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Institutions Holding XSOE (235 holders)

235 institutions currently hold XSOE, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
MORGAN STANLEY$119.7M0.01%
BANK OF AMERICA CORP /DE/$74.3M0.01%
Valmark Advisers, Inc.$65.8M0.78%
UBS Group AG$57.5M0.01%
STATE OF WISCONSIN INVESTMENT BOARD$56.5M0.13%
WELLS FARGO & COMPANY/MN$50.5M0.01%
LPL Financial LLC$48.5M0.01%
ESL Trust Services, LLC$38.4M7.34%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$27.1M0.00%
Elwood & Goetz Wealth Advisory Group, LLC$24.8M4.21%
OneDigital Investment Advisors LLC$24.0M0.23%
MEITAV INVESTMENT HOUSE LTD$23.1M0.25%
Warren Street Wealth Advisors, LLC$21.8M5.54%
Marathon Mission, Inc.$20.4M11.86%
Pallas Capital Advisors LLC$19.8M0.74%
HighPoint Advisor Group LLC$17.3M0.72%
OSAIC HOLDINGS, INC.$17.1M0.03%
HOWARD FINANCIAL SERVICES, LTD.$13.5M1.52%
Transamerica Financial Advisors, LLC$13.2M1.13%
Cetera Investment Advisers$12.8M0.01%
WEALTH MANAGEMENT RESOURCES, INC.$12.7M4.42%
STIFEL FINANCIAL CORP$11.4M0.01%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$10.6M0.69%
CWM, LLC$10.3M0.03%
INVENIO WEALTH PARTNERS LLC$10.0M3.97%
GOULD ASSET MANAGEMENT LLC /CA/$9.8M1.71%
AMERICAN FINANCIAL & TAX STRATEGIES INC$9.8M4.78%
Goldstein Advisors, LLC$9.2M1.03%
AMERIPRISE FINANCIAL INC$9.2M0.00%
Sloy Dahl & Holst, LLC$9.2M1.26%
MGO ONE SEVEN LLC$8.6M0.17%
Arax Advisory Partners$8.3M0.23%
LODESTAR PRIVATE ASSET MANAGEMENT LLC$8.2M0.81%
Bank of New York Mellon Corp$8.1M0.00%
WESCAP Management Group, Inc.$7.5M1.47%
Betterment LLC$7.1M0.01%
Pinnacle Financial Partners, Inc.$6.8M0.05%
Evergreen Private Wealth LLC$6.8M2.73%
Focus Partners Wealth$6.5M0.01%
Atria Investments, Inc$6.5M0.07%
Stratos Wealth Partners, LTD.$6.4M0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.1M0.00%
Merit Financial Group, LLC$5.5M0.04%
Encompass More Asset Management$5.3M0.89%
Addison Capital Co$5.3M0.94%
IFP Advisors, Inc$5.2M0.11%
EVERMAY WEALTH MANAGEMENT LLC$5.1M0.57%
Mariner, LLC$4.9M0.01%
SENTINEL WEALTH MANAGEMENT, INC.$4.8M3.81%
D.A. DAVIDSON & CO.$4.6M0.03%
ENVESTNET ASSET MANAGEMENT INC$4.6M0.00%
Private Advisor Group, LLC$4.2M0.02%
Algorithmic Investment Models, LLC$4.0M4.93%
Equitable Holdings, Inc.$4.0M0.03%
CASTLEKEEP INVESTMENT ADVISORS LLC$3.8M2.08%
Smartleaf Asset Management LLC$3.8M0.14%
GOLDMAN SACHS GROUP INC$3.8M0.00%
JPMORGAN CHASE & CO$3.3M0.00%
Leo Wealth, LLC$3.2M0.23%
SK Wealth Management, LLC$3.2M0.88%
RAYMOND JAMES FINANCIAL INC$3.0M0.00%
HighTower Advisors, LLC$2.9M0.00%
Lido Advisors, LLC$2.8M0.01%
Premier Path Wealth Partners, LLC$2.8M0.36%
JOURNEY STRATEGIC WEALTH LLC$2.6M0.07%
CITADEL ADVISORS LLC$2.5M0.00%
NewEdge Wealth, LLC$2.3M0.03%
Yoder Wealth Management, Inc.$2.2M1.01%
DRIVE WEALTH MANAGEMENT, LLC$2.2M0.47%
OLD MISSION CAPITAL LLC$2.0M0.03%
XML Financial, LLC$2.0M0.16%
Karnit Road Accident Victims Compensation Fund$1.9M1.11%
Blackhawk Capital Partners, LLC$1.8M0.67%
Kestra Advisory Services, LLC$1.7M0.01%
Per Stirling Capital Management, LLC.$1.6M0.18%
Montecito Bank & Trust$1.6M0.26%
Cambridge Investment Research Advisors, Inc.$1.5M0.00%
Glen Eagle Advisors, LLC$1.5M0.21%
CONDOR CAPITAL MANAGEMENT$1.5M0.12%
MAI Capital Management$1.4M0.01%
CLIENT 1ST ADVISORY GROUP, LLC$1.4M0.43%
Oxinas Partners, LLC$1.4M0.65%
Robertson Stephens Wealth Management, LLC$1.3M0.04%
CAPTRUST FINANCIAL ADVISORS$1.3M0.00%
Beaumont Financial Advisors, LLC$1.3M0.09%
Rockefeller Capital Management L.P.$1.3M0.00%
EverSource Wealth Advisors, LLC$1.2M0.04%
Sherry Group, Inc.$1.2M1.32%
Empowered Funds, LLC$1.2M0.01%
FIRST FINANCIAL CORP /IN/$1.2M0.46%
NORTHBRIDGE FINANCIAL GROUP, LLC$1.2M0.51%
Koss-Olinger Consulting, LLC$1.2M0.10%
Integrated Wealth Concepts LLC$1.1M0.01%
Beckerman Institutional, LLC$1.1M0.60%
MERCER GLOBAL ADVISORS INC /ADV$1.1M0.00%
NBC SECURITIES, INC.$1.0M0.08%
Perigon Wealth Management, LLC$1.0M0.02%
Summit Wealth Partners, LLC$1.0M0.16%
ETF Store, Inc.$996.7K0.97%
Fischer Financial Services, Inc.$976.2K0.33%
IHT Wealth Management, LLC$965.5K0.02%
N.E.W. Advisory Services LLC$880.7K0.07%
Independent Advisor Alliance$862.2K0.01%
Ellis Investment Partners, LLC$860.0K0.15%
XY Planning Network, Inc.$850.0K0.14%
Arsenal Capital Advisors LLC$795.4K0.58%
Geneos Wealth Management Inc.$793.5K0.02%
Ascentis Independent Advisors$788.0K0.06%
Skyline Advisors, Inc.$785.1K0.27%
SFI Advisors, LLC$761.6K0.80%
Retirement Planning Group, LLC$739.4K0.02%
Baird Financial Group, Inc.$733.9K0.00%
Western Wealth Management, LLC$693.8K0.03%
Legacy Financial Group LLC$693.6K0.09%
HOWARD BAILEY SECURITIES, LLC$682.6K0.28%
FIFTH THIRD BANCORP$679.9K0.00%
HARBOUR INVESTMENTS, INC.$655.3K0.01%
CreativeOne Wealth, LLC$630.0K0.01%
WealthPlan Investment Management, LLC$629.1K0.04%
Bison Wealth, LLC$625.8K0.06%
Opulen Financial Group LLC$616.6K0.43%
Avestar Capital, LLC$612.7K0.04%
WEBSTER BANK, N. A.$611.1K0.06%
MML INVESTORS SERVICES, LLC$608.5K0.00%
WORLD EQUITY GROUP, INC.$604.9K0.16%
Summit Financial, LLC$603.3K0.01%
Focus Partners Advisor Solutions, LLC$582.2K0.01%
ROYAL BANK OF CANADA$580.0K0.00%
Cornerstone Financial Group, LLC /NE/$578.8K0.37%
OMNI 360 Wealth, Inc.$563.6K0.29%
Keystone Financial Group$562.0K0.04%
U.S. Capital Wealth Advisors, LLC$560.6K0.01%
Mayflower Financial Advisors, LLC$555.4K0.07%
REDW Wealth LLC$551.9K0.22%
RFG Advisory, LLC$546.4K0.01%
MBE Wealth Management, LLC$544.8K0.23%
WealthShield Partners, LLC$525.5K0.06%
Wealthfront Advisers LLC$521.5K0.00%
TopTier Wealth Management, LLC$517.8K0.32%
Fermata Advisors, LLC$509.3K0.11%
Security Financial Services, INC.$497.0K0.08%
Alchemi Wealth, LLC$452.4K0.25%
Herold Advisors, Inc.$450.2K0.10%
Steward Partners Investment Advisory, LLC$441.3K0.00%
HARBOR ADVISORY CORP /MA/$430.9K0.13%
Clearwater Capital Advisors, LLC$418.2K0.03%
CoreCap Advisors, LLC$417.0K0.01%
Grove Street Fiduciary, LLC$403.9K0.18%
Thrivent Financial for Lutherans$393.0K0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$390.4K0.00%
Institutions Holding XSOE (235 holders) | AlphaSMO