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Funds Holding XLSR

On this page, we present all of the funds holding XLSR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XLSR, with a link to that fund's top holdings. The next columns indicate the amount of XLSR stock held by each of the funds holding XLSR, followed by the XLSR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 83 funds holding XLSR 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 XLSR), click the fund name in the "Holder" column of the funds-holding-XLSR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC3,495,333$174,263 03/31/2024
     XLSR3,495,333$174,263 03/31/2024
Envestnet Portfolio Solutions Inc.991,960$49,455 03/31/2024
     XLSR991,960$49,455 03/31/2024
Envestnet Asset Management Inc.1,040,074$47,591 12/31/2023
     XLSR1,040,074$47,591 12/31/2023
AE Wealth Management LLC418,888$19,600 12/31/2023
     XLSR418,888$19,600 12/31/2023
Park Avenue Securities LLC381,687$19,029 03/31/2024
     XLSR381,687$19,029 03/31/2024
Aspire Private Capital LLC250,321$12,480 03/31/2024
     XLSR250,321$12,480 03/31/2024
GeoWealth Management LLC253,764$11,613 12/31/2023
     XLSR253,764$11,613 12/31/2023
Hibernia Wealth Partners LLC204,279$10,185 03/31/2024
     XLSR204,279$10,185 03/31/2024
GWM Advisors LLC183,734$8,419 12/31/2023
     XLSR183,734$8,419 12/31/2023
Private Advisor Group LLC119,459$5,956 03/31/2024
     XLSR119,459$5,956 03/31/2024
Harbour Investments Inc.126,335$5,781 12/31/2023
     XLSR126,335$5,781 12/31/2023
Mosley Wealth Management104,923$5,231 03/31/2024
     XLSR104,923$5,231 03/31/2024
TAP Consulting LLC100,447$5,008 03/31/2024
     XLSR100,447$5,008 03/31/2024
Axxcess Wealth Management LLC102,205$4,677 12/31/2023
     XLSR102,205$4,677 12/31/2023
Foundations Investment Advisors LLC97,544$4,573 12/31/2023
     XLSR97,544$4,573 12/31/2023
HighTower Advisors LLC83,224$4,152 03/31/2024
     XLSR83,224$4,152 03/31/2024
Raleigh Capital Management Inc.89,611$4,100 12/31/2023
     XLSR89,611$4,100 12/31/2023
Commonwealth Equity Services LLC67,014$3,341 03/31/2024
     XLSR67,014$3,341 03/31/2024
Change Path LLC61,679$2,822 12/31/2023
     XLSR61,679$2,822 12/31/2023
Cetera Advisors LLC60,215$2,755 12/31/2023
     XLSR60,215$2,755 12/31/2023
Morgan Stanley58,393$2,672 12/31/2023
     XLSR58,393$2,672 12/31/2023
Austin Private Wealth LLC52,173$2,582 03/31/2024
     XLSR52,173$2,582 03/31/2024
Lokken Investment Group LLC52,200$2,389 12/31/2023
     XLSR52,200$2,389 12/31/2023
Cetera Investment Advisers45,466$2,080 12/31/2023
     XLSR45,466$2,080 12/31/2023
Worth Financial Advisory Group LLC41,492$2,069 03/31/2024
     XLSR41,492$2,069 03/31/2024
Outlook Wealth Advisors LLC40,435$2,016 03/31/2024
     XLSR40,435$2,016 03/31/2024
Cambridge Investment Research Advisors Inc.33,796$1,685 03/31/2024
     XLSR33,796$1,685 03/31/2024
Kestra Advisory Services LLC35,501$1,624 12/31/2023
     XLSR35,501$1,624 12/31/2023
Advisor Group Holdings Inc.28,973$1,445 03/31/2024
     XLSR28,973$1,445 03/31/2024
Apella Capital LLC28,988$1,434 03/31/2024
     XLSR28,988$1,434 03/31/2024
Atria Wealth Solutions Inc.31,276$1,431 12/31/2023
     XLSR31,276$1,431 12/31/2023
Balboa Wealth Partners24,111$1,103 12/31/2023
     XLSR24,111$1,103 12/31/2023
Susquehanna International Group LLP18,329$914 03/31/2024
     XLSR18,329$914 03/31/2024
Royal Bank of Canada18,553$849 12/31/2023
     XLSR18,553$849 12/31/2023
Argent Trust Co16,583$827 03/31/2024
     XLSR16,583$827 03/31/2024
Aveo Capital Partners LLC16,785$811 03/31/2024
     XLSR16,785$811 03/31/2024
Atomi Financial Group Inc.15,560$776 03/31/2024
     XLSR15,560$776 03/31/2024
Citadel Advisors LLC16,959$776 12/31/2023
     XLSR16,959$776 12/31/2023
Richard W. Paul & Associates LLC16,798$769 12/31/2023
     XLSR16,798$769 12/31/2023
Lockerman Financial Group Inc.14,533$725 03/31/2024
     XLSR14,533$725 03/31/2024
SILVER OAK SECURITIES Inc12,472$622 03/31/2024
     XLSR12,472$622 03/31/2024
Family Wealth Group LLC13,475$617 12/31/2023
     XLSR13,475$617 12/31/2023
Capital Asset Advisory Services LLC12,198$602 03/31/2024
     XLSR12,198$602 03/31/2024
Silverlake Wealth Management LLC11,530$575 03/31/2024
     XLSR11,530$575 03/31/2024
Spectrum Planning & Advisory Services Inc.11,079$507 12/31/2023
     XLSR11,079$507 12/31/2023
Cetera Advisor Networks LLC10,350$474 12/31/2023
     XLSR10,350$474 12/31/2023
Castleview Partners LLC9,466$472 03/31/2024
     XLSR9,466$472 03/31/2024
Eqis Capital Management Inc.10,066$461 12/31/2023
     XLSR10,066$461 12/31/2023
International Private Wealth Advisors LLC9,233$460 03/31/2024
     XLSR9,233$460 03/31/2024
Absolute Capital Management LLC8,793$438 03/31/2024
     XLSR8,793$438 03/31/2024
Triumph Capital Management8,563$426 03/31/2024
     XLSR8,563$426 03/31/2024
Iams Wealth Management LLC8,600$415 03/31/2024
     XLSR8,600$415 03/31/2024
Gladstone Institutional Advisory LLC8,515$390 12/31/2023
     XLSR8,515$390 12/31/2023
Capital CS Group LLC7,449$371 03/31/2024
     XLSR7,449$371 03/31/2024
Truist Financial Corp7,381$338 12/31/2023
     XLSR7,381$338 12/31/2023
USAdvisors Wealth Management LLC6,218$309 03/31/2024
     XLSR6,218$309 03/31/2024
Creative Planning6,540$299 12/31/2023
     XLSR6,540$299 12/31/2023
Maia Wealth LLC6,481$297 12/31/2023
     XLSR6,481$297 12/31/2023
VisionPoint Advisory Group LLC5,903$294 03/31/2024
     XLSR5,903$294 03/31/2024
Signal Advisors Wealth LLC5,699$284 03/31/2024
     XLSR5,699$284 03/31/2024
Fort Point Capital Partners LLC6,125$280 12/31/2023
     XLSR6,125$280 12/31/2023
Maripau Wealth Management LLC5,696$261 12/31/2023
     XLSR5,696$261 12/31/2023
Patriot Financial Group Insurance Agency LLC5,199$259 03/31/2024
     XLSR5,199$259 03/31/2024
Janney Montgomery Scott LLC5,125$256 03/31/2024
     XLSR5,125$256 03/31/2024
Verus Capital Partners LLC4,982$248 03/31/2024
     XLSR4,982$248 03/31/2024
Nwam LLC4,765$233 03/31/2024
     XLSR4,765$233 03/31/2024
Private Client Services LLC4,259$212 03/31/2024
     XLSR4,259$212 03/31/2024
Caitlin John LLC4,081$187 12/31/2023
     XLSR4,081$187 12/31/2023
Parallel Advisors LLC2,922$146 03/31/2024
     XLSR2,922$146 03/31/2024
TD Capital Management LLC3,051$140 03/31/2024
     XLSR3,051$140 03/31/2024
Farther Finance Advisors LLC2,629$120 12/31/2023
     XLSR2,629$120 12/31/2023
Richardson Financial Services Inc.2,141$107 03/31/2024
     XLSR2,141$107 03/31/2024
Frazier Financial Advisors LLC1,801$82 12/31/2023
     XLSR1,801$82 12/31/2023
Smartleaf Asset Management LLC1,596$73 03/31/2024
     XLSR1,596$73 03/31/2024
UBS Group AG1,260$58 12/31/2023
     XLSR1,260$58 12/31/2023
Northwestern Mutual Wealth Management Co.1,244$57 12/31/2023
     XLSR1,244$57 12/31/2023
Global Retirement Partners LLC582$29 03/31/2024
     XLSR582$29 03/31/2024
Able Wealth Management LLC429$20 12/31/2023
     XLSR429$20 12/31/2023
Householder Group Estate & Retirement Specialist LLC378$19 03/31/2024
     XLSR378$19 03/31/2024
Tidemark LLC322$15 12/31/2023
     XLSR322$15 12/31/2023
Future Financial Wealth Managment LLC181$9 03/31/2024
     XLSR181$9 03/31/2024
Covestor Ltd108$5 03/31/2024
     XLSR108$5 03/31/2024
Wells Fargo & Company MN1$0 03/31/2024
     XLSR1$0 03/31/2024
Proequities Inc.0$0 03/31/2024
     XLSR0$0 03/31/2024

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

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