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Institutional Holders of XSMO

There is a long list of 84 institutional holders of XSMO 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 XSMO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XSMO table below, the initial column indicates the name of each top institutional holder of XSMO, with a link to that fund's top holdings. The next columns indicate the amount of XSMO stock held by each of the institutional holders of XSMO, followed by the XSMO 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
LPL Financial LLC703,449$39,855 12/31/2023
     XSMO703,449$39,855 12/31/2023
Wells Fargo & Company MN278,586$15,784 12/31/2023
     XSMO278,586$15,784 12/31/2023
Morgan Stanley209,915$11,893 12/31/2023
     XSMO209,915$11,893 12/31/2023
Focus Financial Network Inc.200,045$11,235 03/31/2024
     XSMO200,045$11,235 03/31/2024
Wealth Enhancement Advisory Services LLC171,222$10,328 03/31/2024
     XSMO171,222$10,328 03/31/2024
Armbruster Capital Management Inc.169,930$9,628 12/31/2023
     XSMO169,930$9,628 12/31/2023
Systelligence LLC135,336$8,163 03/31/2024
     XSMO135,336$8,163 03/31/2024
Cambridge Investment Research Advisors Inc.117,760$7,103 03/31/2024
     XSMO117,760$7,103 03/31/2024
Marmo Financial Group LLC115,077$6,941 03/31/2024
     XSMO115,077$6,941 03/31/2024
Commonwealth Equity Services LLC84,687$5,108 03/31/2024
     XSMO84,687$5,108 03/31/2024
Janney Montgomery Scott LLC83,067$5,011 03/31/2024
     XSMO83,067$5,011 03/31/2024
Provident Wealth Management LLC73,447$4,430 03/31/2024
     XSMO73,447$4,430 03/31/2024
Theory Financial LLC70,907$4,017 12/31/2023
     XSMO70,907$4,017 12/31/2023
Smith Moore & CO.70,796$4,011 12/31/2023
     XSMO70,796$4,011 12/31/2023
Raymond James & Associates64,648$3,900 03/31/2024
     XSMO64,648$3,900 03/31/2024
Raymond James Financial Services Advisors Inc.55,930$3,374 03/31/2024
     XSMO55,930$3,374 03/31/2024
Private Advisor Group LLC52,780$3,184 03/31/2024
     XSMO52,780$3,184 03/31/2024
Titleist Asset Management LLC46,239$2,620 12/31/2023
     XSMO46,239$2,620 12/31/2023
Bank of America Corp DE45,200$2,561 12/31/2023
     XSMO45,200$2,561 12/31/2023
Prime Capital Investment Advisors LLC43,815$2,482 12/31/2023
     XSMO43,815$2,482 12/31/2023
Advisor Group Holdings Inc.41,791$2,368 12/31/2023
     XSMO41,791$2,368 12/31/2023
Sculati Wealth Management LLC30,596$1,733 12/31/2023
     XSMO30,596$1,733 12/31/2023
Tolleson Wealth Management Inc.29,468$1,670 12/31/2023
     XSMO29,468$1,670 12/31/2023
Merit Financial Group LLC24,704$1,400 12/31/2023
     XSMO24,704$1,400 12/31/2023
Lodestone Wealth Management LLC22,931$1,383 03/31/2024
     XSMO22,931$1,383 03/31/2024
CWM LLC21,866$1,319 03/31/2024
     XSMO21,866$1,319 03/31/2024
Institute for Wealth Management LLC.21,391$1,290 03/31/2024
     XSMO21,391$1,290 03/31/2024
Susquehanna International Group LLP22,167$1,256 12/31/2023
     XSMO22,167$1,256 12/31/2023
USAdvisors Wealth Management LLC17,675$1,058 03/31/2024
     XSMO17,675$1,058 03/31/2024
Atria Investments LLC18,237$1,033 12/31/2023
     XSMO18,237$1,033 12/31/2023
Ausdal Financial Partners Inc.16,313$984 03/31/2024
     XSMO16,313$984 03/31/2024
Accel Wealth Management14,855$896 03/31/2024
     XSMO14,855$896 03/31/2024
Anson Capital Inc.15,331$869 12/31/2023
     XSMO15,331$869 12/31/2023
Merriman Wealth Management LLC15,318$868 12/31/2023
     XSMO15,318$868 12/31/2023
Royal Bank of Canada15,141$858 12/31/2023
     XSMO15,141$858 12/31/2023
American Trust13,600$771 12/31/2023
     XSMO13,600$771 12/31/2023
Western Wealth Management LLC12,513$755 03/31/2024
     XSMO12,513$755 03/31/2024
Lowery Thomas LLC13,197$748 12/31/2023
     XSMO13,197$748 12/31/2023
Integrated Wealth Concepts LLC12,476$707 12/31/2023
     XSMO12,476$707 12/31/2023
Comerica Bank12,000$680 12/31/2023
     XSMO12,000$680 12/31/2023
Baird Financial Group Inc.11,777$667 12/31/2023
     XSMO11,777$667 12/31/2023
Aspire Wealth Management Corp10,577$638 03/31/2024
     XSMO10,577$638 03/31/2024
Envestnet Asset Management Inc.11,263$638 12/31/2023
     XSMO11,263$638 12/31/2023
Northwestern Mutual Wealth Management Co.10,877$616 12/31/2023
     XSMO10,877$616 12/31/2023
ERn Financial LLC10,042$606 03/31/2024
     XSMO10,042$606 03/31/2024
Principal Securities Inc.10,684$605 12/31/2023
     XSMO10,684$605 12/31/2023
Solutions 4 Wealth Ltd9,711$586 03/31/2024
     XSMO9,711$586 03/31/2024
Citadel Advisors LLC9,852$558 12/31/2023
     XSMO9,852$558 12/31/2023
Comprehensive Wealth Management LLC8,968$541 03/31/2024
     XSMO8,968$541 03/31/2024
Thoroughbred Financial Services LLC8,397$475 12/31/2023
     XSMO8,397$475 12/31/2023

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

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