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Funds Holding XAR

On this page, we present all of the funds holding XAR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XAR, with a link to that fund's top holdings. The next columns indicate the amount of XAR stock held by each of the funds holding XAR, followed by the XAR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 319 funds holding XAR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding XAR), click the fund name in the "Holder" column of the funds-holding-XAR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC998,941$135,277 12/31/2023
     XAR998,941$135,277 12/31/2023
Bank of America Corp DE755,529$102,314 12/31/2023
     XAR755,529$102,314 12/31/2023
Morgan Stanley680,357$92,134 12/31/2023
     XAR680,357$92,134 12/31/2023
Envestnet Asset Management Inc.260,186$35,234 12/31/2023
     XAR260,186$35,234 12/31/2023
Cumberland Advisors Inc.165,419$23,243 03/31/2024
     XAR165,419$23,243 03/31/2024
Wells Fargo & Company MN155,353$21,038 12/31/2023
     XAR155,353$21,038 12/31/2023
Advisor Group Holdings Inc.146,339$19,818 12/31/2023
     XAR146,339$19,818 12/31/2023
UBS Group AG140,728$19,057 12/31/2023
     XAR140,728$19,057 12/31/2023
The PNC Financial Services Group Inc.134,748$18,248 12/31/2023
     XAR134,748$18,248 12/31/2023
Howard Capital Management Group LLC129,650$18,217 03/31/2024
     XAR129,650$18,217 03/31/2024
Greenlight Capital Inc.129,667$17,560 12/31/2023
     XAR129,667$17,560 12/31/2023
Global Assets Advisory LLC111,272$15,635 03/31/2024
     XAR111,272$15,635 03/31/2024
Goldman Sachs Group Inc.110,192$14,922 12/31/2023
     XAR110,192$14,922 12/31/2023
Commonwealth Equity Services LLC102,867$13,930 12/31/2023
     XAR102,867$13,930 12/31/2023
Migdal Insurance & Financial Holdings Ltd.87,806$11,927 12/31/2023
     XAR87,806$11,927 12/31/2023
Royal Bank of Canada85,877$11,629 12/31/2023
     XAR85,877$11,629 12/31/2023
Raymond James Financial Services Advisors Inc.84,599$11,456 12/31/2023
     XAR84,599$11,456 12/31/2023
Raymond James & Associates83,251$11,274 12/31/2023
     XAR83,251$11,274 12/31/2023
Gerber Kawasaki Wealth & Investment Management69,329$9,388 12/31/2023
     XAR69,329$9,388 12/31/2023
MML Investors Services LLC64,901$8,789 12/31/2023
     XAR64,901$8,789 12/31/2023
JPMorgan Chase & Co.63,783$8,637 12/31/2023
     XAR63,783$8,637 12/31/2023
Ameriprise Financial Inc.62,295$8,419 12/31/2023
     XAR62,295$8,419 12/31/2023
Cambridge Investment Research Advisors Inc.60,521$8,196 12/31/2023
     XAR60,521$8,196 12/31/2023
Kraft Davis & Associates LLC62,793$8,122 12/31/2023
     XAR62,793$8,122 12/31/2023
Cetera Advisor Networks LLC47,843$6,479 12/31/2023
     XAR47,843$6,479 12/31/2023
Connectus Wealth LLC47,622$6,449 12/31/2023
     XAR47,622$6,449 12/31/2023
Wade G W & Inc.44,995$6,093 12/31/2023
     XAR44,995$6,093 12/31/2023
Lee Financial Group Hawaii Inc.44,198$5,985 12/31/2023
     XAR44,198$5,985 12/31/2023
Stifel Financial Corp43,171$5,848 12/31/2023
     XAR43,171$5,848 12/31/2023
Truist Financial Corp42,153$5,708 12/31/2023
     XAR42,153$5,708 12/31/2023
Proequities Inc.41,636$5,638 12/31/2023
     XAR41,636$5,638 12/31/2023
Bourgeon Capital Management LLC38,652$5,431 03/31/2024
     XAR38,652$5,431 03/31/2024
Centaurus Financial Inc.39,443$5,341 12/31/2023
     XAR39,443$5,341 12/31/2023
Zimmermann Investment Management & Planning LLC37,972$5,142 12/31/2023
     XAR37,972$5,142 12/31/2023
Lido Advisors LLC35,592$4,820 12/31/2023
     XAR35,592$4,820 12/31/2023
FLC Capital Advisors34,366$4,654 12/31/2023
     XAR34,366$4,654 12/31/2023
BNP Paribas Arbitrage SA34,044$4,610 12/31/2023
     XAR34,044$4,610 12/31/2023
Meitav Dash Investments Ltd.32,554$4,422 12/31/2023
     XAR32,554$4,422 12/31/2023
Private Advisor Group LLC32,399$4,388 12/31/2023
     XAR32,399$4,388 12/31/2023
Creative Planning29,837$4,041 12/31/2023
     XAR29,837$4,041 12/31/2023
Rockefeller Capital Management L.P.29,315$3,970 12/31/2023
     XAR29,315$3,970 12/31/2023
CoreCap Advisors LLC27,772$3,761 12/31/2023
     XAR27,772$3,761 12/31/2023
Obsidian Personal Planning Solutions LLC26,784$3,627 12/31/2023
     XAR26,784$3,627 12/31/2023
Bank Hapoalim BM25,671$3,476 12/31/2023
     XAR25,671$3,476 12/31/2023
HBW Advisory Services LLC24,904$3,372 03/31/2024
     XAR24,904$3,372 03/31/2024
Cetera Investment Advisers23,179$3,139 12/31/2023
     XAR23,179$3,139 12/31/2023
Scarborough Advisors LLC21,869$2,961 12/31/2023
     XAR21,869$2,961 12/31/2023
Envestnet Portfolio Solutions Inc.21,358$2,892 12/31/2023
     XAR21,358$2,892 12/31/2023
SFI Advisors LLC20,710$2,805 12/31/2023
     XAR20,710$2,805 12/31/2023
HighTower Advisors LLC19,908$2,695 12/31/2023
     XAR19,908$2,695 12/31/2023
Atria Wealth Solutions Inc.19,690$2,666 12/31/2023
     XAR19,690$2,666 12/31/2023
Perigon Wealth Management LLC19,446$2,633 12/31/2023
     XAR19,446$2,633 12/31/2023
Pacific Sun Financial Corp18,976$2,570 12/31/2023
     XAR18,976$2,570 12/31/2023
NovaPoint Capital LLC16,896$2,374 03/31/2024
     XAR16,896$2,374 03/31/2024
Pinnacle Associates Ltd.17,476$2,367 12/31/2023
     XAR17,476$2,367 12/31/2023
Kestra Advisory Services LLC17,311$2,344 12/31/2023
     XAR17,311$2,344 12/31/2023
Northwestern Mutual Wealth Management Co.17,198$2,329 12/31/2023
     XAR17,198$2,329 12/31/2023
American Financial Advisors LLC17,153$2,323 12/31/2023
     XAR17,153$2,323 12/31/2023
WBI Investments17,066$2,311 12/31/2023
     XAR17,066$2,311 12/31/2023
Mariner LLC16,961$2,297 12/31/2023
     XAR16,961$2,297 12/31/2023
Susquehanna International Group LLP $2,277 12/31/2023
     XAR11,716$1,587 12/31/2023
     Call6,900$934 12/31/2023
     Put1,800$244 12/31/2023
Sowell Financial Services LLC15,917$2,155 12/31/2023
     XAR15,917$2,155 12/31/2023
Kingsview Wealth Management LLC15,778$2,137 12/31/2023
     XAR15,778$2,137 12/31/2023
SeaCrest Wealth Management LLC15,102$2,122 03/31/2024
     XAR15,102$2,122 03/31/2024
Cetera Advisors LLC14,465$1,959 12/31/2023
     XAR14,465$1,959 12/31/2023
DB Wealth Management Group LLC14,327$1,940 12/31/2023
     XAR14,327$1,940 12/31/2023
Lincoln National Corp14,251$1,930 12/31/2023
     XAR14,251$1,930 12/31/2023
Stratos Wealth Partners LTD.13,541$1,903 03/31/2024
     XAR13,541$1,903 03/31/2024
IHT Wealth Management LLC13,835$1,874 12/31/2023
     XAR13,835$1,874 12/31/2023
D.A. Davidson & CO.13,798$1,869 12/31/2023
     XAR13,798$1,869 12/31/2023
Cavalier Investments LLC13,804$1,869 12/31/2023
     XAR13,804$1,869 12/31/2023
Avantax Advisory Services Inc.13,537$1,833 12/31/2023
     XAR13,537$1,833 12/31/2023
Two Sigma Investments LP13,335$1,806 12/31/2023
     XAR13,335$1,806 12/31/2023
Park Avenue Securities LLC12,662$1,779 03/31/2024
     XAR12,662$1,779 03/31/2024
Wealthfront Advisers LLC12,342$1,734 03/31/2024
     XAR12,342$1,734 03/31/2024
Foundations Investment Advisors LLC13,239$1,724 12/31/2023
     XAR13,239$1,724 12/31/2023
Belvedere Trading LLC $1,720 12/31/2023
     Call12,900$1,747 12/31/2023
     Put200$27 12/31/2023
Anson Capital Inc.12,584$1,704 12/31/2023
     XAR12,584$1,704 12/31/2023
Equitable Holdings Inc.11,883$1,609 12/31/2023
     XAR11,883$1,609 12/31/2023
Clarus Wealth Advisors11,691$1,579 03/31/2024
     XAR11,691$1,579 03/31/2024
WCG Wealth Advisors LLC11,523$1,560 12/31/2023
     XAR11,523$1,560 12/31/2023
Oppenheimer & Co. Inc.11,447$1,550 12/31/2023
     XAR11,447$1,550 12/31/2023
AE Wealth Management LLC11,954$1,550 12/31/2023
     XAR11,954$1,550 12/31/2023
Flow Traders U.S. LLC11,297$1,530 12/31/2023
     XAR11,297$1,530 12/31/2023
Prudential Financial Inc.10,728$1,453 12/31/2023
     XAR10,728$1,453 12/31/2023
WBH Advisory Inc.9,741$1,369 03/31/2024
     XAR9,741$1,369 03/31/2024
Brown Advisory Inc.10,022$1,357 12/31/2023
     XAR10,022$1,357 12/31/2023
Vontobel Holding Ltd.10,000$1,354 12/31/2023
     XAR10,000$1,354 12/31/2023
Wealth Enhancement Advisory Services LLC9,529$1,339 03/31/2024
     XAR9,529$1,339 03/31/2024
IFP Advisors Inc9,692$1,313 12/31/2023
     XAR9,692$1,313 12/31/2023
Great Valley Advisor Group Inc.9,132$1,237 12/31/2023
     XAR9,132$1,237 12/31/2023
Orion Portfolio Solutions LLC9,393$1,226 12/31/2023
     XAR9,393$1,226 12/31/2023
Cedar Brook Financial Partners LLC8,144$1,144 03/31/2024
     XAR8,144$1,144 03/31/2024
StrategIQ Financial Group LLC8,191$1,109 12/31/2023
     XAR8,191$1,109 12/31/2023
Stratos Wealth Advisors LLC7,796$1,096 03/31/2024
     XAR7,796$1,096 03/31/2024
Prelude Capital Management LLC7,990$1,082 12/31/2023
     XAR7,990$1,082 12/31/2023
Family Asset Management LLC7,915$1,072 12/31/2023
     XAR7,915$1,072 12/31/2023
National Asset Management Inc.7,904$1,070 12/31/2023
     XAR7,904$1,070 12/31/2023
Principal Securities Inc.7,641$1,035 12/31/2023
     XAR7,641$1,035 12/31/2023
Coastal Investment Advisors Inc.7,334$1,030 03/31/2024
     XAR7,334$1,030 03/31/2024
Evercore Wealth Management LLC6,923$938 12/31/2023
     XAR6,923$938 12/31/2023
Northern Trust Corp6,375$863 12/31/2023
     XAR6,375$863 12/31/2023
Thrivent Financial for Lutherans6,210$841 12/31/2023
     XAR6,210$841 12/31/2023
Barometer Capital Management Inc.6,100$826 12/31/2023
     XAR6,100$826 12/31/2023
Renaissance Technologies LLC6,000$813 12/31/2023
     XAR6,000$813 12/31/2023
Lakeview Capital Partners LLC5,959$807 12/31/2023
     XAR5,959$807 12/31/2023
Stapp Wealth Management Pllc5,536$778 03/31/2024
     XAR5,536$778 03/31/2024
Signature Securities Group Corporation5,234$736 03/31/2024
     XAR5,234$736 03/31/2024
Stephens Inc. AR5,349$724 12/31/2023
     XAR5,349$724 12/31/2023
Worth Asset Management LLC5,136$722 03/31/2024
     XAR5,136$722 03/31/2024
Private Wealth Strategies L.L.C.5,157$698 12/31/2023
     XAR5,157$698 12/31/2023
VCI Wealth Management LLC5,109$692 12/31/2023
     XAR5,109$692 12/31/2023
Focus Financial Network Inc. ADV5,020$680 12/31/2023
     XAR5,020$680 12/31/2023
Ameritas Advisory Services LLC5,028$673 12/31/2023
     XAR5,028$673 12/31/2023
CI Private Wealth LLC4,735$641 12/31/2023
     XAR4,735$641 12/31/2023
Red Tortoise LLC4,554$640 03/31/2024
     XAR4,554$640 03/31/2024
Tidemark LLC4,676$633 12/31/2023
     XAR4,676$633 12/31/2023
First Horizon Advisors Inc.4,616$625 12/31/2023
     XAR4,616$625 12/31/2023
Rappaport Reiches Capital Management LLC4,423$621 03/31/2024
     XAR4,423$621 03/31/2024
ETF Store Inc.4,490$608 12/31/2023
     XAR4,490$608 12/31/2023
Global Retirement Partners LLC4,658$594 12/31/2023
     XAR4,658$594 12/31/2023
SG Americas Securities LLC4,200$569 12/31/2023
     XAR4,200$569 12/31/2023
NBC Securities Inc.4,045$568 03/31/2024
     XAR4,045$568 03/31/2024
Strategy Asset Managers LLC4,184$567 12/31/2023
     XAR4,184$567 12/31/2023
Claro Advisors LLC3,863$543 03/31/2024
     XAR3,863$543 03/31/2024
Janney Montgomery Scott LLC3,959$536 12/31/2023
     XAR3,959$536 12/31/2023
Wsfs Capital Management LLC3,937$533 12/31/2023
     XAR3,937$533 12/31/2023
Stevard LLC3,812$516 12/31/2023
     XAR3,812$516 12/31/2023
Wealthsource Partners LLC3,663$496 12/31/2023
     XAR3,663$496 12/31/2023
Fortis Advisors LLC3,665$496 12/31/2023
     XAR3,665$496 12/31/2023
Jaffetilchin Investment Partners LLC3,653$495 12/31/2023
     XAR3,653$495 12/31/2023
Peapack Gladstone Financial Corp3,650$494 12/31/2023
     XAR3,650$494 12/31/2023
IFG Advisory LLC3,647$494 12/31/2023
     XAR3,647$494 12/31/2023
Balboa Wealth Partners3,619$490 12/31/2023
     XAR3,619$490 12/31/2023
Planning Directions Inc.3,572$484 12/31/2023
     XAR3,572$484 12/31/2023
RMB Capital Management LLC3,505$475 12/31/2023
     XAR3,505$475 12/31/2023
Formidable Asset Management LLC3,500$474 12/31/2023
     XAR3,500$474 12/31/2023
Level Four Advisory Services LLC3,411$462 12/31/2023
     XAR3,411$462 12/31/2023
Kingswood Wealth Advisors LLC3,117$438 03/31/2024
     XAR3,117$438 03/31/2024
Union Investments & Development Ltd.3,215$435 12/31/2023
     XAR3,215$435 12/31/2023
Integrated Wealth Concepts LLC3,145$426 12/31/2023
     XAR3,145$426 12/31/2023
Salem Investment Counselors Inc.3,000$422 03/31/2024
     XAR3,000$422 03/31/2024
FMR LLC3,083$418 12/31/2023
     XAR3,083$418 12/31/2023
9258 Wealth Management LLC3,050$413 12/31/2023
     XAR3,050$413 12/31/2023
OneAscent Wealth Management LLC2,929$412 03/31/2024
     XAR2,929$412 03/31/2024
Wambolt & Associates LLC3,037$411 12/31/2023
     XAR3,037$411 12/31/2023
Private Advisory Group LLC3,005$407 12/31/2023
     XAR3,005$407 12/31/2023
First Foundation Advisors2,973$403 12/31/2023
     XAR2,973$403 12/31/2023
BLB&B Advisors LLC2,973$403 12/31/2023
     XAR2,973$403 12/31/2023
Moloney Securities Asset Management LLC2,961$401 12/31/2023
     XAR2,961$401 12/31/2023
Capital Investment Advisory Services LLC2,956$400 12/31/2023
     XAR2,956$400 12/31/2023
Kovitz Investment Group Partners LLC2,938$398 12/31/2023
     XAR2,938$398 12/31/2023
Advisory Services Network LLC2,932$397 12/31/2023
     XAR2,932$397 12/31/2023
Meridian Wealth Management LLC2,928$397 12/31/2023
     XAR2,928$397 12/31/2023
Laffer Tengler Investments2,913$394 12/31/2023
     XAR2,913$394 12/31/2023
Custom Index Systems LLC2,892$392 12/31/2023
     XAR2,892$392 12/31/2023
Guerra Pan Advisors LLC2,868$388 12/31/2023
     XAR2,868$388 12/31/2023
Cornerstone Wealth Management LLC2,724$383 03/31/2024
     XAR2,724$383 03/31/2024
Spinnaker Investment Group LLC2,718$382 03/31/2024
     XAR2,718$382 03/31/2024
Strategic Financial Concepts LLC2,800$379 12/31/2023
     XAR2,800$379 12/31/2023
Private Trust Co. NA2,713$367 12/31/2023
     XAR2,713$367 12/31/2023
J.W. Cole Advisors Inc.2,698$365 12/31/2023
     XAR2,698$365 12/31/2023
McKinley Carter Wealth Services Inc.2,699$365 12/31/2023
     XAR2,699$365 12/31/2023
Citigroup Inc.2,691$364 12/31/2023
     XAR2,691$364 12/31/2023
Creekmur Asset Management LLC2,648$359 12/31/2023
     XAR2,648$359 12/31/2023
Beacon Bridge Wealth Partners LLC2,583$350 12/31/2023
     XAR2,583$350 12/31/2023
Missouri Trust & Investment Co2,570$348 12/31/2023
     XAR2,570$348 12/31/2023
Joseph P. Lucia & Associates LLC2,566$347 12/31/2023
     XAR2,566$347 12/31/2023
Mutual Advisors LLC2,522$342 12/31/2023
     XAR2,522$342 12/31/2023
King Luther Capital Management Corp2,500$339 12/31/2023
     XAR2,500$339 12/31/2023
KCM Investment Advisors LLC2,473$335 12/31/2023
     XAR2,473$335 12/31/2023
Texas Permanent School Fund2,424$328 12/31/2023
     XAR2,424$328 12/31/2023
Capital Analysts LLC2,392$324 12/31/2023
     XAR2,392$324 12/31/2023
Bank of Montreal Can2,356$322 12/31/2023
     XAR2,356$322 12/31/2023
Paragon Financial Partners Inc.2,381$322 12/31/2023
     XAR2,381$322 12/31/2023
Baird Financial Group Inc.2,343$317 12/31/2023
     XAR2,343$317 12/31/2023
Prime Capital Investment Advisors LLC2,324$315 12/31/2023
     XAR2,324$315 12/31/2023
CIBC World Markets Inc.2,320$314 12/31/2023
     XAR2,320$314 12/31/2023
New England Private Wealth Advisors LLC2,289$310 12/31/2023
     XAR2,289$310 12/31/2023
Baker Ellis Asset Management LLC2,200$309 03/31/2024
     XAR2,200$309 03/31/2024
Cypress Asset Management Inc. TX2,250$305 12/31/2023
     XAR2,250$305 12/31/2023
Second Line Capital LLC2,213$300 12/31/2023
     XAR2,213$300 12/31/2023
PEAK6 Investments LLC $298 12/31/2023
     Call2,200$298 12/31/2023
SOA Wealth Advisors LLC.2,071$291 03/31/2024
     XAR2,071$291 03/31/2024
Advisor Resource Council2,120$287 03/31/2024
     XAR2,120$287 03/31/2024
InterOcean Capital Group LLC2,117$287 12/31/2023
     XAR2,117$287 12/31/2023
Financial Advocates Investment Management2,109$286 12/31/2023
     XAR2,109$286 12/31/2023
Atlas Financial Advisors Inc.2,085$282 12/31/2023
     XAR2,085$282 12/31/2023
Sage Capital Advisors llc2,000$281 03/31/2024
     XAR2,000$281 03/31/2024
Franklin Resources Inc.2,059$279 12/31/2023
     XAR2,059$279 12/31/2023
Founders Financial Alliance LLC2,057$279 12/31/2023
     XAR2,057$279 12/31/2023
Spectrum Wealth Advisory Group LLC1,969$277 03/31/2024
     XAR1,969$277 03/31/2024
Kestra Private Wealth Services LLC2,043$277 12/31/2023
     XAR2,043$277 12/31/2023
Comerica Bank2,037$276 12/31/2023
     XAR2,037$276 12/31/2023
Bank of New York Mellon Corp2,003$271 12/31/2023
     XAR2,003$271 12/31/2023
Western Wealth Management LLC1,981$268 12/31/2023
     XAR1,981$268 12/31/2023
Pathstone Holdings LLC1,944$263 12/31/2023
     XAR1,944$263 12/31/2023
Trust Co. of Toledo NA OH1,845$259 03/31/2024
     XAR1,845$259 03/31/2024
Obermeyer Wood Investment Counsel Lllp1,885$255 12/31/2023
     XAR1,885$255 12/31/2023
Magnus Financial Group LLC1,873$254 12/31/2023
     XAR1,873$254 12/31/2023
Powell Investment Advisors LLC1,750$246 03/31/2024
     XAR1,750$246 03/31/2024
Evolution Wealth Advisors LLC1,745$245 03/31/2024
     XAR1,745$245 03/31/2024
Archford Capital Strategies LLC1,794$243 12/31/2023
     XAR1,794$243 12/31/2023
Armbruster Capital Management Inc.1,795$243 12/31/2023
     XAR1,795$243 12/31/2023
Verity Asset Management Inc.1,786$242 12/31/2023
     XAR1,786$242 12/31/2023
Objective Capital Management LLC1,786$242 12/31/2023
     XAR1,786$242 12/31/2023
HF Advisory Group LLC1,766$239 12/31/2023
     XAR1,766$239 12/31/2023
Dash Acquisitions Inc.1,723$228 03/31/2024
     XAR1,723$228 03/31/2024
Arete Wealth Advisors LLC1,672$226 12/31/2023
     XAR1,672$226 12/31/2023
Kraematon Investment Advisors Inc.1,672$226 12/31/2023
     XAR1,672$226 12/31/2023
Snowden Capital Advisors LLC1,625$220 12/31/2023
     XAR1,625$220 12/31/2023
Aptus Capital Advisors LLC1,594$216 12/31/2023
     XAR1,594$216 12/31/2023
U.S. Capital Wealth Advisors LLC1,584$215 12/31/2023
     XAR1,584$215 12/31/2023
PCG Wealth Advisors LLC1,504$211 03/31/2024
     XAR1,504$211 03/31/2024
Brookstone Capital Management1,495$210 03/31/2024
     XAR1,495$210 03/31/2024
MADDEN SECURITIES Corp1,495$210 03/31/2024
     XAR1,495$210 03/31/2024
Root Financial Partners LLC1,535$208 12/31/2023
     XAR1,535$208 12/31/2023
IMS Capital Management1,530$207 12/31/2023
     XAR1,530$207 12/31/2023
Per Stirling Capital Management LLC.1,514$205 12/31/2023
     XAR1,514$205 12/31/2023
Mascoma Wealth Management LLC1,512$205 12/31/2023
     XAR1,512$205 12/31/2023
US Bancorp DE1,499$203 12/31/2023
     XAR1,499$203 12/31/2023
Prosperity Financial Group Inc.1,495$202 12/31/2023
     XAR1,495$202 12/31/2023
Sequoia Financial Advisors LLC1,486$201 12/31/2023
     XAR1,486$201 12/31/2023
Qube Research & Technologies Ltd1,487$201 12/31/2023
     XAR1,487$201 12/31/2023
Cresset Asset Management LLC1,487$201 12/31/2023
     XAR1,487$201 12/31/2023
Coppell Advisory Solutions LLC1,479$200 12/31/2023
     XAR1,479$200 12/31/2023
Blair William & Co. IL1,367$185 12/31/2023
     XAR1,367$185 12/31/2023
CWM LLC1,306$184 03/31/2024
     XAR1,306$184 03/31/2024
Benjamin F. Edwards & Company Inc.1,353$183 12/31/2023
     XAR1,353$183 12/31/2023
GWM Advisors LLC1,350$183 12/31/2023
     XAR1,350$183 12/31/2023
Creative Financial Designs Inc. ADV1,223$166 12/31/2023
     XAR1,223$166 12/31/2023
Tower Research Capital LLC TRC 1,197$162 12/31/2023
     XAR1,197$162 12/31/2023
Ancora Advisors LLC1,137$154 12/31/2023
     XAR1,137$154 12/31/2023
National Bank of Canada FI1,150$153 12/31/2023
     XAR1,150$153 12/31/2023
Picton Mahoney Asset Management1,100$149 12/31/2023
     XAR1,100$149 12/31/2023
Y.D. More Investments Ltd1,078$146 12/31/2023
     XAR1,078$146 12/31/2023
Optimum Investment Advisors1,006$141 03/31/2024
     XAR1,006$141 03/31/2024
Sittner & Nelson LLC1,040$141 12/31/2023
     XAR1,040$141 12/31/2023
Spire Wealth Management1,009$131 12/31/2023
     XAR1,009$131 12/31/2023
Salomon & Ludwin LLC947$128 12/31/2023
     XAR947$128 12/31/2023
TD Waterhouse Canada Inc.945$126 12/31/2023
     XAR945$126 12/31/2023
EP Wealth Advisors LLC922$125 12/31/2023
     XAR922$125 12/31/2023
Sandy Spring Bank893$121 12/31/2023
     XAR893$121 12/31/2023
Barclays PLC870$118 12/31/2023
     XAR870$118 12/31/2023
Steward Partners Investment Advisory LLC860$116 12/31/2023
     XAR860$116 12/31/2023
Householder Group Estate & Retirement Specialist LLC804$108 12/31/2023
     XAR804$108 12/31/2023
Clearstead Advisors LLC776$105 12/31/2023
     XAR776$105 12/31/2023
Newbridge Financial Services Group Inc.618$84 12/31/2023
     XAR618$84 12/31/2023
Edmond DE Rothschild Holding S.A.590$80 12/31/2023
     XAR590$80 12/31/2023
Pineridge Advisors LLC586$79 12/31/2023
     XAR586$79 12/31/2023
CoreFirst Bank & Trust565$77 12/31/2023
     XAR565$77 12/31/2023
Tyler Stone Wealth Management563$76 12/31/2023
     XAR563$76 12/31/2023
Huntington National Bank486$66 12/31/2023
     XAR486$66 12/31/2023
Capital Advisors Ltd. LLC443$62 03/31/2024
     XAR443$62 03/31/2024
Parallel Advisors LLC448$61 12/31/2023
     XAR448$61 12/31/2023
Baystate Wealth Management LLC445$60 12/31/2023
     XAR445$60 12/31/2023
Smithfield Trust Co.425$58 12/31/2023
     XAR425$58 12/31/2023
Signaturefd LLC390$53 12/31/2023
     XAR390$53 12/31/2023
ICA Group Wealth Management LLC395$53 12/31/2023
     XAR395$53 12/31/2023
Dunhill Financial LLC378$51 12/31/2023
     XAR378$51 12/31/2023
HM Payson & Co.372$50 12/31/2023
     XAR372$50 12/31/2023
LGT Financial Advisors LLC368$50 12/31/2023
     XAR368$50 12/31/2023
Geneos Wealth Management Inc.332$45 12/31/2023
     XAR332$45 12/31/2023
Cutler Group LP $44 03/31/2024
     Call2,900$44 03/31/2024
     Put300$0 03/31/2024
Financial Advisory Service Inc.322$44 12/31/2023
     XAR322$44 12/31/2023
Rise Advisors LLC304$43 03/31/2024
     XAR304$43 03/31/2024
GPS Wealth Strategies Group LLC319$43 12/31/2023
     XAR319$43 12/31/2023
Farther Finance Advisors LLC320$43 12/31/2023
     XAR320$43 12/31/2023
Park Place Capital Corp289$41 03/31/2024
     XAR289$41 03/31/2024
Resurgent Financial Advisors LLC282$38 12/31/2023
     XAR282$38 12/31/2023
GeoWealth Management LLC266$37 12/31/2023
     XAR266$37 12/31/2023
Bellevue Asset Management LLC265$36 12/31/2023
     XAR265$36 12/31/2023
CVA Family Office LLC250$35 03/31/2024
     XAR250$35 03/31/2024
Biltmore Family Office LLC250$34 12/31/2023
     XAR250$34 12/31/2023
Glass Jacobson Investment Advisors llc242$33 12/31/2023
     XAR242$33 12/31/2023
Harbour Investments Inc.236$32 12/31/2023
     XAR236$32 12/31/2023
Impact Partnership Wealth LLC236$32 12/31/2023
     XAR236$32 12/31/2023
AllSquare Wealth Management LLC228$31 12/31/2023
     XAR228$31 12/31/2023
Zions Bancorporation N.A.228$31 12/31/2023
     XAR228$31 12/31/2023
Raleigh Capital Management Inc.215$29 12/31/2023
     XAR215$29 12/31/2023
Barrett & Company Inc.200$28 03/31/2024
     XAR200$28 03/31/2024
Allworth Financial LP188$25 12/31/2023
     XAR188$25 12/31/2023
Lowe Wealth Advisors LLC150$21 03/31/2024
     XAR150$21 03/31/2024
FWL Investment Management LLC150$20 12/31/2023
     XAR150$20 12/31/2023
Armstrong Advisory Group Inc.125$17 03/31/2024
     XAR125$17 03/31/2024
Guardian Wealth Advisors LLC NC129$17 12/31/2023
     XAR129$17 12/31/2023
Valley National Advisers Inc.110$15 03/31/2024
     XAR110$15 03/31/2024
AdvisorNet Financial Inc101$14 03/31/2024
     XAR101$14 03/31/2024
VitalStone Financial LLC105$14 12/31/2023
     XAR105$14 12/31/2023
Financial Freedom LLC105$14 12/31/2023
     XAR105$14 12/31/2023
Macroview Investment Management LLC93$13 12/31/2023
     XAR93$13 12/31/2023
Thompson Investment Management Inc.88$12 03/31/2024
     XAR88$12 03/31/2024
Guardian Wealth Management Inc.85$12 12/31/2023
     XAR85$12 12/31/2023
Sunbelt Securities Inc.75$11 03/31/2024
     XAR75$11 03/31/2024
Peoples Bank KS81$11 03/31/2024
     XAR81$11 03/31/2024
Investors Research Corp80$11 12/31/2023
     XAR80$11 12/31/2023
Richard W. Paul & Associates LLC70$9 12/31/2023
     XAR70$9 12/31/2023
North Star Investment Management Corp.61$8 12/31/2023
     XAR61$8 12/31/2023
Wetzel Investment Advisors Inc.57$8 12/31/2023
     XAR57$8 12/31/2023
Toth Financial Advisory Corp50$7 03/31/2024
     XAR50$7 03/31/2024
PSI Advisors LLC55$7 12/31/2023
     XAR55$7 12/31/2023
Rockbridge Investment Management LCC55$7 12/31/2023
     XAR55$7 12/31/2023
JDM Financial Group LLC53$7 12/31/2023
     XAR53$7 12/31/2023
ORG Partners LLC55$7 12/31/2023
     XAR55$7 12/31/2023
Northwest Financial Advisors50$7 12/31/2023
     XAR50$7 12/31/2023
MeadowBrook Investment Advisors LLC45$6 12/31/2023
     XAR45$6 12/31/2023
LM Advisors LLC45$6 12/31/2023
     XAR45$6 12/31/2023
Parkside Financial Bank & Trust39$5 12/31/2023
     XAR39$5 12/31/2023
Financial Perspectives Inc26$4 03/31/2024
     XAR26$4 03/31/2024
UMB Bank N A MO30$4 12/31/2023
     XAR30$4 12/31/2023
Ameritas Investment Partners Inc.30$4 12/31/2023
     XAR30$4 12/31/2023
HHM Wealth Advisors LLC29$4 12/31/2023
     XAR29$4 12/31/2023
Pinnacle Bank23$3 03/31/2024
     XAR23$3 03/31/2024
Signature Resources Capital Management LLC20$3 03/31/2024
     XAR20$3 03/31/2024
EverSource Wealth Advisors LLC20$3 12/31/2023
     XAR20$3 12/31/2023
BlackRock Inc.15$2 12/31/2023
     XAR15$2 12/31/2023
NBT Bank N A NY6$1 12/31/2023
     XAR6$1 12/31/2023
Cherry Tree Wealth Management LLC10$1 12/31/2023
     XAR10$1 12/31/2023
Sound Income Strategies LLC0$0 03/31/2024
     XAR0$0 03/31/2024
DHJJ Financial Advisors Ltd.2$0 03/31/2024
     XAR2$0 03/31/2024

See Summary: Institutional Holders of XAR
See Details: Top 10 Hedge Funds Holding XAR
Also See: XAR Holdings Changes

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