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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 2,864,510 | $254,111 | 12/31/2023 | XMHQ | 2,864,510 | $254,111 | 12/31/2023 | Stifel Financial Corp | 1,582,759 | $140,410 | 12/31/2023 | XMHQ | 1,582,759 | $140,410 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 1,033,038 | $91,641 | 12/31/2023 | XMHQ | 1,033,038 | $91,641 | 12/31/2023 | Morgan Stanley | 1,027,552 | $91,154 | 12/31/2023 | XMHQ | 1,027,552 | $91,154 | 12/31/2023 | Ameriprise Financial Inc. | 916,572 | $81,320 | 12/31/2023 | XMHQ | 916,572 | $81,320 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 907,075 | $80,468 | 12/31/2023 | XMHQ | 907,075 | $80,468 | 12/31/2023 | Smith Anglin Financial LLC | 522,590 | $57,511 | 03/31/2024 | XMHQ | 522,590 | $57,511 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 505,204 | $55,598 | 03/31/2024 | XMHQ | 505,204 | $55,598 | 03/31/2024 | Confluence Investment Management LLC | 472,710 | $52,022 | 03/31/2024 | XMHQ | 472,710 | $52,022 | 03/31/2024 | Commonwealth Equity Services LLC | 577,483 | $51,229 | 12/31/2023 | XMHQ | 577,483 | $51,229 | 12/31/2023 | Trilogy Capital Inc. | 441,935 | $48,635 | 03/31/2024 | XMHQ | 441,935 | $48,635 | 03/31/2024 | Assetmark Inc. | 478,958 | $42,488 | 12/31/2023 | XMHQ | 478,958 | $42,488 | 12/31/2023 | MML Investors Services LLC | 473,937 | $42,043 | 12/31/2023 | XMHQ | 473,937 | $42,043 | 12/31/2023 | Global Assets Advisory LLC | 380,575 | $41,882 | 03/31/2024 | XMHQ | 380,575 | $41,882 | 03/31/2024 | Thrivent Financial for Lutherans | 460,727 | $40,872 | 12/31/2023 | XMHQ | 460,727 | $40,872 | 12/31/2023 | Bogart Wealth LLC | 368,063 | $40,505 | 03/31/2024 | XMHQ | 368,063 | $40,505 | 03/31/2024 | 1832 Asset Management L.P. | 430,852 | $38,221 | 12/31/2023 | XMHQ | 430,852 | $38,221 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 265,967 | $29,270 | 03/31/2024 | XMHQ | 265,967 | $29,270 | 03/31/2024 | Bank of America Corp DE | 316,837 | $28,107 | 12/31/2023 | XMHQ | 316,837 | $28,107 | 12/31/2023 | Capital Planning Advisors LLC | 310,112 | $27,510 | 12/31/2023 | XMHQ | 310,112 | $27,510 | 12/31/2023 | Advisor Group Holdings Inc. | 285,787 | $25,357 | 12/31/2023 | XMHQ | 285,787 | $25,357 | 12/31/2023 | Focus Financial Network Inc. | 242,951 | $24,922 | 03/31/2024 | XMHQ | 242,951 | $24,922 | 03/31/2024 | Family Investment Center Inc. | 206,624 | $22,739 | 03/31/2024 | XMHQ | 206,624 | $22,739 | 03/31/2024 | Focus Financial Network Inc. ADV | 241,330 | $21,408 | 12/31/2023 | XMHQ | 241,330 | $21,408 | 12/31/2023 | Hengehold Capital Management LLC | 171,836 | $18,911 | 03/31/2024 | XMHQ | 171,836 | $18,911 | 03/31/2024 | Pacific Center for Financial Services | 212,535 | $18,854 | 12/31/2023 | XMHQ | 212,535 | $18,854 | 12/31/2023 | Christopher J. Hasenberg Inc | 154,568 | $17,010 | 03/31/2024 | XMHQ | 154,568 | $17,010 | 03/31/2024 | Alaska Permanent Capital Management | 153,732 | $16,917 | 03/31/2024 | XMHQ | 153,732 | $16,917 | 03/31/2024 | Raymond James & Associates | 149,692 | $16,474 | 03/31/2024 | XMHQ | 149,692 | $16,474 | 03/31/2024 | UBS Group AG | 179,289 | $15,905 | 12/31/2023 | XMHQ | 179,289 | $15,905 | 12/31/2023 | Envestnet Asset Management Inc. | 155,119 | $13,761 | 12/31/2023 | XMHQ | 155,119 | $13,761 | 12/31/2023 | Sowell Financial Services LLC | 149,902 | $13,298 | 12/31/2023 | XMHQ | 149,902 | $13,298 | 12/31/2023 | Cetera Investment Advisers | 149,883 | $13,296 | 12/31/2023 | XMHQ | 149,883 | $13,296 | 12/31/2023 | APCM Wealth Management for Individuals | 118,591 | $13,051 | 03/31/2024 | XMHQ | 118,591 | $13,051 | 03/31/2024 | Cetera Advisor Networks LLC | 146,540 | $13,000 | 12/31/2023 | XMHQ | 146,540 | $13,000 | 12/31/2023 | Masso Torrence Wealth Management Inc. | 113,054 | $12,442 | 03/31/2024 | XMHQ | 113,054 | $12,442 | 03/31/2024 | Milestone Investment Advisors LLC | 134,559 | $11,937 | 12/31/2023 | XMHQ | 134,559 | $11,937 | 12/31/2023 | Stratos Wealth Partners LTD. | 107,209 | $11,798 | 03/31/2024 | XMHQ | 107,209 | $11,798 | 03/31/2024 | Avantax Advisory Services Inc. | 132,236 | $11,731 | 12/31/2023 | XMHQ | 132,236 | $11,731 | 12/31/2023 | Adamsbrown Wealth Consultants LLC | 130,295 | $11,558 | 12/31/2023 | XMHQ | 130,295 | $11,558 | 12/31/2023 | Per Stirling Capital Management LLC. | 118,206 | $10,486 | 12/31/2023 | XMHQ | 118,206 | $10,486 | 12/31/2023 | Aveo Capital Partners LLC | 115,336 | $10,231 | 12/31/2023 | XMHQ | 115,336 | $10,231 | 12/31/2023 | Schwallier Wealth Management LLC | 112,794 | $10,006 | 12/31/2023 | XMHQ | 112,794 | $10,006 | 12/31/2023 | Zimmermann Investment Management & Planning LLC | 88,878 | $9,781 | 03/31/2024 | XMHQ | 88,878 | $9,781 | 03/31/2024 | ICA Group Wealth Management LLC | 107,271 | $9,516 | 12/31/2023 | XMHQ | 107,271 | $9,516 | 12/31/2023 | Enzi Wealth | 85,456 | $8,927 | 03/31/2024 | XMHQ | 85,456 | $8,927 | 03/31/2024 | Private Advisor Group LLC | 90,768 | $8,052 | 12/31/2023 | XMHQ | 90,768 | $8,052 | 12/31/2023 | Good Life Advisors LLC | 87,850 | $7,793 | 12/31/2023 | XMHQ | 87,850 | $7,793 | 12/31/2023 | Equitable Holdings Inc. | 86,135 | $7,641 | 12/31/2023 | XMHQ | 86,135 | $7,641 | 12/31/2023 | Avid Wealth Partners LLC | 85,214 | $7,559 | 12/31/2023 | XMHQ | 85,214 | $7,559 | 12/31/2023 | Principle Wealth Partners LLC | 68,002 | $7,484 | 03/31/2024 | XMHQ | 68,002 | $7,484 | 03/31/2024 | GWM Advisors LLC | 82,644 | $7,421 | 12/31/2023 | XMHQ | 82,644 | $7,421 | 12/31/2023 | JPMorgan Chase & Co. | 81,736 | $7,251 | 12/31/2023 | XMHQ | 81,736 | $7,251 | 12/31/2023 | Connectus Wealth LLC | 80,766 | $7,165 | 12/31/2023 | XMHQ | 80,766 | $7,165 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 78,800 | $6,990 | 12/31/2023 | XMHQ | 78,800 | $6,990 | 12/31/2023 | McMahon Financial Advisors LLC | 63,329 | $6,969 | 03/31/2024 | XMHQ | 63,329 | $6,969 | 03/31/2024 | Gerber Kawasaki Wealth & Investment Management | 77,809 | $6,902 | 12/31/2023 | XMHQ | 77,809 | $6,902 | 12/31/2023 | We Are One Seven LLC | 76,526 | $6,789 | 12/31/2023 | XMHQ | 76,526 | $6,789 | 12/31/2023 | Atlas Private Wealth Management | 60,705 | $6,681 | 03/31/2024 | XMHQ | 60,705 | $6,681 | 03/31/2024 | Aspen Wealth Strategies LLC | 73,616 | $6,530 | 12/31/2023 | XMHQ | 73,616 | $6,530 | 12/31/2023 | IHT Wealth Management LLC | 71,991 | $6,386 | 12/31/2023 | XMHQ | 71,991 | $6,386 | 12/31/2023 | Atria Wealth Solutions Inc. | 70,355 | $6,241 | 12/31/2023 | XMHQ | 70,355 | $6,241 | 12/31/2023 | Concord Wealth Partners | 66,605 | $5,909 | 12/31/2023 | XMHQ | 66,605 | $5,909 | 12/31/2023 | Hunter Associates Investment Management LLC | 66,174 | $5,871 | 12/31/2023 | XMHQ | 66,174 | $5,871 | 12/31/2023 | EWG Elevate Inc. | 51,782 | $5,699 | 03/31/2024 | XMHQ | 51,782 | $5,699 | 03/31/2024 | Principal Securities Inc. | 61,271 | $5,435 | 12/31/2023 | XMHQ | 61,271 | $5,435 | 12/31/2023 | Visionary Wealth Advisors | 59,401 | $5,269 | 12/31/2023 | XMHQ | 59,401 | $5,269 | 12/31/2023 | Mason & Associates Inc | 47,662 | $5,245 | 03/31/2024 | XMHQ | 47,662 | $5,245 | 03/31/2024 | Kestra Private Wealth Services LLC | 55,508 | $4,924 | 12/31/2023 | XMHQ | 55,508 | $4,924 | 12/31/2023 | Great Valley Advisor Group Inc. | 55,450 | $4,919 | 12/31/2023 | XMHQ | 55,450 | $4,919 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 51,932 | $4,607 | 12/31/2023 | XMHQ | 51,932 | $4,607 | 12/31/2023 | Royal Bank of Canada | 51,851 | $4,599 | 12/31/2023 | XMHQ | 51,851 | $4,599 | 12/31/2023 | CENTRAL TRUST Co | 41,599 | $4,578 | 03/31/2024 | XMHQ | 41,599 | $4,578 | 03/31/2024 | PSI Advisors LLC | 41,446 | $4,561 | 03/31/2024 | XMHQ | 41,446 | $4,561 | 03/31/2024 | USAdvisors Wealth Management LLC | 51,407 | $4,560 | 12/31/2023 | XMHQ | 51,407 | $4,560 | 12/31/2023 | Wealthcare Advisory Partners LLC | 41,069 | $4,520 | 03/31/2024 | XMHQ | 41,069 | $4,520 | 03/31/2024 | Financial Partners Group Inc | 49,590 | $4,399 | 12/31/2023 | XMHQ | 49,590 | $4,399 | 12/31/2023 | Thoroughbred Financial Services LLC | 49,476 | $4,389 | 12/31/2023 | XMHQ | 49,476 | $4,389 | 12/31/2023 | Benjamin Edwards Inc. | 47,964 | $4,255 | 12/31/2023 | XMHQ | 47,964 | $4,255 | 12/31/2023 | WealthCare Investment Partners LLC | 35,533 | $3,910 | 03/31/2024 | XMHQ | 35,533 | $3,910 | 03/31/2024 | Cedar Brook Financial Partners LLC | 34,838 | $3,834 | 03/31/2024 | XMHQ | 34,838 | $3,834 | 03/31/2024 | PCG Wealth Advisors LLC | 33,187 | $3,652 | 03/31/2024 | XMHQ | 33,187 | $3,652 | 03/31/2024 | Perennial Investment Advisors LLC | 40,522 | $3,597 | 12/31/2023 | XMHQ | 40,522 | $3,597 | 12/31/2023 | Live Oak Investment Partners | 39,406 | $3,496 | 12/31/2023 | XMHQ | 39,406 | $3,496 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 31,191 | $3,433 | 03/31/2024 | XMHQ | 31,191 | $3,433 | 03/31/2024 | Atria Investments LLC | 38,226 | $3,391 | 12/31/2023 | XMHQ | 38,226 | $3,391 | 12/31/2023 | Harbour Investments Inc. | 37,129 | $3,294 | 12/31/2023 | XMHQ | 37,129 | $3,294 | 12/31/2023 | Kestra Advisory Services LLC | 36,537 | $3,241 | 12/31/2023 | XMHQ | 36,537 | $3,241 | 12/31/2023 | Smith Moore & CO. | 36,123 | $3,204 | 12/31/2023 | XMHQ | 36,123 | $3,204 | 12/31/2023 | WFA Asset Management Corp | 26,934 | $2,964 | 03/31/2024 | XMHQ | 26,934 | $2,964 | 03/31/2024 | Janney Montgomery Scott LLC | 33,237 | $2,948 | 12/31/2023 | XMHQ | 33,237 | $2,948 | 12/31/2023 | Penobscot Wealth Management | 33,092 | $2,936 | 12/31/2023 | XMHQ | 33,092 | $2,936 | 12/31/2023 | PFG Advisors | 32,968 | $2,925 | 12/31/2023 | XMHQ | 32,968 | $2,925 | 12/31/2023 | US Bancorp DE | 32,598 | $2,892 | 12/31/2023 | XMHQ | 32,598 | $2,892 | 12/31/2023 | Advisory Services Network LLC | 31,699 | $2,812 | 12/31/2023 | XMHQ | 31,699 | $2,812 | 12/31/2023 | Ameritas Advisory Services LLC | 31,458 | $2,802 | 12/31/2023 | XMHQ | 31,458 | $2,802 | 12/31/2023 | Cetera Advisors LLC | 29,863 | $2,649 | 12/31/2023 | XMHQ | 29,863 | $2,649 | 12/31/2023 | Renaissance Technologies LLC | 28,400 | $2,519 | 12/31/2023 | XMHQ | 28,400 | $2,519 | 12/31/2023 | Jane Street Group LLC | 25,178 | $2,234 | 12/31/2023 | XMHQ | 25,178 | $2,234 | 12/31/2023 | Swmg LLC | 23,948 | $2,124 | 12/31/2023 | XMHQ | 23,948 | $2,124 | 12/31/2023 | AE Wealth Management LLC | 22,510 | $2,046 | 12/31/2023 | XMHQ | 22,510 | $2,046 | 12/31/2023 | Paul Damon & Associates Inc. | 18,502 | $2,036 | 03/31/2024 | XMHQ | 18,502 | $2,036 | 03/31/2024 | SFG Wealth Management LLC. | 17,297 | $1,904 | 03/31/2024 | XMHQ | 17,297 | $1,904 | 03/31/2024 | Eudaimonia Partners LLC | 16,823 | $1,851 | 03/31/2024 | XMHQ | 16,823 | $1,851 | 03/31/2024 | Level Four Advisory Services LLC | 20,285 | $1,800 | 12/31/2023 | XMHQ | 20,285 | $1,800 | 12/31/2023 | Mariner LLC | 20,065 | $1,780 | 12/31/2023 | XMHQ | 20,065 | $1,780 | 12/31/2023 | Prevail Innovative Wealth Advisors LLC | 19,903 | $1,766 | 12/31/2023 | XMHQ | 19,903 | $1,766 | 12/31/2023 | Concentrum Wealth Management | 19,831 | $1,759 | 12/31/2023 | XMHQ | 19,831 | $1,759 | 12/31/2023 | Proequities Inc. | 17,937 | $1,591 | 12/31/2023 | XMHQ | 17,937 | $1,591 | 12/31/2023 | Wiser Advisor Group LLC | 17,716 | $1,572 | 12/31/2023 | XMHQ | 17,716 | $1,572 | 12/31/2023 | LWM Advisory Services LLC | 17,713 | $1,571 | 12/31/2023 | XMHQ | 17,713 | $1,571 | 12/31/2023 | Centennial Wealth Advisory LLC | 14,025 | $1,543 | 03/31/2024 | XMHQ | 14,025 | $1,543 | 03/31/2024 | J.W. Cole Advisors Inc. | 17,382 | $1,542 | 12/31/2023 | XMHQ | 17,382 | $1,542 | 12/31/2023 | Venturi Wealth Management LLC | 13,412 | $1,476 | 03/31/2024 | XMHQ | 13,412 | $1,476 | 03/31/2024 | Keystone Wealth Services LLC | 13,163 | $1,449 | 03/31/2024 | XMHQ | 13,163 | $1,449 | 03/31/2024 | Sigma Planning Corp | 16,168 | $1,434 | 12/31/2023 | XMHQ | 16,168 | $1,434 | 12/31/2023 | Creative Planning | 16,069 | $1,425 | 12/31/2023 | XMHQ | 16,069 | $1,425 | 12/31/2023 | Edge Financial Advisors LLC | 12,512 | $1,386 | 03/31/2024 | XMHQ | 12,512 | $1,386 | 03/31/2024 | GeoWealth Management LLC | 15,357 | $1,362 | 12/31/2023 | XMHQ | 15,357 | $1,362 | 12/31/2023 | New Millennium Group LLC | 15,248 | $1,353 | 12/31/2023 | XMHQ | 15,248 | $1,353 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 15,220 | $1,350 | 12/31/2023 | XMHQ | 15,220 | $1,350 | 12/31/2023 | Integrated Wealth Concepts LLC | 15,158 | $1,345 | 12/31/2023 | XMHQ | 15,158 | $1,345 | 12/31/2023 | Colonial River Wealth Management LLC | 14,603 | $1,295 | 12/31/2023 | XMHQ | 14,603 | $1,295 | 12/31/2023 | Comerica Bank | 14,581 | $1,294 | 12/31/2023 | XMHQ | 14,581 | $1,294 | 12/31/2023 | Confluence Wealth Services Inc. | 11,550 | $1,271 | 03/31/2024 | XMHQ | 11,550 | $1,271 | 03/31/2024 | Merit Financial Group LLC | 13,733 | $1,218 | 12/31/2023 | XMHQ | 13,733 | $1,218 | 12/31/2023 | Nalls Sherbakoff Group LLC | 12,287 | $1,090 | 12/31/2023 | XMHQ | 12,287 | $1,090 | 12/31/2023 | Duncan Williams Asset Management LLC | 9,556 | $1,052 | 03/31/2024 | XMHQ | 9,556 | $1,052 | 03/31/2024 | Dynamic Advisor Solutions LLC | 9,361 | $1,030 | 03/31/2024 | XMHQ | 9,361 | $1,030 | 03/31/2024 | Csenge Advisory Group | 11,596 | $1,029 | 12/31/2023 | XMHQ | 11,596 | $1,029 | 12/31/2023 | Newbridge Financial Services Group Inc. | 8,830 | $972 | 03/31/2024 | XMHQ | 8,830 | $972 | 03/31/2024 | Berger Financial Group Inc | 8,700 | $957 | 03/31/2024 | XMHQ | 8,700 | $957 | 03/31/2024 | Financial Freedom LLC | 8,671 | $954 | 03/31/2024 | XMHQ | 8,671 | $954 | 03/31/2024 | United Asset Strategies Inc. | 8,502 | $936 | 03/31/2024 | XMHQ | 8,502 | $936 | 03/31/2024 | Steward Partners Investment Advisory LLC | 10,526 | $934 | 12/31/2023 | XMHQ | 10,526 | $934 | 12/31/2023 | Dana Investment Advisors Inc. | 10,376 | $920 | 12/31/2023 | XMHQ | 10,376 | $920 | 12/31/2023 | Traction Financial Partners LLC | 10,270 | $911 | 12/31/2023 | XMHQ | 10,270 | $911 | 12/31/2023 | Signal Advisors Wealth LLC | 7,878 | $867 | 03/31/2024 | XMHQ | 7,878 | $867 | 03/31/2024 | Lionsbridge Wealth Management LLC | 9,518 | $844 | 12/31/2023 | XMHQ | 9,518 | $844 | 12/31/2023 | Qube Research & Technologies Ltd | 9,361 | $830 | 12/31/2023 | XMHQ | 9,361 | $830 | 12/31/2023 | Breakwater Capital Group | 7,407 | $815 | 03/31/2024 | XMHQ | 7,407 | $815 | 03/31/2024 | Twin Peaks Wealth Advisors LLC | 6,900 | $759 | 03/31/2024 | XMHQ | 6,900 | $759 | 03/31/2024 | Change Path LLC | 8,426 | $748 | 12/31/2023 | XMHQ | 8,426 | $748 | 12/31/2023 | Advisory Alpha LLC | 8,266 | $733 | 12/31/2023 | XMHQ | 8,266 | $733 | 12/31/2023 | Key Client Fiduciary Advisors LLC | 6,314 | $695 | 03/31/2024 | XMHQ | 6,314 | $695 | 03/31/2024 | Whitaker Myers Wealth Managers LTD. | 6,318 | $695 | 03/31/2024 | XMHQ | 6,318 | $695 | 03/31/2024 | Capital Analysts LLC | 7,790 | $691 | 12/31/2023 | XMHQ | 7,790 | $691 | 12/31/2023 | Pacific Sun Financial Corp | 7,555 | $670 | 12/31/2023 | XMHQ | 7,555 | $670 | 12/31/2023 | SILVER OAK SECURITIES Inc | 7,557 | $670 | 12/31/2023 | XMHQ | 7,557 | $670 | 12/31/2023 | Redwood Financial Network Corp | 7,524 | $668 | 12/31/2023 | XMHQ | 7,524 | $668 | 12/31/2023 | Western Wealth Management LLC | 7,469 | $663 | 12/31/2023 | XMHQ | 7,469 | $663 | 12/31/2023 | Priebe Wealth Holdings LLC | 5,925 | $652 | 03/31/2024 | XMHQ | 5,925 | $652 | 03/31/2024 | Founders Financial Securities LLC | 5,840 | $643 | 03/31/2024 | XMHQ | 5,840 | $643 | 03/31/2024 | Roman Butler Fullerton & Co. | 6,753 | $614 | 12/31/2023 | XMHQ | 6,753 | $614 | 12/31/2023 | Absolute Capital Management LLC | 6,887 | $611 | 12/31/2023 | XMHQ | 6,887 | $611 | 12/31/2023 | Michael B. Yongue | 6,788 | $602 | 12/31/2023 | XMHQ | 6,788 | $602 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 5,440 | $599 | 03/31/2024 | XMHQ | 5,440 | $599 | 03/31/2024 | Retirement Group LLC | 6,493 | $576 | 12/31/2023 | XMHQ | 6,493 | $576 | 12/31/2023 | Cornerstone Wealth Management LLC | 5,217 | $574 | 03/31/2024 | XMHQ | 5,217 | $574 | 03/31/2024 | Ascent Group LLC | 5,706 | $558 | 12/31/2023 | XMHQ | 5,706 | $558 | 12/31/2023 | Arete Wealth Advisors LLC | 6,217 | $552 | 12/31/2023 | XMHQ | 6,217 | $552 | 12/31/2023 | Valmark Advisers Inc. | 6,175 | $548 | 12/31/2023 | XMHQ | 6,175 | $548 | 12/31/2023 | Global Retirement Partners LLC | 4,927 | $542 | 03/31/2024 | XMHQ | 4,927 | $542 | 03/31/2024 | Arkadios Wealth Advisors | 5,852 | $519 | 12/31/2023 | XMHQ | 5,852 | $519 | 12/31/2023 | Park Avenue Securities LLC | 4,471 | $492 | 03/31/2024 | XMHQ | 4,471 | $492 | 03/31/2024 | Goldman Sachs Group Inc. | 5,543 | $492 | 12/31/2023 | XMHQ | 5,543 | $492 | 12/31/2023 | National Asset Management Inc. | 5,475 | $486 | 12/31/2023 | XMHQ | 5,475 | $486 | 12/31/2023 | Investmark Advisory Group LLC | 5,475 | $486 | 12/31/2023 | XMHQ | 5,475 | $486 | 12/31/2023 | Wedbush Securities Inc. | 5,304 | $471 | 12/31/2023 | XMHQ | 5,304 | $471 | 12/31/2023 | Burns Matteson Capital Management LLC | 5,276 | $468 | 12/31/2023 | XMHQ | 5,276 | $468 | 12/31/2023 | Ullmann Financial Group Inc. | 5,235 | $464 | 12/31/2023 | XMHQ | 5,235 | $464 | 12/31/2023 | Beaumont Capital Management LLC | 5,201 | $461 | 12/31/2023 | XMHQ | 5,201 | $461 | 12/31/2023 | IFP Advisors Inc | 5,082 | $451 | 12/31/2023 | XMHQ | 5,082 | $451 | 12/31/2023 | DHK Financial Advisors Inc. | 5,000 | $444 | 12/31/2023 | XMHQ | 5,000 | $444 | 12/31/2023 | Money Concepts Capital Corp | 4,921 | $437 | 12/31/2023 | XMHQ | 4,921 | $437 | 12/31/2023 | MONECO Advisors LLC | 3,771 | $415 | 03/31/2024 | XMHQ | 3,771 | $415 | 03/31/2024 | Glass Jacobson Investment Advisors llc | 3,682 | $405 | 03/31/2024 | XMHQ | 3,682 | $405 | 03/31/2024 | Hancock Whitney Corp | 4,505 | $400 | 12/31/2023 | XMHQ | 4,505 | $400 | 12/31/2023 | Creative Financial Designs Inc. ADV | 4,436 | $394 | 12/31/2023 | XMHQ | 4,436 | $394 | 12/31/2023 | Bank of New York Mellon Corp | 3,567 | $393 | 03/31/2024 | XMHQ | 3,567 | $393 | 03/31/2024 | Maripau Wealth Management LLC | 4,345 | $385 | 12/31/2023 | XMHQ | 4,345 | $385 | 12/31/2023 | Perigon Wealth Management LLC | 4,283 | $380 | 12/31/2023 | XMHQ | 4,283 | $380 | 12/31/2023 | Marshall Wace LLP | 4,180 | $371 | 12/31/2023 | XMHQ | 4,180 | $371 | 12/31/2023 | Total Clarity Wealth Management Inc. | 3,363 | $370 | 03/31/2024 | XMHQ | 3,363 | $370 | 03/31/2024 | Truist Financial Corp | 4,159 | $369 | 12/31/2023 | XMHQ | 4,159 | $369 | 12/31/2023 | Harbor Investment Advisory LLC | 3,303 | $363 | 03/31/2024 | XMHQ | 3,303 | $363 | 03/31/2024 | Citadel Advisors LLC | 3,991 | $354 | 12/31/2023 | XMHQ | 3,991 | $354 | 12/31/2023 | Kraft Davis & Associates LLC | 3,733 | $339 | 12/31/2023 | XMHQ | 3,733 | $339 | 12/31/2023 | Susquehanna International Group LLP | 3,660 | $325 | 12/31/2023 | XMHQ | 3,660 | $325 | 12/31/2023 | OMNI 360 Wealth Inc. | 2,923 | $322 | 03/31/2024 | XMHQ | 2,923 | $322 | 03/31/2024 | Prime Capital Investment Advisors LLC | 3,594 | $319 | 12/31/2023 | XMHQ | 3,594 | $319 | 12/31/2023 | Kingsview Wealth Management LLC | 3,581 | $318 | 12/31/2023 | XMHQ | 3,581 | $318 | 12/31/2023 | IFG Advisory LLC | 3,480 | $309 | 12/31/2023 | XMHQ | 3,480 | $309 | 12/31/2023 | Aspire Wealth Management Corp | 3,166 | $281 | 12/31/2023 | XMHQ | 3,166 | $281 | 12/31/2023 | Continuum Advisory LLC | 3,123 | $279 | 12/31/2023 | XMHQ | 3,123 | $279 | 12/31/2023 | Hanlon Investment Management Inc. | 2,735 | $243 | 12/31/2023 | XMHQ | 2,735 | $243 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 2,718 | $241 | 12/31/2023 | XMHQ | 2,718 | $241 | 12/31/2023 | Wimmer Associates 1 LLC | 2,695 | $239 | 12/31/2023 | XMHQ | 2,695 | $239 | 12/31/2023 | Centaurus Financial Inc. | 2,596 | $230 | 12/31/2023 | XMHQ | 2,596 | $230 | 12/31/2023 | Willner & Heller LLC | 2,580 | $229 | 12/31/2023 | XMHQ | 2,580 | $229 | 12/31/2023 | Sound Income Strategies LLC | 2,035 | $224 | 03/31/2024 | XMHQ | 2,035 | $224 | 03/31/2024 | Southland Equity Partners LLC | 1,967 | $216 | 03/31/2024 | XMHQ | 1,967 | $216 | 03/31/2024 | TruWealth Advisors LLC | 1,922 | $211 | 03/31/2024 | XMHQ | 1,922 | $211 | 03/31/2024 | New Century Financial Group LLC | 1,900 | $209 | 03/31/2024 | XMHQ | 1,900 | $209 | 03/31/2024 | Millennium Management LLC | 2,331 | $207 | 12/31/2023 | XMHQ | 2,331 | $207 | 12/31/2023 | Schrum Private Wealth Management LLC | 2,300 | $204 | 12/31/2023 | XMHQ | 2,300 | $204 | 12/31/2023 | Capital Advisors Ltd. LLC | 1,482 | $163 | 03/31/2024 | XMHQ | 1,482 | $163 | 03/31/2024 | Geneos Wealth Management Inc. | 1,415 | $126 | 12/31/2023 | XMHQ | 1,415 | $126 | 12/31/2023 | Westside Investment Management Inc. | 1,141 | $125 | 03/31/2024 | XMHQ | 1,141 | $125 | 03/31/2024 | Mather Group LLC. | 1,075 | $118 | 03/31/2024 | XMHQ | 1,075 | $118 | 03/31/2024 | Northwest Financial Advisors | 1,273 | $113 | 12/31/2023 | XMHQ | 1,273 | $113 | 12/31/2023 | Wells Fargo & Company MN | 1,009 | $90 | 12/31/2023 | XMHQ | 1,009 | $90 | 12/31/2023 | Private Trust Co. NA | 770 | $85 | 03/31/2024 | XMHQ | 770 | $85 | 03/31/2024 | Ancora Advisors LLC | 840 | $75 | 12/31/2023 | XMHQ | 840 | $75 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 753 | $66 | 12/31/2023 | XMHQ | 753 | $66 | 12/31/2023 | CWM LLC | 592 | $65 | 03/31/2024 | XMHQ | 592 | $65 | 03/31/2024 | Spire Wealth Management | 592 | $65 | 03/31/2024 | XMHQ | 592 | $65 | 03/31/2024 | Jones Financial Companies Lllp | 642 | $57 | 12/31/2023 | XMHQ | 642 | $57 | 12/31/2023 | Sage Mountain Advisors LLC | 469 | $52 | 03/31/2024 | XMHQ | 469 | $52 | 03/31/2024 | Cambridge Trust Co. | 357 | $32 | 12/31/2023 | XMHQ | 357 | $32 | 12/31/2023 | Clearstead Advisors LLC | 351 | $31 | 12/31/2023 | XMHQ | 351 | $31 | 12/31/2023 | Costello Asset Management INC | 200 | $22 | 03/31/2024 | XMHQ | 200 | $22 | 03/31/2024 | Tsfg LLC | 200 | $22 | 03/31/2024 | XMHQ | 200 | $22 | 03/31/2024 | Tanglewood Legacy Advisors LLC | 200 | $22 | 03/31/2024 | XMHQ | 200 | $22 | 03/31/2024 | Peoples Bank KS | 199 | $22 | 03/31/2024 | XMHQ | 199 | $22 | 03/31/2024 | TD Capital Management LLC | 251 | $22 | 12/31/2023 | XMHQ | 251 | $22 | 12/31/2023 | Aspire Private Capital LLC | 153 | $17 | 03/31/2024 | XMHQ | 153 | $17 | 03/31/2024 | The PNC Financial Services Group Inc. | 191 | $17 | 12/31/2023 | XMHQ | 191 | $17 | 12/31/2023 | Salem Investment Counselors Inc. | 136 | $15 | 03/31/2024 | XMHQ | 136 | $15 | 03/31/2024 | Caitlin John LLC | 171 | $15 | 12/31/2023 | XMHQ | 171 | $15 | 12/31/2023 | Global Trust Asset Management LLC | 115 | $13 | 03/31/2024 | XMHQ | 115 | $13 | 03/31/2024 | Farther Finance Advisors LLC | 148 | $13 | 12/31/2023 | XMHQ | 148 | $13 | 12/31/2023 | FMR LLC | 134 | $12 | 12/31/2023 | XMHQ | 134 | $12 | 12/31/2023 | Beacon Capital Management LLC | 119 | $11 | 12/31/2023 | XMHQ | 119 | $11 | 12/31/2023 | Capital Investment Advisory Services LLC | 87 | $10 | 03/31/2024 | XMHQ | 87 | $10 | 03/31/2024 | ORG Partners LLC | 61 | $5 | 12/31/2023 | XMHQ | 61 | $5 | 12/31/2023 | Hobbs Group Advisors LLC | 15 | $1 | 12/31/2023 | XMHQ | 15 | $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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