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Funds Holding XBJA

On this page, we present all of the funds holding XBJA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XBJA, with a link to that fund's top holdings. The next columns indicate the amount of XBJA stock held by each of the funds holding XBJA, followed by the XBJA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 30 funds holding XBJA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Cetera Advisor Networks LLC. For more details on the positions held by Cetera Advisor Networks LLC (or by any of the other funds holding XBJA), click the fund name in the "Holder" column of the funds-holding-XBJA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Cetera Advisor Networks LLC213,545$5,501 12/31/2023
     XBJA213,545$5,501 12/31/2023
Cetera Investment Advisers177,885$4,582 12/31/2023
     XBJA177,885$4,582 12/31/2023
Sterling Financial Planning Inc.156,424$4,029 12/31/2023
     XBJA156,424$4,029 12/31/2023
Steward Partners Investment Advisory LLC152,830$3,937 12/31/2023
     XBJA152,830$3,937 12/31/2023
Commonwealth Equity Services LLC146,471$3,773 12/31/2023
     XBJA146,471$3,773 12/31/2023
First Commonwealth Financial Corp PA 144,192$3,714 12/31/2023
     XBJA144,192$3,714 12/31/2023
Capasso Planning Partners LLC135,144$3,645 03/31/2024
     XBJA135,144$3,645 03/31/2024
Centaurus Financial Inc.123,515$3,182 12/31/2023
     XBJA123,515$3,182 12/31/2023
Brookstone Capital Management112,703$3,040 03/31/2024
     XBJA112,703$3,040 03/31/2024
Cambridge Investment Research Advisors Inc.106,726$2,878 03/31/2024
     XBJA106,726$2,878 03/31/2024
Advisor Group Holdings Inc.111,573$2,874 12/31/2023
     XBJA111,573$2,874 12/31/2023
Blue Bell Private Wealth Management LLC93,366$2,518 03/31/2024
     XBJA93,366$2,518 03/31/2024
Sunbelt Securities Inc.63,362$1,709 03/31/2024
     XBJA63,362$1,709 03/31/2024
Snowden Capital Advisors LLC44,445$1,145 12/31/2023
     XBJA44,445$1,145 12/31/2023
Kestra Advisory Services LLC33,965$875 12/31/2023
     XBJA33,965$875 12/31/2023
SageView Advisory Group LLC19,938$523 12/31/2023
     XBJA19,938$523 12/31/2023
Change Path LLC17,962$463 12/31/2023
     XBJA17,962$463 12/31/2023
Global Trust Asset Management LLC16,500$445 03/31/2024
     XBJA16,500$445 03/31/2024
Millington Financial Advisors LLC16,608$428 12/31/2023
     XBJA16,608$428 12/31/2023
Epic Trust Investment Advisors LLC14,503$391 03/31/2024
     XBJA14,503$391 03/31/2024
Wealth Enhancement Advisory Services LLC13,257$358 03/31/2024
     XBJA13,257$358 03/31/2024
Fort Washington Investment Advisors Inc. OH10,000$258 03/31/2024
     XBJA10,000$258 03/31/2024
HighTower Advisors LLC9,670$250 12/31/2023
     XBJA9,670$250 12/31/2023
Orion Capital Management LLC9,721$250 12/31/2023
     XBJA9,721$250 12/31/2023
Cape Investment Advisory Inc.2,900$75 12/31/2023
     XBJA2,900$75 12/31/2023
DHJJ Financial Advisors Ltd.2,685$72 03/31/2024
     XBJA2,685$72 03/31/2024
Bank of Montreal Can2,000$52 12/31/2023
     XBJA2,000$52 12/31/2023
Harbour Investments Inc.451$12 12/31/2023
     XBJA451$12 12/31/2023
Allworth Financial LP122$3 03/31/2024
     XBJA122$3 03/31/2024
Caitlin John LLC116$3 12/31/2023
     XBJA116$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     XBJA0$0 12/31/2023

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

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