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Institutional Holders of XBOC
HolderAmountPosition Size
($ in 1000's)
 As of
Advisor Group Holdings Inc.226,066$6,298 12/31/2023
     XBOC226,066$6,298 12/31/2023
Cetera Investment Advisers188,028$5,238 12/31/2023
     XBOC188,028$5,238 12/31/2023
Bullseye Investment Management LLC145,673$4,058 12/31/2023
     XBOC145,673$4,058 12/31/2023
Blue Bell Private Wealth Management LLC120,992$3,476 03/31/2024
     XBOC120,992$3,476 03/31/2024
Centaurus Financial Inc.113,879$3,173 12/31/2023
     XBOC113,879$3,173 12/31/2023
Cambridge Investment Research Advisors Inc.72,163$2,073 03/31/2024
     XBOC72,163$2,073 03/31/2024
Commonwealth Equity Services LLC55,409$1,592 03/31/2024
     XBOC55,409$1,592 03/31/2024
Sunbelt Securities Inc.50,712$1,457 03/31/2024
     XBOC50,712$1,457 03/31/2024
Cetera Advisor Networks LLC48,638$1,355 12/31/2023
     XBOC48,638$1,355 12/31/2023
Snowden Capital Advisors LLC43,955$1,225 12/31/2023
     XBOC43,955$1,225 12/31/2023
Millington Financial Advisors LLC36,993$1,031 12/31/2023
     XBOC36,993$1,031 12/31/2023
WealthPLAN Partners LLC32,571$907 12/31/2023
     XBOC32,571$907 12/31/2023
Advisory Services Network LLC31,539$879 12/31/2023
     XBOC31,539$879 12/31/2023
CRA Financial Services LLC25,154$723 03/31/2024
     XBOC25,154$723 03/31/2024
Envestnet Asset Management Inc.21,395$596 12/31/2023
     XBOC21,395$596 12/31/2023
Capasso Planning Partners LLC18,605$535 03/31/2024
     XBOC18,605$535 03/31/2024
Bank of Montreal Can19,000$529 12/31/2023
     XBOC19,000$529 12/31/2023
First Commonwealth Financial Corp PA 14,696$409 12/31/2023
     XBOC14,696$409 12/31/2023
Ifrah Financial Services Inc.13,137$366 12/31/2023
     XBOC13,137$366 12/31/2023
Kestra Advisory Services LLC12,630$352 12/31/2023
     XBOC12,630$352 12/31/2023
Citadel Advisors LLC11,856$330 12/31/2023
     XBOC11,856$330 12/31/2023
Diligent Investors LLC11,000$316 03/31/2024
     XBOC11,000$316 03/31/2024
Brookstone Capital Management10,347$297 03/31/2024
     XBOC10,347$297 03/31/2024
Kingsview Wealth Management LLC9,250$258 12/31/2023
     XBOC9,250$258 12/31/2023
Atria Wealth Solutions Inc.9,200$256 12/31/2023
     XBOC9,200$256 12/31/2023
Orion Capital Management LLC8,738$243 12/31/2023
     XBOC8,738$243 12/31/2023
Arkadios Wealth Advisors7,856$226 03/31/2024
     XBOC7,856$226 03/31/2024
DHJJ Financial Advisors Ltd.6,580$189 03/31/2024
     XBOC6,580$189 03/31/2024
Steward Partners Investment Advisory LLC1,842$51 12/31/2023
     XBOC1,842$51 12/31/2023
UBS Group AG1,437$40 12/31/2023
     XBOC1,437$40 12/31/2023
EverSource Wealth Advisors LLC176$5 12/31/2023
     XBOC176$5 12/31/2023
Proequities Inc.0$0 03/31/2024
     XBOC0$0 03/31/2024

See All: Funds Holding XBOC
See Details: Top 10 Hedge Funds Holding XBOC
Also See: XBOC Holdings Changes

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