XHE(XHE)
XHE
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 327.80K | Jun 30, 26 | +225.81K | 22.61% |
| MORGAN STANLEY | 224.94K | Jun 30, 26 | +24.42K | 15.51% |
| GOLDMAN SACHS GROUP INC | 130.22K | Jun 30, 26 | -818 | 8.98% |
| BNP PARIBAS ARBITRAGE, SNC | 50.00K | Jun 30, 26 | +25.00K | 3.45% |
| ROYAL BANK OF CANADA | 45.01K | Jun 30, 26 | +17.52K | 3.10% |
| BANK OF AMERICA CORP /DE/ | 40.76K | Jun 30, 26 | -46.60K | 2.81% |
| UBS Group AG | 40.53K | Jun 30, 26 | +4.44K | 2.80% |
| LPL Financial LLC | 39.40K | Jun 30, 26 | +1.96K | 2.72% |
| CITIGROUP INC | 25.58K | Jun 30, 26 | +24.58K | 1.76% |
| MEITAV INVESTMENT HOUSE LTD | 20.64K | Jun 30, 26 | -103 | 1.42% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20.64K | Jun 30, 26 | -- | 1.42% |
| HighTower Advisors, LLC | 17.98K | Jun 30, 26 | -26 | 1.24% |
| ENVESTNET ASSET MANAGEMENT INC | 17.68K | Jun 30, 26 | -14.37K | 1.22% |
| Lane Generational LLC | 14.85K | Jun 30, 26 | +14.85K | 1.02% |
| Cambridge Investment Research Advisors, Inc. | 13.79K | Jun 30, 26 | +4.75K | 0.95% |
| CITADEL ADVISORS LLC | 11.96K | Jun 30, 26 | +11.96K | 0.83% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11.76K | Jun 30, 26 | +11.76K | 0.81% |
| PACIFIC SUN FINANCIAL CORP | 10.63K | Jun 30, 26 | -2.34K | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 10.10K | Jun 30, 26 | -2.56K | 0.70% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.05K | Jun 30, 26 | +3.17K | 0.62% |
| CI Private Wealth, LLC | 8.89K | Jun 30, 26 | -698 | 0.61% |
| Cornerstone Advisory, LLC | 8.00K | Jun 30, 26 | -- | 0.55% |
| HARBOUR INVESTMENTS, INC. | 7.64K | Jun 30, 26 | -- | 0.53% |
| Wealthfront Advisers LLC | 7.39K | Jun 30, 26 | +1.02K | 0.51% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.21K | Jun 30, 26 | -1.81K | 0.50% |
| NTV ASSET MANAGEMENT LLC | 6.71K | Jun 30, 26 | -1.00K | 0.46% |
| Kestra Advisory Services, LLC | 6.58K | Jun 30, 26 | +212 | 0.45% |
| WELLS FARGO & COMPANY/MN | 6.26K | Jun 30, 26 | -370 | 0.43% |
| IHT Wealth Management, LLC | 5.71K | Jun 30, 26 | -- | 0.39% |
| ADVISOR GROUP HOLDINGS, INC. | 4.96K | Jun 30, 26 | +545 | 0.34% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 4.94K | Jun 30, 26 | -83 | 0.34% |
| Waverly Advisors, LLC | 4.86K | Jun 30, 26 | -- | 0.33% |
| Cypress Capital Group | 4.18K | Jun 30, 26 | +4.18K | 0.29% |
| RASP WEALTH SOLUTIONS, LLC | 4.08K | Jun 30, 26 | +4.08K | 0.28% |
| TRUIST FINANCIAL CORP | 3.84K | Jun 30, 26 | -16.04K | 0.27% |
| Cetera Investment Advisers | 3.15K | Jun 30, 26 | -1.18K | 0.22% |
| D. E. Shaw & Co., Inc. | 3.10K | Jun 30, 26 | +3.10K | 0.21% |
| Beacon Pointe Advisors, LLC | 2.68K | Jun 30, 26 | +2.68K | 0.18% |
| MEANS INVESTMENT CO., INC. | 2.56K | Jun 30, 26 | -269 | 0.18% |
| Quantum Private Wealth, LLC | 2.50K | Jun 30, 26 | +2.50K | 0.17% |
| Integrated Wealth Concepts LLC | 2.17K | Jun 30, 26 | +2.17K | 0.15% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.78K | Jun 30, 26 | +1.78K | 0.12% |
| FRANKLIN RESOURCES INC | 1.75K | Jun 30, 26 | -- | 0.12% |
| BANK OF MONTREAL /CAN/ | 1.69K | Jun 30, 26 | -463 | 0.12% |
| Rockefeller Capital Management L.P. | 1.19K | Jun 30, 26 | -4.16K | 0.08% |
| Capital Investment Advisory Services, LLC | 1.18K | Jun 30, 26 | -- | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 809 | Jun 30, 26 | -234 | 0.06% |
| Sherman Asset Management, Inc. | 585 | Jun 30, 26 | -- | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 563 | Jun 30, 26 | -260 | 0.04% |
| Y.D. More Investments Ltd | 454 | Jun 30, 26 | +147 | 0.03% |
| N.E.W. Advisory Services LLC | 433 | Jun 30, 26 | -- | 0.03% |
| TD Waterhouse Canada Inc. | 428 | Jun 30, 26 | -65 | 0.03% |
| SRS Capital Advisors, Inc. | 264 | Jun 30, 26 | -- | 0.02% |
| Qube Research & Technologies Ltd | 208 | Jun 30, 26 | -- | 0.01% |
| FWL INVESTMENT MANAGEMENT, LLC | 200 | Jun 30, 26 | -- | 0.01% |
| Continuum Advisory, LLC | 193 | Jun 30, 26 | +193 | 0.01% |
| Comprehensive Financial Planning, Inc./PA | 150 | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 115 | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 114 | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 113 | Jun 30, 26 | -3 | 0.01% |
| CoreCap Advisors, LLC | 112 | Jun 30, 26 | -- | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 110 | Jun 30, 26 | +110 | 0.01% |
| FMR LLC | 105 | Jun 30, 26 | -162 | 0.01% |
| IFG Advisory, LLC | 97 | Jun 30, 26 | +97 | 0.01% |
| NewEdge Advisors, LLC | 95 | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 84 | Jun 30, 26 | -- | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 80 | Jun 30, 26 | -- | 0.01% |
| NBC SECURITIES, INC. | 75 | Jun 30, 26 | -- | 0.01% |
| Keating Financial Advisory Services, Inc. | 68 | Jun 30, 26 | +9 | 0.00% |
| Golden State Wealth Management, LLC | 67 | Jun 30, 26 | -- | 0.00% |
| Copia Wealth Management | 54 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 37 | Jun 30, 26 | +37 | 0.00% |
| Larson Financial Group LLC | 35 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 26 | Jun 30, 26 | -- | 0.00% |
| ARK Investment Management LLC | 21 | Jun 30, 26 | +21 | 0.00% |
| Integrity Financial Corp /WA | 17 | Jun 30, 26 | +17 | 0.00% |
| Fourth Dimension Wealth, LLC | -- | Jun 30, 26 | -38 | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -212 | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -3.11K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -4.09K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -402 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -45 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -200 | -- |
| Belvedere Trading LLC | -- | Jun 30, 26 | -100 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -16.65K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -640 | -- |
| Vivaldi Capital Management LP | 4.28K | Mar 31, 26 | +678 | 0.30% |
| Jackson Hole Capital Partners, LLC | 1.29K | Mar 31, 26 | -- | 0.09% |
| Sunbelt Securities, Inc. | 1.01K | Mar 31, 26 | -201 | 0.07% |
| CWM, LLC | 58 | Mar 31, 26 | -- | 0.00% |
| MGB Wealth Management, LLC | 2.69K | Dec 31, 25 | -- | 0.19% |
| COMERICA BANK | 97 | Dec 31, 25 | -4 | 0.01% |
| Northeast Financial Consultants Inc | 9.54K | Jun 30, 25 | -- | 0.66% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -24.97K | -- |
| Sandy Spring Bank | -- | Mar 31, 25 | -300 | -- |
| RAYMOND JAMES & ASSOCIATES | 13.29K | Sep 30, 24 | -457 | 0.92% |
| 9258 Wealth Management, LLC | 4.86K | Sep 30, 24 | -25 | 0.33% |
| Raymond James Financial Services Advisors, Inc. | 4.44K | Sep 30, 24 | -1.23K | 0.31% |
| ICA Group Wealth Management, LLC | 430 | Jun 30, 24 | +116 | 0.03% |
| Cetera Advisor Networks LLC | 22.90K | Mar 31, 24 | -5.82K | 1.58% |
| TELEMUS CAPITAL, LLC | 6.47K | Dec 31, 23 | +6.47K | 0.45% |
| Ahrens Investment Partners LLC | 8 | Mar 31, 23 | +8 | 0.00% |
| Sanford Advisory Services, LLC | 6.99K | Dec 31, 22 | +357 | 0.48% |
| REGENTATLANTIC CAPITAL LLC | 7.40K | Sep 30, 22 | +3.70K | 0.51% |
| Bell Rock Capital LLC | 4.58K | Sep 30, 22 | +4.58K | 0.32% |
| American Portfolios Advisors | 26 | Sep 30, 22 | -75 | 0.00% |
| KINGS POINT CAPITAL MANAGEMENT | 882 | Mar 31, 22 | -- | 0.06% |
| NEXT Financial Group, Inc | 7.10K | Dec 31, 21 | +1.32K | 0.49% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -629 | -- |
| New England Investment & Retirement Group, Inc. | 31.66K | Sep 30, 21 | +472 | 2.18% |
| Psagot Value Holdings Ltd. | 27.87K | Sep 30, 21 | -91.34K | 1.92% |
| PROFESSIONAL PLANNING | 4.42K | Sep 30, 21 | -93 | 0.30% |
| Ameritas Investment Company, LLC | -- | Sep 30, 21 | -963 | -- |
| ETRADE Capital Management LLC | 3.36K | Sep 30, 20 | +3.36K | 0.23% |
| LifePlan Financial Group, Inc | 195 | Sep 30, 20 | -- | 0.01% |
| Advisor Group, Inc. | 24.78K | Dec 31, 19 | -1.01K | 1.71% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.46K | Dec 31, 19 | -18.42K | 1.14% |
| SUNTRUST BANKS INC | 25.28K | Sep 30, 19 | -69 | 1.74% |
| Premia Global Advisors, LLC | 12.48K | Sep 30, 19 | -967 | 0.86% |
| Guidant Wealth Advisors | 150 | Sep 30, 19 | -- | 0.01% |
| Ceros Financial Services Inc. | 2.37K | Mar 31, 19 | +2.37K | 0.16% |
| Commonwealth Equity Services, Inc | 27.41K | Jun 30, 17 | +713 | 1.89% |
| MSI Financial Services Inc | 1.53K | Dec 31, 16 | +392 | 0.11% |
| SOCIETE GENERALE | 28.03K | Jun 30, 16 | +28.03K | 1.93% |
| NEW ENGLAND SECURITIES CORP /MA/ | -- | Dec 31, 14 | -821 | -- |
| UBS AG | 5.24K | Sep 30, 14 | +609 | 0.36% |