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Institutional Holders of XSVM

There is a long list of 123 institutional holders of XSVM 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 XSVM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XSVM table below, the initial column indicates the name of each top institutional holder of XSVM, with a link to that fund's top holdings. The next columns indicate the amount of XSVM stock held by each of the institutional holders of XSVM, followed by the XSVM 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 LLC1,456,094$78,877 12/31/2023
     XSVM1,456,094$78,877 12/31/2023
Commonwealth Equity Services LLC684,851$38,995 03/31/2024
     XSVM684,851$38,995 03/31/2024
Morgan Stanley559,646$30,316 12/31/2023
     XSVM559,646$30,316 12/31/2023
Bank of America Corp DE474,593$25,709 12/31/2023
     XSVM474,593$25,709 12/31/2023
CWM LLC436,648$24,863 03/31/2024
     XSVM436,648$24,863 03/31/2024
Ameriprise Financial Inc.255,587$13,845 12/31/2023
     XSVM255,587$13,845 12/31/2023
360 Financial Inc.240,965$13,053 12/31/2023
     XSVM240,965$13,053 12/31/2023
Traction Financial Partners LLC194,517$10,537 12/31/2023
     XSVM194,517$10,537 12/31/2023
Avantax Advisory Services Inc.188,754$10,225 12/31/2023
     XSVM188,754$10,225 12/31/2023
Raymond James & Associates171,858$9,786 03/31/2024
     XSVM171,858$9,786 03/31/2024
MONECO Advisors LLC160,031$9,112 03/31/2024
     XSVM160,031$9,112 03/31/2024
Janney Montgomery Scott LLC158,362$9,017 03/31/2024
     XSVM158,362$9,017 03/31/2024
Wells Fargo & Company MN160,154$8,676 12/31/2023
     XSVM160,154$8,676 12/31/2023
Valmark Advisers Inc.157,835$8,550 12/31/2023
     XSVM157,835$8,550 12/31/2023
Advisor Group Holdings Inc.153,390$8,310 12/31/2023
     XSVM153,390$8,310 12/31/2023
Envestnet Asset Management Inc.138,111$7,481 12/31/2023
     XSVM138,111$7,481 12/31/2023
MML Investors Services LLC128,241$6,947 12/31/2023
     XSVM128,241$6,947 12/31/2023
Aspire Wealth Management Corp121,666$6,928 03/31/2024
     XSVM121,666$6,928 03/31/2024
CIBC World Markets Inc.115,820$6,274 12/31/2023
     XSVM115,820$6,274 12/31/2023
Focus Financial Network Inc.112,728$5,977 03/31/2024
     XSVM112,728$5,977 03/31/2024
Focus Financial Network Inc. ADV109,223$5,917 12/31/2023
     XSVM109,223$5,917 12/31/2023
Insight Wealth Strategies LLC97,740$5,565 03/31/2024
     XSVM97,740$5,565 03/31/2024
Northwestern Mutual Wealth Management Co.96,776$5,242 12/31/2023
     XSVM96,776$5,242 12/31/2023
Asset Allocation Strategies LLC66,247$3,589 12/31/2023
     XSVM66,247$3,589 12/31/2023
Private Advisor Group LLC58,210$3,314 03/31/2024
     XSVM58,210$3,314 03/31/2024
Cooper Financial Group55,571$3,164 03/31/2024
     XSVM55,571$3,164 03/31/2024
Altman Advisors Inc.57,667$3,124 12/31/2023
     XSVM57,667$3,124 12/31/2023
Del Sette Capital Management LLC50,223$2,860 03/31/2024
     XSVM50,223$2,860 03/31/2024
Marshall Financial Group LLC48,750$2,776 03/31/2024
     XSVM48,750$2,776 03/31/2024
IHT Wealth Management LLC45,963$2,490 12/31/2023
     XSVM45,963$2,490 12/31/2023
Royal Bank of Canada44,286$2,399 12/31/2023
     XSVM44,286$2,399 12/31/2023
Cetera Advisor Networks LLC44,257$2,397 12/31/2023
     XSVM44,257$2,397 12/31/2023
Fermata Advisors LLC41,683$2,373 03/31/2024
     XSVM41,683$2,373 03/31/2024
Raymond James Financial Services Advisors Inc.40,942$2,331 03/31/2024
     XSVM40,942$2,331 03/31/2024
Stratos Wealth Partners LTD.40,409$2,301 03/31/2024
     XSVM40,409$2,301 03/31/2024
Citigroup Inc.37,882$2,052 12/31/2023
     XSVM37,882$2,052 12/31/2023
Fortress Wealth Management Inc.35,883$2,043 03/31/2024
     XSVM35,883$2,043 03/31/2024
Premier Path Wealth Partners LLC35,551$2,023 03/31/2024
     XSVM35,551$2,023 03/31/2024
Primoris Wealth Advisors LLC36,350$1,969 12/31/2023
     XSVM36,350$1,969 12/31/2023
Cambridge Investment Research Advisors Inc.31,982$1,821 03/31/2024
     XSVM31,982$1,821 03/31/2024
Spire Wealth Management29,788$1,696 03/31/2024
     XSVM29,788$1,696 03/31/2024
Two Sigma Investments LP30,600$1,658 12/31/2023
     XSVM30,600$1,658 12/31/2023
Tolleson Wealth Management Inc.30,000$1,625 12/31/2023
     XSVM30,000$1,625 12/31/2023
HighTower Advisors LLC28,046$1,520 12/31/2023
     XSVM28,046$1,520 12/31/2023
Thoroughbred Financial Services LLC28,024$1,518 12/31/2023
     XSVM28,024$1,518 12/31/2023
Charles Schwab Investment Management Inc.25,510$1,382 12/31/2023
     XSVM25,510$1,382 12/31/2023
OxenFree Capital LLC20,685$1,178 03/31/2024
     XSVM20,685$1,178 03/31/2024
AE Wealth Management LLC21,952$1,169 12/31/2023
     XSVM21,952$1,169 12/31/2023
Valued Wealth Advisors LLC20,431$1,163 03/31/2024
     XSVM20,431$1,163 03/31/2024
WESPAC Advisors SoCal LLC20,160$1,148 03/31/2024
     XSVM20,160$1,148 03/31/2024

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

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