Holdings Channel
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Funds Holding XSD

On this page, we present all of the funds holding XSD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XSD, with a link to that fund's top holdings. The next columns indicate the amount of XSD stock held by each of the funds holding XSD, followed by the XSD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 223 funds holding XSD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Global Assets Advisory LLC. For more details on the positions held by Global Assets Advisory LLC (or by any of the other funds holding XSD), click the fund name in the "Holder" column of the funds-holding-XSD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Global Assets Advisory LLC1,150,069$266,931 03/31/2024
     XSD1,150,069$266,931 03/31/2024
LPL Financial LLC224,434$50,451 12/31/2023
     XSD224,434$50,451 12/31/2023
Morgan Stanley188,052$42,273 12/31/2023
     XSD188,052$42,273 12/31/2023
Bank of America Corp DE153,132$34,423 12/31/2023
     XSD153,132$34,423 12/31/2023
Envestnet Asset Management Inc.137,475$30,903 12/31/2023
     XSD137,475$30,903 12/31/2023
Wells Fargo & Company MN112,546$25,299 12/31/2023
     XSD112,546$25,299 12/31/2023
Prudential Financial Inc.88,475$19,888 12/31/2023
     XSD88,475$19,888 12/31/2023
The PNC Financial Services Group Inc.69,561$15,637 12/31/2023
     XSD69,561$15,637 12/31/2023
Ameriprise Financial Inc.59,239$13,316 12/31/2023
     XSD59,239$13,316 12/31/2023
UBS Group AG53,959$12,129 12/31/2023
     XSD53,959$12,129 12/31/2023
MML Investors Services LLC51,727$11,628 12/31/2023
     XSD51,727$11,628 12/31/2023
Goldman Sachs Group Inc.50,246$11,295 12/31/2023
     XSD50,246$11,295 12/31/2023
Adams Wealth Management46,367$10,423 12/31/2023
     XSD46,367$10,423 12/31/2023
Chemung Canal Trust Co.44,720$10,380 03/31/2024
     XSD44,720$10,380 03/31/2024
Hobart Private Capital LLC44,652$10,364 03/31/2024
     XSD44,652$10,364 03/31/2024
Commonwealth Equity Services LLC45,833$10,303 12/31/2023
     XSD45,833$10,303 12/31/2023
Advisor Group Holdings Inc.42,212$9,494 12/31/2023
     XSD42,212$9,494 12/31/2023
McGuire Investment Group LLC42,056$9,454 12/31/2023
     XSD42,056$9,454 12/31/2023
First Interstate Bank36,360$8,173 12/31/2023
     XSD36,360$8,173 12/31/2023
Gerber Kawasaki Wealth & Investment Management33,240$7,472 12/31/2023
     XSD33,240$7,472 12/31/2023
Royal Bank of Canada30,835$6,931 12/31/2023
     XSD30,835$6,931 12/31/2023
Susquehanna International Group LLP $6,803 12/31/2023
     Call20,200$4,541 12/31/2023
     XSD14,662$3,296 12/31/2023
     Put4,600$1,034 12/31/2023
Qube Research & Technologies Ltd28,631$6,436 12/31/2023
     XSD28,631$6,436 12/31/2023
Proequities Inc.28,480$6,402 12/31/2023
     XSD28,480$6,402 12/31/2023
Cambridge Investment Research Advisors Inc.27,270$6,130 12/31/2023
     XSD27,270$6,130 12/31/2023
Baird Financial Group Inc.26,112$5,870 12/31/2023
     XSD26,112$5,870 12/31/2023
Yarbrough Capital LLC24,496$5,686 03/31/2024
     XSD24,496$5,686 03/31/2024
HighTower Advisors LLC23,104$5,199 12/31/2023
     XSD23,104$5,199 12/31/2023
Cetera Advisors LLC21,713$4,881 12/31/2023
     XSD21,713$4,881 12/31/2023
Kestra Advisory Services LLC21,250$4,777 12/31/2023
     XSD21,250$4,777 12/31/2023
Raymond James & Associates21,218$4,770 12/31/2023
     XSD21,218$4,770 12/31/2023
Stifel Financial Corp20,931$4,705 12/31/2023
     XSD20,931$4,705 12/31/2023
Atria Wealth Solutions Inc.20,785$4,672 12/31/2023
     XSD20,785$4,672 12/31/2023
Phoenix Holdings Ltd.20,293$4,562 12/31/2023
     XSD20,293$4,562 12/31/2023
Truist Financial Corp20,223$4,546 12/31/2023
     XSD20,223$4,546 12/31/2023
Money Concepts Capital Corp20,149$4,529 12/31/2023
     XSD20,149$4,529 12/31/2023
Cetera Advisor Networks LLC19,264$4,330 12/31/2023
     XSD19,264$4,330 12/31/2023
SFI Advisors LLC18,784$4,222 12/31/2023
     XSD18,784$4,222 12/31/2023
Theory Financial LLC18,257$4,104 12/31/2023
     XSD18,257$4,104 12/31/2023
Raymond James Financial Services Advisors Inc.18,166$4,083 12/31/2023
     XSD18,166$4,083 12/31/2023
JPMorgan Chase & Co.16,713$3,757 12/31/2023
     XSD16,713$3,757 12/31/2023
Janney Montgomery Scott LLC15,812$3,554 12/31/2023
     XSD15,812$3,554 12/31/2023
Beaumont Asset Management L.L.C.15,333$3,447 12/31/2023
     XSD15,333$3,447 12/31/2023
Jmac Enterprises LLC14,853$3,339 12/31/2023
     XSD14,853$3,339 12/31/2023
Intrepid Financial Planning Group LLC14,386$3,234 12/31/2023
     XSD14,386$3,234 12/31/2023
Northwestern Mutual Wealth Management Co.13,223$2,973 12/31/2023
     XSD13,223$2,973 12/31/2023
Smart Money Group LLC12,430$2,794 12/31/2023
     XSD12,430$2,794 12/31/2023
CoreCap Advisors LLC12,424$2,793 12/31/2023
     XSD12,424$2,793 12/31/2023
Kingsview Wealth Management LLC11,005$2,474 12/31/2023
     XSD11,005$2,474 12/31/2023
Sandler Capital Management11,000$2,473 12/31/2023
     XSD11,000$2,473 12/31/2023
Snowden Capital Advisors LLC10,881$2,446 12/31/2023
     XSD10,881$2,446 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.10,106$2,272 12/31/2023
     XSD10,106$2,272 12/31/2023
Creative Financial Designs Inc. ADV9,519$2,140 12/31/2023
     XSD9,519$2,140 12/31/2023
Bank of New Hampshire8,789$2,040 03/31/2024
     XSD8,789$2,040 03/31/2024
Centaurus Financial Inc.8,795$1,977 12/31/2023
     XSD8,795$1,977 12/31/2023
Allworth Financial LP8,576$1,928 12/31/2023
     XSD8,576$1,928 12/31/2023
Thrivent Financial for Lutherans8,476$1,905 12/31/2023
     XSD8,476$1,905 12/31/2023
Affinity Wealth Management LLC8,023$1,862 03/31/2024
     XSD8,023$1,862 03/31/2024
Harbor Advisory Corp MA7,943$1,786 12/31/2023
     XSD7,943$1,786 12/31/2023
Tower Research Capital LLC TRC 7,708$1,733 12/31/2023
     XSD7,708$1,733 12/31/2023
Mariner LLC7,668$1,724 12/31/2023
     XSD7,668$1,724 12/31/2023
Bogart Wealth LLC7,663$1,722 12/31/2023
     XSD7,663$1,722 12/31/2023
Jane Street Group LLC7,125$1,602 12/31/2023
     XSD7,125$1,602 12/31/2023
Citadel Advisors LLC7,045$1,584 12/31/2023
     XSD7,045$1,584 12/31/2023
Leuthold Group LLC6,548$1,472 12/31/2023
     XSD6,548$1,472 12/31/2023
IHT Wealth Management LLC6,475$1,456 12/31/2023
     XSD6,475$1,456 12/31/2023
Chatham Capital Group Inc.6,258$1,452 03/31/2024
     XSD6,258$1,452 03/31/2024
Two Sigma Advisers LP6,300$1,416 12/31/2023
     XSD6,300$1,416 12/31/2023
AE Wealth Management LLC6,251$1,354 12/31/2023
     XSD6,251$1,354 12/31/2023
Great Valley Advisor Group Inc.5,745$1,291 12/31/2023
     XSD5,745$1,291 12/31/2023
HRT Financial LP5,374$1,208 12/31/2023
     XSD5,374$1,208 12/31/2023
Arkansas Financial Group Inc.5,196$1,206 03/31/2024
     XSD5,196$1,206 03/31/2024
Foundations Investment Advisors LLC5,564$1,171 12/31/2023
     XSD5,564$1,171 12/31/2023
Citigroup Inc.5,072$1,140 12/31/2023
     XSD5,072$1,140 12/31/2023
Apollon Wealth Management LLC4,941$1,111 12/31/2023
     XSD4,941$1,111 12/31/2023
Round Rock Advisors LLC4,842$1,089 12/31/2023
     XSD4,842$1,089 12/31/2023
Focus Financial Network Inc. ADV4,679$1,052 12/31/2023
     XSD4,679$1,052 12/31/2023
Financial Freedom LLC4,673$1,051 12/31/2023
     XSD4,673$1,051 12/31/2023
Sharper & Granite LLC4,364$997 03/31/2024
     XSD4,364$997 03/31/2024
VCI Wealth Management LLC4,207$946 12/31/2023
     XSD4,207$946 12/31/2023
National Bank of Canada FI4,257$929 12/31/2023
     XSD4,257$929 12/31/2023
Chicago Partners Investment Group LLC4,027$906 12/31/2023
     XSD4,027$906 12/31/2023
Patton Albertson Miller Group LLC3,966$892 12/31/2023
     XSD3,966$892 12/31/2023
Blair William & Co. IL3,718$836 12/31/2023
     XSD3,718$836 12/31/2023
Regent Peak Wealth Advisors LLC3,575$804 12/31/2023
     XSD3,575$804 12/31/2023
Beacon Financial Advisory LLC3,562$801 12/31/2023
     XSD3,562$801 12/31/2023
Creative Planning3,526$793 12/31/2023
     XSD3,526$793 12/31/2023
Cetera Investment Advisers3,079$692 12/31/2023
     XSD3,079$692 12/31/2023
Prime Capital Investment Advisors LLC3,080$692 12/31/2023
     XSD3,080$692 12/31/2023
Psagot Value Holdings Ltd. Israel 2,897$661 12/31/2023
     XSD2,897$661 12/31/2023
EP Wealth Advisors LLC2,814$633 12/31/2023
     XSD2,814$633 12/31/2023
Argent Trust Co2,800$629 12/31/2023
     XSD2,800$629 12/31/2023
Avantax Advisory Services Inc.2,735$615 12/31/2023
     XSD2,735$615 12/31/2023
Meridian Wealth Management LLC2,702$607 12/31/2023
     XSD2,702$607 12/31/2023
Stephens Inc. AR2,608$586 12/31/2023
     XSD2,608$586 12/31/2023
GTS Securities LLC2,523$567 12/31/2023
     XSD2,523$567 12/31/2023
Harbour Investments Inc.2,516$566 12/31/2023
     XSD2,516$566 12/31/2023
InterOcean Capital Group LLC2,451$551 12/31/2023
     XSD2,451$551 12/31/2023
Raymond James Trust N.A.2,411$542 12/31/2023
     XSD2,411$542 12/31/2023
Financial Advocates Investment Management2,409$542 12/31/2023
     XSD2,409$542 12/31/2023
Soltis Investment Advisors LLC2,400$539 12/31/2023
     XSD2,400$539 12/31/2023
Regal Investment Advisors LLC2,389$537 12/31/2023
     XSD2,389$537 12/31/2023
National Asset Management Inc.2,354$529 12/31/2023
     XSD2,354$529 12/31/2023
Benjamin F. Edwards & Company Inc.2,198$494 12/31/2023
     XSD2,198$494 12/31/2023
Archford Capital Strategies LLC2,174$489 12/31/2023
     XSD2,174$489 12/31/2023
Sonata Capital Group Inc.2,160$486 12/31/2023
     XSD2,160$486 12/31/2023
Wealth Enhancement Advisory Services LLC2,085$484 03/31/2024
     XSD2,085$484 03/31/2024
Eudaimonia Partners LLC2,152$484 12/31/2023
     XSD2,152$484 12/31/2023
Per Stirling Capital Management LLC.2,126$478 12/31/2023
     XSD2,126$478 12/31/2023
Private Advisor Group LLC2,121$477 12/31/2023
     XSD2,121$477 12/31/2023
Mercer Global Advisors Inc. ADV2,018$454 12/31/2023
     XSD2,018$454 12/31/2023
Peapack Gladstone Financial Corp2,000$450 12/31/2023
     XSD2,000$450 12/31/2023
Stonebridge Financial Planning Group LLC1,950$438 12/31/2023
     XSD1,950$438 12/31/2023
Fifth Third Securities Inc.1,817$422 03/31/2024
     XSD1,817$422 03/31/2024
XML Financial LLC1,854$417 12/31/2023
     XSD1,854$417 12/31/2023
International Assets Investment Management LLC1,758$411 03/31/2024
     XSD1,758$411 03/31/2024
SOA Wealth Advisors LLC.1,765$410 03/31/2024
     XSD1,765$410 03/31/2024
Advisory Services Network LLC1,754$394 12/31/2023
     XSD1,754$394 12/31/2023
WBI Investments1,715$385 12/31/2023
     XSD1,715$385 12/31/2023
Manchester Capital Management LLC1,700$382 12/31/2023
     XSD1,700$382 12/31/2023
Biltmore Family Office LLC1,650$371 12/31/2023
     XSD1,650$371 12/31/2023
TrinityPoint Wealth LLC1,653$371 12/31/2023
     XSD1,653$371 12/31/2023
Kingswood Wealth Advisors LLC1,550$360 03/31/2024
     XSD1,550$360 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,597$359 12/31/2023
     XSD1,597$359 12/31/2023
Level Four Advisory Services LLC1,591$358 12/31/2023
     XSD1,591$358 12/31/2023
Baker Tilly Financial LLC1,582$356 12/31/2023
     XSD1,582$356 12/31/2023
M3 Advisory Group LLC1,562$351 12/31/2023
     XSD1,562$351 12/31/2023
Merriman Wealth Management LLC1,547$348 12/31/2023
     XSD1,547$348 12/31/2023
Harbor Investment Advisory LLC1,487$345 03/31/2024
     XSD1,487$345 03/31/2024
Tandem Capital Management Corp ADV1,505$338 12/31/2023
     XSD1,505$338 12/31/2023
US Bancorp DE1,460$328 12/31/2023
     XSD1,460$328 12/31/2023
Annapolis Financial Services LLC1,306$303 03/31/2024
     XSD1,306$303 03/31/2024
Secure Asset Management LLC1,327$298 12/31/2023
     XSD1,327$298 12/31/2023
Newbridge Financial Services Group Inc.1,282$288 12/31/2023
     XSD1,282$288 12/31/2023
Western Wealth Management LLC1,279$287 12/31/2023
     XSD1,279$287 12/31/2023
Tempus Wealth Planning LLC1,267$285 12/31/2023
     XSD1,267$285 12/31/2023
Bank of Montreal Can1,236$284 12/31/2023
     XSD1,236$284 12/31/2023
DB Wealth Management Group LLC1,252$281 12/31/2023
     XSD1,252$281 12/31/2023
Capital Market Strategies LLC1,205$280 03/31/2024
     XSD1,205$280 03/31/2024
Migdal Insurance & Financial Holdings Ltd.1,220$278 12/31/2023
     XSD1,220$278 12/31/2023
Brasada Capital Management LP1,228$276 12/31/2023
     XSD1,228$276 12/31/2023
FMR LLC1,153$259 12/31/2023
     XSD1,153$259 12/31/2023
Global Retirement Partners LLC1,205$254 12/31/2023
     XSD1,205$254 12/31/2023
Guerra Pan Advisors LLC1,121$252 12/31/2023
     XSD1,121$252 12/31/2023
Chevy Chase Trust Holdings Inc.1,095$246 12/31/2023
     XSD1,095$246 12/31/2023
Mill Creek Capital Advisors LLC1,075$242 12/31/2023
     XSD1,075$242 12/31/2023
Aurum Wealth Management Group LLC1,040$241 03/31/2024
     XSD1,040$241 03/31/2024
Atlas Financial Advisors Inc.1,073$241 12/31/2023
     XSD1,073$241 12/31/2023
Kovack Advisors Inc.1,044$235 12/31/2023
     XSD1,044$235 12/31/2023
BKD Wealth Advisors LLC1,040$234 12/31/2023
     XSD1,040$234 12/31/2023
Game Plan Financial Advisors LLC1,000$232 03/31/2024
     XSD1,000$232 03/31/2024
Concentrum Wealth Management1,004$226 12/31/2023
     XSD1,004$226 12/31/2023
Compagnie Lombard Odier SCmA1,000$225 12/31/2023
     XSD1,000$225 12/31/2023
Northern Trust Corp995$224 12/31/2023
     XSD995$224 12/31/2023
Cutler Group LP $224 12/31/2023
     XSD1,000$224 12/31/2023
     Put100$0 12/31/2023
     Call100$0 12/31/2023
PCG Wealth Advisors LLC981$220 12/31/2023
     XSD981$220 12/31/2023
Perigon Wealth Management LLC966$217 12/31/2023
     XSD966$217 12/31/2023
Stratos Wealth Partners LTD.898$209 03/31/2024
     XSD898$209 03/31/2024
Vicus Capital894$207 03/31/2024
     XSD894$207 03/31/2024
Wealthcare Advisory Partners LLC892$207 03/31/2024
     XSD892$207 03/31/2024
Grey Fox Wealth Advisors LLC893$207 03/31/2024
     XSD893$207 03/31/2024
ProVise Management Group LLC921$207 12/31/2023
     XSD921$207 12/31/2023
Flagship Harbor Advisors LLC887$206 03/31/2024
     XSD887$206 03/31/2024
Sandy Spring Bank868$195 12/31/2023
     XSD868$195 12/31/2023
Edmond DE Rothschild Holding S.A.864$194 12/31/2023
     XSD864$194 12/31/2023
Spire Wealth Management849$188 12/31/2023
     XSD849$188 12/31/2023
Private Trust Co. NA801$180 12/31/2023
     XSD801$180 12/31/2023
Steward Partners Investment Advisory LLC757$170 12/31/2023
     XSD757$170 12/31/2023
IFP Advisors Inc703$158 12/31/2023
     XSD703$158 12/31/2023
Franklin Resources Inc.693$156 12/31/2023
     XSD693$156 12/31/2023
HBW Advisory Services LLC672$151 12/31/2023
     XSD672$151 12/31/2023
Tradition Wealth Management LLC657$148 12/31/2023
     XSD657$148 12/31/2023
Parallel Advisors LLC589$132 12/31/2023
     XSD589$132 12/31/2023
Atlas Capital Advisors LLC465$108 03/31/2024
     XSD465$108 03/31/2024
North Star Investment Management Corp.463$104 12/31/2023
     XSD463$104 12/31/2023
GWM Advisors LLC355$80 12/31/2023
     XSD355$80 12/31/2023
NBC Securities Inc.323$75 03/31/2024
     XSD323$75 03/31/2024
CWM LLC321$75 03/31/2024
     XSD321$75 03/31/2024
Ancora Advisors LLC300$67 12/31/2023
     XSD300$67 12/31/2023
Pineridge Advisors LLC291$65 12/31/2023
     XSD291$65 12/31/2023
Barclays PLC250$56 12/31/2023
     XSD250$56 12/31/2023
Signaturefd LLC244$55 12/31/2023
     XSD244$55 12/31/2023
Comerica Bank219$49 12/31/2023
     XSD219$49 12/31/2023
Aptus Capital Advisors LLC218$49 12/31/2023
     XSD218$49 12/31/2023
Center for Financial Planning Inc.212$48 12/31/2023
     XSD212$48 12/31/2023
Geneos Wealth Management Inc.194$44 12/31/2023
     XSD194$44 12/31/2023
TD Capital Management LLC173$39 12/31/2023
     XSD173$39 12/31/2023
ExodusPoint Capital Management LP165$37 12/31/2023
     XSD165$37 12/31/2023
Huntington National Bank151$34 12/31/2023
     XSD151$34 12/31/2023
Tucker Asset Management LLC145$33 12/31/2023
     XSD145$33 12/31/2023
Hollencrest Capital Management141$32 12/31/2023
     XSD141$32 12/31/2023
Guardian Wealth Advisors LLC NC139$31 12/31/2023
     XSD139$31 12/31/2023
ICA Group Wealth Management LLC125$28 12/31/2023
     XSD125$28 12/31/2023
Tompkins Financial Corp100$23 03/31/2024
     XSD100$23 03/31/2024
Valley National Advisers Inc.105$23 12/31/2023
     XSD105$23 12/31/2023
Northwest Financial Advisors94$21 12/31/2023
     XSD94$21 12/31/2023
WASHINGTON TRUST Co70$16 12/31/2023
     XSD70$16 12/31/2023
TD Waterhouse Canada Inc.75$16 12/31/2023
     XSD75$16 12/31/2023
Tidemark LLC71$16 12/31/2023
     XSD71$16 12/31/2023
PSI Advisors LLC59$13 12/31/2023
     XSD59$13 12/31/2023
Ronald Blue Trust Inc.60$13 12/31/2023
     XSD60$13 12/31/2023
Sunbelt Securities Inc.50$12 03/31/2024
     XSD50$12 03/31/2024
Hartford Financial Management Inc.55$12 12/31/2023
     XSD55$12 12/31/2023
Archer Investment Corp50$11 12/31/2023
     XSD50$11 12/31/2023
Armstrong Advisory Group Inc.41$9 03/31/2024
     XSD41$9 03/31/2024
CarsonAllaria Wealth Management Ltd.40$9 12/31/2023
     XSD40$9 12/31/2023
Riggs Asset Managment Co. Inc.36$8 12/31/2023
     XSD36$8 12/31/2023
Richard W. Paul & Associates LLC34$8 12/31/2023
     XSD34$8 12/31/2023
Blue Bell Private Wealth Management LLC30$7 12/31/2023
     XSD30$7 12/31/2023
Institutional & Family Asset Management LLC25$6 12/31/2023
     XSD25$6 12/31/2023
BNP Paribas Arbitrage SA19$4 12/31/2023
     XSD19$4 12/31/2023
McClarren Financial Advisors Inc.18$4 12/31/2023
     XSD18$4 12/31/2023
VitalStone Financial LLC19$4 12/31/2023
     XSD19$4 12/31/2023
Woodmont Investment Counsel LLC11$3 03/31/2024
     XSD11$3 03/31/2024
Arlington Trust Co LLC11$3 03/31/2024
     XSD11$3 03/31/2024
Gradient Investments LLC13$3 12/31/2023
     XSD13$3 12/31/2023
McIlrath & Eck LLC12$3 12/31/2023
     XSD12$3 12/31/2023
Oliver Lagore Vanvalin Investment Group $3 12/31/2023
     Put18$2 12/31/2023
     XSD3$1 12/31/2023
Venturi Wealth Management LLC7$2 12/31/2023
     XSD7$2 12/31/2023
Laurel Wealth Advisors LLC10$2 12/31/2023
     XSD10$2 12/31/2023
Nalls Sherbakoff Group LLC8$2 12/31/2023
     XSD8$2 12/31/2023
GAMMA Investing LLC3$1 03/31/2024
     XSD3$1 03/31/2024
Atticus Wealth Management LLC1$0 03/31/2024
     XSD1$0 03/31/2024
DHJJ Financial Advisors Ltd.2$0 03/31/2024
     XSD2$0 03/31/2024

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

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