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On this page, we present all of the funds holding XSHQ from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding XSHQ, with a link to that fund's top holdings. The next columns
indicate the amount of XSHQ stock held by each of the funds holding XSHQ, followed by the XSHQ position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 41 funds holding XSHQ 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 XSHQ), click the fund name in the "Holder" column of the funds-holding-XSHQ table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 622,054 | $24,808 | 12/31/2023 | XSHQ | 622,054 | $24,808 | 12/31/2023 | New York Life Investment Management LLC | 265,940 | $10,606 | 12/31/2023 | XSHQ | 265,940 | $10,606 | 12/31/2023 | Breakwater Capital Group | 138,446 | $5,701 | 03/31/2024 | XSHQ | 138,446 | $5,701 | 03/31/2024 | Schwallier Wealth Management LLC | 135,720 | $5,412 | 12/31/2023 | XSHQ | 135,720 | $5,412 | 12/31/2023 | Foundry Financial Group Inc. | 122,620 | $4,890 | 12/31/2023 | XSHQ | 122,620 | $4,890 | 12/31/2023 | Commonwealth Equity Services LLC | 100,304 | $4,000 | 12/31/2023 | XSHQ | 100,304 | $4,000 | 12/31/2023 | WJ Wealth Management LLC | 68,734 | $2,830 | 03/31/2024 | XSHQ | 68,734 | $2,830 | 03/31/2024 | Good Life Advisors LLC | 48,201 | $1,922 | 12/31/2023 | XSHQ | 48,201 | $1,922 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 42,111 | $1,734 | 03/31/2024 | XSHQ | 42,111 | $1,734 | 03/31/2024 | Equitable Holdings Inc. | 32,632 | $1,301 | 12/31/2023 | XSHQ | 32,632 | $1,301 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 29,484 | $1,214 | 03/31/2024 | XSHQ | 29,484 | $1,214 | 03/31/2024 | Beacon Financial Planning Inc. | 28,901 | $1,190 | 03/31/2024 | XSHQ | 28,901 | $1,190 | 03/31/2024 | Bank of America Corp DE | 22,996 | $917 | 12/31/2023 | XSHQ | 22,996 | $917 | 12/31/2023 | Atria Wealth Solutions Inc. | 21,328 | $851 | 12/31/2023 | XSHQ | 21,328 | $851 | 12/31/2023 | Thoroughbred Financial Services LLC | 19,500 | $777 | 12/31/2023 | XSHQ | 19,500 | $777 | 12/31/2023 | Advisor Group Holdings Inc. | 18,426 | $735 | 12/31/2023 | XSHQ | 18,426 | $735 | 12/31/2023 | GHP Investment Advisors Inc. | 17,213 | $709 | 03/31/2024 | XSHQ | 17,213 | $709 | 03/31/2024 | Financial Advocates Investment Management | 17,403 | $694 | 12/31/2023 | XSHQ | 17,403 | $694 | 12/31/2023 | Twin Peaks Wealth Advisors LLC | 15,755 | $649 | 03/31/2024 | XSHQ | 15,755 | $649 | 03/31/2024 | Total Clarity Wealth Management Inc. | 13,841 | $570 | 03/31/2024 | XSHQ | 13,841 | $570 | 03/31/2024 | Fox Financial Inc | 13,238 | $528 | 12/31/2023 | XSHQ | 13,238 | $528 | 12/31/2023 | PFG Investments LLC | 12,120 | $499 | 03/31/2024 | XSHQ | 12,120 | $499 | 03/31/2024 | Cetera Investment Advisers | 10,860 | $433 | 12/31/2023 | XSHQ | 10,860 | $433 | 12/31/2023 | Royal Bank of Canada | 10,439 | $416 | 12/31/2023 | XSHQ | 10,439 | $416 | 12/31/2023 | SeaCrest Wealth Management LLC | 8,150 | $336 | 03/31/2024 | XSHQ | 8,150 | $336 | 03/31/2024 | Susquehanna International Group LLP | 6,498 | $259 | 12/31/2023 | XSHQ | 6,498 | $259 | 12/31/2023 | Raymond James & Associates | 6,121 | $252 | 03/31/2024 | XSHQ | 6,121 | $252 | 03/31/2024 | Synergy Financial Management LLC | 4,940 | $203 | 03/31/2024 | XSHQ | 4,940 | $203 | 03/31/2024 | Mather Group LLC. | 3,633 | $145 | 03/31/2024 | XSHQ | 3,633 | $145 | 03/31/2024 | Private Trust Co. NA | 1,759 | $72 | 03/31/2024 | XSHQ | 1,759 | $72 | 03/31/2024 | Northwest Financial Advisors | 1,509 | $60 | 12/31/2023 | XSHQ | 1,509 | $60 | 12/31/2023 | TD Capital Management LLC | 1,305 | $52 | 12/31/2023 | XSHQ | 1,305 | $52 | 12/31/2023 | Geneos Wealth Management Inc. | 800 | $32 | 12/31/2023 | XSHQ | 800 | $32 | 12/31/2023 | Global Retirement Partners LLC | 550 | $23 | 03/31/2024 | XSHQ | 550 | $23 | 03/31/2024 | Principal Securities Inc. | 260 | $10 | 12/31/2023 | XSHQ | 260 | $10 | 12/31/2023 | Valley National Advisers Inc. | 131 | $5 | 03/31/2024 | XSHQ | 131 | $5 | 03/31/2024 | Asset Dedication LLC | 110 | $5 | 03/31/2024 | XSHQ | 110 | $5 | 03/31/2024 | Glass Jacobson Investment Advisors llc | 110 | $5 | 03/31/2024 | XSHQ | 110 | $5 | 03/31/2024 | Hobbs Group Advisors LLC | 31 | $1 | 12/31/2023 | XSHQ | 31 | $1 | 12/31/2023 | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | XSHQ | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | XSHQ | 0 | $0 | 12/31/2023 | Morgan Stanley | 1 | $0 | 12/31/2023 | XSHQ | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of XSHQ
See Details: Top 10 Hedge Funds Holding XSHQ
Also See: XSHQ Holdings Changes
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