There is a long list of 230 institutional holders of XSOE 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 XSOE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XSOE table below, the initial column indicates the name of each top institutional holder of XSOE, with a link to that fund's top holdings. The next columns indicate the amount of XSOE stock held by each of the institutional holders of XSOE, followed by the XSOE 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
Harel Insurance Investments & Financial Services Ltd.	4,821,546	$139,246	12/31/2023
XSOE	4,821,546	$139,246	12/31/2023
Morgan Stanley	4,065,063	$117,399	12/31/2023
XSOE	4,065,063	$117,399	12/31/2023
Valmark Advisers Inc.	2,378,045	$68,678	12/31/2023
XSOE	2,378,045	$68,678	12/31/2023
Bank of America Corp DE	1,882,846	$54,377	12/31/2023
XSOE	1,882,846	$54,377	12/31/2023
Clal Insurance Enterprises Holdings Ltd	1,809,401	$52,256	12/31/2023
XSOE	1,809,401	$52,256	12/31/2023
UBS Group AG	1,595,800	$46,087	12/31/2023
XSOE	1,595,800	$46,087	12/31/2023
LPL Financial LLC	1,589,153	$45,895	12/31/2023
XSOE	1,589,153	$45,895	12/31/2023
Resources Investment Advisors LLC.	1,523,164	$43,989	12/31/2023
XSOE	1,523,164	$43,989	12/31/2023
Meitav Dash Investments Ltd.	1,359,178	$39,253	12/31/2023
XSOE	1,359,178	$39,253	12/31/2023
Advisor Group Holdings Inc.	1,028,988	$29,736	12/31/2023
XSOE	1,028,988	$29,736	12/31/2023
ESL Trust Services LLC	770,807	$22,261	12/31/2023
XSOE	770,807	$22,261	12/31/2023
Charles Schwab Investment Management Inc.	730,653	$21,101	12/31/2023
XSOE	730,653	$21,101	12/31/2023
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	713,416	$20,586	12/31/2023
XSOE	713,416	$20,586	12/31/2023
Legacy Financial Group LLC	641,304	$18,893	03/31/2024
XSOE	641,304	$18,893	03/31/2024
OLD Mission Capital LLC	652,257	$18,837	12/31/2023
XSOE	652,257	$18,837	12/31/2023
JPMorgan Chase & Co.	584,843	$16,890	12/31/2023
XSOE	584,843	$16,890	12/31/2023
Stifel Financial Corp	572,749	$16,541	12/31/2023
XSOE	572,749	$16,541	12/31/2023
Elwood & Goetz Wealth Advisory Group LLC	476,843	$14,048	03/31/2024
XSOE	476,843	$14,048	03/31/2024
Warren Street Wealth Advisors LLC	438,266	$12,657	12/31/2023
XSOE	438,266	$12,657	12/31/2023
Howard Financial Services LTD.	368,736	$10,863	03/31/2024
XSOE	368,736	$10,863	03/31/2024
Transamerica Financial Advisors Inc.	349,150	$10,084	12/31/2023
XSOE	349,150	$10,084	12/31/2023
Ameriprise Financial Inc.	316,632	$9,178	12/31/2023
XSOE	316,632	$9,178	12/31/2023
WealthShield Partners LLC	317,242	$9,162	12/31/2023
XSOE	317,242	$9,162	12/31/2023
Bulltick Wealth Management LLC	301,391	$8,704	12/31/2023
XSOE	301,391	$8,704	12/31/2023
Sweet Financial Partners LLC	291,253	$8,580	03/31/2024
XSOE	291,253	$8,580	03/31/2024
Evermay Wealth Management LLC	291,143	$8,408	12/31/2023
XSOE	291,143	$8,408	12/31/2023
Pallas Capital Advisors LLC	279,847	$8,244	03/31/2024
XSOE	279,847	$8,244	03/31/2024
Lodestar Private Asset Management LLC	279,787	$8,243	03/31/2024
XSOE	279,787	$8,243	03/31/2024
Michael S. Ryan Inc.	269,358	$7,935	03/31/2024
XSOE	269,358	$7,935	03/31/2024
AE Wealth Management LLC	273,199	$7,579	12/31/2023
XSOE	273,199	$7,579	12/31/2023
Wells Fargo & Company MN	247,566	$7,150	12/31/2023
XSOE	247,566	$7,150	12/31/2023
Buckingham Strategic Wealth LLC	243,353	$7,028	12/31/2023
XSOE	243,353	$7,028	12/31/2023
Clearwater Capital Advisors LLC	241,857	$6,985	12/31/2023
XSOE	241,857	$6,985	12/31/2023
National Asset Management Inc.	241,357	$6,970	12/31/2023
XSOE	241,357	$6,970	12/31/2023
Integrated Wealth Concepts LLC	229,679	$6,633	12/31/2023
XSOE	229,679	$6,633	12/31/2023
FDx Advisors Inc.	227,574	$6,572	12/31/2023
XSOE	227,574	$6,572	12/31/2023
Jane Street Group LLC	222,033	$6,412	12/31/2023
XSOE	222,033	$6,412	12/31/2023
Sloy Dahl & Holst LLC	203,136	$5,984	03/31/2024
XSOE	203,136	$5,984	03/31/2024
Commonwealth Equity Services LLC	205,749	$5,942	12/31/2023
XSOE	205,749	$5,942	12/31/2023
XML Financial LLC	194,216	$5,609	12/31/2023
XSOE	194,216	$5,609	12/31/2023
WESCAP Management Group Inc.	190,975	$5,515	12/31/2023
XSOE	190,975	$5,515	12/31/2023
Royal Bank of Canada	190,455	$5,500	12/31/2023
XSOE	190,455	$5,500	12/31/2023
Envestnet Asset Management Inc.	189,144	$5,462	12/31/2023
XSOE	189,144	$5,462	12/31/2023
We Are One Seven LLC	185,645	$5,361	12/31/2023
XSOE	185,645	$5,361	12/31/2023
Evergreen Private Wealth LLC	165,373	$4,872	03/31/2024
XSOE	165,373	$4,872	03/31/2024
Refined Wealth Management	161,547	$4,759	03/31/2024
XSOE	161,547	$4,759	03/31/2024
HighTower Advisors LLC	161,843	$4,671	12/31/2023
XSOE	161,843	$4,671	12/31/2023
Private Advisor Group LLC	159,273	$4,600	12/31/2023
XSOE	159,273	$4,600	12/31/2023
Cambridge Investment Research Advisors Inc.	149,516	$4,405	03/31/2024
XSOE	149,516	$4,405	03/31/2024
Betterment LLC	152,175	$4,395	12/31/2023
XSOE	152,175	$4,395	12/31/2023

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

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