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Institutions Holding XSW (114 holders)

114 institutions currently hold XSW, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CWM, LLC$62.9M0.17%
MORGAN STANLEY$34.8M0.00%
Kingsview Wealth Management, LLC$15.3M0.21%
LPL Financial LLC$14.3M0.00%
McGuire Investment Group, LLC$9.4M1.07%
BANK OF AMERICA CORP /DE/$9.3M0.00%
UBS Group AG$5.8M0.00%
Thrivent Financial for Lutherans$5.6M0.01%
FIFTH THIRD SECURITIES, INC.$4.3M0.28%
RAYMOND JAMES FINANCIAL INC$3.9M0.00%
Performa Ltd (US), LLC$3.8M0.87%
ROYAL BANK OF CANADA$3.5M0.00%
WELLS FARGO & COMPANY/MN$3.3M0.00%
Belvedere Trading LLC$3.3M0.01%
IEQ CAPITAL, LLC$3.0M0.01%
Tandem Financial, LLC$2.8M0.88%
MML INVESTORS SERVICES, LLC$2.2M0.01%
Essex LLC$2.2M0.39%
STIFEL FINANCIAL CORP$1.9M0.00%
Composition Wealth, LLC$1.9M0.03%
HighTower Advisors, LLC$1.9M0.00%
Rockefeller Capital Management L.P.$1.8M0.00%
JPMORGAN CHASE & CO$1.7M0.00%
JANE STREET GROUP, LLC$1.5M0.00%
GOLDMAN SACHS GROUP INC$1.5M0.00%
ENVESTNET ASSET MANAGEMENT INC$1.4M0.00%
Corient Private Wealth LLC$1.3M0.00%
OSAIC HOLDINGS, INC.$1.2M0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.1M0.00%
NFSG Corp$1.0M0.17%
Arax Advisory Partners$952.2K0.03%
HSBC HOLDINGS PLC$842.1K0.00%
CITADEL ADVISORS LLC$739.9K0.00%
Clear Harbor Asset Management, LLC$702.2K0.05%
Bawa N Mallick Trust$591.9K0.24%
LOWE BROCKENBROUGH & CO INC$589.8K0.03%
High Point Wealth Management, LLC$578.7K0.56%
AMERIPRISE FINANCIAL INC$557.5K0.00%
Steward Partners Investment Advisory, LLC$546.8K0.00%
Cetera Investment Advisers$526.5K0.00%
Dale Q Rice Investment Management Ltd$511.7K0.39%
VestGen Advisors, LLC$484.6K0.01%
Grant Private Wealth Management Inc$480.8K0.26%
AMICA MUTUAL INSURANCE CO$430.0K0.04%
Kaizen Financial Strategies$414.1K0.18%
IHT Wealth Management, LLC$409.1K0.01%
Kestra Advisory Services, LLC$402.8K0.00%
NTV Asset Management LLC$401.7K0.04%
MAI Capital Management$391.3K0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$360.7K0.00%
KINGSWOOD WEALTH ADVISORS, LLC$335.8K0.02%
Creative Planning$319.0K0.00%
Beacon Financial Advisory LLC$306.8K0.07%
&PARTNERS$301.1K0.00%
Sunbelt Securities, Inc.$290.7K0.02%
Greenspring Advisors, LLC$286.0K0.02%
JONES FINANCIAL COMPANIES LLLP$279.7K0.00%
V2 Financial group LLC$270.4K0.13%
LEVEL FOUR ADVISORY SERVICES, LLC$253.7K0.01%
RETIREMENT INCOME SOLUTIONS, INC$242.5K0.04%
MWA Asset Management$229.7K0.13%
CITIGROUP INC$228.8K0.00%
Arkadios Wealth Advisors$218.3K0.00%
Sharper & Granite LLC$217.0K0.07%
D. E. Shaw & Co., Inc.$216.1K0.00%
Focus Partners Wealth$215.6K0.00%
BlackRock, Inc.$160.8K0.00%
GGM Financial LLC$158.5K0.07%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$147.1K0.00%
IFP Advisors, Inc$120.5K0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$114.7K0.00%
TD PRIVATE CLIENT WEALTH LLC$110.4K0.00%
Advisory Services Network, LLC$101.9K0.00%
Atlantic Union Bankshares Corp$95.8K0.00%
Ramirez Asset Management, Inc.$85.4K0.01%
HUNTINGTON NATIONAL BANK$84.2K0.00%
FMR LLC$68.3K0.00%
BANK OF MONTREAL /CAN/$67.2K0.00%
Canton Hathaway, LLC$60.2K0.01%
NATIXIS$54.8K0.00%
FIFTH THIRD BANCORP$53.4K0.00%
TD Waterhouse Canada Inc.$35.6K0.00%
Miller Capital Partners, Inc.$32.0K0.02%
NATIONAL BANK OF CANADA /FI/$28.5K0.00%
WHITTIER TRUST CO$26.5K0.00%
AdvisorNet Financial, Inc$25.2K0.00%
Tidemark, LLC$17.1K0.00%
Sherman Asset Management, Inc.$16.8K0.02%
Sound Income Strategies, LLC$16.7K0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$16.0K0.00%
Financial Life Planners$15.5K0.01%
Qube Research & Technologies Ltd$14.2K0.00%
BLAIR WILLIAM & CO/IL$14.2K0.00%
Fourth Dimension Wealth, LLC$14.2K0.01%
BNP PARIBAS FINANCIAL MARKETS$14.1K0.00%
Triumph Capital Management$13.8K0.00%
Bank of Jackson Hole Trust$12.8K0.01%
Spire Wealth Management$12.7K0.00%
PRIVATE TRUST CO NA$11.2K0.00%
VISION FINANCIAL MARKETS LLC$11.0K0.01%
Nemes Rush Group LLC$8.8K0.00%
Bogart Wealth, LLC$7.8K0.00%
US BANCORP \DE\$7.4K0.00%
Cassaday & Co Wealth Management LLC$7.1K0.00%
ASSETMARK, INC$6.1K0.00%
Cullen/Frost Bankers, Inc.$6.0K0.00%
NBC SECURITIES, INC.$4.6K0.00%
PNC FINANCIAL SERVICES GROUP, INC.$3.6K0.00%
Central Pacific Bank - Trust Division$1.6K0.00%
Glass Jacobson Investment Advisors llc$1.4K0.00%
CVA Family Office, LLC$1.4K0.00%
Millstone Evans Group, LLC$427.00.00%
Golden State Wealth Management, LLC$285.00.00%
Smartleaf Asset Management LLC$93.00.00%