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Institutional Holders of XSW

There is a long list of 100 institutional holders of XSW 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 XSW by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XSW table below, the initial column indicates the name of each top institutional holder of XSW, with a link to that fund's top holdings. The next columns indicate the amount of XSW stock held by each of the institutional holders of XSW, followed by the XSW 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
Bank of America Corp DE393,606$59,171 12/31/2023
     XSW393,606$59,171 12/31/2023
LPL Financial LLC133,540$20,075 12/31/2023
     XSW133,540$20,075 12/31/2023
McGuire Investment Group LLC67,971$10,603 03/31/2024
     XSW67,971$10,603 03/31/2024
New Harbor Financial Group LLC67,028$10,456 03/31/2024
     XSW67,028$10,456 03/31/2024
Morgan Stanley64,769$9,737 12/31/2023
     XSW64,769$9,737 12/31/2023
BlackRock Inc.47,390$7,124 12/31/2023
     XSW47,390$7,124 12/31/2023
JPMorgan Chase & Co.41,319$6,211 12/31/2023
     XSW41,319$6,211 12/31/2023
UBS Group AG39,237$5,898 12/31/2023
     XSW39,237$5,898 12/31/2023
Raymond James & Associates21,027$3,280 03/31/2024
     XSW21,027$3,280 03/31/2024
Stifel Financial Corp21,120$3,175 12/31/2023
     XSW21,120$3,175 12/31/2023
Belvedere Trading LLC $3,129 12/31/2023
     XSW19,221$2,889 12/31/2023
     Call4,100$616 12/31/2023
     Put2,500$376 12/31/2023
Ieq Capital LLC20,777$3,123 12/31/2023
     XSW20,777$3,123 12/31/2023
Northeast Financial Consultants Inc19,924$2,995 12/31/2023
     XSW19,924$2,995 12/31/2023
Wells Fargo & Company MN18,541$2,787 12/31/2023
     XSW18,541$2,787 12/31/2023
Advisor Group Holdings Inc.15,964$2,400 12/31/2023
     XSW15,964$2,400 12/31/2023
Amica Mutual Insurance Co.15,311$2,302 12/31/2023
     XSW15,311$2,302 12/31/2023
MML Investors Services LLC14,980$2,252 12/31/2023
     XSW14,980$2,252 12/31/2023
HighTower Advisors LLC14,480$2,177 12/31/2023
     XSW14,480$2,177 12/31/2023
Envestnet Asset Management Inc.14,318$2,152 12/31/2023
     XSW14,318$2,152 12/31/2023
Beck Capital Management LLC13,792$2,073 12/31/2023
     XSW13,792$2,073 12/31/2023
Level Four Advisory Services LLC12,232$1,839 12/31/2023
     XSW12,232$1,839 12/31/2023
Fort Point Capital Partners LLC10,045$1,510 12/31/2023
     XSW10,045$1,510 12/31/2023
Goldman Sachs Group Inc.10,000$1,503 12/31/2023
     XSW10,000$1,503 12/31/2023
Merit Financial Group LLC9,791$1,472 12/31/2023
     XSW9,791$1,472 12/31/2023
Fifth Third Securities Inc.9,277$1,447 03/31/2024
     XSW9,277$1,447 03/31/2024
Susquehanna International Group LLP8,553$1,286 12/31/2023
     XSW8,553$1,286 12/31/2023
Kingsview Wealth Management LLC7,907$1,189 12/31/2023
     XSW7,907$1,189 12/31/2023
Two Sigma Advisers LP7,500$1,127 12/31/2023
     XSW7,500$1,127 12/31/2023
Baird Financial Group Inc.7,343$1,104 12/31/2023
     XSW7,343$1,104 12/31/2023
Leuthold Group LLC6,574$988 12/31/2023
     XSW6,574$988 12/31/2023
Prudential Financial Inc.6,482$975 12/31/2023
     XSW6,482$975 12/31/2023
Raymond James Financial Services Advisors Inc.6,130$956 03/31/2024
     XSW6,130$956 03/31/2024
Ameriprise Financial Inc.6,196$931 12/31/2023
     XSW6,196$931 12/31/2023
Newbridge Financial Services Group Inc.5,748$897 03/31/2024
     XSW5,748$897 03/31/2024
NTV Asset Management LLC5,825$876 12/31/2023
     XSW5,825$876 12/31/2023
Royal Bank of Canada5,247$789 12/31/2023
     XSW5,247$789 12/31/2023
Alpine Global Management LLC5,011$753 12/31/2023
     XSW5,011$753 12/31/2023
IHT Wealth Management LLC4,851$729 12/31/2023
     XSW4,851$729 12/31/2023
Global Endowment Management LP4,000$601 12/31/2023
     XSW4,000$601 12/31/2023
Two Sigma Investments LP3,900$586 12/31/2023
     XSW3,900$586 12/31/2023
Quantum Private Wealth LLC3,177$478 12/31/2023
     XSW3,177$478 12/31/2023
Telemus Capital LLC3,024$455 12/31/2023
     XSW3,024$455 12/31/2023
Cambridge Investment Research Advisors Inc.2,772$432 03/31/2024
     XSW2,772$432 03/31/2024
Beacon Financial Advisory LLC2,692$420 03/31/2024
     XSW2,692$420 03/31/2024
Citigroup Inc.2,767$416 12/31/2023
     XSW2,767$416 12/31/2023
Money Concepts Capital Corp2,525$394 03/31/2024
     XSW2,525$394 03/31/2024
Napa Wealth Management2,610$392 12/31/2023
     XSW2,610$392 12/31/2023
HRT Financial LP2,512$377 12/31/2023
     XSW2,512$377 12/31/2023
IFP Advisors Inc2,463$370 12/31/2023
     XSW2,463$370 12/31/2023
Qube Research & Technologies Ltd2,413$363 12/31/2023
     XSW2,413$363 12/31/2023

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

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