XVV(XVV)
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$58.20—Stale · unknown old
USBATS • Last print unknown ago
$58.20—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| University of Cambridge Investment Management Ltd | 1.65M | Jun 30, 26 | -552.85K | 17.90% |
| SUN LIFE FINANCIAL INC | 441.62K | Jun 30, 26 | -381.42K | 4.79% |
| LPL Financial LLC | 306.21K | Jun 30, 26 | +32.69K | 3.32% |
| BECKER CAPITAL MANAGEMENT INC | 255.67K | Jun 30, 26 | +8.39K | 2.78% |
| BROWN ADVISORY INC | 227.66K | Jun 30, 26 | +8.69K | 2.47% |
| KEYBANK NATIONAL ASSOCIATION/OH | 175.28K | Jun 30, 26 | +15.76K | 1.90% |
| THRIVENT FINANCIAL FOR LUTHERANS | 78.66K | Jun 30, 26 | +6.29K | 0.85% |
| FRANKLIN RESOURCES INC | 76.00K | Jun 30, 26 | -- | 0.82% |
| Wharton Business Group, LLC | 75.92K | Jun 30, 26 | -520 | 0.82% |
| JNBA Financial Advisors | 75.66K | Jun 30, 26 | -9.98K | 0.82% |
| Bank of New York Mellon Corp | 74.21K | Jun 30, 26 | +997 | 0.81% |
| Alpine Bank Wealth Management | 72.62K | Jun 30, 26 | +2.28K | 0.79% |
| Atlantic Private Wealth, LLC | 67.63K | Jun 30, 26 | -3.87K | 0.73% |
| BSW Wealth Partners | 57.66K | Jun 30, 26 | -5.12K | 0.63% |
| RAYMOND JAMES FINANCIAL INC | 56.52K | Jun 30, 26 | -5.09K | 0.61% |
| Biltmore Family Office, LLC | 56.20K | Jun 30, 26 | -- | 0.61% |
| NorthRock Partners, LLC | 47.63K | Jun 30, 26 | +360 | 0.52% |
| HighTower Advisors, LLC | 46.49K | Jun 30, 26 | +179 | 0.50% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 44.97K | Jun 30, 26 | +225 | 0.49% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 44.05K | Jun 30, 26 | +8.48K | 0.48% |
| EP Wealth Advisors, LLC | 39.98K | Jun 30, 26 | -1.45K | 0.43% |
| Lido Advisors, LLC | 37.53K | Jun 30, 26 | -1.78K | 0.41% |
| ROYAL BANK OF CANADA | 32.25K | Jun 30, 26 | +2.09K | 0.35% |
| MAI Capital Management | 31.55K | Jun 30, 26 | -468 | 0.34% |
| BANK OF AMERICA CORP /DE/ | 30.22K | Jun 30, 26 | +1.16K | 0.33% |
| Wick Capital Partners, LLC | 30.13K | Jun 30, 26 | -13 | 0.33% |
| RETIREMENT CAPITAL STRATEGIES | 30.11K | Jun 30, 26 | +14.72K | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 29.47K | Jun 30, 26 | +1.41K | 0.32% |
| JPMORGAN CHASE & CO | 29.22K | Jun 30, 26 | -3.29K | 0.32% |
| Napier Financial, LLC | 28.65K | Jun 30, 26 | -153 | 0.31% |
| Financial Council Asset Management Inc | 28.11K | Jun 30, 26 | -274 | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.82K | Jun 30, 26 | +803 | 0.30% |
| Tarbox Family Office, Inc. | 27.45K | Jun 30, 26 | +12.24K | 0.30% |
| NerdWallet Wealth Partners, LLC | 26.93K | Jun 30, 26 | +4.54K | 0.29% |
| MML INVESTORS SERVICES, LLC | 25.37K | Jun 30, 26 | +2.80K | 0.28% |
| Colony Group, LLC | 23.44K | Jun 30, 26 | +327 | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.02K | Jun 30, 26 | +23.02K | 0.25% |
| Cornerstone Financial Management LLC | 21.72K | Jun 30, 26 | +2.70K | 0.24% |
| Apollon Wealth Management, LLC | 20.21K | Jun 30, 26 | -103 | 0.22% |
| Cresset Asset Management, LLC | 19.07K | Jun 30, 26 | +231 | 0.21% |
| Mariner, LLC | 18.46K | Jun 30, 26 | +795 | 0.20% |
| Human Investing LLC | 17.53K | Jun 30, 26 | -223 | 0.19% |
| Sage Mountain Advisors LLC | 17.39K | Jun 30, 26 | -- | 0.19% |
| Cetera Investment Advisers | 17.20K | Jun 30, 26 | +1.25K | 0.19% |
| Prosperity Consulting Group, LLC | 17.06K | Jun 30, 26 | +3.00K | 0.19% |
| M&T BANK CORP | 16.45K | Jun 30, 26 | +16.45K | 0.18% |
| Kestra Advisory Services, LLC | 16.24K | Jun 30, 26 | -1.46K | 0.18% |
| Sound Stewardship, LLC | 16.07K | Jun 30, 26 | +32 | 0.17% |
| Magnus Financial Group LLC | 16.05K | Jun 30, 26 | -2.35K | 0.17% |
| Pacific Excel Wealth Advisors, Inc. | 15.67K | Jun 30, 26 | +15.67K | 0.17% |
| Heritage Family Offices, LLP | 15.67K | Jun 30, 26 | +15.67K | 0.17% |
| Ferguson Shapiro LLC | 14.94K | Jun 30, 26 | +34 | 0.16% |
| MERCER GLOBAL ADVISORS INC /ADV | 14.56K | Jun 30, 26 | -7.31K | 0.16% |
| Highland Financial Advisors, LLC | 14.29K | Jun 30, 26 | -2.58K | 0.16% |
| Savant Capital, LLC | 12.57K | Jun 30, 26 | -- | 0.14% |
| Sprinkle Financial Consultants LLC | 11.93K | Jun 30, 26 | +27 | 0.13% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 11.85K | Jun 30, 26 | -1.97K | 0.13% |
| Emergent Wealth Advisors, LLC | 11.63K | Jun 30, 26 | -- | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 11.55K | Jun 30, 26 | +2.84K | 0.13% |
| Cambridge Financial Group, LLC | 11.45K | Jun 30, 26 | -- | 0.12% |
| Asset Dedication, LLC | 11.45K | Jun 30, 26 | -- | 0.12% |
| RMR Wealth Builders | 11.05K | Jun 30, 26 | +153 | 0.12% |
| Archer Investment Corp | 10.94K | Jun 30, 26 | +356 | 0.12% |
| BRADLEY FOSTER & SARGENT INC/CT | 10.90K | Jun 30, 26 | -- | 0.12% |
| Integrated Wealth Concepts LLC | 10.77K | Jun 30, 26 | -- | 0.12% |
| Freedom Financial Partners LLC | 10.30K | Jun 30, 26 | -1.70K | 0.11% |
| Pathstone Holdings, LLC | 10.17K | Jun 30, 26 | -- | 0.11% |
| Veridan Wealth LLC | 10.16K | Jun 30, 26 | -45 | 0.11% |
| Private Advisor Group, LLC | 9.91K | Jun 30, 26 | +283 | 0.11% |
| KWB Wealth | 9.88K | Jun 30, 26 | +4.35K | 0.11% |
| Tribridge Partners Financial LLC | 9.68K | Jun 30, 26 | +47 | 0.11% |
| Cambridge Investment Research Advisors, Inc. | 9.67K | Jun 30, 26 | -21.27K | 0.10% |
| Betterment LLC | 9.28K | Jun 30, 26 | +14 | 0.10% |
| Black Diamond Financial, LLC | 9.27K | Jun 30, 26 | -- | 0.10% |
| Measured Risk Portfolios, Inc. | 9.06K | Jun 30, 26 | -- | 0.10% |
| Navalign, LLC | 8.90K | Jun 30, 26 | -- | 0.10% |
| Confluence Wealth Services, Inc. | 8.88K | Jun 30, 26 | +189 | 0.10% |
| CAHABA WEALTH MANAGEMENT, INC. | 8.72K | Jun 30, 26 | +8.72K | 0.09% |
| NewEdge Advisors, LLC | 8.63K | Jun 30, 26 | +1.43K | 0.09% |
| ST GERMAIN D J CO INC | 7.65K | Jun 30, 26 | -- | 0.08% |
| Wingate Wealth Advisors, Inc. | 7.34K | Jun 30, 26 | +3 | 0.08% |
| Sigma Planning Corp | 7.27K | Jun 30, 26 | +1 | 0.08% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 7.19K | Jun 30, 26 | -38 | 0.08% |
| Ellenbecker Investment Group | 7.19K | Jun 30, 26 | +30 | 0.08% |
| Rockefeller Capital Management L.P. | 7.10K | Jun 30, 26 | -- | 0.08% |
| GAINLINE FINANCIAL PARTNERS, LLC | 6.90K | Jun 30, 26 | +6.90K | 0.07% |
| Peak Retirement Planning, Inc. | 6.88K | Jun 30, 26 | +1.98K | 0.07% |
| Pettinga Financial Advisors, LLC | 6.87K | Jun 30, 26 | -- | 0.07% |
| Curtis Advisory Group, LLC | 6.77K | Jun 30, 26 | -1.39K | 0.07% |
| CI Private Wealth, LLC | 6.61K | Jun 30, 26 | +6 | 0.07% |
| Vise Technologies, Inc. | 6.60K | Jun 30, 26 | +6.60K | 0.07% |
| Montecito Bank & Trust | 6.36K | Jun 30, 26 | -- | 0.07% |
| Dakota Wealth Management | 6.35K | Jun 30, 26 | +14 | 0.07% |
| Gray Private Wealth, LLC | 6.28K | Jun 30, 26 | -- | 0.07% |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.22K | Jun 30, 26 | +1.14K | 0.07% |
| Wealth Group Ltd | 6.15K | Jun 30, 26 | +579 | 0.07% |
| MORGAN STANLEY | 6.13K | Jun 30, 26 | -122.19K | 0.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 6.11K | Jun 30, 26 | +5 | 0.07% |
| Crane Advisory, LLC | 5.76K | Jun 30, 26 | -481 | 0.06% |
| Armor Investment Advisors, LLC | 5.71K | Jun 30, 26 | -161 | 0.06% |
| Sculati Wealth Management, LLC | 5.33K | Jun 30, 26 | +5.33K | 0.06% |
| JANE STREET GROUP, LLC | 5.26K | Jun 30, 26 | -9.47K | 0.06% |
| Whitegate Investment Counselors, Inc. | 5.23K | Jun 30, 26 | +188 | 0.06% |
| CORA CAPITAL ADVISORS LLC | 5.22K | Jun 30, 26 | -- | 0.06% |
| Topel & Distasi Wealth Management, LLC | 5.15K | Jun 30, 26 | -83 | 0.06% |
| Valeo Financial Advisors, LLC | 5.06K | Jun 30, 26 | +77 | 0.05% |
| Timmons Wealth Management, LLC | 4.93K | Jun 30, 26 | -122 | 0.05% |
| Perigon Wealth Management, LLC | 4.76K | Jun 30, 26 | -168 | 0.05% |
| SEEDS INVESTOR LLC | 4.52K | Jun 30, 26 | +661 | 0.05% |
| Global Retirement Partners, LLC | 4.23K | Jun 30, 26 | +4.23K | 0.05% |
| Archer Investment Management, LLC | 4.21K | Jun 30, 26 | -14 | 0.05% |
| US BANCORP \DE\ | 4.12K | Jun 30, 26 | -- | 0.04% |
| Urban Financial Advisory Corp | 4.10K | Jun 30, 26 | +4.10K | 0.04% |
| BLAIR WILLIAM & CO/IL | 4.07K | Jun 30, 26 | -- | 0.04% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4.00K | Jun 30, 26 | +9 | 0.04% |
| Monument Capital Management | 3.95K | Jun 30, 26 | +3.95K | 0.04% |
| Ellis Investment Partners, LLC | 3.94K | Jun 30, 26 | -170 | 0.04% |
| Horst & Graben Wealth Management LLC | 3.94K | Jun 30, 26 | -- | 0.04% |
| Prosperity Planning, Inc. | 3.89K | Jun 30, 26 | +3.89K | 0.04% |
| Grove Bank & Trust | 3.86K | Jun 30, 26 | -- | 0.04% |
| Destination Wealth Management | 3.85K | Jun 30, 26 | +3.85K | 0.04% |
| Selective Wealth Management, Inc. | 3.85K | Jun 30, 26 | +3.85K | 0.04% |
| Zhang Financial LLC | 3.79K | Jun 30, 26 | +3.79K | 0.04% |
| Walkner Condon Financial Advisors LLC | 3.62K | Jun 30, 26 | +3.62K | 0.04% |
| MATAURO, LLC | 3.59K | Jun 30, 26 | +3.59K | 0.04% |
| Choate Investment Advisors | 3.54K | Jun 30, 26 | +3.54K | 0.04% |
| Clearstead Advisors, LLC | 3.29K | Jun 30, 26 | +3.29K | 0.04% |
| Smartleaf Asset Management LLC | 3.27K | Jun 30, 26 | -- | 0.04% |
| MOGY JOEL R INVESTMENT COUNSEL INC | 3.17K | Jun 30, 26 | -175 | 0.03% |
| FMR LLC | 3.03K | Jun 30, 26 | +382 | 0.03% |
| ARCADIA INVESTMENT ADVISORS LLC | 2.78K | Jun 30, 26 | -- | 0.03% |
| WELLS FARGO & COMPANY/MN | 2.74K | Jun 30, 26 | +176 | 0.03% |
| Smithfield Trust Co | 2.68K | Jun 30, 26 | -345 | 0.03% |
| Millstone Evans Group, LLC | 2.45K | Jun 30, 26 | +23 | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.34K | Jun 30, 26 | +2.34K | 0.03% |
| VSM Wealth Advisory, LLC | 1.92K | Jun 30, 26 | -- | 0.02% |
| Abound Wealth Management | 1.68K | Jun 30, 26 | +1.68K | 0.02% |
| Redwood Park Advisors LLC | 1.66K | Jun 30, 26 | +3 | 0.02% |
| Steward Partners Investment Advisory, LLC | 1.60K | Jun 30, 26 | +30 | 0.02% |
| Ashton Thomas Private Wealth, LLC | 1.57K | Jun 30, 26 | -- | 0.02% |
| ASSETMARK, INC | 1.56K | Jun 30, 26 | +100 | 0.02% |
| StrongBox Wealth, LLC | 1.40K | Jun 30, 26 | +1.40K | 0.02% |
| EASTERN BANK | 1.29K | Jun 30, 26 | -3.51K | 0.01% |
| Tidemark, LLC | 1.16K | Jun 30, 26 | -142 | 0.01% |
| Hanson & Doremus Investment Management | 912 | Jun 30, 26 | -7 | 0.01% |
| Federation des caisses Desjardins du Quebec | 650 | Jun 30, 26 | -- | 0.01% |
| Oakmont Advisory Group, LLC | 620 | Jun 30, 26 | +620 | 0.01% |
| Carolina Wealth Advisors, LLC | 493 | Jun 30, 26 | -- | 0.01% |
| Rossby Financial, LCC | 488 | Jun 30, 26 | +8 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 455 | Jun 30, 26 | +175 | 0.00% |
| Spire Wealth Management | 365 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 359 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 313 | Jun 30, 26 | +313 | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 310 | Jun 30, 26 | -- | 0.00% |
| Fort Vancouver Investment Management, LLC | 241 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 150 | Jun 30, 26 | -10 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 64 | Jun 30, 26 | +64 | 0.00% |
| RMG Wealth Management LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| Cedar Mountain Advisors, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -122 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -40.30K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -5.58K | -- |
| Patriot Financial Group Insurance Agency, LLC | -- | Jun 30, 26 | -4.14K | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -125 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.65K | -- |
| GW&K Investment Management, LLC | -- | Jun 30, 26 | -415 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -152 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -313 | -- |
| CWM, LLC | 2.22K | Mar 31, 26 | -- | 0.02% |
| Sunbelt Securities, Inc. | 762 | Mar 31, 26 | +2 | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -336 | -- |
| FSA Wealth Management LLC | 125 | Sep 30, 25 | -- | 0.00% |
| Better Money Decisions, LLC | 88.62K | Jun 30, 25 | +1.84K | 0.96% |
| FUTURE YOU WEALTH LLC | 19.32K | Jun 30, 25 | -3.06K | 0.21% |
| Parkworth Wealth Management, Inc. | 10.66K | Jun 30, 25 | +25 | 0.12% |
| US FINANCIAL ADVISORS, LLC | 31.24K | Mar 31, 25 | +1.36K | 0.34% |
| Buffington Mohr McNeal | 11.26K | Mar 31, 25 | -- | 0.12% |
| NAPATREE CAPITAL LLC | 10.46K | Mar 31, 25 | +321 | 0.11% |
| Merriman Wealth Management, LLC | 8.77K | Dec 31, 24 | -223 | 0.10% |
| Raymond James Financial Services Advisors, Inc. | 45.68K | Sep 30, 24 | -4.61K | 0.50% |
| MONUMENTAL FINANCIAL GROUP INC. | 26.57K | Sep 30, 24 | -503 | 0.29% |
| RAYMOND JAMES TRUST N.A. | 20.48K | Sep 30, 24 | -- | 0.22% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 14.45K | Jun 30, 24 | -- | 0.16% |
| HERITAGE WEALTH MANAGEMENT, LLC | 8.71K | Jun 30, 24 | -2.23K | 0.09% |
| Cetera Advisors LLC | 12.54K | Mar 31, 24 | +5.55K | 0.14% |
| Baystate Wealth Management LLC | 169 | Dec 31, 23 | +2 | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 10.01K | Sep 30, 23 | +10.01K | 0.11% |
| KCS Wealth Advisory | -- | Sep 30, 23 | -9.35K | -- |
| Sargent Bickham Lagudis LLC | 300 | Dec 31, 22 | -- | 0.00% |
| American Portfolios Advisors | 223 | Sep 30, 22 | +223 | 0.00% |