XHLF

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$50.29

+0.02 (+0.04%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding XHLF · 2026-Q1 methodology → sources →

121 holders

% of shares outstanding held

—

Shares held (13F)

23,845,089

Reporting holders

121

Top holders

largest 100 of 121 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	POTOMAC FUND MANAGEMENT INC /ADV	6,416,9826.4M	$323M	—	TRIM -21%
2	Carrera Capital Advisors	2,825,1092.8M	$142M	—	ADD 13%
3	TOTAL INVESTMENT MANAGEMENT INC	1,779,4631.8M	$90M	—	—
4	Tanager Wealth Management LLP	1,462,1421.5M	$74M	—	TRIM -17%
5	a16z Perennial Management, L.P.	1,392,0001.4M	$70M	—	—
6	BANK OF MONTREAL /CAN/	968,052968,052	$49M	—	ADD 99%
7	BANK OF AMERICA CORP /DE/	946,074946,074	$48M	—	ADD 9%
8	3EDGE Asset Management, LP	655,121655,121	$33M	—	—
9	ROYAL BANK OF CANADA	629,578629,578	$32M	—	ADD 45%
10	JDM Financial Group LLC	532,397532,397	$27M	—	TRIM -4%
11	GOLDMAN SACHS GROUP INC	435,835435,835	$22M	—	ADD 746%
12	SILVER OAK SECURITIES, INCORPORATED	386,643386,643	$19M	—	ADD 13%
13	EVERGREEN CAPITAL MANAGEMENT LLC	339,907339,907	$17M	—	ADD 7%
14	Advisors Preferred, LLC	278,900278,900	$14M	—	ADD 16%
15	Focus Partners Wealth	247,772247,772	$12M	—	ADD 58%
16	MORGAN STANLEY	241,035241,035	$12M	—	TRIM -9%
17	CAMBIENT FAMILY OFFICE, LLC	233,249233,249	$12M	—	ADD 82%
18	Signal Advisors Wealth, LLC	216,858216,858	$11M	—	TRIM -7%
19	Encompass More Asset Management	182,321182,321	$9M	—	ADD 152%
20	Stadion Money Management, LLC	174,029174,029	$9M	—	—
21	Laurel Wealth Advisors LLC	161,855161,855	$8M	—	ADD 11%
22	Sigma Planning Corp	156,840156,840	$8M	—	—
23	Cetera Investment Advisers	152,862152,862	$8M	—	TRIM -24%
24	eCIO, Inc.	138,793138,793	$7M	—	ADD 67%
25	DIVERSIFY WEALTH MANAGEMENT, LLC	135,814135,814	$7M	—	—
26	Ameritas Advisory Services, LLC	131,344131,344	$7M	—	ADD 1501%
27	Strait & Sound Wealth Management LLC	130,295130,295	$7M	—	TRIM -4%
28	Warren Street Wealth Advisors, LLC	125,329125,329	$6M	—	TRIM -2%
29	STAR Financial Bank	109,384109,384	$6M	—	ADD 12%
30	Bulwark Capital Corp	103,359103,359	$5M	—	ADD 6%
31	MML INVESTORS SERVICES, LLC	102,795102,795	$5M	—	TRIM -34%
32	Measured Risk Portfolios, Inc.	101,910101,910	$5M	—	—
33	North Forty Two & Co.	99,94099,940	$5M	—	ADD 14%
34	Cambridge Investment Research Advisors, Inc.	94,88594,885	$5M	—	ADD 12%
35	Aptus Capital Advisors, LLC	88,58288,582	$4M	—	TRIM -29%
36	Empowered Funds, LLC	88,24988,249	$4M	—	ADD 13%
37	Oliver Luxxe Assets LLC	82,18082,180	$4M	—	—
38	GTS SECURITIES LLC	78,28878,288	$4M	—	NEW
39	GUARDIAN WEALTH ADVISORS, LLC / NC	78,24578,245	$4M	—	TRIM -32%
40	Janney Montgomery Scott LLC	74,40274,402	$4M	—	ADD 29%
41	Hobbs Group Advisors, LLC	67,51767,517	$3M	—	—
42	JANE STREET GROUP, LLC	65,08165,081	$3M	—	ADD 1141%
43	SYON CAPITAL LLC	58,97258,972	$3M	—	ADD 4%
44	Strong Retirement Solutions LLC	55,28655,286	$3M	—	TRIM -42%
45	CARY STREET PARTNERS FINANCIAL LLC	52,70052,700	$3M	—	—
46	Portside Wealth Group, LLC	51,56651,566	$3M	—	—
47	Blume Capital Management, Inc.	50,12550,125	$3M	—	TRIM -5%
48	SWEENEY & MICHEL, LLC	42,82342,823	$2M	—	ADD 20%
49	CITADEL ADVISORS LLC	40,42340,423	$2M	—	NEW
50	Matrix Trust Co	38,24038,240	$2M	—	ADD 9%
51	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	36,26036,260	$2M	—	ADD 52%
52	CWM, LLC	32,66532,665	$2M	—	ADD 3%
53	AE Wealth Management LLC	30,91730,917	$2M	—	ADD 287%
54	LPL Financial LLC	25,27725,277	$1M	—	ADD 23%
55	Cerity Partners LLC	24,95824,958	$1M	—	NEW
56	Kovack Advisors, Inc.	24,00024,000	$1M	—	NEW
57	ENVESTNET ASSET MANAGEMENT INC	22,60422,604	$1M	—	TRIM -87%
58	Able Wealth Management LLC	21,95721,957	$1M	—	TRIM -47%
59	Tower Research Capital LLC (TRC)	21,25121,251	$1M	—	NEW
60	SUSQUEHANNA INTERNATIONAL GROUP, LLP	21,05521,055	$1M	—	ADD 79%
61	Note Advisors, LLC	18,68718,687	$940,516	—	—
62	Teucrium Investment Advisors, LLC	18,27918,279	$917,427	—	NEW
63	Stonebrook Private Inc.	17,94117,941	$902,971	—	TRIM -16%
64	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17,52017,520	$879,679	—	TRIM -52%
65	Single Point Partners, LLC	17,16317,163	$863,814	—	ADD 5%
66	OSAIC HOLDINGS, INC.	16,14116,141	$812,396	—	—
67	ZEGA Investments, LLC	13,81013,810	$695,051	—	TRIM -16%
68	John W. Brooker & Co., CPAs	13,05313,053	$656,957	—	ADD 138%
69	Orion Porfolio Solutions, LLC	12,73312,733	$640,852	—	TRIM -67%
70	JACKSON THORNTON WEALTH MANAGEMENT, LLC	12,64912,649	$635,486	—	NEW
71	Sugar Maple Asset Management, LLC	12,51612,516	$629,946	—	—
72	Harvest Investment Services, LLC	12,27812,278	$617,952	—	TRIM -8%
73	Valmark Advisers, Inc.	12,07612,076	$607,785	—	ADD 20%
74	Tailwinds Wealth, LLC	11,97211,972	$602,551	—	ADD 125%
75	WealthPlan Investment Management, LLC	11,53011,530	$580,314	—	TRIM -4%
76	HARBOUR INVESTMENTS, INC.	11,10011,100	$558,701	—	ADD 7400%
77	Belpointe Asset Management LLC	11,03311,033	$555,291	—	ADD 9%
78	BlackDiamond Wealth Management, LLC	10,86810,868	$546,997	—	TRIM -11%
79	Holcombe Financial, Inc.	10,80210,802	$543,687	—	TRIM -3%
80	Ellis Investment Partners, LLC	10,15910,159	$511,314	—	—
81	Foundations Investment Advisors, LLC	9,7259,725	$489,482	—	TRIM -30%
82	Financial Network Wealth Advisors LLC	9,6659,665	$486,439	—	ADD 11%
83	Dynamic Advisor Solutions LLC	9,6509,650	$485,685	—	TRIM -21%
84	Financial Guidance Group, Inc.	9,6009,600	$483,168	—	—
85	Gibbs Wealth Management	9,3589,358	$470,989	—	ADD 5%
86	Lido Advisors, LLC	8,9588,958	$450,879	—	TRIM -7%
87	ARGUS INVESTORS' COUNSEL, INC.	8,3498,349	$420,205	—	TRIM -22%
88	CFS Investment Advisory Services, LLC	8,1368,136	$409,172	—	TRIM -17%
89	MIDDLETON & CO INC/MA	8,0008,000	$402,640	—	—
90	CERTIOR FINANCIAL GROUP, LLC	7,7757,775	$391,316	—	—
91	Astoria Portfolio Advisors LLC.	7,7547,754	$390,102	—	—
92	Sowell Financial Services LLC	7,2997,299	$367,359	—	TRIM -5%
93	ABLE Financial Group, LLC	7,1017,101	$357,393	—	ADD 10%
94	HighTower Advisors, LLC	6,3876,387	$321,486	—	NEW
95	Oregon Pacific Wealth Management, LLC	6,3546,354	$319,797	—	—
96	Vermillion & White Wealth Management Group, LLC	6,1226,122	$308,120	—	—
97	JPMORGAN CHASE & CO	5,9205,920	$297,924	—	ADD 2346%
98	RWA WEALTH PARTNERS, LLC	5,6045,604	$282,049	—	TRIM -9%
99	Wealth Watch Advisors, INC	5,4215,421	$272,839	—	—
100	Traub Capital Management LLC	5,3905,390	$271,279	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

POTOMAC FUND MANAGEMENT INC /ADV

—

4.3M

8.9M

8.1M

6.4M

$323M

Carrera Capital Advisors

2.2M

1.9M

2.3M

2.4M

2.5M

2.8M

$142M

TOTAL INVESTMENT MANAGEMENT INC

—

1.9M

1.8M

$90M

Tanager Wealth Management LLP

2.2M

2.1M

1.8M

1.5M

$74M

a16z Perennial Management, L.P.

—

1.4M

$70M

BANK OF MONTREAL /CAN/

283K

466K

506K

478K

487K

968K

$49M

BANK OF AMERICA CORP /DE/

423K

717K

631K

724K

864K

946K

$48M

3EDGE Asset Management, LP

1.0M

968K

853K

840K

655K

$33M

ROYAL BANK OF CANADA

14K

20K

66K

26K

435K

630K

$32M

JDM Financial Group LLC

368K

352K

252K

527K

552K

532K

$27M

GOLDMAN SACHS GROUP INC

—

20K

60K

52K

436K

$22M

SILVER OAK SECURITIES, INCORPORATED

14K

148K

342K

387K

$19M

EVERGREEN CAPITAL MANAGEMENT LLC

46K

138K

172K

191K

317K

340K

$17M

Advisors Preferred, LLC

240K

279K

$14M

Focus Partners Wealth

30K

—

13K

22K

157K

248K

$12M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	121	23,845,089	—	$1.2B
2025-Q4	132	29,451,524	—	$1.5B
2025-Q3	134	31,602,731	—	$1.6B
2025-Q2	138	26,522,714	—	$1.3B
2025-Q1	106	15,352,037	—	$773M
2024-Q4	101	12,007,563	—	$603M
2024-Q3	99	17,480,406	—	$881M
2024-Q2	100	21,926,733	—	$1.1B
2024-Q1	89	19,820,177	—	$997M
2023-Q4	84	20,758,645	—	$1.0B
2023-Q3	69	18,460,465	—	$927M
2023-Q2	49	16,820,142	—	$845M
2023-Q1	21	2,638,258	—	$133M
2022-Q4	12

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding XHLF · 2026-Q1 methodology → sources →

121 holders

% of shares outstanding held

—

Shares held (13F)

23,845,089

Reporting holders

121

Top holders

largest 100 of 121 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	POTOMAC FUND MANAGEMENT INC /ADV	6,416,9826.4M	$323M	—	TRIM -21%
2	Carrera Capital Advisors	2,825,1092.8M	$142M	—	ADD 13%
3	TOTAL INVESTMENT MANAGEMENT INC	1,779,4631.8M	$90M	—	—
4	Tanager Wealth Management LLP	1,462,1421.5M	$74M	—	TRIM -17%
5	a16z Perennial Management, L.P.	1,392,0001.4M	$70M	—	—
6	BANK OF MONTREAL /CAN/	968,052968,052	$49M	—	ADD 99%
7	BANK OF AMERICA CORP /DE/	946,074946,074	$48M	—	ADD 9%
8	3EDGE Asset Management, LP	655,121655,121	$33M	—	—
9	ROYAL BANK OF CANADA	629,578629,578	$32M	—	ADD 45%
10	JDM Financial Group LLC	532,397532,397	$27M	—	TRIM -4%
11	GOLDMAN SACHS GROUP INC	435,835435,835	$22M	—	ADD 746%
12	SILVER OAK SECURITIES, INCORPORATED	386,643386,643	$19M	—	ADD 13%
13	EVERGREEN CAPITAL MANAGEMENT LLC	339,907339,907	$17M	—	ADD 7%
14	Advisors Preferred, LLC	278,900278,900	$14M	—	ADD 16%
15	Focus Partners Wealth	247,772247,772	$12M	—	ADD 58%
16	MORGAN STANLEY	241,035241,035	$12M	—	TRIM -9%
17	CAMBIENT FAMILY OFFICE, LLC	233,249233,249	$12M	—	ADD 82%
18	Signal Advisors Wealth, LLC	216,858216,858	$11M	—	TRIM -7%
19	Encompass More Asset Management	182,321182,321	$9M	—	ADD 152%
20	Stadion Money Management, LLC	174,029174,029	$9M	—	—
21	Laurel Wealth Advisors LLC	161,855161,855	$8M	—	ADD 11%
22	Sigma Planning Corp	156,840156,840	$8M	—	—
23	Cetera Investment Advisers	152,862152,862	$8M	—	TRIM -24%
24	eCIO, Inc.	138,793138,793	$7M	—	ADD 67%
25	DIVERSIFY WEALTH MANAGEMENT, LLC	135,814135,814	$7M	—	—
26	Ameritas Advisory Services, LLC	131,344131,344	$7M	—	ADD 1501%
27	Strait & Sound Wealth Management LLC	130,295130,295	$7M	—	TRIM -4%
28	Warren Street Wealth Advisors, LLC	125,329125,329	$6M	—	TRIM -2%
29	STAR Financial Bank	109,384109,384	$6M	—	ADD 12%
30	Bulwark Capital Corp	103,359103,359	$5M	—	ADD 6%
31	MML INVESTORS SERVICES, LLC	102,795102,795	$5M	—	TRIM -34%
32	Measured Risk Portfolios, Inc.	101,910101,910	$5M	—	—
33	North Forty Two & Co.	99,94099,940	$5M	—	ADD 14%
34	Cambridge Investment Research Advisors, Inc.	94,88594,885	$5M	—	ADD 12%
35	Aptus Capital Advisors, LLC	88,58288,582	$4M	—	TRIM -29%
36	Empowered Funds, LLC	88,24988,249	$4M	—	ADD 13%
37	Oliver Luxxe Assets LLC	82,18082,180	$4M	—	—
38	GTS SECURITIES LLC	78,28878,288	$4M	—	NEW
39	GUARDIAN WEALTH ADVISORS, LLC / NC	78,24578,245	$4M	—	TRIM -32%
40	Janney Montgomery Scott LLC	74,40274,402	$4M	—	ADD 29%
41	Hobbs Group Advisors, LLC	67,51767,517	$3M	—	—
42	JANE STREET GROUP, LLC	65,08165,081	$3M	—	ADD 1141%
43	SYON CAPITAL LLC	58,97258,972	$3M	—	ADD 4%
44	Strong Retirement Solutions LLC	55,28655,286	$3M	—	TRIM -42%
45	CARY STREET PARTNERS FINANCIAL LLC	52,70052,700	$3M	—	—
46	Portside Wealth Group, LLC	51,56651,566	$3M	—	—
47	Blume Capital Management, Inc.	50,12550,125	$3M	—	TRIM -5%
48	SWEENEY & MICHEL, LLC	42,82342,823	$2M	—	ADD 20%
49	CITADEL ADVISORS LLC	40,42340,423	$2M	—	NEW
50	Matrix Trust Co	38,24038,240	$2M	—	ADD 9%
51	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	36,26036,260	$2M	—	ADD 52%
52	CWM, LLC	32,66532,665	$2M	—	ADD 3%
53	AE Wealth Management LLC	30,91730,917	$2M	—	ADD 287%
54	LPL Financial LLC	25,27725,277	$1M	—	ADD 23%
55	Cerity Partners LLC	24,95824,958	$1M	—	NEW
56	Kovack Advisors, Inc.	24,00024,000	$1M	—	NEW
57	ENVESTNET ASSET MANAGEMENT INC	22,60422,604	$1M	—	TRIM -87%
58	Able Wealth Management LLC	21,95721,957	$1M	—	TRIM -47%
59	Tower Research Capital LLC (TRC)	21,25121,251	$1M	—	NEW
60	SUSQUEHANNA INTERNATIONAL GROUP, LLP	21,05521,055	$1M	—	ADD 79%
61	Note Advisors, LLC	18,68718,687	$940,516	—	—
62	Teucrium Investment Advisors, LLC	18,27918,279	$917,427	—	NEW
63	Stonebrook Private Inc.	17,94117,941	$902,971	—	TRIM -16%
64	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17,52017,520	$879,679	—	TRIM -52%
65	Single Point Partners, LLC	17,16317,163	$863,814	—	ADD 5%
66	OSAIC HOLDINGS, INC.	16,14116,141	$812,396	—	—
67	ZEGA Investments, LLC	13,81013,810	$695,051	—	TRIM -16%
68	John W. Brooker & Co., CPAs	13,05313,053	$656,957	—	ADD 138%
69	Orion Porfolio Solutions, LLC	12,73312,733	$640,852	—	TRIM -67%
70	JACKSON THORNTON WEALTH MANAGEMENT, LLC	12,64912,649	$635,486	—	NEW
71	Sugar Maple Asset Management, LLC	12,51612,516	$629,946	—	—
72	Harvest Investment Services, LLC	12,27812,278	$617,952	—	TRIM -8%
73	Valmark Advisers, Inc.	12,07612,076	$607,785	—	ADD 20%
74	Tailwinds Wealth, LLC	11,97211,972	$602,551	—	ADD 125%
75	WealthPlan Investment Management, LLC	11,53011,530	$580,314	—	TRIM -4%
76	HARBOUR INVESTMENTS, INC.	11,10011,100	$558,701	—	ADD 7400%
77	Belpointe Asset Management LLC	11,03311,033	$555,291	—	ADD 9%
78	BlackDiamond Wealth Management, LLC	10,86810,868	$546,997	—	TRIM -11%
79	Holcombe Financial, Inc.	10,80210,802	$543,687	—	TRIM -3%
80	Ellis Investment Partners, LLC	10,15910,159	$511,314	—	—
81	Foundations Investment Advisors, LLC	9,7259,725	$489,482	—	TRIM -30%
82	Financial Network Wealth Advisors LLC	9,6659,665	$486,439	—	ADD 11%
83	Dynamic Advisor Solutions LLC	9,6509,650	$485,685	—	TRIM -21%
84	Financial Guidance Group, Inc.	9,6009,600	$483,168	—	—
85	Gibbs Wealth Management	9,3589,358	$470,989	—	ADD 5%
86	Lido Advisors, LLC	8,9588,958	$450,879	—	TRIM -7%
87	ARGUS INVESTORS' COUNSEL, INC.	8,3498,349	$420,205	—	TRIM -22%
88	CFS Investment Advisory Services, LLC	8,1368,136	$409,172	—	TRIM -17%
89	MIDDLETON & CO INC/MA	8,0008,000	$402,640	—	—
90	CERTIOR FINANCIAL GROUP, LLC	7,7757,775	$391,316	—	—
91	Astoria Portfolio Advisors LLC.	7,7547,754	$390,102	—	—
92	Sowell Financial Services LLC	7,2997,299	$367,359	—	TRIM -5%
93	ABLE Financial Group, LLC	7,1017,101	$357,393	—	ADD 10%
94	HighTower Advisors, LLC	6,3876,387	$321,486	—	NEW
95	Oregon Pacific Wealth Management, LLC	6,3546,354	$319,797	—	—
96	Vermillion & White Wealth Management Group, LLC	6,1226,122	$308,120	—	—
97	JPMORGAN CHASE & CO	5,9205,920	$297,924	—	ADD 2346%
98	RWA WEALTH PARTNERS, LLC	5,6045,604	$282,049	—	TRIM -9%
99	Wealth Watch Advisors, INC	5,4215,421	$272,839	—	—
100	Traub Capital Management LLC	5,3905,390	$271,279	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

POTOMAC FUND MANAGEMENT INC /ADV

—

4.3M

8.9M

8.1M

6.4M

$323M

Carrera Capital Advisors

2.2M

1.9M

2.3M

2.4M

2.5M

2.8M

$142M

TOTAL INVESTMENT MANAGEMENT INC

—

1.9M

1.8M

$90M

Tanager Wealth Management LLP

2.2M

2.1M

1.8M

1.5M

$74M

a16z Perennial Management, L.P.

—

1.4M

$70M

BANK OF MONTREAL /CAN/

283K

466K

506K

478K

487K

968K

$49M

BANK OF AMERICA CORP /DE/

423K

717K

631K

724K

864K

946K

$48M

3EDGE Asset Management, LP

1.0M

968K

853K

840K

655K

$33M

ROYAL BANK OF CANADA

14K

20K

66K

26K

435K

630K

$32M

JDM Financial Group LLC

368K

352K

252K

527K

552K

532K

$27M

GOLDMAN SACHS GROUP INC

—

20K

60K

52K

436K

$22M

SILVER OAK SECURITIES, INCORPORATED

14K

148K

342K

387K

$19M

EVERGREEN CAPITAL MANAGEMENT LLC

46K

138K

172K

191K

317K

340K

$17M

Advisors Preferred, LLC

240K

279K

$14M

Focus Partners Wealth

30K

—

13K

22K

157K

248K

$12M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	121	23,845,089	—	$1.2B
2025-Q4	132	29,451,524	—	$1.5B
2025-Q3	134	31,602,731	—	$1.6B
2025-Q2	138	26,522,714	—	$1.3B
2025-Q1	106	15,352,037	—	$773M
2024-Q4	101	12,007,563	—	$603M
2024-Q3	99	17,480,406	—	$881M
2024-Q2	100	21,926,733	—	$1.1B
2024-Q1	89	19,820,177	—	$997M
2023-Q4	84	20,758,645	—	$1.0B
2023-Q3	69	18,460,465	—	$927M
2023-Q2	49	16,820,142	—	$845M
2023-Q1	21	2,638,258	—	$133M
2022-Q4	12

Short interest has its own tab now — open SI →

XHLF☆

Institutional ownership· 13F filers holding XHLF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding XHLF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

XHLF