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Funds Holding XSVM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC1,456,094$78,877 12/31/2023
     XSVM1,456,094$78,877 12/31/2023
Commonwealth Equity Services LLC690,270$37,392 12/31/2023
     XSVM690,270$37,392 12/31/2023
Morgan Stanley559,646$30,316 12/31/2023
     XSVM559,646$30,316 12/31/2023
Bank of America Corp DE474,593$25,709 12/31/2023
     XSVM474,593$25,709 12/31/2023
CWM LLC436,648$24,863 03/31/2024
     XSVM436,648$24,863 03/31/2024
Ameriprise Financial Inc.255,587$13,845 12/31/2023
     XSVM255,587$13,845 12/31/2023
360 Financial Inc.240,965$13,053 12/31/2023
     XSVM240,965$13,053 12/31/2023
Traction Financial Partners LLC194,517$10,537 12/31/2023
     XSVM194,517$10,537 12/31/2023
Avantax Advisory Services Inc.188,754$10,225 12/31/2023
     XSVM188,754$10,225 12/31/2023
Raymond James & Associates160,639$8,702 12/31/2023
     XSVM160,639$8,702 12/31/2023
Wells Fargo & Company MN160,154$8,676 12/31/2023
     XSVM160,154$8,676 12/31/2023
Valmark Advisers Inc.157,835$8,550 12/31/2023
     XSVM157,835$8,550 12/31/2023
Advisor Group Holdings Inc.153,390$8,310 12/31/2023
     XSVM153,390$8,310 12/31/2023
MONECO Advisors LLC144,674$7,837 12/31/2023
     XSVM144,674$7,837 12/31/2023
Envestnet Asset Management Inc.138,111$7,481 12/31/2023
     XSVM138,111$7,481 12/31/2023
Del Sette Capital Management LLC132,896$7,199 12/31/2023
     XSVM132,896$7,199 12/31/2023
MML Investors Services LLC128,241$6,947 12/31/2023
     XSVM128,241$6,947 12/31/2023
Aspire Wealth Management Corp118,137$6,399 12/31/2023
     XSVM118,137$6,399 12/31/2023
CIBC World Markets Inc.115,820$6,274 12/31/2023
     XSVM115,820$6,274 12/31/2023
Focus Financial Network Inc. ADV109,223$5,917 12/31/2023
     XSVM109,223$5,917 12/31/2023
Insight Wealth Strategies LLC97,740$5,565 03/31/2024
     XSVM97,740$5,565 03/31/2024
Northwestern Mutual Wealth Management Co.96,776$5,242 12/31/2023
     XSVM96,776$5,242 12/31/2023
Raymond James Financial Services Advisors Inc.67,317$3,647 12/31/2023
     XSVM67,317$3,647 12/31/2023
Asset Allocation Strategies LLC66,247$3,589 12/31/2023
     XSVM66,247$3,589 12/31/2023
Marshall Financial Group LLC60,973$3,303 12/31/2023
     XSVM60,973$3,303 12/31/2023
Cooper Financial Group55,571$3,164 03/31/2024
     XSVM55,571$3,164 03/31/2024
Altman Advisors Inc.57,667$3,124 12/31/2023
     XSVM57,667$3,124 12/31/2023
Private Advisor Group LLC52,992$2,871 12/31/2023
     XSVM52,992$2,871 12/31/2023
IHT Wealth Management LLC45,963$2,490 12/31/2023
     XSVM45,963$2,490 12/31/2023
Fortress Wealth Management Inc.45,966$2,490 12/31/2023
     XSVM45,966$2,490 12/31/2023
Royal Bank of Canada44,286$2,399 12/31/2023
     XSVM44,286$2,399 12/31/2023
Cetera Advisor Networks LLC44,257$2,397 12/31/2023
     XSVM44,257$2,397 12/31/2023
Fermata Advisors LLC41,683$2,373 03/31/2024
     XSVM41,683$2,373 03/31/2024
Meridian Wealth Management LLC43,254$2,343 12/31/2023
     XSVM43,254$2,343 12/31/2023
Stratos Wealth Partners LTD.40,409$2,301 03/31/2024
     XSVM40,409$2,301 03/31/2024
Benjamin F. Edwards & Company Inc.40,255$2,181 12/31/2023
     XSVM40,255$2,181 12/31/2023
Citigroup Inc.37,882$2,052 12/31/2023
     XSVM37,882$2,052 12/31/2023
Primoris Wealth Advisors LLC36,350$1,969 12/31/2023
     XSVM36,350$1,969 12/31/2023
Janney Montgomery Scott LLC33,708$1,826 12/31/2023
     XSVM33,708$1,826 12/31/2023
Cambridge Investment Research Advisors Inc.32,912$1,783 12/31/2023
     XSVM32,912$1,783 12/31/2023
Spire Wealth Management32,628$1,685 12/31/2023
     XSVM32,628$1,685 12/31/2023
Two Sigma Investments LP30,600$1,658 12/31/2023
     XSVM30,600$1,658 12/31/2023
Tolleson Wealth Management Inc.30,000$1,625 12/31/2023
     XSVM30,000$1,625 12/31/2023
HighTower Advisors LLC28,046$1,520 12/31/2023
     XSVM28,046$1,520 12/31/2023
Thoroughbred Financial Services LLC28,024$1,518 12/31/2023
     XSVM28,024$1,518 12/31/2023
Premier Path Wealth Partners LLC27,419$1,504 12/31/2023
     XSVM27,419$1,504 12/31/2023
Charles Schwab Investment Management Inc.25,510$1,382 12/31/2023
     XSVM25,510$1,382 12/31/2023
AE Wealth Management LLC21,952$1,169 12/31/2023
     XSVM21,952$1,169 12/31/2023
WESPAC Advisors SoCal LLC20,160$1,148 03/31/2024
     XSVM20,160$1,148 03/31/2024
D.A. Davidson & CO.21,146$1,145 12/31/2023
     XSVM21,146$1,145 12/31/2023
OxenFree Capital LLC19,719$1,068 12/31/2023
     XSVM19,719$1,068 12/31/2023
FDx Advisors Inc.19,049$1,032 12/31/2023
     XSVM19,049$1,032 12/31/2023
Two Sigma Advisers LP18,600$1,008 12/31/2023
     XSVM18,600$1,008 12/31/2023
Lowery Thomas LLC18,101$981 12/31/2023
     XSVM18,101$981 12/31/2023
Arete Wealth Advisors LLC17,612$954 12/31/2023
     XSVM17,612$954 12/31/2023
Guidance Capital Inc.16,621$892 03/31/2024
     XSVM16,621$892 03/31/2024
Bridge Advisory LLC15,528$884 03/31/2024
     XSVM15,528$884 03/31/2024
Trademark Financial Management LLC16,319$884 12/31/2023
     XSVM16,319$884 12/31/2023
Equitable Holdings Inc.15,873$860 12/31/2023
     XSVM15,873$860 12/31/2023
Cetera Advisors LLC15,655$848 12/31/2023
     XSVM15,655$848 12/31/2023
HBW Advisory Services LLC13,406$726 12/31/2023
     XSVM13,406$726 12/31/2023
Valued Wealth Advisors LLC12,774$692 12/31/2023
     XSVM12,774$692 12/31/2023
Stifel Financial Corp12,589$682 12/31/2023
     XSVM12,589$682 12/31/2023
Integrated Wealth Concepts LLC12,021$651 12/31/2023
     XSVM12,021$651 12/31/2023
Wealth Enhancement Advisory Services LLC11,423$650 03/31/2024
     XSVM11,423$650 03/31/2024
Cetera Investment Advisers11,419$619 12/31/2023
     XSVM11,419$619 12/31/2023
TruWealth Advisors LLC10,560$601 03/31/2024
     XSVM10,560$601 03/31/2024
Principal Securities Inc.10,105$547 12/31/2023
     XSVM10,105$547 12/31/2023
Southland Equity Partners LLC9,586$546 03/31/2024
     XSVM9,586$546 03/31/2024
Institute for Wealth Management LLC.9,740$528 12/31/2023
     XSVM9,740$528 12/31/2023
Creative Planning9,609$521 12/31/2023
     XSVM9,609$521 12/31/2023
Armbruster Capital Management Inc.9,094$493 12/31/2023
     XSVM9,094$493 12/31/2023
Comprehensive Wealth Management LLC9,086$492 12/31/2023
     XSVM9,086$492 12/31/2023
Geneos Wealth Management Inc.8,180$443 12/31/2023
     XSVM8,180$443 12/31/2023
Silverlake Wealth Management LLC7,339$418 03/31/2024
     XSVM7,339$418 03/31/2024
Kestra Advisory Services LLC6,869$372 12/31/2023
     XSVM6,869$372 12/31/2023
Parallel Advisors LLC6,576$356 12/31/2023
     XSVM6,576$356 12/31/2023
RFG Advisory LLC6,183$352 03/31/2024
     XSVM6,183$352 03/31/2024
Truist Financial Corp5,923$321 12/31/2023
     XSVM5,923$321 12/31/2023
Baird Financial Group Inc.5,845$317 12/31/2023
     XSVM5,845$317 12/31/2023
Dynamic Advisor Solutions LLC5,495$313 03/31/2024
     XSVM5,495$313 03/31/2024
Williams & Novak LLC5,774$313 03/31/2024
     XSVM5,774$313 03/31/2024
Susquehanna International Group LLP5,402$293 12/31/2023
     XSVM5,402$293 12/31/2023
AQR Capital Management LLC4,908$266 12/31/2023
     XSVM4,908$266 12/31/2023
Visionary Wealth Advisors4,747$257 12/31/2023
     XSVM4,747$257 12/31/2023
Evanson Asset Management LLC4,455$254 03/31/2024
     XSVM4,455$254 03/31/2024
WESCAP Management Group Inc.4,589$249 12/31/2023
     XSVM4,589$249 12/31/2023
Jane Street Group LLC4,510$244 12/31/2023
     XSVM4,510$244 12/31/2023
Crown Wealth Group LLC4,388$238 12/31/2023
     XSVM4,388$238 12/31/2023
Swisher Financial Concepts Inc.4,248$216 12/31/2023
     XSVM4,248$216 12/31/2023
Money Concepts Capital Corp3,881$210 12/31/2023
     XSVM3,881$210 12/31/2023
Creative Financial Designs Inc. ADV3,845$208 12/31/2023
     XSVM3,845$208 12/31/2023
Carolinas Wealth Consulting LLC3,590$194 12/31/2023
     XSVM3,590$194 12/31/2023
Cardiff Park Advisors LLC3,064$166 12/31/2023
     XSVM3,064$166 12/31/2023
Global Retirement Partners LLC2,827$144 12/31/2023
     XSVM2,827$144 12/31/2023
FMR LLC2,435$132 12/31/2023
     XSVM2,435$132 12/31/2023
Comerica Bank2,337$127 12/31/2023
     XSVM2,337$127 12/31/2023
SYM FINANCIAL Corp2,000$108 12/31/2023
     XSVM2,000$108 12/31/2023
Private Trust Co. NA1,972$107 12/31/2023
     XSVM1,972$107 12/31/2023
O Shaughnessy Asset Management LLC1,395$76 12/31/2023
     XSVM1,395$76 12/31/2023
Cornerstone Planning Group LLC1,338$72 12/31/2023
     XSVM1,338$72 12/31/2023
Baystate Wealth Management LLC1,141$62 12/31/2023
     XSVM1,141$62 12/31/2023
Harbour Investments Inc.1,080$58 12/31/2023
     XSVM1,080$58 12/31/2023
Steward Partners Investment Advisory LLC1,021$55 12/31/2023
     XSVM1,021$55 12/31/2023
Harbor Investment Advisory LLC650$37 03/31/2024
     XSVM650$37 03/31/2024
First Command Advisory Services Inc.675$37 12/31/2023
     XSVM675$37 12/31/2023
ICA Group Wealth Management LLC614$33 12/31/2023
     XSVM614$33 12/31/2023
Wetzel Investment Advisors Inc.430$23 12/31/2023
     XSVM430$23 12/31/2023
Woodard & Co. Asset Management Group Inc. ADV240$13 12/31/2023
     XSVM240$13 12/31/2023
Clearstead Advisors LLC238$13 12/31/2023
     XSVM238$13 12/31/2023
IFP Advisors Inc195$11 12/31/2023
     XSVM195$11 12/31/2023
Pinnacle Bank177$10 03/31/2024
     XSVM177$10 03/31/2024
Able Wealth Management LLC177$10 12/31/2023
     XSVM177$10 12/31/2023
GPS Wealth Strategies Group LLC146$8 12/31/2023
     XSVM146$8 12/31/2023
US Bancorp DE134$7 12/31/2023
     XSVM134$7 12/31/2023
GWM Advisors LLC110$6 12/31/2023
     XSVM110$6 12/31/2023
Advisory Services Network LLC100$5 12/31/2023
     XSVM100$5 12/31/2023
Voisard Asset Management Group Inc.31$2 03/31/2024
     XSVM31$2 03/31/2024
Glassman Wealth Services44$2 12/31/2023
     XSVM44$2 12/31/2023
Northwest Financial Advisors35$2 12/31/2023
     XSVM35$2 12/31/2023
Roble Belko & Company Inc7$0 03/31/2024
     XSVM7$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     XSVM0$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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