α
AlphaSMO
/
→
177 Institutions Currently Hold XJH | AlphaSMO
177 Institutions Currently Hold XJH
177 institutions currently hold XJH, ranked below by position value.
View full stock page for XJH
Key Holders
Total Value
Avg Weight
BANK OF AMERICA CORP /DE/
$26.2M
0.00%
RAYMOND JAMES FINANCIAL INC
$21.4M
0.01%
LPL Financial LLC
$18.1M
0.00%
Mariner, LLC
$15.9M
0.02%
EASTERN BANK
$13.3M
0.23%
FLPUTNAM INVESTMENT MANAGEMENT CO
$11.1M
0.16%
BAILARD, INC.
$9.9M
0.23%
Composition Wealth, LLC
$7.5M
0.10%
Koss-Olinger Consulting, LLC
$6.2M
0.52%
Beacon Pointe Advisors, LLC
$6.0M
0.03%
HARBOUR INVESTMENTS, INC.
$5.6M
0.09%
KEYBANK NATIONAL ASSOCIATION/OH
$5.2M
0.02%
FRANKLIN RESOURCES INC
$4.3M
0.00%
JNBA Financial Advisors
$3.9M
0.33%
CARY STREET PARTNERS FINANCIAL LLC
$3.3M
0.08%
Advisory Services Network, LLC
$3.1M
0.04%
World Investment Advisors
$2.8M
0.05%
Francis Financial, Inc.
$2.4M
0.44%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$2.2M
0.00%
Cetera Investment Advisers
$2.2M
0.00%
HILLTOP WEALTH ADVISORS, LLC
$2.0M
1.19%
Sanchez Levi Garrett
$1.9M
1.20%
Creative Planning
$1.9M
0.00%
Opes Wealth Management LLC
$1.7M
0.29%
SEEDS INVESTOR LLC
$1.7M
0.24%
OSAIC HOLDINGS, INC.
$1.7M
0.00%
Balanced Rock Investment Advisors LLC
$1.6M
1.14%
COMMONWEALTH EQUITY SERVICES, LLC
$1.6M
0.00%
ROYAL BANK OF CANADA
$1.6M
0.00%
GOULD ASSET MANAGEMENT LLC /CA/
$1.5M
0.27%
Robertson Stephens Wealth Management, LLC
$1.5M
0.04%
RTD Financial Advisors, Inc.
$1.5M
0.18%
Bank of New York Mellon Corp
$1.4M
0.00%
SAGE FINANCIAL GROUP INC
$1.4M
0.09%
Biltmore Family Office, LLC
$1.4M
0.20%
HighTower Advisors, LLC
$1.4M
0.00%
Trilogy Capital Inc.
$1.3M
0.06%
Cambridge Investment Research Advisors, Inc.
$1.2M
0.00%
Corient Private Wealth LLC
$1.2M
0.00%
Steward Partners Investment Advisory, LLC
$1.2M
0.01%
Affiance Financial, LLC
$1.1M
0.18%
D.A. DAVIDSON & CO.
$1.1M
0.01%
Shira Ridge Wealth Management
$1.1M
0.43%
COLDSTREAM CAPITAL MANAGEMENT INC
$1.1M
0.01%
Private Advisor Group, LLC
$993.2K
0.00%
JANE STREET GROUP, LLC
$971.4K
0.00%
Eley Financial Management, Inc
$956.5K
0.35%
MassMutual Private Wealth & Trust, FSB
$953.9K
0.03%
MainStreet Investment Advisors LLC
$953.9K
0.14%
BIRCHBROOK, INC.
$941.9K
0.46%
WHITTIER TRUST CO
$933.3K
0.01%
Caliber Wealth Management, LLC / KS
$925.3K
0.10%
ENVESTNET ASSET MANAGEMENT INC
$919.1K
0.00%
EP Wealth Advisors, LLC
$910.5K
0.00%
TRUIST FINANCIAL CORP
$901.9K
0.00%
Values Added Financial LLC
$894.7K
0.38%
Aptus Capital Advisors, LLC
$867.9K
0.01%
NorthRock Partners, LLC
$863.0K
0.01%
Topel & Distasi Wealth Management, LLC
$805.9K
0.42%
MGO ONE SEVEN LLC
$805.5K
0.02%
Focus Partners Wealth
$728.7K
0.00%
Baird Financial Group, Inc.
$719.9K
0.00%
Atlantic Private Wealth, LLC
$718.0K
0.47%
Integrated Wealth Concepts LLC
$668.2K
0.01%
Beta Wealth Group, Inc.
$623.6K
0.26%
Stratos Wealth Partners, LTD.
$622.8K
0.01%
RVW Wealth, LLC
$621.3K
0.05%
Portland Global Advisors LLC
$618.6K
0.07%
Stordahl Capital Management, Inc.
$596.7K
0.12%
Capital Analysts, LLC
$569.0K
0.01%
BLB&B Advisors, LLC
$565.1K
0.02%
Magnus Financial Group LLC
$557.6K
0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$530.2K
0.00%
DAVENPORT & Co LLC
$525.9K
0.00%
CIBC Bancorp USA Inc.
$523.8K
0.00%
Optas, LLC
$514.9K
0.08%
Pathway Financial Advisors LLC
$490.5K
0.06%
Weil Company, Inc.
$477.1K
0.11%
BARTLETT & CO. WEALTH MANAGEMENT LLC
$476.0K
0.01%
McKinley Carter Wealth Services, Inc.
$467.2K
0.03%
Rockefeller Capital Management L.P.
$442.5K
0.00%
Chicago Partners Investment Group LLC
$436.5K
0.01%
Armbruster Capital Management, Inc.
$418.5K
0.07%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
$417.0K
0.06%
Cerity Partners LLC
$412.4K
0.00%
BRADLEY FOSTER & SARGENT INC/CT
$407.3K
0.01%
MCCARTER PRIVATE WEALTH SERVICES LLC
$407.1K
0.18%
Belpointe Asset Management LLC
$407.1K
0.01%
Fortis Capital Advisors, LLC
$407.1K
0.05%
Farther Finance Advisors, LLC
$403.5K
0.00%
Westview Management dba Westview Investment Advisors
$400.9K
0.21%
McNamara Financial Services, Inc.
$390.4K
0.07%
Tarbox Family Office, Inc.
$381.8K
0.06%
HighPoint Advisor Group LLC
$354.0K
0.01%
PFG Investments, LLC
$349.5K
0.02%
Weinberger Asset Management, Inc
$347.2K
0.13%
Tribridge Partners Financial LLC
$346.6K
0.14%
MAI Capital Management
$325.7K
0.00%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
$317.5K
0.02%
Asset Dedication, LLC
$312.0K
0.02%
Impact Investors, Inc
$311.9K
0.22%
CWM, LLC
$301.1K
0.00%
Fortress Financial Solutions, LLC
$295.8K
0.31%
Joel Adams & Associates, Inc.
$293.2K
0.22%
MML INVESTORS SERVICES, LLC
$285.2K
0.00%
Charter Oak Capital Management, LLC
$280.3K
0.02%
CAPE ANN SAVINGS BANK
$277.2K
0.14%
Freedom Financial Partners LLC
$263.6K
0.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC
$263.0K
0.03%
Capital Advantage, Inc.
$251.1K
0.03%
Pathfinder Wealth Consulting, Inc.
$249.7K
0.16%
SAX WEALTH ADVISORS, LLC
$245.1K
0.01%
Marshall & Sterling Wealth Advisors Inc.
$244.5K
0.16%
TPG Financial Advisors, LLC
$242.9K
0.08%
Sound Stewardship, LLC
$235.5K
0.11%
Financial Council, LLC
$234.5K
0.09%
Mutual Advisors, LLC
$231.6K
0.00%
Ellenbecker Investment Group
$220.5K
0.03%
GGM Financial LLC
$213.9K
0.10%
ROGCO, LP
$213.5K
0.07%
Rede Wealth, LLC
$209.1K
0.08%
NOVARE CAPITAL MANAGEMENT LLC
$205.6K
0.02%
McIlrath & Eck, LLC
$199.3K
0.01%
Larson Financial Group LLC
$173.2K
0.01%
Hills Bank & Trust Co
$148.2K
0.01%
Mascoma Wealth Management LLC
$145.4K
0.03%
MOGY JOEL R INVESTMENT COUNSEL INC
$136.1K
0.01%
FIRST UNITED BANK & TRUST
$136.1K
0.04%
Clarity Asset Management, Inc.
$133.9K
0.07%
ARCADIA INVESTMENT ADVISORS LLC
$128.8K
0.06%
Arax Advisory Partners
$119.8K
0.00%
BLUELINE ADVISORS LLC
$96.8K
0.08%
MORGAN STANLEY
$95.7K
0.00%
Armor Investment Advisors, LLC
$95.4K
0.03%
JPMORGAN CHASE & CO
$89.3K
0.00%
Nemes Rush Group LLC
$88.4K
0.01%
Hanson & Doremus Investment Management
$87.0K
0.01%
Medallion Wealth Advisors, LLC
$81.9K
0.03%
Smithfield Trust Co
$68.0K
0.00%
GW&K Investment Management, LLC
$60.0K
0.00%
Ritter Daniher Financial Advisory LLC / DE
$59.7K
0.01%
ARMSTRONG ADVISORY GROUP, INC
$51.0K
0.00%
CALDWELL SUTTER CAPITAL, INC.
$45.0K
0.02%
VALLEY NATIONAL ADVISERS INC
$44.0K
0.01%
FMR LLC
$41.2K
0.00%
Corient IA LLC
$40.8K
0.04%
US BANCORP \DE\
$39.3K
0.00%
Harbor Asset Planning, Inc.
$37.7K
0.03%
WFA of San Diego, LLC
$35.9K
0.03%
Fort Vancouver Investment Management, LLC
$35.4K
0.02%
1
Next