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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 1,456,094 | $78,877 | 12/31/2023 |
XSVM | 1,456,094 | $78,877 | 12/31/2023 |
Commonwealth Equity Services LLC | 684,851 | $38,995 | 03/31/2024 |
XSVM | 684,851 | $38,995 | 03/31/2024 |
Morgan Stanley | 559,646 | $30,316 | 12/31/2023 |
XSVM | 559,646 | $30,316 | 12/31/2023 |
Bank of America Corp DE | 474,593 | $25,709 | 12/31/2023 |
XSVM | 474,593 | $25,709 | 12/31/2023 |
CWM LLC | 436,648 | $24,863 | 03/31/2024 |
XSVM | 436,648 | $24,863 | 03/31/2024 |
Ameriprise Financial Inc. | 255,587 | $13,845 | 12/31/2023 |
XSVM | 255,587 | $13,845 | 12/31/2023 |
360 Financial Inc. | 240,965 | $13,053 | 12/31/2023 |
XSVM | 240,965 | $13,053 | 12/31/2023 |
Traction Financial Partners LLC | 194,517 | $10,537 | 12/31/2023 |
XSVM | 194,517 | $10,537 | 12/31/2023 |
Avantax Advisory Services Inc. | 188,754 | $10,225 | 12/31/2023 |
XSVM | 188,754 | $10,225 | 12/31/2023 |
Raymond James & Associates | 171,858 | $9,786 | 03/31/2024 |
XSVM | 171,858 | $9,786 | 03/31/2024 |
MONECO Advisors LLC | 160,031 | $9,112 | 03/31/2024 |
XSVM | 160,031 | $9,112 | 03/31/2024 |
Janney Montgomery Scott LLC | 158,362 | $9,017 | 03/31/2024 |
XSVM | 158,362 | $9,017 | 03/31/2024 |
Wells Fargo & Company MN | 160,154 | $8,676 | 12/31/2023 |
XSVM | 160,154 | $8,676 | 12/31/2023 |
Valmark Advisers Inc. | 157,835 | $8,550 | 12/31/2023 |
XSVM | 157,835 | $8,550 | 12/31/2023 |
Advisor Group Holdings Inc. | 153,390 | $8,310 | 12/31/2023 |
XSVM | 153,390 | $8,310 | 12/31/2023 |
Envestnet Asset Management Inc. | 138,111 | $7,481 | 12/31/2023 |
XSVM | 138,111 | $7,481 | 12/31/2023 |
MML Investors Services LLC | 128,241 | $6,947 | 12/31/2023 |
XSVM | 128,241 | $6,947 | 12/31/2023 |
Aspire Wealth Management Corp | 121,666 | $6,928 | 03/31/2024 |
XSVM | 121,666 | $6,928 | 03/31/2024 |
CIBC World Markets Inc. | 115,820 | $6,274 | 12/31/2023 |
XSVM | 115,820 | $6,274 | 12/31/2023 |
Focus Financial Network Inc. | 112,728 | $5,977 | 03/31/2024 |
XSVM | 112,728 | $5,977 | 03/31/2024 |
Focus Financial Network Inc. ADV | 109,223 | $5,917 | 12/31/2023 |
XSVM | 109,223 | $5,917 | 12/31/2023 |
Insight Wealth Strategies LLC | 97,740 | $5,565 | 03/31/2024 |
XSVM | 97,740 | $5,565 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 96,776 | $5,242 | 12/31/2023 |
XSVM | 96,776 | $5,242 | 12/31/2023 |
Asset Allocation Strategies LLC | 66,247 | $3,589 | 12/31/2023 |
XSVM | 66,247 | $3,589 | 12/31/2023 |
Private Advisor Group LLC | 58,210 | $3,314 | 03/31/2024 |
XSVM | 58,210 | $3,314 | 03/31/2024 |
Cooper Financial Group | 55,571 | $3,164 | 03/31/2024 |
XSVM | 55,571 | $3,164 | 03/31/2024 |
Altman Advisors Inc. | 57,667 | $3,124 | 12/31/2023 |
XSVM | 57,667 | $3,124 | 12/31/2023 |
Del Sette Capital Management LLC | 50,223 | $2,860 | 03/31/2024 |
XSVM | 50,223 | $2,860 | 03/31/2024 |
Marshall Financial Group LLC | 48,750 | $2,776 | 03/31/2024 |
XSVM | 48,750 | $2,776 | 03/31/2024 |
IHT Wealth Management LLC | 45,963 | $2,490 | 12/31/2023 |
XSVM | 45,963 | $2,490 | 12/31/2023 |
Royal Bank of Canada | 44,286 | $2,399 | 12/31/2023 |
XSVM | 44,286 | $2,399 | 12/31/2023 |
Cetera Advisor Networks LLC | 44,257 | $2,397 | 12/31/2023 |
XSVM | 44,257 | $2,397 | 12/31/2023 |
Fermata Advisors LLC | 41,683 | $2,373 | 03/31/2024 |
XSVM | 41,683 | $2,373 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 40,942 | $2,331 | 03/31/2024 |
XSVM | 40,942 | $2,331 | 03/31/2024 |
Stratos Wealth Partners LTD. | 40,409 | $2,301 | 03/31/2024 |
XSVM | 40,409 | $2,301 | 03/31/2024 |
Citigroup Inc. | 37,882 | $2,052 | 12/31/2023 |
XSVM | 37,882 | $2,052 | 12/31/2023 |
Fortress Wealth Management Inc. | 35,883 | $2,043 | 03/31/2024 |
XSVM | 35,883 | $2,043 | 03/31/2024 |
Premier Path Wealth Partners LLC | 35,551 | $2,023 | 03/31/2024 |
XSVM | 35,551 | $2,023 | 03/31/2024 |
Primoris Wealth Advisors LLC | 36,350 | $1,969 | 12/31/2023 |
XSVM | 36,350 | $1,969 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 31,982 | $1,821 | 03/31/2024 |
XSVM | 31,982 | $1,821 | 03/31/2024 |
Spire Wealth Management | 29,788 | $1,696 | 03/31/2024 |
XSVM | 29,788 | $1,696 | 03/31/2024 |
Two Sigma Investments LP | 30,600 | $1,658 | 12/31/2023 |
XSVM | 30,600 | $1,658 | 12/31/2023 |
Tolleson Wealth Management Inc. | 30,000 | $1,625 | 12/31/2023 |
XSVM | 30,000 | $1,625 | 12/31/2023 |
HighTower Advisors LLC | 28,046 | $1,520 | 12/31/2023 |
XSVM | 28,046 | $1,520 | 12/31/2023 |
Thoroughbred Financial Services LLC | 28,024 | $1,518 | 12/31/2023 |
XSVM | 28,024 | $1,518 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 25,510 | $1,382 | 12/31/2023 |
XSVM | 25,510 | $1,382 | 12/31/2023 |
OxenFree Capital LLC | 20,685 | $1,178 | 03/31/2024 |
XSVM | 20,685 | $1,178 | 03/31/2024 |
AE Wealth Management LLC | 21,952 | $1,169 | 12/31/2023 |
XSVM | 21,952 | $1,169 | 12/31/2023 |
Valued Wealth Advisors LLC | 20,431 | $1,163 | 03/31/2024 |
XSVM | 20,431 | $1,163 | 03/31/2024 |
WESPAC Advisors SoCal LLC | 20,160 | $1,148 | 03/31/2024 |
XSVM | 20,160 | $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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