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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Phoenix Holdings Ltd. | 507,600 | $42,770 | 12/31/2023 | XHE | 507,600 | $42,770 | 12/31/2023 | Morgan Stanley | 378,191 | $31,866 | 12/31/2023 | XHE | 378,191 | $31,866 | 12/31/2023 | International Assets Investment Management LLC | 109,523 | $9,228 | 12/31/2023 | XHE | 109,523 | $9,228 | 12/31/2023 | LPL Financial LLC | 95,405 | $8,039 | 12/31/2023 | XHE | 95,405 | $8,039 | 12/31/2023 | UBS Group AG | 71,180 | $5,998 | 12/31/2023 | XHE | 71,180 | $5,998 | 12/31/2023 | JPMorgan Chase & Co. | 64,783 | $5,459 | 12/31/2023 | XHE | 64,783 | $5,459 | 12/31/2023 | Bank of America Corp DE | 56,187 | $4,734 | 12/31/2023 | XHE | 56,187 | $4,734 | 12/31/2023 | Royal Fund Management LLC | 35,922 | $3,028 | 12/31/2023 | XHE | 35,922 | $3,028 | 12/31/2023 | Citigroup Inc. | 33,438 | $2,817 | 12/31/2023 | XHE | 33,438 | $2,817 | 12/31/2023 | Millington Financial Advisors LLC | 31,697 | $2,671 | 12/31/2023 | XHE | 31,697 | $2,671 | 12/31/2023 | Cetera Advisor Networks LLC | 28,714 | $2,419 | 12/31/2023 | XHE | 28,714 | $2,419 | 12/31/2023 | Atria Wealth Solutions Inc. | 24,301 | $2,048 | 12/31/2023 | XHE | 24,301 | $2,048 | 12/31/2023 | HighTower Advisors LLC | 23,736 | $2,000 | 12/31/2023 | XHE | 23,736 | $2,000 | 12/31/2023 | Wells Fargo & Company MN | 21,740 | $1,832 | 12/31/2023 | XHE | 21,740 | $1,832 | 12/31/2023 | NTV Asset Management LLC | 21,310 | $1,796 | 12/31/2023 | XHE | 21,310 | $1,796 | 12/31/2023 | Meitav Dash Investments Ltd. | 21,179 | $1,785 | 12/31/2023 | XHE | 21,179 | $1,785 | 12/31/2023 | BNP Paribas Arbitrage SA | 21,160 | $1,783 | 12/31/2023 | XHE | 21,160 | $1,783 | 12/31/2023 | Foundations Investment Advisors LLC | 20,733 | $1,771 | 12/31/2023 | XHE | 20,733 | $1,771 | 12/31/2023 | Toroso Investments LLC | 20,987 | $1,768 | 12/31/2023 | XHE | 20,987 | $1,768 | 12/31/2023 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20,635 | $1,737 | 12/31/2023 | XHE | 20,635 | $1,737 | 12/31/2023 | SFI Advisors LLC | 18,652 | $1,572 | 12/31/2023 | XHE | 18,652 | $1,572 | 12/31/2023 | Commonwealth Equity Services LLC | 16,769 | $1,413 | 12/31/2023 | XHE | 16,769 | $1,413 | 12/31/2023 | Advisory Services Network LLC | 16,591 | $1,398 | 12/31/2023 | XHE | 16,591 | $1,398 | 12/31/2023 | Means Investment CO. Inc. | 15,881 | $1,338 | 12/31/2023 | XHE | 15,881 | $1,338 | 12/31/2023 | Pacific Sun Financial Corp | 15,368 | $1,295 | 12/31/2023 | XHE | 15,368 | $1,295 | 12/31/2023 | Envestnet Asset Management Inc. | 14,766 | $1,244 | 12/31/2023 | XHE | 14,766 | $1,244 | 12/31/2023 | Raymond James & Associates | 14,742 | $1,242 | 12/31/2023 | XHE | 14,742 | $1,242 | 12/31/2023 | Northeast Financial Consultants Inc | 14,592 | $1,230 | 12/31/2023 | XHE | 14,592 | $1,230 | 12/31/2023 | Citadel Advisors LLC | | $1,143 | 12/31/2023 | XHE | 12,963 | $1,092 | 12/31/2023 | Call | 3,000 | $253 | 12/31/2023 | Put | 2,400 | $202 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 12,697 | $1,070 | 12/31/2023 | XHE | 12,697 | $1,070 | 12/31/2023 | Goldman Sachs Group Inc. | 12,145 | $1,023 | 12/31/2023 | XHE | 12,145 | $1,023 | 12/31/2023 | Bank Hapoalim BM | 10,878 | $917 | 12/31/2023 | XHE | 10,878 | $917 | 12/31/2023 | Advisor Group Holdings Inc. | 10,339 | $871 | 12/31/2023 | XHE | 10,339 | $871 | 12/31/2023 | AE Wealth Management LLC | 9,345 | $786 | 12/31/2023 | XHE | 9,345 | $786 | 12/31/2023 | Fifth Third Securities Inc. | 9,141 | $770 | 12/31/2023 | XHE | 9,141 | $770 | 12/31/2023 | Susquehanna International Group LLP | 9,101 | $767 | 12/31/2023 | XHE | 9,101 | $767 | 12/31/2023 | Cornerstone Advisory LLC | 8,000 | $674 | 12/31/2023 | XHE | 8,000 | $674 | 12/31/2023 | VCI Wealth Management LLC | 7,410 | $624 | 12/31/2023 | XHE | 7,410 | $624 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 7,223 | $609 | 12/31/2023 | XHE | 7,223 | $609 | 12/31/2023 | Marshall Wace LLP | 6,564 | $553 | 12/31/2023 | XHE | 6,564 | $553 | 12/31/2023 | Telemus Capital LLC | 6,467 | $545 | 12/31/2023 | XHE | 6,467 | $545 | 12/31/2023 | Royal Bank of Canada | 6,212 | $523 | 12/31/2023 | XHE | 6,212 | $523 | 12/31/2023 | Global Endowment Management LP | 5,750 | $484 | 12/31/2023 | XHE | 5,750 | $484 | 12/31/2023 | Equitable Holdings Inc. | 5,472 | $461 | 12/31/2023 | XHE | 5,472 | $461 | 12/31/2023 | 9258 Wealth Management LLC | 4,880 | $411 | 12/31/2023 | XHE | 4,880 | $411 | 12/31/2023 | Main Street Financial Solutions LLC | 4,742 | $400 | 12/31/2023 | XHE | 4,742 | $400 | 12/31/2023 | LGT Financial Advisors LLC | 4,727 | $398 | 12/31/2023 | XHE | 4,727 | $398 | 12/31/2023 | Wealthfront Advisers LLC | 4,541 | $383 | 12/31/2023 | XHE | 4,541 | $383 | 12/31/2023 | Prudential Financial Inc. | 4,535 | $382 | 12/31/2023 | XHE | 4,535 | $382 | 12/31/2023 | Blackston Financial Advisory Group LLC | 4,478 | $377 | 12/31/2023 | XHE | 4,478 | $377 | 12/31/2023 | Quantum Private Wealth LLC | 4,416 | $372 | 12/31/2023 | XHE | 4,416 | $372 | 12/31/2023 | MML Investors Services LLC | 4,070 | $343 | 12/31/2023 | XHE | 4,070 | $343 | 12/31/2023 | Ameriprise Financial Inc. | 3,957 | $333 | 12/31/2023 | XHE | 3,957 | $333 | 12/31/2023 | Clear Creek Financial Management LLC | 3,754 | $316 | 12/31/2023 | XHE | 3,754 | $316 | 12/31/2023 | Solutions 4 Wealth Ltd | 3,535 | $298 | 12/31/2023 | XHE | 3,535 | $298 | 12/31/2023 | Wsfs Capital Management LLC | 3,410 | $287 | 12/31/2023 | XHE | 3,410 | $287 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 3,149 | $265 | 12/31/2023 | XHE | 3,149 | $265 | 12/31/2023 | Pensionmark Financial Group LLC | 2,974 | $251 | 12/31/2023 | XHE | 2,974 | $251 | 12/31/2023 | AXS Investments LLC | 2,640 | $222 | 12/31/2023 | XHE | 2,640 | $222 | 12/31/2023 | Two Sigma Securities LLC | 2,609 | $220 | 12/31/2023 | XHE | 2,609 | $220 | 12/31/2023 | Truist Financial Corp | 2,553 | $215 | 12/31/2023 | XHE | 2,553 | $215 | 12/31/2023 | Newbridge Financial Services Group Inc. | 2,541 | $214 | 12/31/2023 | XHE | 2,541 | $214 | 12/31/2023 | Franklin Resources Inc. | 1,750 | $147 | 12/31/2023 | XHE | 1,750 | $147 | 12/31/2023 | Bank of Montreal Can | 1,377 | $118 | 12/31/2023 | XHE | 1,377 | $118 | 12/31/2023 | Sunbelt Securities Inc. | 1,305 | $110 | 12/31/2023 | XHE | 1,305 | $110 | 12/31/2023 | Jackson Hole Capital Partners LLC | 1,292 | $109 | 12/31/2023 | XHE | 1,292 | $109 | 12/31/2023 | Harbour Investments Inc. | 1,170 | $99 | 12/31/2023 | XHE | 1,170 | $99 | 12/31/2023 | Livelsberger Financial Advisory | 920 | $78 | 12/31/2023 | XHE | 920 | $78 | 12/31/2023 | Riggs Asset Managment Co. Inc. | 805 | $68 | 12/31/2023 | XHE | 805 | $68 | 12/31/2023 | Capital Investment Advisory Services LLC | 780 | $66 | 12/31/2023 | XHE | 780 | $66 | 12/31/2023 | FMR LLC | 627 | $53 | 12/31/2023 | XHE | 627 | $53 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 593 | $50 | 12/31/2023 | XHE | 593 | $50 | 12/31/2023 | Salomon & Ludwin LLC | 635 | $50 | 12/31/2023 | XHE | 635 | $50 | 12/31/2023 | Integrity Financial Corp WA | 388 | $33 | 12/31/2023 | XHE | 388 | $33 | 12/31/2023 | The PNC Financial Services Group Inc. | 378 | $32 | 12/31/2023 | XHE | 378 | $32 | 12/31/2023 | Prestige Wealth Management Group LLC | 331 | $28 | 12/31/2023 | XHE | 331 | $28 | 12/31/2023 | Simplex Trading LLC | 327 | $27 | 12/31/2023 | XHE | 327 | $27 | 12/31/2023 | Y.D. More Investments Ltd | 307 | $26 | 12/31/2023 | XHE | 307 | $26 | 12/31/2023 | Sandy Spring Bank | 300 | $25 | 12/31/2023 | XHE | 300 | $25 | 12/31/2023 | Aptus Capital Advisors LLC | 300 | $25 | 12/31/2023 | XHE | 300 | $25 | 12/31/2023 | Focused Wealth Management Inc | 246 | $21 | 12/31/2023 | XHE | 246 | $21 | 12/31/2023 | Spire Wealth Management | 250 | $21 | 12/31/2023 | XHE | 250 | $21 | 12/31/2023 | Global Retirement Partners LLC | 221 | $18 | 12/31/2023 | XHE | 221 | $18 | 12/31/2023 | Qube Research & Technologies Ltd | 180 | $15 | 12/31/2023 | XHE | 180 | $15 | 12/31/2023 | US Bancorp DE | 160 | $13 | 12/31/2023 | XHE | 160 | $13 | 12/31/2023 | Comerica Bank | 160 | $13 | 12/31/2023 | XHE | 160 | $13 | 12/31/2023 | Center for Financial Planning Inc. | 160 | $13 | 12/31/2023 | XHE | 160 | $13 | 12/31/2023 | ICA Group Wealth Management LLC | 160 | $13 | 12/31/2023 | XHE | 160 | $13 | 12/31/2023 | Proequities Inc. | 120 | $10 | 12/31/2023 | XHE | 120 | $10 | 12/31/2023 | AdvisorNet Financial Inc | 100 | $8 | 12/31/2023 | XHE | 100 | $8 | 12/31/2023 | CWM LLC | 94 | $8 | 12/31/2023 | XHE | 94 | $8 | 12/31/2023 | Steward Partners Investment Advisory LLC | 84 | $7 | 12/31/2023 | XHE | 84 | $7 | 12/31/2023 | NBC Securities Inc. | 75 | $6 | 12/31/2023 | XHE | 75 | $6 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 56 | $5 | 12/31/2023 | XHE | 56 | $5 | 12/31/2023 | GWM Advisors LLC | 45 | $4 | 12/31/2023 | XHE | 45 | $4 | 12/31/2023 | Principal Securities Inc. | 36 | $3 | 12/31/2023 | XHE | 36 | $3 | 12/31/2023 | Jones Financial Companies Lllp | 30 | $3 | 12/31/2023 | XHE | 30 | $3 | 12/31/2023 | Creekmur Asset Management LLC | 20 | $2 | 12/31/2023 | XHE | 20 | $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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