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Institutions Holding XHLF (121 holders)

121 institutions currently hold XHLF, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
POTOMAC FUND MANAGEMENT INC /ADV$323.0M11.22%
Carrera Capital Advisors$142.2M21.90%
TOTAL INVESTMENT MANAGEMENT INC$89.6M10.44%
Tanager Wealth Management LLP$73.6M7.12%
a16z Perennial Management, L.P.$70.1M5.82%
BANK OF MONTREAL /CAN/$48.7M0.02%
BANK OF AMERICA CORP /DE/$47.6M0.00%
3EDGE Asset Management, LP$33.0M1.59%
ROYAL BANK OF CANADA$31.7M0.01%
JDM Financial Group LLC$26.8M10.33%
GOLDMAN SACHS GROUP INC$21.9M0.00%
SILVER OAK SECURITIES, INCORPORATED$19.5M1.42%
EVERGREEN CAPITAL MANAGEMENT LLC$17.1M0.37%
Advisors Preferred, LLC$14.0M2.08%
Focus Partners Wealth$12.5M0.01%
MORGAN STANLEY$12.1M0.00%
CAMBIENT FAMILY OFFICE, LLC$11.7M1.64%
Signal Advisors Wealth, LLC$10.9M0.75%
Encompass More Asset Management$9.2M1.54%
Stadion Money Management, LLC$8.8M0.88%
Laurel Wealth Advisors LLC$8.1M0.80%
Sigma Planning Corp$7.9M0.22%
Cetera Investment Advisers$7.7M0.01%
eCIO, Inc.$7.0M3.07%
DIVERSIFY WEALTH MANAGEMENT, LLC$6.8M0.12%
Ameritas Advisory Services, LLC$6.6M0.26%
Strait & Sound Wealth Management LLC$6.6M2.44%
Warren Street Wealth Advisors, LLC$6.3M1.61%
STAR Financial Bank$5.5M2.60%
Bulwark Capital Corp$5.2M3.21%
MML INVESTORS SERVICES, LLC$5.2M0.01%
Measured Risk Portfolios, Inc.$5.1M5.61%
North Forty Two & Co.$5.0M4.65%
Cambridge Investment Research Advisors, Inc.$4.8M0.01%
Aptus Capital Advisors, LLC$4.5M0.04%
Empowered Funds, LLC$4.4M0.03%
Oliver Luxxe Assets LLC$4.1M0.62%
GTS SECURITIES LLC$3.9M0.14%
GUARDIAN WEALTH ADVISORS, LLC / NC$3.9M0.25%
Janney Montgomery Scott LLC$3.7M0.01%
Hobbs Group Advisors, LLC$3.4M1.02%
JANE STREET GROUP, LLC$3.3M0.00%
SYON CAPITAL LLC$3.0M0.15%
Strong Retirement Solutions LLC$2.8M1.95%
CARY STREET PARTNERS FINANCIAL LLC$2.7M0.07%
Portside Wealth Group, LLC$2.6M0.35%
Blume Capital Management, Inc.$2.5M0.43%
SWEENEY & MICHEL, LLC$2.2M0.63%
CITADEL ADVISORS LLC$2.0M0.00%
Matrix Trust Co$1.9M0.32%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$1.8M0.25%
CWM, LLC$1.6M0.00%
AE Wealth Management LLC$1.6M0.01%
LPL Financial LLC$1.3M0.00%
Cerity Partners LLC$1.3M0.00%
Kovack Advisors, Inc.$1.2M0.06%
ENVESTNET ASSET MANAGEMENT INC$1.1M0.00%
Able Wealth Management LLC$1.1M0.30%
Tower Research Capital LLC (TRC)$1.1M0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M0.00%
Note Advisors, LLC$940.5K0.47%
Teucrium Investment Advisors, LLC$917.4K0.71%
Stonebrook Private Inc.$903.0K0.19%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$879.7K0.00%
Single Point Partners, LLC$863.8K0.17%
OSAIC HOLDINGS, INC.$812.4K0.00%
ZEGA Investments, LLC$695.1K0.08%
John W. Brooker & Co., CPAs$657.0K1.04%
Orion Porfolio Solutions, LLC$640.9K0.01%
JACKSON THORNTON WEALTH MANAGEMENT, LLC$635.5K0.06%
Sugar Maple Asset Management, LLC$629.9K0.38%
Harvest Investment Services, LLC$618.0K0.11%
Valmark Advisers, Inc.$607.8K0.01%
Tailwinds Wealth, LLC$602.6K1.48%
WealthPlan Investment Management, LLC$580.3K0.03%
HARBOUR INVESTMENTS, INC.$558.7K0.01%
Belpointe Asset Management LLC$555.3K0.02%
BlackDiamond Wealth Management, LLC$547.0K0.26%
Holcombe Financial, Inc.$543.7K0.32%
Ellis Investment Partners, LLC$511.3K0.09%
Foundations Investment Advisors, LLC$489.5K0.01%
Financial Network Wealth Advisors LLC$486.4K0.50%
Dynamic Advisor Solutions LLC$485.7K0.02%
Financial Guidance Group, Inc.$483.2K0.19%
Gibbs Wealth Management$471.0K0.06%
Lido Advisors, LLC$450.9K0.00%
ARGUS INVESTORS' COUNSEL, INC.$420.2K0.37%
CFS Investment Advisory Services, LLC$409.2K0.03%
MIDDLETON & CO INC/MA$402.6K0.05%
CERTIOR FINANCIAL GROUP, LLC$391.3K0.25%
Astoria Portfolio Advisors LLC.$390.1K0.08%
Sowell Financial Services LLC$367.4K0.01%
ABLE Financial Group, LLC$357.4K0.07%
HighTower Advisors, LLC$321.5K0.00%
Oregon Pacific Wealth Management, LLC$319.8K0.33%
Vermillion & White Wealth Management Group, LLC$308.1K0.18%
JPMORGAN CHASE & CO$297.9K0.00%
RWA WEALTH PARTNERS, LLC$282.0K0.00%
Wealth Watch Advisors, INC$272.8K0.11%
Traub Capital Management LLC$271.3K0.27%
BANK OZK$268.2K0.09%
SALEM INVESTMENT COUNSELORS INC$252.7K0.01%
RAYMOND JAMES FINANCIAL INC$240.9K0.00%
Bravias Capital Group, LLC$234.7K0.15%
StoneX Group Inc.$227.3K0.01%
MARIPAU WEALTH MANAGEMENT LLC$219.0K0.10%
TRUIST FINANCIAL CORP$211.6K0.00%
LAUREL OAK WEALTH MANAGEMENT, LLC$207.9K0.03%
SMITH, MOORE & CO.$201.3K0.01%
Farther Finance Advisors, LLC$200.8K0.00%
Nemes Rush Group LLC$188.2K0.02%
Geneos Wealth Management Inc.$112.3K0.00%
Bank of Jackson Hole Trust$70.5K0.03%
UBS Group AG$70.0K0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$53.7K0.00%
ROTHSCHILD INVESTMENT LLC$49.8K0.00%
MATHER GROUP, LLC.$41.0K0.00%
ST GERMAIN D J CO INC$34.5K0.00%
IFP Advisors, Inc$15.1K0.00%
WELLS FARGO & COMPANY/MN$4.8K0.00%
FMR LLC$101.00.00%