. | 20,341 | $1,082 | 12/31/2023 |
XMLV | 20,341 | $1,082 | 12/31/2023 |
WBI Investments | 20,337 | $1,081 | 12/31/2023 |
XMLV | 20,337 | $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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