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Funds Holding XMHQ

On this page, we present all of the funds holding XMHQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XMHQ, with a link to that fund's top holdings. The next columns indicate the amount of XMHQ stock held by each of the funds holding XMHQ, followed by the XMHQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 236 funds holding XMHQ 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 XMHQ), click the fund name in the "Holder" column of the funds-holding-XMHQ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC2,864,510$254,111 12/31/2023
     XMHQ2,864,510$254,111 12/31/2023
Stifel Financial Corp1,582,759$140,410 12/31/2023
     XMHQ1,582,759$140,410 12/31/2023
Benjamin F. Edwards & Company Inc.1,033,038$91,641 12/31/2023
     XMHQ1,033,038$91,641 12/31/2023
Morgan Stanley1,027,552$91,154 12/31/2023
     XMHQ1,027,552$91,154 12/31/2023
Ameriprise Financial Inc.916,572$81,320 12/31/2023
     XMHQ916,572$81,320 12/31/2023
Northwestern Mutual Wealth Management Co.907,075$80,468 12/31/2023
     XMHQ907,075$80,468 12/31/2023
Smith Anglin Financial LLC522,590$57,511 03/31/2024
     XMHQ522,590$57,511 03/31/2024
Raymond James Financial Services Advisors Inc.505,204$55,598 03/31/2024
     XMHQ505,204$55,598 03/31/2024
Confluence Investment Management LLC472,710$52,022 03/31/2024
     XMHQ472,710$52,022 03/31/2024
Commonwealth Equity Services LLC577,483$51,229 12/31/2023
     XMHQ577,483$51,229 12/31/2023
Trilogy Capital Inc.441,935$48,635 03/31/2024
     XMHQ441,935$48,635 03/31/2024
Assetmark Inc.478,958$42,488 12/31/2023
     XMHQ478,958$42,488 12/31/2023
MML Investors Services LLC473,937$42,043 12/31/2023
     XMHQ473,937$42,043 12/31/2023
Global Assets Advisory LLC380,575$41,882 03/31/2024
     XMHQ380,575$41,882 03/31/2024
Thrivent Financial for Lutherans460,727$40,872 12/31/2023
     XMHQ460,727$40,872 12/31/2023
Bogart Wealth LLC368,063$40,505 03/31/2024
     XMHQ368,063$40,505 03/31/2024
1832 Asset Management L.P.430,852$38,221 12/31/2023
     XMHQ430,852$38,221 12/31/2023
Cambridge Investment Research Advisors Inc.265,967$29,270 03/31/2024
     XMHQ265,967$29,270 03/31/2024
Bank of America Corp DE316,837$28,107 12/31/2023
     XMHQ316,837$28,107 12/31/2023
Capital Planning Advisors LLC310,112$27,510 12/31/2023
     XMHQ310,112$27,510 12/31/2023
Advisor Group Holdings Inc.285,787$25,357 12/31/2023
     XMHQ285,787$25,357 12/31/2023
Focus Financial Network Inc.242,951$24,922 03/31/2024
     XMHQ242,951$24,922 03/31/2024
Family Investment Center Inc.206,624$22,739 03/31/2024
     XMHQ206,624$22,739 03/31/2024
Focus Financial Network Inc. ADV241,330$21,408 12/31/2023
     XMHQ241,330$21,408 12/31/2023
Hengehold Capital Management LLC171,836$18,911 03/31/2024
     XMHQ171,836$18,911 03/31/2024
Pacific Center for Financial Services212,535$18,854 12/31/2023
     XMHQ212,535$18,854 12/31/2023
Christopher J. Hasenberg Inc154,568$17,010 03/31/2024
     XMHQ154,568$17,010 03/31/2024
Alaska Permanent Capital Management153,732$16,917 03/31/2024
     XMHQ153,732$16,917 03/31/2024
Raymond James & Associates149,692$16,474 03/31/2024
     XMHQ149,692$16,474 03/31/2024
UBS Group AG179,289$15,905 12/31/2023
     XMHQ179,289$15,905 12/31/2023
Envestnet Asset Management Inc.155,119$13,761 12/31/2023
     XMHQ155,119$13,761 12/31/2023
Sowell Financial Services LLC149,902$13,298 12/31/2023
     XMHQ149,902$13,298 12/31/2023
Cetera Investment Advisers149,883$13,296 12/31/2023
     XMHQ149,883$13,296 12/31/2023
APCM Wealth Management for Individuals118,591$13,051 03/31/2024
     XMHQ118,591$13,051 03/31/2024
Cetera Advisor Networks LLC146,540$13,000 12/31/2023
     XMHQ146,540$13,000 12/31/2023
Masso Torrence Wealth Management Inc.113,054$12,442 03/31/2024
     XMHQ113,054$12,442 03/31/2024
Milestone Investment Advisors LLC134,559$11,937 12/31/2023
     XMHQ134,559$11,937 12/31/2023
Stratos Wealth Partners LTD.107,209$11,798 03/31/2024
     XMHQ107,209$11,798 03/31/2024
Avantax Advisory Services Inc.132,236$11,731 12/31/2023
     XMHQ132,236$11,731 12/31/2023
Adamsbrown Wealth Consultants LLC130,295$11,558 12/31/2023
     XMHQ130,295$11,558 12/31/2023
Per Stirling Capital Management LLC.118,206$10,486 12/31/2023
     XMHQ118,206$10,486 12/31/2023
Aveo Capital Partners LLC115,336$10,231 12/31/2023
     XMHQ115,336$10,231 12/31/2023
Schwallier Wealth Management LLC112,794$10,006 12/31/2023
     XMHQ112,794$10,006 12/31/2023
Zimmermann Investment Management & Planning LLC88,878$9,781 03/31/2024
     XMHQ88,878$9,781 03/31/2024
ICA Group Wealth Management LLC107,271$9,516 12/31/2023
     XMHQ107,271$9,516 12/31/2023
Enzi Wealth85,456$8,927 03/31/2024
     XMHQ85,456$8,927 03/31/2024
Private Advisor Group LLC90,768$8,052 12/31/2023
     XMHQ90,768$8,052 12/31/2023
Good Life Advisors LLC87,850$7,793 12/31/2023
     XMHQ87,850$7,793 12/31/2023
Equitable Holdings Inc.86,135$7,641 12/31/2023
     XMHQ86,135$7,641 12/31/2023
Avid Wealth Partners LLC85,214$7,559 12/31/2023
     XMHQ85,214$7,559 12/31/2023
Principle Wealth Partners LLC68,002$7,484 03/31/2024
     XMHQ68,002$7,484 03/31/2024
GWM Advisors LLC82,644$7,421 12/31/2023
     XMHQ82,644$7,421 12/31/2023
JPMorgan Chase & Co.81,736$7,251 12/31/2023
     XMHQ81,736$7,251 12/31/2023
Connectus Wealth LLC80,766$7,165 12/31/2023
     XMHQ80,766$7,165 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC78,800$6,990 12/31/2023
     XMHQ78,800$6,990 12/31/2023
McMahon Financial Advisors LLC63,329$6,969 03/31/2024
     XMHQ63,329$6,969 03/31/2024
Gerber Kawasaki Wealth & Investment Management77,809$6,902 12/31/2023
     XMHQ77,809$6,902 12/31/2023
We Are One Seven LLC76,526$6,789 12/31/2023
     XMHQ76,526$6,789 12/31/2023
Atlas Private Wealth Management60,705$6,681 03/31/2024
     XMHQ60,705$6,681 03/31/2024
Aspen Wealth Strategies LLC73,616$6,530 12/31/2023
     XMHQ73,616$6,530 12/31/2023
IHT Wealth Management LLC71,991$6,386 12/31/2023
     XMHQ71,991$6,386 12/31/2023
Atria Wealth Solutions Inc.70,355$6,241 12/31/2023
     XMHQ70,355$6,241 12/31/2023
Concord Wealth Partners66,605$5,909 12/31/2023
     XMHQ66,605$5,909 12/31/2023
Hunter Associates Investment Management LLC66,174$5,871 12/31/2023
     XMHQ66,174$5,871 12/31/2023
EWG Elevate Inc.51,782$5,699 03/31/2024
     XMHQ51,782$5,699 03/31/2024
Principal Securities Inc.61,271$5,435 12/31/2023
     XMHQ61,271$5,435 12/31/2023
Visionary Wealth Advisors59,401$5,269 12/31/2023
     XMHQ59,401$5,269 12/31/2023
Mason & Associates Inc47,662$5,245 03/31/2024
     XMHQ47,662$5,245 03/31/2024
Kestra Private Wealth Services LLC55,508$4,924 12/31/2023
     XMHQ55,508$4,924 12/31/2023
Great Valley Advisor Group Inc.55,450$4,919 12/31/2023
     XMHQ55,450$4,919 12/31/2023
Redhawk Wealth Advisors Inc.51,932$4,607 12/31/2023
     XMHQ51,932$4,607 12/31/2023
Royal Bank of Canada51,851$4,599 12/31/2023
     XMHQ51,851$4,599 12/31/2023
CENTRAL TRUST Co41,599$4,578 03/31/2024
     XMHQ41,599$4,578 03/31/2024
PSI Advisors LLC41,446$4,561 03/31/2024
     XMHQ41,446$4,561 03/31/2024
USAdvisors Wealth Management LLC51,407$4,560 12/31/2023
     XMHQ51,407$4,560 12/31/2023
Wealthcare Advisory Partners LLC41,069$4,520 03/31/2024
     XMHQ41,069$4,520 03/31/2024
Financial Partners Group Inc49,590$4,399 12/31/2023
     XMHQ49,590$4,399 12/31/2023
Thoroughbred Financial Services LLC49,476$4,389 12/31/2023
     XMHQ49,476$4,389 12/31/2023
Benjamin Edwards Inc.47,964$4,255 12/31/2023
     XMHQ47,964$4,255 12/31/2023
WealthCare Investment Partners LLC35,533$3,910 03/31/2024
     XMHQ35,533$3,910 03/31/2024
Cedar Brook Financial Partners LLC34,838$3,834 03/31/2024
     XMHQ34,838$3,834 03/31/2024
PCG Wealth Advisors LLC33,187$3,652 03/31/2024
     XMHQ33,187$3,652 03/31/2024
Perennial Investment Advisors LLC40,522$3,597 12/31/2023
     XMHQ40,522$3,597 12/31/2023
Live Oak Investment Partners39,406$3,496 12/31/2023
     XMHQ39,406$3,496 12/31/2023
Wealth Enhancement Advisory Services LLC31,191$3,433 03/31/2024
     XMHQ31,191$3,433 03/31/2024
Atria Investments LLC38,226$3,391 12/31/2023
     XMHQ38,226$3,391 12/31/2023
Harbour Investments Inc.37,129$3,294 12/31/2023
     XMHQ37,129$3,294 12/31/2023
Kestra Advisory Services LLC36,537$3,241 12/31/2023
     XMHQ36,537$3,241 12/31/2023
Smith Moore & CO.36,123$3,204 12/31/2023
     XMHQ36,123$3,204 12/31/2023
WFA Asset Management Corp26,934$2,964 03/31/2024
     XMHQ26,934$2,964 03/31/2024
Janney Montgomery Scott LLC33,237$2,948 12/31/2023
     XMHQ33,237$2,948 12/31/2023
Penobscot Wealth Management33,092$2,936 12/31/2023
     XMHQ33,092$2,936 12/31/2023
PFG Advisors32,968$2,925 12/31/2023
     XMHQ32,968$2,925 12/31/2023
US Bancorp DE32,598$2,892 12/31/2023
     XMHQ32,598$2,892 12/31/2023
Advisory Services Network LLC31,699$2,812 12/31/2023
     XMHQ31,699$2,812 12/31/2023
Ameritas Advisory Services LLC31,458$2,802 12/31/2023
     XMHQ31,458$2,802 12/31/2023
Cetera Advisors LLC29,863$2,649 12/31/2023
     XMHQ29,863$2,649 12/31/2023
Renaissance Technologies LLC28,400$2,519 12/31/2023
     XMHQ28,400$2,519 12/31/2023
Jane Street Group LLC25,178$2,234 12/31/2023
     XMHQ25,178$2,234 12/31/2023
Swmg LLC23,948$2,124 12/31/2023
     XMHQ23,948$2,124 12/31/2023
AE Wealth Management LLC22,510$2,046 12/31/2023
     XMHQ22,510$2,046 12/31/2023
Paul Damon & Associates Inc.18,502$2,036 03/31/2024
     XMHQ18,502$2,036 03/31/2024
SFG Wealth Management LLC.17,297$1,904 03/31/2024
     XMHQ17,297$1,904 03/31/2024
Eudaimonia Partners LLC16,823$1,851 03/31/2024
     XMHQ16,823$1,851 03/31/2024
Level Four Advisory Services LLC20,285$1,800 12/31/2023
     XMHQ20,285$1,800 12/31/2023
Mariner LLC20,065$1,780 12/31/2023
     XMHQ20,065$1,780 12/31/2023
Prevail Innovative Wealth Advisors LLC19,903$1,766 12/31/2023
     XMHQ19,903$1,766 12/31/2023
Concentrum Wealth Management19,831$1,759 12/31/2023
     XMHQ19,831$1,759 12/31/2023
Proequities Inc.17,937$1,591 12/31/2023
     XMHQ17,937$1,591 12/31/2023
Wiser Advisor Group LLC17,716$1,572 12/31/2023
     XMHQ17,716$1,572 12/31/2023
LWM Advisory Services LLC17,713$1,571 12/31/2023
     XMHQ17,713$1,571 12/31/2023
Centennial Wealth Advisory LLC14,025$1,543 03/31/2024
     XMHQ14,025$1,543 03/31/2024
J.W. Cole Advisors Inc.17,382$1,542 12/31/2023
     XMHQ17,382$1,542 12/31/2023
Venturi Wealth Management LLC13,412$1,476 03/31/2024
     XMHQ13,412$1,476 03/31/2024
Keystone Wealth Services LLC13,163$1,449 03/31/2024
     XMHQ13,163$1,449 03/31/2024
Sigma Planning Corp16,168$1,434 12/31/2023
     XMHQ16,168$1,434 12/31/2023
Creative Planning16,069$1,425 12/31/2023
     XMHQ16,069$1,425 12/31/2023
Edge Financial Advisors LLC12,512$1,386 03/31/2024
     XMHQ12,512$1,386 03/31/2024
GeoWealth Management LLC15,357$1,362 12/31/2023
     XMHQ15,357$1,362 12/31/2023
New Millennium Group LLC15,248$1,353 12/31/2023
     XMHQ15,248$1,353 12/31/2023
Envestnet Portfolio Solutions Inc.15,220$1,350 12/31/2023
     XMHQ15,220$1,350 12/31/2023
Integrated Wealth Concepts LLC15,158$1,345 12/31/2023
     XMHQ15,158$1,345 12/31/2023
Colonial River Wealth Management LLC14,603$1,295 12/31/2023
     XMHQ14,603$1,295 12/31/2023
Comerica Bank14,581$1,294 12/31/2023
     XMHQ14,581$1,294 12/31/2023
Confluence Wealth Services Inc.11,550$1,271 03/31/2024
     XMHQ11,550$1,271 03/31/2024
Merit Financial Group LLC13,733$1,218 12/31/2023
     XMHQ13,733$1,218 12/31/2023
Nalls Sherbakoff Group LLC12,287$1,090 12/31/2023
     XMHQ12,287$1,090 12/31/2023
Duncan Williams Asset Management LLC9,556$1,052 03/31/2024
     XMHQ9,556$1,052 03/31/2024
Dynamic Advisor Solutions LLC9,361$1,030 03/31/2024
     XMHQ9,361$1,030 03/31/2024
Csenge Advisory Group11,596$1,029 12/31/2023
     XMHQ11,596$1,029 12/31/2023
Newbridge Financial Services Group Inc.8,830$972 03/31/2024
     XMHQ8,830$972 03/31/2024
Berger Financial Group Inc8,700$957 03/31/2024
     XMHQ8,700$957 03/31/2024
Financial Freedom LLC8,671$954 03/31/2024
     XMHQ8,671$954 03/31/2024
United Asset Strategies Inc.8,502$936 03/31/2024
     XMHQ8,502$936 03/31/2024
Steward Partners Investment Advisory LLC10,526$934 12/31/2023
     XMHQ10,526$934 12/31/2023
Dana Investment Advisors Inc.10,376$920 12/31/2023
     XMHQ10,376$920 12/31/2023
Traction Financial Partners LLC10,270$911 12/31/2023
     XMHQ10,270$911 12/31/2023
Signal Advisors Wealth LLC7,878$867 03/31/2024
     XMHQ7,878$867 03/31/2024
Lionsbridge Wealth Management LLC9,518$844 12/31/2023
     XMHQ9,518$844 12/31/2023
Qube Research & Technologies Ltd9,361$830 12/31/2023
     XMHQ9,361$830 12/31/2023
Breakwater Capital Group7,407$815 03/31/2024
     XMHQ7,407$815 03/31/2024
Twin Peaks Wealth Advisors LLC6,900$759 03/31/2024
     XMHQ6,900$759 03/31/2024
Change Path LLC8,426$748 12/31/2023
     XMHQ8,426$748 12/31/2023
Advisory Alpha LLC8,266$733 12/31/2023
     XMHQ8,266$733 12/31/2023
Key Client Fiduciary Advisors LLC6,314$695 03/31/2024
     XMHQ6,314$695 03/31/2024
Whitaker Myers Wealth Managers LTD.6,318$695 03/31/2024
     XMHQ6,318$695 03/31/2024
Capital Analysts LLC7,790$691 12/31/2023
     XMHQ7,790$691 12/31/2023
Pacific Sun Financial Corp7,555$670 12/31/2023
     XMHQ7,555$670 12/31/2023
SILVER OAK SECURITIES Inc7,557$670 12/31/2023
     XMHQ7,557$670 12/31/2023
Redwood Financial Network Corp7,524$668 12/31/2023
     XMHQ7,524$668 12/31/2023
Western Wealth Management LLC7,469$663 12/31/2023
     XMHQ7,469$663 12/31/2023
Priebe Wealth Holdings LLC5,925$652 03/31/2024
     XMHQ5,925$652 03/31/2024
Founders Financial Securities LLC5,840$643 03/31/2024
     XMHQ5,840$643 03/31/2024
Roman Butler Fullerton & Co.6,753$614 12/31/2023
     XMHQ6,753$614 12/31/2023
Absolute Capital Management LLC6,887$611 12/31/2023
     XMHQ6,887$611 12/31/2023
Michael B. Yongue6,788$602 12/31/2023
     XMHQ6,788$602 12/31/2023
Wiley BROS. Aintree Capital LLC5,440$599 03/31/2024
     XMHQ5,440$599 03/31/2024
Retirement Group LLC6,493$576 12/31/2023
     XMHQ6,493$576 12/31/2023
Cornerstone Wealth Management LLC5,217$574 03/31/2024
     XMHQ5,217$574 03/31/2024
Ascent Group LLC5,706$558 12/31/2023
     XMHQ5,706$558 12/31/2023
Arete Wealth Advisors LLC6,217$552 12/31/2023
     XMHQ6,217$552 12/31/2023
Valmark Advisers Inc.6,175$548 12/31/2023
     XMHQ6,175$548 12/31/2023
Global Retirement Partners LLC4,927$542 03/31/2024
     XMHQ4,927$542 03/31/2024
Arkadios Wealth Advisors5,852$519 12/31/2023
     XMHQ5,852$519 12/31/2023
Park Avenue Securities LLC4,471$492 03/31/2024
     XMHQ4,471$492 03/31/2024
Goldman Sachs Group Inc.5,543$492 12/31/2023
     XMHQ5,543$492 12/31/2023
National Asset Management Inc.5,475$486 12/31/2023
     XMHQ5,475$486 12/31/2023
Investmark Advisory Group LLC5,475$486 12/31/2023
     XMHQ5,475$486 12/31/2023
Wedbush Securities Inc.5,304$471 12/31/2023
     XMHQ5,304$471 12/31/2023
Burns Matteson Capital Management LLC5,276$468 12/31/2023
     XMHQ5,276$468 12/31/2023
Ullmann Financial Group Inc.5,235$464 12/31/2023
     XMHQ5,235$464 12/31/2023
Beaumont Capital Management LLC5,201$461 12/31/2023
     XMHQ5,201$461 12/31/2023
IFP Advisors Inc5,082$451 12/31/2023
     XMHQ5,082$451 12/31/2023
DHK Financial Advisors Inc.5,000$444 12/31/2023
     XMHQ5,000$444 12/31/2023
Money Concepts Capital Corp4,921$437 12/31/2023
     XMHQ4,921$437 12/31/2023
MONECO Advisors LLC3,771$415 03/31/2024
     XMHQ3,771$415 03/31/2024
Glass Jacobson Investment Advisors llc3,682$405 03/31/2024
     XMHQ3,682$405 03/31/2024
Hancock Whitney Corp4,505$400 12/31/2023
     XMHQ4,505$400 12/31/2023
Creative Financial Designs Inc. ADV4,436$394 12/31/2023
     XMHQ4,436$394 12/31/2023
Bank of New York Mellon Corp3,567$393 03/31/2024
     XMHQ3,567$393 03/31/2024
Maripau Wealth Management LLC4,345$385 12/31/2023
     XMHQ4,345$385 12/31/2023
Perigon Wealth Management LLC4,283$380 12/31/2023
     XMHQ4,283$380 12/31/2023
Marshall Wace LLP4,180$371 12/31/2023
     XMHQ4,180$371 12/31/2023
Total Clarity Wealth Management Inc.3,363$370 03/31/2024
     XMHQ3,363$370 03/31/2024
Truist Financial Corp4,159$369 12/31/2023
     XMHQ4,159$369 12/31/2023
Harbor Investment Advisory LLC3,303$363 03/31/2024
     XMHQ3,303$363 03/31/2024
Citadel Advisors LLC3,991$354 12/31/2023
     XMHQ3,991$354 12/31/2023
Kraft Davis & Associates LLC3,733$339 12/31/2023
     XMHQ3,733$339 12/31/2023
Susquehanna International Group LLP3,660$325 12/31/2023
     XMHQ3,660$325 12/31/2023
OMNI 360 Wealth Inc.2,923$322 03/31/2024
     XMHQ2,923$322 03/31/2024
Prime Capital Investment Advisors LLC3,594$319 12/31/2023
     XMHQ3,594$319 12/31/2023
Kingsview Wealth Management LLC3,581$318 12/31/2023
     XMHQ3,581$318 12/31/2023
IFG Advisory LLC3,480$309 12/31/2023
     XMHQ3,480$309 12/31/2023
Aspire Wealth Management Corp3,166$281 12/31/2023
     XMHQ3,166$281 12/31/2023
Continuum Advisory LLC3,123$279 12/31/2023
     XMHQ3,123$279 12/31/2023
Hanlon Investment Management Inc.2,735$243 12/31/2023
     XMHQ2,735$243 12/31/2023
Mosaic Family Wealth Partners LLC2,718$241 12/31/2023
     XMHQ2,718$241 12/31/2023
Wimmer Associates 1 LLC2,695$239 12/31/2023
     XMHQ2,695$239 12/31/2023
Centaurus Financial Inc.2,596$230 12/31/2023
     XMHQ2,596$230 12/31/2023
Willner & Heller LLC2,580$229 12/31/2023
     XMHQ2,580$229 12/31/2023
Sound Income Strategies LLC2,035$224 03/31/2024
     XMHQ2,035$224 03/31/2024
Southland Equity Partners LLC1,967$216 03/31/2024
     XMHQ1,967$216 03/31/2024
TruWealth Advisors LLC1,922$211 03/31/2024
     XMHQ1,922$211 03/31/2024
New Century Financial Group LLC1,900$209 03/31/2024
     XMHQ1,900$209 03/31/2024
Millennium Management LLC2,331$207 12/31/2023
     XMHQ2,331$207 12/31/2023
Schrum Private Wealth Management LLC2,300$204 12/31/2023
     XMHQ2,300$204 12/31/2023
Capital Advisors Ltd. LLC1,482$163 03/31/2024
     XMHQ1,482$163 03/31/2024
Geneos Wealth Management Inc.1,415$126 12/31/2023
     XMHQ1,415$126 12/31/2023
Westside Investment Management Inc.1,141$125 03/31/2024
     XMHQ1,141$125 03/31/2024
Mather Group LLC.1,075$118 03/31/2024
     XMHQ1,075$118 03/31/2024
Northwest Financial Advisors1,273$113 12/31/2023
     XMHQ1,273$113 12/31/2023
Wells Fargo & Company MN1,009$90 12/31/2023
     XMHQ1,009$90 12/31/2023
Private Trust Co. NA770$85 03/31/2024
     XMHQ770$85 03/31/2024
Ancora Advisors LLC840$75 12/31/2023
     XMHQ840$75 12/31/2023
Householder Group Estate & Retirement Specialist LLC753$66 12/31/2023
     XMHQ753$66 12/31/2023
CWM LLC592$65 03/31/2024
     XMHQ592$65 03/31/2024
Spire Wealth Management592$65 03/31/2024
     XMHQ592$65 03/31/2024
Jones Financial Companies Lllp642$57 12/31/2023
     XMHQ642$57 12/31/2023
Sage Mountain Advisors LLC469$52 03/31/2024
     XMHQ469$52 03/31/2024
Cambridge Trust Co.357$32 12/31/2023
     XMHQ357$32 12/31/2023
Clearstead Advisors LLC351$31 12/31/2023
     XMHQ351$31 12/31/2023
Costello Asset Management INC200$22 03/31/2024
     XMHQ200$22 03/31/2024
Tsfg LLC200$22 03/31/2024
     XMHQ200$22 03/31/2024
Tanglewood Legacy Advisors LLC200$22 03/31/2024
     XMHQ200$22 03/31/2024
Peoples Bank KS199$22 03/31/2024
     XMHQ199$22 03/31/2024
TD Capital Management LLC251$22 12/31/2023
     XMHQ251$22 12/31/2023
Aspire Private Capital LLC153$17 03/31/2024
     XMHQ153$17 03/31/2024
The PNC Financial Services Group Inc.191$17 12/31/2023
     XMHQ191$17 12/31/2023
Salem Investment Counselors Inc.136$15 03/31/2024
     XMHQ136$15 03/31/2024
Caitlin John LLC171$15 12/31/2023
     XMHQ171$15 12/31/2023
Global Trust Asset Management LLC115$13 03/31/2024
     XMHQ115$13 03/31/2024
Farther Finance Advisors LLC148$13 12/31/2023
     XMHQ148$13 12/31/2023
FMR LLC134$12 12/31/2023
     XMHQ134$12 12/31/2023
Beacon Capital Management LLC119$11 12/31/2023
     XMHQ119$11 12/31/2023
Capital Investment Advisory Services LLC87$10 03/31/2024
     XMHQ87$10 03/31/2024
ORG Partners LLC61$5 12/31/2023
     XMHQ61$5 12/31/2023
Hobbs Group Advisors LLC15$1 12/31/2023
     XMHQ15$1 12/31/2023

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

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