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Funds Holding XSHQ

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC622,054$24,808 12/31/2023
     XSHQ622,054$24,808 12/31/2023
New York Life Investment Management LLC265,940$10,606 12/31/2023
     XSHQ265,940$10,606 12/31/2023
Breakwater Capital Group138,446$5,701 03/31/2024
     XSHQ138,446$5,701 03/31/2024
Schwallier Wealth Management LLC135,720$5,412 12/31/2023
     XSHQ135,720$5,412 12/31/2023
Foundry Financial Group Inc.122,620$4,890 12/31/2023
     XSHQ122,620$4,890 12/31/2023
Commonwealth Equity Services LLC100,304$4,000 12/31/2023
     XSHQ100,304$4,000 12/31/2023
WJ Wealth Management LLC68,734$2,830 03/31/2024
     XSHQ68,734$2,830 03/31/2024
Good Life Advisors LLC48,201$1,922 12/31/2023
     XSHQ48,201$1,922 12/31/2023
Raymond James Financial Services Advisors Inc.42,111$1,734 03/31/2024
     XSHQ42,111$1,734 03/31/2024
Equitable Holdings Inc.32,632$1,301 12/31/2023
     XSHQ32,632$1,301 12/31/2023
DHJJ Financial Advisors Ltd.29,484$1,214 03/31/2024
     XSHQ29,484$1,214 03/31/2024
Beacon Financial Planning Inc.28,901$1,190 03/31/2024
     XSHQ28,901$1,190 03/31/2024
Bank of America Corp DE22,996$917 12/31/2023
     XSHQ22,996$917 12/31/2023
Atria Wealth Solutions Inc.21,328$851 12/31/2023
     XSHQ21,328$851 12/31/2023
Thoroughbred Financial Services LLC19,500$777 12/31/2023
     XSHQ19,500$777 12/31/2023
Advisor Group Holdings Inc.18,426$735 12/31/2023
     XSHQ18,426$735 12/31/2023
GHP Investment Advisors Inc.17,213$709 03/31/2024
     XSHQ17,213$709 03/31/2024
Financial Advocates Investment Management17,403$694 12/31/2023
     XSHQ17,403$694 12/31/2023
Twin Peaks Wealth Advisors LLC15,755$649 03/31/2024
     XSHQ15,755$649 03/31/2024
Total Clarity Wealth Management Inc.13,841$570 03/31/2024
     XSHQ13,841$570 03/31/2024
Fox Financial Inc13,238$528 12/31/2023
     XSHQ13,238$528 12/31/2023
PFG Investments LLC12,120$499 03/31/2024
     XSHQ12,120$499 03/31/2024
Cetera Investment Advisers10,860$433 12/31/2023
     XSHQ10,860$433 12/31/2023
Royal Bank of Canada10,439$416 12/31/2023
     XSHQ10,439$416 12/31/2023
SeaCrest Wealth Management LLC8,150$336 03/31/2024
     XSHQ8,150$336 03/31/2024
Susquehanna International Group LLP6,498$259 12/31/2023
     XSHQ6,498$259 12/31/2023
Raymond James & Associates6,121$252 03/31/2024
     XSHQ6,121$252 03/31/2024
Synergy Financial Management LLC4,940$203 03/31/2024
     XSHQ4,940$203 03/31/2024
Mather Group LLC.3,633$145 03/31/2024
     XSHQ3,633$145 03/31/2024
Private Trust Co. NA1,759$72 03/31/2024
     XSHQ1,759$72 03/31/2024
Northwest Financial Advisors1,509$60 12/31/2023
     XSHQ1,509$60 12/31/2023
TD Capital Management LLC1,305$52 12/31/2023
     XSHQ1,305$52 12/31/2023
Geneos Wealth Management Inc.800$32 12/31/2023
     XSHQ800$32 12/31/2023
Global Retirement Partners LLC550$23 03/31/2024
     XSHQ550$23 03/31/2024
Principal Securities Inc.260$10 12/31/2023
     XSHQ260$10 12/31/2023
Valley National Advisers Inc.131$5 03/31/2024
     XSHQ131$5 03/31/2024
Asset Dedication LLC110$5 03/31/2024
     XSHQ110$5 03/31/2024
Glass Jacobson Investment Advisors llc110$5 03/31/2024
     XSHQ110$5 03/31/2024
Hobbs Group Advisors LLC31$1 12/31/2023
     XSHQ31$1 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     XSHQ1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     XSHQ0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     XSHQ1$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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