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Funds Holding XMPT

On this page, we present all of the funds holding XMPT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XMPT, with a link to that fund's top holdings. The next columns indicate the amount of XMPT stock held by each of the funds holding XMPT, followed by the XMPT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 50 funds holding XMPT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding XMPT), click the fund name in the "Holder" column of the funds-holding-XMPT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG1,861,555$39,428 12/31/2023
     XMPT1,861,555$39,428 12/31/2023
Bank of America Corp DE1,195,945$25,330 12/31/2023
     XMPT1,195,945$25,330 12/31/2023
Fidelity D & D Bancorp Inc.959,854$20,781 03/31/2024
     XMPT959,854$20,781 03/31/2024
Aurum Wealth Management Group LLC931,136$20,159 03/31/2024
     XMPT931,136$20,159 03/31/2024
Bramshill Investments LLC559,767$11,856 12/31/2023
     XMPT559,767$11,856 12/31/2023
Morgan Stanley269,014$5,698 12/31/2023
     XMPT269,014$5,698 12/31/2023
Clark Capital Management Group Inc.241,016$5,105 12/31/2023
     XMPT241,016$5,105 12/31/2023
Envestnet Asset Management Inc.208,457$4,415 12/31/2023
     XMPT208,457$4,415 12/31/2023
HighTower Advisors LLC98,611$2,090 12/31/2023
     XMPT98,611$2,090 12/31/2023
Advisor Group Holdings Inc.97,542$2,066 12/31/2023
     XMPT97,542$2,066 12/31/2023
LPL Financial LLC87,053$1,844 12/31/2023
     XMPT87,053$1,844 12/31/2023
VitalStone Financial LLC75,949$1,609 12/31/2023
     XMPT75,949$1,609 12/31/2023
Raymond James Financial Services Advisors Inc.66,883$1,417 12/31/2023
     XMPT66,883$1,417 12/31/2023
Royal Bank of Canada63,144$1,337 12/31/2023
     XMPT63,144$1,337 12/31/2023
Cetera Advisor Networks LLC56,225$1,191 12/31/2023
     XMPT56,225$1,191 12/31/2023
Baird Financial Group Inc.50,475$1,069 12/31/2023
     XMPT50,475$1,069 12/31/2023
Hedeker Wealth LLC42,681$924 03/31/2024
     XMPT42,681$924 03/31/2024
Rockefeller Capital Management L.P.38,500$815 12/31/2023
     XMPT38,500$815 12/31/2023
Sykon Capital LLC38,414$814 12/31/2023
     XMPT38,414$814 12/31/2023
Park Avenue Securities LLC37,403$810 03/31/2024
     XMPT37,403$810 03/31/2024
Cross Staff Investments Inc35,000$741 12/31/2023
     XMPT35,000$741 12/31/2023
SimpliFi Inc.31,986$677 12/31/2023
     XMPT31,986$677 12/31/2023
Prudential Financial Inc.27,664$586 12/31/2023
     XMPT27,664$586 12/31/2023
Principal Securities Inc.24,654$522 12/31/2023
     XMPT24,654$522 12/31/2023
Citadel Advisors LLC23,474$497 12/31/2023
     XMPT23,474$497 12/31/2023
Cetera Investment Advisers22,672$480 12/31/2023
     XMPT22,672$480 12/31/2023
Madrona Financial Services LLC20,497$444 03/31/2024
     XMPT20,497$444 03/31/2024
Wealth Enhancement Advisory Services LLC18,342$397 03/31/2024
     XMPT18,342$397 03/31/2024
Toroso Investments LLC17,846$378 12/31/2023
     XMPT17,846$378 12/31/2023
MML Investors Services LLC11,724$248 12/31/2023
     XMPT11,724$248 12/31/2023
Harbour Investments Inc.11,366$241 12/31/2023
     XMPT11,366$241 12/31/2023
Ausdal Financial Partners Inc.10,150$220 03/31/2024
     XMPT10,150$220 03/31/2024
HRT Financial LP10,309$218 12/31/2023
     XMPT10,309$218 12/31/2023
SFI Advisors LLC10,078$213 12/31/2023
     XMPT10,078$213 12/31/2023
Aveo Capital Partners LLC9,707$206 12/31/2023
     XMPT9,707$206 12/31/2023
WealthShield Partners LLC9,651$204 12/31/2023
     XMPT9,651$204 12/31/2023
Wells Fargo & Company MN3,502$74 12/31/2023
     XMPT3,502$74 12/31/2023
Bessemer Group Inc.2,447$52 12/31/2023
     XMPT2,447$52 12/31/2023
Lazard Asset Management LLC1,800$38 12/31/2023
     XMPT1,800$38 12/31/2023
First Command Advisory Services Inc.1,134$24 12/31/2023
     XMPT1,134$24 12/31/2023
Allworth Financial LP1,098$23 12/31/2023
     XMPT1,098$23 12/31/2023
Aspire Private Capital LLC1,000$22 03/31/2024
     XMPT1,000$22 03/31/2024
FMR LLC921$20 12/31/2023
     XMPT921$20 12/31/2023
Global Retirement Partners LLC791$17 12/31/2023
     XMPT791$17 12/31/2023
Van ECK Associates Corp742$16 12/31/2023
     XMPT742$16 12/31/2023
GWM Advisors LLC529$11 12/31/2023
     XMPT529$11 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC300$6 12/31/2023
     XMPT300$6 12/31/2023
Sound Income Strategies LLC42$1 03/31/2024
     XMPT42$1 03/31/2024
Barclays PLC48$1 12/31/2023
     XMPT48$1 12/31/2023
Assetmark Inc.47$1 12/31/2023
     XMPT47$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     XMPT0$0 12/31/2023

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

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