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On this page, we present all of the funds holding XSVM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding XSVM, with a link to that fund's top holdings. The next columns
indicate the amount of XSVM stock held by each of the funds holding XSVM, followed by the XSVM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 121 funds holding XSVM 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 XSVM), click the fund name in the "Holder" column of the funds-holding-XSVM table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 1,456,094 | $78,877 | 12/31/2023 | XSVM | 1,456,094 | $78,877 | 12/31/2023 | Commonwealth Equity Services LLC | 690,270 | $37,392 | 12/31/2023 | XSVM | 690,270 | $37,392 | 12/31/2023 | Morgan Stanley | 559,646 | $30,316 | 12/31/2023 | XSVM | 559,646 | $30,316 | 12/31/2023 | Bank of America Corp DE | 474,593 | $25,709 | 12/31/2023 | XSVM | 474,593 | $25,709 | 12/31/2023 | CWM LLC | 436,648 | $24,863 | 03/31/2024 | XSVM | 436,648 | $24,863 | 03/31/2024 | Ameriprise Financial Inc. | 255,587 | $13,845 | 12/31/2023 | XSVM | 255,587 | $13,845 | 12/31/2023 | 360 Financial Inc. | 240,965 | $13,053 | 12/31/2023 | XSVM | 240,965 | $13,053 | 12/31/2023 | Traction Financial Partners LLC | 194,517 | $10,537 | 12/31/2023 | XSVM | 194,517 | $10,537 | 12/31/2023 | Avantax Advisory Services Inc. | 188,754 | $10,225 | 12/31/2023 | XSVM | 188,754 | $10,225 | 12/31/2023 | Raymond James & Associates | 160,639 | $8,702 | 12/31/2023 | XSVM | 160,639 | $8,702 | 12/31/2023 | Wells Fargo & Company MN | 160,154 | $8,676 | 12/31/2023 | XSVM | 160,154 | $8,676 | 12/31/2023 | Valmark Advisers Inc. | 157,835 | $8,550 | 12/31/2023 | XSVM | 157,835 | $8,550 | 12/31/2023 | Advisor Group Holdings Inc. | 153,390 | $8,310 | 12/31/2023 | XSVM | 153,390 | $8,310 | 12/31/2023 | MONECO Advisors LLC | 144,674 | $7,837 | 12/31/2023 | XSVM | 144,674 | $7,837 | 12/31/2023 | Envestnet Asset Management Inc. | 138,111 | $7,481 | 12/31/2023 | XSVM | 138,111 | $7,481 | 12/31/2023 | Del Sette Capital Management LLC | 132,896 | $7,199 | 12/31/2023 | XSVM | 132,896 | $7,199 | 12/31/2023 | MML Investors Services LLC | 128,241 | $6,947 | 12/31/2023 | XSVM | 128,241 | $6,947 | 12/31/2023 | Aspire Wealth Management Corp | 118,137 | $6,399 | 12/31/2023 | XSVM | 118,137 | $6,399 | 12/31/2023 | CIBC World Markets Inc. | 115,820 | $6,274 | 12/31/2023 | XSVM | 115,820 | $6,274 | 12/31/2023 | Focus Financial Network Inc. ADV | 109,223 | $5,917 | 12/31/2023 | XSVM | 109,223 | $5,917 | 12/31/2023 | Insight Wealth Strategies LLC | 97,740 | $5,565 | 03/31/2024 | XSVM | 97,740 | $5,565 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 96,776 | $5,242 | 12/31/2023 | XSVM | 96,776 | $5,242 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 67,317 | $3,647 | 12/31/2023 | XSVM | 67,317 | $3,647 | 12/31/2023 | Asset Allocation Strategies LLC | 66,247 | $3,589 | 12/31/2023 | XSVM | 66,247 | $3,589 | 12/31/2023 | Marshall Financial Group LLC | 60,973 | $3,303 | 12/31/2023 | XSVM | 60,973 | $3,303 | 12/31/2023 | Cooper Financial Group | 55,571 | $3,164 | 03/31/2024 | XSVM | 55,571 | $3,164 | 03/31/2024 | Altman Advisors Inc. | 57,667 | $3,124 | 12/31/2023 | XSVM | 57,667 | $3,124 | 12/31/2023 | Private Advisor Group LLC | 52,992 | $2,871 | 12/31/2023 | XSVM | 52,992 | $2,871 | 12/31/2023 | IHT Wealth Management LLC | 45,963 | $2,490 | 12/31/2023 | XSVM | 45,963 | $2,490 | 12/31/2023 | Fortress Wealth Management Inc. | 45,966 | $2,490 | 12/31/2023 | XSVM | 45,966 | $2,490 | 12/31/2023 | Royal Bank of Canada | 44,286 | $2,399 | 12/31/2023 | XSVM | 44,286 | $2,399 | 12/31/2023 | Cetera Advisor Networks LLC | 44,257 | $2,397 | 12/31/2023 | XSVM | 44,257 | $2,397 | 12/31/2023 | Fermata Advisors LLC | 41,683 | $2,373 | 03/31/2024 | XSVM | 41,683 | $2,373 | 03/31/2024 | Meridian Wealth Management LLC | 43,254 | $2,343 | 12/31/2023 | XSVM | 43,254 | $2,343 | 12/31/2023 | Stratos Wealth Partners LTD. | 40,409 | $2,301 | 03/31/2024 | XSVM | 40,409 | $2,301 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 40,255 | $2,181 | 12/31/2023 | XSVM | 40,255 | $2,181 | 12/31/2023 | Citigroup Inc. | 37,882 | $2,052 | 12/31/2023 | XSVM | 37,882 | $2,052 | 12/31/2023 | Primoris Wealth Advisors LLC | 36,350 | $1,969 | 12/31/2023 | XSVM | 36,350 | $1,969 | 12/31/2023 | Janney Montgomery Scott LLC | 33,708 | $1,826 | 12/31/2023 | XSVM | 33,708 | $1,826 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 32,912 | $1,783 | 12/31/2023 | XSVM | 32,912 | $1,783 | 12/31/2023 | Spire Wealth Management | 32,628 | $1,685 | 12/31/2023 | XSVM | 32,628 | $1,685 | 12/31/2023 | Two Sigma Investments LP | 30,600 | $1,658 | 12/31/2023 | XSVM | 30,600 | $1,658 | 12/31/2023 | Tolleson Wealth Management Inc. | 30,000 | $1,625 | 12/31/2023 | XSVM | 30,000 | $1,625 | 12/31/2023 | HighTower Advisors LLC | 28,046 | $1,520 | 12/31/2023 | XSVM | 28,046 | $1,520 | 12/31/2023 | Thoroughbred Financial Services LLC | 28,024 | $1,518 | 12/31/2023 | XSVM | 28,024 | $1,518 | 12/31/2023 | Premier Path Wealth Partners LLC | 27,419 | $1,504 | 12/31/2023 | XSVM | 27,419 | $1,504 | 12/31/2023 | Charles Schwab Investment Management Inc. | 25,510 | $1,382 | 12/31/2023 | XSVM | 25,510 | $1,382 | 12/31/2023 | AE Wealth Management LLC | 21,952 | $1,169 | 12/31/2023 | XSVM | 21,952 | $1,169 | 12/31/2023 | WESPAC Advisors SoCal LLC | 20,160 | $1,148 | 03/31/2024 | XSVM | 20,160 | $1,148 | 03/31/2024 | D.A. Davidson & CO. | 21,146 | $1,145 | 12/31/2023 | XSVM | 21,146 | $1,145 | 12/31/2023 | OxenFree Capital LLC | 19,719 | $1,068 | 12/31/2023 | XSVM | 19,719 | $1,068 | 12/31/2023 | FDx Advisors Inc. | 19,049 | $1,032 | 12/31/2023 | XSVM | 19,049 | $1,032 | 12/31/2023 | Two Sigma Advisers LP | 18,600 | $1,008 | 12/31/2023 | XSVM | 18,600 | $1,008 | 12/31/2023 | Lowery Thomas LLC | 18,101 | $981 | 12/31/2023 | XSVM | 18,101 | $981 | 12/31/2023 | Arete Wealth Advisors LLC | 17,612 | $954 | 12/31/2023 | XSVM | 17,612 | $954 | 12/31/2023 | Guidance Capital Inc. | 16,621 | $892 | 03/31/2024 | XSVM | 16,621 | $892 | 03/31/2024 | Bridge Advisory LLC | 15,528 | $884 | 03/31/2024 | XSVM | 15,528 | $884 | 03/31/2024 | Trademark Financial Management LLC | 16,319 | $884 | 12/31/2023 | XSVM | 16,319 | $884 | 12/31/2023 | Equitable Holdings Inc. | 15,873 | $860 | 12/31/2023 | XSVM | 15,873 | $860 | 12/31/2023 | Cetera Advisors LLC | 15,655 | $848 | 12/31/2023 | XSVM | 15,655 | $848 | 12/31/2023 | HBW Advisory Services LLC | 13,406 | $726 | 12/31/2023 | XSVM | 13,406 | $726 | 12/31/2023 | Valued Wealth Advisors LLC | 12,774 | $692 | 12/31/2023 | XSVM | 12,774 | $692 | 12/31/2023 | Stifel Financial Corp | 12,589 | $682 | 12/31/2023 | XSVM | 12,589 | $682 | 12/31/2023 | Integrated Wealth Concepts LLC | 12,021 | $651 | 12/31/2023 | XSVM | 12,021 | $651 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 11,423 | $650 | 03/31/2024 | XSVM | 11,423 | $650 | 03/31/2024 | Cetera Investment Advisers | 11,419 | $619 | 12/31/2023 | XSVM | 11,419 | $619 | 12/31/2023 | TruWealth Advisors LLC | 10,560 | $601 | 03/31/2024 | XSVM | 10,560 | $601 | 03/31/2024 | Principal Securities Inc. | 10,105 | $547 | 12/31/2023 | XSVM | 10,105 | $547 | 12/31/2023 | Southland Equity Partners LLC | 9,586 | $546 | 03/31/2024 | XSVM | 9,586 | $546 | 03/31/2024 | Institute for Wealth Management LLC. | 9,740 | $528 | 12/31/2023 | XSVM | 9,740 | $528 | 12/31/2023 | Creative Planning | 9,609 | $521 | 12/31/2023 | XSVM | 9,609 | $521 | 12/31/2023 | Armbruster Capital Management Inc. | 9,094 | $493 | 12/31/2023 | XSVM | 9,094 | $493 | 12/31/2023 | Comprehensive Wealth Management LLC | 9,086 | $492 | 12/31/2023 | XSVM | 9,086 | $492 | 12/31/2023 | Geneos Wealth Management Inc. | 8,180 | $443 | 12/31/2023 | XSVM | 8,180 | $443 | 12/31/2023 | Silverlake Wealth Management LLC | 7,339 | $418 | 03/31/2024 | XSVM | 7,339 | $418 | 03/31/2024 | Kestra Advisory Services LLC | 6,869 | $372 | 12/31/2023 | XSVM | 6,869 | $372 | 12/31/2023 | Parallel Advisors LLC | 6,576 | $356 | 12/31/2023 | XSVM | 6,576 | $356 | 12/31/2023 | RFG Advisory LLC | 6,183 | $352 | 03/31/2024 | XSVM | 6,183 | $352 | 03/31/2024 | Truist Financial Corp | 5,923 | $321 | 12/31/2023 | XSVM | 5,923 | $321 | 12/31/2023 | Baird Financial Group Inc. | 5,845 | $317 | 12/31/2023 | XSVM | 5,845 | $317 | 12/31/2023 | Dynamic Advisor Solutions LLC | 5,495 | $313 | 03/31/2024 | XSVM | 5,495 | $313 | 03/31/2024 | Williams & Novak LLC | 5,774 | $313 | 03/31/2024 | XSVM | 5,774 | $313 | 03/31/2024 | Susquehanna International Group LLP | 5,402 | $293 | 12/31/2023 | XSVM | 5,402 | $293 | 12/31/2023 | AQR Capital Management LLC | 4,908 | $266 | 12/31/2023 | XSVM | 4,908 | $266 | 12/31/2023 | Visionary Wealth Advisors | 4,747 | $257 | 12/31/2023 | XSVM | 4,747 | $257 | 12/31/2023 | Evanson Asset Management LLC | 4,455 | $254 | 03/31/2024 | XSVM | 4,455 | $254 | 03/31/2024 | WESCAP Management Group Inc. | 4,589 | $249 | 12/31/2023 | XSVM | 4,589 | $249 | 12/31/2023 | Jane Street Group LLC | 4,510 | $244 | 12/31/2023 | XSVM | 4,510 | $244 | 12/31/2023 | Crown Wealth Group LLC | 4,388 | $238 | 12/31/2023 | XSVM | 4,388 | $238 | 12/31/2023 | Swisher Financial Concepts Inc. | 4,248 | $216 | 12/31/2023 | XSVM | 4,248 | $216 | 12/31/2023 | Money Concepts Capital Corp | 3,881 | $210 | 12/31/2023 | XSVM | 3,881 | $210 | 12/31/2023 | Creative Financial Designs Inc. ADV | 3,845 | $208 | 12/31/2023 | XSVM | 3,845 | $208 | 12/31/2023 | Carolinas Wealth Consulting LLC | 3,590 | $194 | 12/31/2023 | XSVM | 3,590 | $194 | 12/31/2023 | Cardiff Park Advisors LLC | 3,064 | $166 | 12/31/2023 | XSVM | 3,064 | $166 | 12/31/2023 | Global Retirement Partners LLC | 2,827 | $144 | 12/31/2023 | XSVM | 2,827 | $144 | 12/31/2023 | FMR LLC | 2,435 | $132 | 12/31/2023 | XSVM | 2,435 | $132 | 12/31/2023 | Comerica Bank | 2,337 | $127 | 12/31/2023 | XSVM | 2,337 | $127 | 12/31/2023 | SYM FINANCIAL Corp | 2,000 | $108 | 12/31/2023 | XSVM | 2,000 | $108 | 12/31/2023 | Private Trust Co. NA | 1,972 | $107 | 12/31/2023 | XSVM | 1,972 | $107 | 12/31/2023 | O Shaughnessy Asset Management LLC | 1,395 | $76 | 12/31/2023 | XSVM | 1,395 | $76 | 12/31/2023 | Cornerstone Planning Group LLC | 1,338 | $72 | 12/31/2023 | XSVM | 1,338 | $72 | 12/31/2023 | Baystate Wealth Management LLC | 1,141 | $62 | 12/31/2023 | XSVM | 1,141 | $62 | 12/31/2023 | Harbour Investments Inc. | 1,080 | $58 | 12/31/2023 | XSVM | 1,080 | $58 | 12/31/2023 | Steward Partners Investment Advisory LLC | 1,021 | $55 | 12/31/2023 | XSVM | 1,021 | $55 | 12/31/2023 | Harbor Investment Advisory LLC | 650 | $37 | 03/31/2024 | XSVM | 650 | $37 | 03/31/2024 | First Command Advisory Services Inc. | 675 | $37 | 12/31/2023 | XSVM | 675 | $37 | 12/31/2023 | ICA Group Wealth Management LLC | 614 | $33 | 12/31/2023 | XSVM | 614 | $33 | 12/31/2023 | Wetzel Investment Advisors Inc. | 430 | $23 | 12/31/2023 | XSVM | 430 | $23 | 12/31/2023 | Woodard & Co. Asset Management Group Inc. ADV | 240 | $13 | 12/31/2023 | XSVM | 240 | $13 | 12/31/2023 | Clearstead Advisors LLC | 238 | $13 | 12/31/2023 | XSVM | 238 | $13 | 12/31/2023 | IFP Advisors Inc | 195 | $11 | 12/31/2023 | XSVM | 195 | $11 | 12/31/2023 | Pinnacle Bank | 177 | $10 | 03/31/2024 | XSVM | 177 | $10 | 03/31/2024 | Able Wealth Management LLC | 177 | $10 | 12/31/2023 | XSVM | 177 | $10 | 12/31/2023 | GPS Wealth Strategies Group LLC | 146 | $8 | 12/31/2023 | XSVM | 146 | $8 | 12/31/2023 | US Bancorp DE | 134 | $7 | 12/31/2023 | XSVM | 134 | $7 | 12/31/2023 | GWM Advisors LLC | 110 | $6 | 12/31/2023 | XSVM | 110 | $6 | 12/31/2023 | Advisory Services Network LLC | 100 | $5 | 12/31/2023 | XSVM | 100 | $5 | 12/31/2023 | Voisard Asset Management Group Inc. | 31 | $2 | 03/31/2024 | XSVM | 31 | $2 | 03/31/2024 | Glassman Wealth Services | 44 | $2 | 12/31/2023 | XSVM | 44 | $2 | 12/31/2023 | Northwest Financial Advisors | 35 | $2 | 12/31/2023 | XSVM | 35 | $2 | 12/31/2023 | Roble Belko & Company Inc | 7 | $0 | 03/31/2024 | XSVM | 7 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | XSVM | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of XSVM
See Details: Top 10 Hedge Funds Holding XSVM
Also See: XSVM Holdings Changes
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