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Funds Holding XHE

On this page, we present all of the funds holding XHE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XHE, with a link to that fund's top holdings. The next columns indicate the amount of XHE stock held by each of the funds holding XHE, followed by the XHE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 97 funds holding XHE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Phoenix Holdings Ltd.. For more details on the positions held by Phoenix Holdings Ltd. (or by any of the other funds holding XHE), click the fund name in the "Holder" column of the funds-holding-XHE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Phoenix Holdings Ltd.507,600$42,770 12/31/2023
     XHE507,600$42,770 12/31/2023
Morgan Stanley378,191$31,866 12/31/2023
     XHE378,191$31,866 12/31/2023
International Assets Investment Management LLC109,523$9,228 12/31/2023
     XHE109,523$9,228 12/31/2023
LPL Financial LLC95,405$8,039 12/31/2023
     XHE95,405$8,039 12/31/2023
UBS Group AG71,180$5,998 12/31/2023
     XHE71,180$5,998 12/31/2023
JPMorgan Chase & Co.64,783$5,459 12/31/2023
     XHE64,783$5,459 12/31/2023
Bank of America Corp DE56,187$4,734 12/31/2023
     XHE56,187$4,734 12/31/2023
Royal Fund Management LLC35,922$3,028 12/31/2023
     XHE35,922$3,028 12/31/2023
Citigroup Inc.33,438$2,817 12/31/2023
     XHE33,438$2,817 12/31/2023
Millington Financial Advisors LLC31,697$2,671 12/31/2023
     XHE31,697$2,671 12/31/2023
Cetera Advisor Networks LLC28,714$2,419 12/31/2023
     XHE28,714$2,419 12/31/2023
Atria Wealth Solutions Inc.24,301$2,048 12/31/2023
     XHE24,301$2,048 12/31/2023
HighTower Advisors LLC23,736$2,000 12/31/2023
     XHE23,736$2,000 12/31/2023
Wells Fargo & Company MN21,740$1,832 12/31/2023
     XHE21,740$1,832 12/31/2023
NTV Asset Management LLC21,310$1,796 12/31/2023
     XHE21,310$1,796 12/31/2023
Meitav Dash Investments Ltd.21,179$1,785 12/31/2023
     XHE21,179$1,785 12/31/2023
BNP Paribas Arbitrage SA21,160$1,783 12/31/2023
     XHE21,160$1,783 12/31/2023
Foundations Investment Advisors LLC20,733$1,771 12/31/2023
     XHE20,733$1,771 12/31/2023
Toroso Investments LLC20,987$1,768 12/31/2023
     XHE20,987$1,768 12/31/2023
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD20,635$1,737 12/31/2023
     XHE20,635$1,737 12/31/2023
SFI Advisors LLC18,652$1,572 12/31/2023
     XHE18,652$1,572 12/31/2023
Commonwealth Equity Services LLC16,769$1,413 12/31/2023
     XHE16,769$1,413 12/31/2023
Advisory Services Network LLC16,591$1,398 12/31/2023
     XHE16,591$1,398 12/31/2023
Means Investment CO. Inc.15,881$1,338 12/31/2023
     XHE15,881$1,338 12/31/2023
Pacific Sun Financial Corp15,368$1,295 12/31/2023
     XHE15,368$1,295 12/31/2023
Envestnet Asset Management Inc.14,766$1,244 12/31/2023
     XHE14,766$1,244 12/31/2023
Raymond James & Associates14,742$1,242 12/31/2023
     XHE14,742$1,242 12/31/2023
Northeast Financial Consultants Inc14,592$1,230 12/31/2023
     XHE14,592$1,230 12/31/2023
Citadel Advisors LLC $1,143 12/31/2023
     XHE12,963$1,092 12/31/2023
     Call3,000$253 12/31/2023
     Put2,400$202 12/31/2023
Cambridge Investment Research Advisors Inc.12,697$1,070 12/31/2023
     XHE12,697$1,070 12/31/2023
Goldman Sachs Group Inc.12,145$1,023 12/31/2023
     XHE12,145$1,023 12/31/2023
Bank Hapoalim BM10,878$917 12/31/2023
     XHE10,878$917 12/31/2023
Advisor Group Holdings Inc.10,339$871 12/31/2023
     XHE10,339$871 12/31/2023
AE Wealth Management LLC9,345$786 12/31/2023
     XHE9,345$786 12/31/2023
Fifth Third Securities Inc.9,141$770 12/31/2023
     XHE9,141$770 12/31/2023
Susquehanna International Group LLP9,101$767 12/31/2023
     XHE9,101$767 12/31/2023
Cornerstone Advisory LLC8,000$674 12/31/2023
     XHE8,000$674 12/31/2023
VCI Wealth Management LLC7,410$624 12/31/2023
     XHE7,410$624 12/31/2023
Raymond James Financial Services Advisors Inc.7,223$609 12/31/2023
     XHE7,223$609 12/31/2023
Marshall Wace LLP6,564$553 12/31/2023
     XHE6,564$553 12/31/2023
Telemus Capital LLC6,467$545 12/31/2023
     XHE6,467$545 12/31/2023
Royal Bank of Canada6,212$523 12/31/2023
     XHE6,212$523 12/31/2023
Global Endowment Management LP5,750$484 12/31/2023
     XHE5,750$484 12/31/2023
Equitable Holdings Inc.5,472$461 12/31/2023
     XHE5,472$461 12/31/2023
9258 Wealth Management LLC4,880$411 12/31/2023
     XHE4,880$411 12/31/2023
Main Street Financial Solutions LLC4,742$400 12/31/2023
     XHE4,742$400 12/31/2023
LGT Financial Advisors LLC4,727$398 12/31/2023
     XHE4,727$398 12/31/2023
Wealthfront Advisers LLC4,541$383 12/31/2023
     XHE4,541$383 12/31/2023
Prudential Financial Inc.4,535$382 12/31/2023
     XHE4,535$382 12/31/2023
Blackston Financial Advisory Group LLC4,478$377 12/31/2023
     XHE4,478$377 12/31/2023
Quantum Private Wealth LLC4,416$372 12/31/2023
     XHE4,416$372 12/31/2023
MML Investors Services LLC4,070$343 12/31/2023
     XHE4,070$343 12/31/2023
Ameriprise Financial Inc.3,957$333 12/31/2023
     XHE3,957$333 12/31/2023
Clear Creek Financial Management LLC3,754$316 12/31/2023
     XHE3,754$316 12/31/2023
Solutions 4 Wealth Ltd3,535$298 12/31/2023
     XHE3,535$298 12/31/2023
Wsfs Capital Management LLC3,410$287 12/31/2023
     XHE3,410$287 12/31/2023
Mercer Global Advisors Inc. ADV3,149$265 12/31/2023
     XHE3,149$265 12/31/2023
Pensionmark Financial Group LLC2,974$251 12/31/2023
     XHE2,974$251 12/31/2023
AXS Investments LLC2,640$222 12/31/2023
     XHE2,640$222 12/31/2023
Two Sigma Securities LLC2,609$220 12/31/2023
     XHE2,609$220 12/31/2023
Truist Financial Corp2,553$215 12/31/2023
     XHE2,553$215 12/31/2023
Newbridge Financial Services Group Inc.2,541$214 12/31/2023
     XHE2,541$214 12/31/2023
Franklin Resources Inc.1,750$147 12/31/2023
     XHE1,750$147 12/31/2023
Bank of Montreal Can1,377$118 12/31/2023
     XHE1,377$118 12/31/2023
Sunbelt Securities Inc.1,305$110 12/31/2023
     XHE1,305$110 12/31/2023
Jackson Hole Capital Partners LLC1,292$109 12/31/2023
     XHE1,292$109 12/31/2023
Harbour Investments Inc.1,170$99 12/31/2023
     XHE1,170$99 12/31/2023
Livelsberger Financial Advisory920$78 12/31/2023
     XHE920$78 12/31/2023
Riggs Asset Managment Co. Inc.805$68 12/31/2023
     XHE805$68 12/31/2023
Capital Investment Advisory Services LLC780$66 12/31/2023
     XHE780$66 12/31/2023
FMR LLC627$53 12/31/2023
     XHE627$53 12/31/2023
Northwestern Mutual Wealth Management Co.593$50 12/31/2023
     XHE593$50 12/31/2023
Salomon & Ludwin LLC635$50 12/31/2023
     XHE635$50 12/31/2023
Integrity Financial Corp WA388$33 12/31/2023
     XHE388$33 12/31/2023
The PNC Financial Services Group Inc.378$32 12/31/2023
     XHE378$32 12/31/2023
Prestige Wealth Management Group LLC331$28 12/31/2023
     XHE331$28 12/31/2023
Simplex Trading LLC327$27 12/31/2023
     XHE327$27 12/31/2023
Y.D. More Investments Ltd307$26 12/31/2023
     XHE307$26 12/31/2023
Sandy Spring Bank300$25 12/31/2023
     XHE300$25 12/31/2023
Aptus Capital Advisors LLC300$25 12/31/2023
     XHE300$25 12/31/2023
Focused Wealth Management Inc246$21 12/31/2023
     XHE246$21 12/31/2023
Spire Wealth Management250$21 12/31/2023
     XHE250$21 12/31/2023
Global Retirement Partners LLC221$18 12/31/2023
     XHE221$18 12/31/2023
Qube Research & Technologies Ltd180$15 12/31/2023
     XHE180$15 12/31/2023
US Bancorp DE160$13 12/31/2023
     XHE160$13 12/31/2023
Comerica Bank160$13 12/31/2023
     XHE160$13 12/31/2023
Center for Financial Planning Inc.160$13 12/31/2023
     XHE160$13 12/31/2023
ICA Group Wealth Management LLC160$13 12/31/2023
     XHE160$13 12/31/2023
Proequities Inc.120$10 12/31/2023
     XHE120$10 12/31/2023
AdvisorNet Financial Inc100$8 12/31/2023
     XHE100$8 12/31/2023
CWM LLC94$8 12/31/2023
     XHE94$8 12/31/2023
Steward Partners Investment Advisory LLC84$7 12/31/2023
     XHE84$7 12/31/2023
NBC Securities Inc.75$6 12/31/2023
     XHE75$6 12/31/2023
Cassady Schiller Wealth Management LLC56$5 12/31/2023
     XHE56$5 12/31/2023
GWM Advisors LLC45$4 12/31/2023
     XHE45$4 12/31/2023
Principal Securities Inc.36$3 12/31/2023
     XHE36$3 12/31/2023
Jones Financial Companies Lllp30$3 12/31/2023
     XHE30$3 12/31/2023
Creekmur Asset Management LLC20$2 12/31/2023
     XHE20$2 12/31/2023

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

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