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Institutions Holding XT (266 holders)

266 institutions currently hold XT, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Financial Engines Advisors L.L.C.$2.2B4.48%
LPL Financial LLC$42.2M0.01%
AMERIPRISE FINANCIAL INC$41.7M0.01%
Baird Financial Group, Inc.$38.1M0.06%
COMMONWEALTH EQUITY SERVICES, LLC$22.4M0.03%
UBS Group AG$19.3M0.00%
BANK OF AMERICA CORP /DE/$19.1M0.00%
Wealthcare Advisory Partners LLC$17.4M0.34%
MORGAN STANLEY$16.1M0.00%
New England Private Wealth Advisors LLC$14.7M1.70%
RAYMOND JAMES FINANCIAL INC$14.2M0.00%
Wharton Business Group, LLC$13.8M0.52%
CWM, LLC$12.4M0.03%
Stratos Investment Management, LLC$11.9M0.48%
Arkadios Wealth Advisors$9.2M0.15%
Betterment LLC$8.7M0.02%
Clearwater Capital Advisors, LLC$8.6M0.69%
CFS Investment Advisory Services, LLC$8.3M0.57%
Mariner, LLC$8.0M0.01%
Private Advisory Group LLC$7.7M0.51%
Kestra Advisory Services, LLC$7.3M0.03%
Brookstone Capital Management$7.2M0.08%
BARRETT & COMPANY, INC.$6.4M2.20%
DAYMARK WEALTH PARTNERS, LLC$6.2M0.20%
ENVESTNET ASSET MANAGEMENT INC$6.2M0.00%
CIBC WORLD MARKET INC.$6.2M0.01%
Savvy Advisors, Inc.$6.1M0.16%
WELLS FARGO & COMPANY/MN$5.5M0.00%
Valmark Advisers, Inc.$5.1M0.06%
MGO ONE SEVEN LLC$5.0M0.10%
Cetera Investment Advisers$4.9M0.01%
JONES FINANCIAL COMPANIES LLLP$4.9M0.00%
Mirae Asset Global Investments Co., Ltd.$4.5M0.00%
Orion Porfolio Solutions, LLC$3.9M0.03%
OSAIC HOLDINGS, INC.$3.8M0.01%
TRUIST FINANCIAL CORP$3.4M0.00%
FMR LLC$3.1M0.00%
ROYAL BANK OF CANADA$3.1M0.00%
Atlas Private Wealth Advisors$3.0M0.71%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$2.7M0.39%
Dynamic Advisor Solutions LLC$2.7M0.08%
RFG Advisory, LLC$2.3M0.04%
MML INVESTORS SERVICES, LLC$2.3M0.01%
Wealthcare Capital Partners, LLC$2.1M0.97%
Destiny Wealth Partners, LLC$2.1M0.23%
Cambridge Investment Research Advisors, Inc.$2.0M0.01%
EVERGREEN CAPITAL MANAGEMENT LLC$1.9M0.04%
Gladstone Institutional Advisory LLC$1.8M0.07%
Gotham Asset Management, LLC$1.8M0.01%
Steward Partners Investment Advisory, LLC$1.8M0.01%
Opus Financial Solutions LLC$1.6M1.51%
Kingsview Wealth Management, LLC$1.6M0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M0.00%
Berger Financial Group, Inc$1.6M0.09%
BANK OF MONTREAL /CAN/$1.5M0.00%
Strategic Wealth Investment Group, LLC$1.5M0.19%
GWN SECURITIES INC.$1.4M0.27%
Jaffetilchin Investment Partners, LLC$1.4M0.08%
RITHOLTZ WEALTH MANAGEMENT$1.3M0.02%
Rothschild Wealth LLC$1.3M0.12%
VALLEY NATIONAL ADVISERS INC$1.3M0.16%
HighTower Advisors, LLC$1.2M0.00%
PNC FINANCIAL SERVICES GROUP, INC.$1.1M0.00%
AlphaCore Capital LLC$1.1M0.03%
SWEENEY & MICHEL, LLC$1.1M0.32%
Cerity Partners LLC$1.1M0.00%
Traynor Capital Management, Inc.$1.0M0.06%
COURIER CAPITAL LLC$987.7K0.06%
Creative Planning$982.0K0.00%
AE Wealth Management LLC$980.7K0.01%
Qube Research & Technologies Ltd$949.0K0.00%
MERCER GLOBAL ADVISORS INC /ADV$941.5K0.00%
Ally Invest Advisors Inc.$937.6K0.06%
MAI Capital Management$925.6K0.01%
Wealthspire Retirement, LLC$916.7K0.05%
Crescent Grove Advisors, LLC$905.4K0.09%
Farther Finance Advisors, LLC$905.2K0.01%
Glen Eagle Advisors, LLC$874.7K0.12%
Wealthfront Advisers LLC$847.0K0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$801.6K0.00%
Pallas Capital Advisors LLC$800.1K0.03%
SAX WEALTH ADVISORS, LLC$786.5K0.04%
Focus Partners Wealth$750.9K0.00%
Apollon Wealth Management, LLC$732.2K0.01%
Integrated Wealth Concepts LLC$718.0K0.01%
Concurrent Investment Advisors, LLC$709.2K0.01%
Private Advisor Group, LLC$709.0K0.00%
HBK Sorce Advisory LLC$699.0K0.01%
Family Office Research LLC$675.6K0.29%
Clay Northam Wealth Management, LLC$675.6K0.38%
MOSELEY INVESTMENT MANAGEMENT INC$673.4K0.21%
Curran Financial Partners, LLC$665.1K0.12%
Mezzasalma Advisors, LLC$663.2K0.17%
CAPTRUST FINANCIAL ADVISORS$662.1K0.00%
Evolution Wealth Advisors, LLC$649.8K0.07%
Vivaldi Capital Management LP$640.2K0.09%
FLOW TRADERS U.S. LLC$623.0K0.02%
MONETA GROUP INVESTMENT ADVISORS LLC$614.9K0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$614.7K0.00%
CHECK CAPITAL MANAGEMENT INC/CA$599.7K0.02%
CX Institutional$596.0K0.02%
Envestnet Portfolio Solutions, Inc.$575.6K0.00%
PFG Advisors$573.1K0.03%
World Investment Advisors$547.5K0.01%
Wilson & Boucher Capital Management, LLC$535.1K0.35%
Equitable Holdings, Inc.$527.0K0.00%
Corient Private Wealth LLC$526.4K0.00%
Comprehensive Money Management Services LLC$519.2K0.34%
WNY Asset Management, LLC$513.2K0.05%
Quantinno Capital Management LP$508.5K0.00%
EXENCIAL WEALTH ADVISORS, LLC$506.1K0.02%
INTERACTIVE FINANCIAL ADVISORS, INC.$505.9K0.33%
REDW Wealth LLC$505.5K0.20%
BostonPremier Wealth LLC$503.8K0.26%
Essex Financial Services, Inc.$495.4K0.03%
Lido Advisors, LLC$494.6K0.00%
Cannon Advisors, Inc.$488.6K0.36%
McKinley Carter Wealth Services, Inc.$481.9K0.03%
Christensen, King & Associates Investment Services, Inc.$479.2K0.21%
EP Wealth Advisors, LLC$479.0K0.00%
Cauble & Harre Wealth Management, Inc.$467.5K0.37%
BlackRock, Inc.$466.6K0.00%
HB Wealth Management, LLC$454.9K0.00%
Strategic Blueprint, LLC$452.4K0.03%
XY Planning Network, Inc.$451.8K0.07%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$449.1K0.03%
HARBOUR INVESTMENTS, INC.$445.4K0.01%
Prime Capital Investment Advisors, LLC$443.1K0.01%
Atlantic Union Bankshares Corp$441.2K0.01%
Independent Advisor Alliance$420.2K0.00%
Destination Wealth Management$408.8K0.01%
Accurate Wealth Management, LLC$404.8K0.05%
Madrid Wealth Management, LLC$398.5K0.30%
VERITY Wealth Advisors$394.3K0.26%
STIFEL FINANCIAL CORP$391.9K0.00%
Root Financial Partners, LLC$385.9K0.02%
Western Wealth Management, LLC$382.3K0.01%
OneDigital Investment Advisors LLC$378.5K0.00%
WEALTHCARE CAPITAL MANAGEMENT LLC$368.1K0.04%
Focus Financial Network, Inc.$361.8K0.01%
HRT FINANCIAL LP$360.0K0.00%
Coastline Trust Co$359.8K0.04%
Financial Partners Group, Inc$352.7K0.04%
Sanctuary Advisors, LLC$338.5K0.00%
AQR CAPITAL MANAGEMENT LLC$336.2K0.00%
Stratos Wealth Partners, LTD.$335.5K0.00%
FIFTH THIRD BANCORP$330.9K0.00%
Merit Financial Group, LLC$329.2K0.00%
COLLECTIVE FAMILY OFFICE LLC$321.2K0.07%
Selective Wealth Management, Inc.$320.8K0.10%
Institutions Holding XT (266 holders) | AlphaSMO