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Institutional Holders of XPH

There is a long list of 71 institutional holders of XPH within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of XPH by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XPH table below, the initial column indicates the name of each top institutional holder of XPH, with a link to that fund's top holdings. The next columns indicate the amount of XPH stock held by each of the institutional holders of XPH, followed by the XPH position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Clal Insurance Enterprises Holdings Ltd900,000$37,458 12/31/2023
     XPH900,000$37,458 12/31/2023
Bank of America Corp DE555,419$23,117 12/31/2023
     XPH555,419$23,117 12/31/2023
Morgan Stanley390,978$16,273 12/31/2023
     XPH390,978$16,273 12/31/2023
Wells Fargo & Company MN161,697$6,730 12/31/2023
     XPH161,697$6,730 12/31/2023
LPL Financial LLC112,976$4,702 12/31/2023
     XPH112,976$4,702 12/31/2023
Goldman Sachs Group Inc.100,000$4,162 12/31/2023
     XPH100,000$4,162 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund73,000$3,038 12/31/2023
     XPH73,000$3,038 12/31/2023
First Citizens Bank & Trust Co.64,117$2,765 03/31/2024
     XPH64,117$2,765 03/31/2024
BNP Paribas Arbitrage SA56,658$2,358 12/31/2023
     XPH56,658$2,358 12/31/2023
Envestnet Portfolio Solutions Inc.46,489$1,935 12/31/2023
     XPH46,489$1,935 12/31/2023
Wharton Business Group LLC43,845$1,825 12/31/2023
     XPH43,845$1,825 12/31/2023
UBS Group AG41,853$1,742 12/31/2023
     XPH41,853$1,742 12/31/2023
Taconic Capital Advisors LP40,000$1,665 12/31/2023
     XPH40,000$1,665 12/31/2023
MAI Capital Management39,955$1,663 12/31/2023
     XPH39,955$1,663 12/31/2023
Kingsview Wealth Management LLC28,151$1,172 12/31/2023
     XPH28,151$1,172 12/31/2023
The PNC Financial Services Group Inc.27,694$1,153 12/31/2023
     XPH27,694$1,153 12/31/2023
Royal Bank of Canada26,409$1,099 12/31/2023
     XPH26,409$1,099 12/31/2023
Susquehanna International Group LLP $896 12/31/2023
     XPH17,319$721 12/31/2023
     Call15,000$624 12/31/2023
     Put10,800$449 12/31/2023
AE Wealth Management LLC14,546$615 12/31/2023
     XPH14,546$615 12/31/2023
Integrated Wealth Concepts LLC14,433$601 12/31/2023
     XPH14,433$601 12/31/2023
Ameritas Advisory Services LLC14,318$596 12/31/2023
     XPH14,318$596 12/31/2023
VCI Wealth Management LLC12,365$515 12/31/2023
     XPH12,365$515 12/31/2023
GTS Securities LLC12,162$506 12/31/2023
     XPH12,162$506 12/31/2023
U.S. Capital Wealth Advisors LLC11,900$495 12/31/2023
     XPH11,900$495 12/31/2023
Cetera Advisor Networks LLC11,347$472 12/31/2023
     XPH11,347$472 12/31/2023
Stifel Financial Corp10,810$450 12/31/2023
     XPH10,810$450 12/31/2023
JPMorgan Chase & Co.9,123$380 12/31/2023
     XPH9,123$380 12/31/2023
Concurrent Investment Advisors LLC8,097$337 12/31/2023
     XPH8,097$337 12/31/2023
Putnam FL Investment Management Co.7,862$327 12/31/2023
     XPH7,862$327 12/31/2023
Fragasso Group Inc.7,008$302 03/31/2024
     XPH7,008$302 03/31/2024
Commonwealth Equity Services LLC6,762$292 03/31/2024
     XPH6,762$292 03/31/2024
Cambridge Investment Research Advisors Inc.6,404$276 03/31/2024
     XPH6,404$276 03/31/2024
Raymond James & Associates6,317$272 03/31/2024
     XPH6,317$272 03/31/2024
Advisor Group Holdings Inc.6,296$262 12/31/2023
     XPH6,296$262 12/31/2023
Janney Montgomery Scott LLC5,835$243 12/31/2023
     XPH5,835$243 12/31/2023
Vista Investment Management5,672$236 12/31/2023
     XPH5,672$236 12/31/2023
Baird Financial Group Inc.5,581$232 12/31/2023
     XPH5,581$232 12/31/2023
Captrust Financial Advisors5,274$220 12/31/2023
     XPH5,274$220 12/31/2023
CX Institutional4,471$193 03/31/2024
     XPH4,471$193 03/31/2024
Bank of Montreal Can4,196$176 12/31/2023
     XPH4,196$176 12/31/2023
Advantage Trust Co4,170$174 12/31/2023
     XPH4,170$174 12/31/2023
FMR LLC3,704$154 12/31/2023
     XPH3,704$154 12/31/2023
National Bank of Canada FI2,800$117 12/31/2023
     XPH2,800$117 12/31/2023
NBC Securities Inc.2,144$92 03/31/2024
     XPH2,144$92 03/31/2024
Whittier Trust Co.895$37 12/31/2023
     XPH895$37 12/31/2023
Allworth Financial LP790$34 03/31/2024
     XPH790$34 03/31/2024
Northwestern Mutual Wealth Management Co.761$32 12/31/2023
     XPH761$32 12/31/2023
Advisory Services Network LLC700$29 12/31/2023
     XPH700$29 12/31/2023
Principal Securities Inc.605$25 12/31/2023
     XPH605$25 12/31/2023
Comerica Bank450$19 12/31/2023
     XPH450$19 12/31/2023

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

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