XTL Institutional Ownership
State Street SPDR S&P Telecom ETF
1W: +2.2%
1M: +0.7%
3M: -3.9%
YTD: +34.3%
1Y: +47.9%
3Y: +207.7%
5Y: +125.3%
$210.19
+4.26 (+2.07%)
Weekly Expected Move ±2.7%
$199
$205
$210
$216
$222
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — XTL
145
Institutional Holders
+45 vs prior quarter
0.0%
Ownership
+0.00pp
337M
Total Invested
50
New Positions
38
Increased
42
Reduced
17
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (148 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 250,143 | 53M | +28,508 | +12.9% | 2Q | SEC ↗ |
| 2 | MORGAN STANLEY | 142,513 | 30M | +9,355 | +7.0% | 60Q | SEC ↗ |
| 3 | LPL Financial LLC | 135,137 | 28M | +43,187 | +47.0% | 33Q | SEC ↗ |
| 4 | Parkway Wealth Management Group, LLC NEW | 127,443 | 27M | — | +0.0% | 1Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 111,838 | 24M | +30,916 | +38.2% | 15Q | SEC ↗ |
| 6 | MinichMacGregor Wealth Management, LLC | 77,996 | 16M | +15,327 | +24.5% | 2Q | SEC ↗ |
| 7 | Destiny Wealth Partners, LLC NEW | 69,454 | 15M | — | +0.0% | 1Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 65,387 | 14M | +40,385 | +161.5% | 9Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51,611 | 11M | +34,813 | +207.2% | 4Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 46,573 | 10M | +6,994 | +17.7% | 7Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 39,669 | 8M | +3,455 | +9.5% | 7Q | SEC ↗ |
| 12 | Steward Partners Investment Advisory, | 34,049 | 7M | -127 | -0.4% | 13Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 32,501 | 7M | +30,124 | +1267.3% | 49Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 30,014 | 6M | +526 | +1.8% | 10Q | SEC ↗ |
| 15 | HSBC HOLDINGS PLC | 25,000 | 5M | — | +0.0% | 2Q | SEC ↗ |
| 16 | UBS Group AG | 24,831 | 5M | -7,053 | -22.1% | 47Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 23,058 | 5M | +9,460 | +69.6% | 5Q | SEC ↗ |
| 18 | Brookstone Capital Management NEW | 21,772 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 21,258 | 4M | +463 | +2.2% | 5Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 21,027 | 4M | +2,089 | +11.0% | 26Q | SEC ↗ |
| 21 | HRT FINANCIAL LP NEW | 19,802 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 22 | TWO SIGMA INVESTMENTS, LP NEW | 19,400 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Tower Research Capital LLC (TRC) NEW | 18,856 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Teucrium Investment Advisors, LLC NEW | 16,988 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Equitable Holdings, Inc. | 16,594 | 3M | +13,329 | +408.2% | 2Q | SEC ↗ |
| 26 | SFI Advisors, LLC | 16,118 | 3M | -641 | -3.8% | 11Q | SEC ↗ |
| 27 | D. E. Shaw & Co., Inc. NEW | 14,150 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 28 | FOUNDERS FINANCIAL SECURITIES LLC NEW | 13,537 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Great Diamond Partners, LLC | 13,418 | 3M | -650 | -4.6% | 2Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 12,290 | 3M | -208 | -1.7% | 5Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN NEW | 11,622 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 10,163 | 2M | +8,185 | +413.8% | 3Q | SEC ↗ |
| 33 | Larry Mathis Financial Planning, LLC | 9,787 | 2M | +8,642 | +754.8% | 2Q | SEC ↗ |
| 34 | Farmers & Merchants Trust Co of Chambe | 9,459 | 2M | +120 | +1.3% | 32Q | SEC ↗ |
| 35 | TRUIST FINANCIAL CORP | 8,672 | 2M | -1,847 | -17.6% | 2Q | SEC ↗ |
| 36 | Financial Management Professionals, In | 7,977 | 2M | -1,982 | -19.9% | 4Q | SEC ↗ |
| 37 | Fortis Group Advisors, LLC | 6,988 | 1M | -21,626 | -75.6% | 2Q | SEC ↗ |
| 38 | CITIGROUP INC | 6,249 | 1M | +836 | +15.4% | 8Q | SEC ↗ |
| 39 | Kestra Advisory Services, LLC | 6,185 | 1M | +4,921 | +389.3% | 3Q | SEC ↗ |
| 40 | Kaizen Financial Strategies | 6,045 | 1M | -588 | -8.9% | 8Q | SEC ↗ |
| 41 | Ciovacco Capital Management LLC NEW | 5,861 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Quartz Partners, LLC | 5,756 | 1M | +522 | +10.0% | 4Q | SEC ↗ |
| 43 | Gotham Asset Management, LLC | 5,672 | 1M | — | +0.0% | 6Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 5,653 | 1M | +1,829 | +47.8% | 26Q | SEC ↗ |
| 45 | Comprehensive Financial Planning, Inc. | 5,402 | 1M | -717 | -11.7% | 2Q | SEC ↗ |
| 46 | Blue Capital, Inc. | 5,370 | 1M | -4,634 | -46.3% | 5Q | SEC ↗ |
| 47 | SIMPLEX TRADING, LLC NEW | 5,279 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 48 | TWO SIGMA SECURITIES, LLC NEW | 5,126 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Regal Investment Advisors LLC | 5,095 | 1M | -203 | -3.8% | 2Q | SEC ↗ |
| 50 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 4,931 | 1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Parkway Wealth Management Group, LL | 127,443 | 27M |
| Destiny Wealth Partners, LLC | 69,454 | 15M |
| Brookstone Capital Management | 21,772 | 5M |
| HRT FINANCIAL LP | 19,802 | 4M |
| TWO SIGMA INVESTMENTS, LP | 19,400 | 4M |
| Tower Research Capital LLC (TRC) | 18,856 | 4M |
| Teucrium Investment Advisors, LLC | 16,988 | 4M |
| D. E. Shaw & Co., Inc. | 14,150 | 3M |
| FOUNDERS FINANCIAL SECURITIES LLC | 13,537 | 3M |
| WELLS FARGO & COMPANY/MN | 11,622 | 2M |
| Ciovacco Capital Management LLC | 5,861 | 1M |
| SIMPLEX TRADING, LLC | 5,279 | 1M |
| TWO SIGMA SECURITIES, LLC | 5,126 | 1M |
| COMPASS FINANCIAL MANAGEMENT LLC | 4,931 | 1M |
| DAVENPORT & Co LLC | 4,740 | 996K |
| GTS SECURITIES LLC | 1,970 | 414K |
| US BANCORP \DE | 1,934 | 407K |
| Marshall & Sterling Wealth Advisors | 1,793 | 377K |
| PFG Advisors | 1,770 | 372K |
| IMC-Chicago, LLC | 1,388 | 292K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 100,000 | 21M |
| University of Illinois Foundation | 64,500 | 14M |
| Foundations Investment Advisors, LL | 33,134 | 7M |
| Maxi Investments CY Ltd | 22,000 | 5M |
| Geneos Wealth Management Inc. | 10,985 | 2M |
| B. Riley Wealth Advisors, Inc. | 5,701 | 1M |
| FSA WEALTH PARTNERS, INC. | 5,545 | 1M |
| Arkadios Wealth Advisors | 5,044 | 1M |
| Waldron Private Wealth LLC | 2,474 | 520K |
| OPPENHEIMER & CO INC | 1,646 | 346K |
| BANK OF MONTREAL /CAN | 1,559 | 328K |
| HANCOCK WHITNEY CORP | 1,461 | 307K |
| GRIFFIN ASSET MANAGEMENT, INC. | 1,349 | 284K |
| INDEPENDENT FINANCIAL GROUP, LLC | 1,289 | 271K |
| HIGHLINE WEALTH PARTNERS LLC | 100 | 21K |
| HOWE & RUSLING INC | 15 | 3K |
| Cassaday & Co Wealth Management LLC | 14 | 3K |
| Orion Capital Management LLC | 10 | 2K |
| TOTH FINANCIAL ADVISORY CORP | 6 | 1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +43,187 | +47.0% | 135,137 |
| GOLDMAN SACHS GROUP INC | +40,385 | +161.5% | 65,387 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +34,813 | +207.2% | 51,611 |
| BANK OF AMERICA CORP /DE | +30,916 | +38.2% | 111,838 |
| ROYAL BANK OF CANADA | +30,124 | +1267.3% | 32,501 |
| CWM, LLC | +28,508 | +12.9% | 250,143 |
| MinichMacGregor Wealth Management, | +15,327 | +24.5% | 77,996 |
| Equitable Holdings, Inc. | +13,329 | +408.2% | 16,594 |
| CITADEL ADVISORS LLC | +9,460 | +69.6% | 23,058 |
| MORGAN STANLEY | +9,355 | +7.0% | 142,513 |
| Larry Mathis Financial Planning, LL | +8,642 | +754.8% | 9,787 |
| NewEdge Advisors, LLC | +8,185 | +413.8% | 10,163 |
| RAYMOND JAMES FINANCIAL INC | +6,994 | +17.7% | 46,573 |
| Kestra Advisory Services, LLC | +4,921 | +389.3% | 6,185 |
| GeoWealth Management, LLC | +4,201 | +877.0% | 4,680 |
| Cambridge Investment Research Advis | +3,455 | +9.5% | 39,669 |
| JONES FINANCIAL COMPANIES LLLP | +3,043 | +266.5% | 4,185 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,089 | +11.0% | 21,027 |
| OSAIC HOLDINGS, INC. | +1,829 | +47.8% | 5,653 |
| ROMAN BUTLER FULLERTON & CO | +1,419 | +63.6% | 3,649 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fortis Group Advisors, LLC | -21,626 | -75.6% | 6,988 |
| JANE STREET GROUP, LLC | -10,576 | -74.6% | 3,595 |
| LIBERTY ONE INVESTMENT MANAGEMENT, | -8,553 | -94.8% | 470 |
| UBS Group AG | -7,053 | -22.1% | 24,831 |
| Integrated Wealth Concepts LLC | -4,990 | -92.3% | 416 |
| Blue Capital, Inc. | -4,634 | -46.3% | 5,370 |
| RPS ADVISORY SOLUTIONS LLC | -2,193 | -38.8% | 3,452 |
| Financial Management Professionals, | -1,982 | -19.9% | 7,977 |
| TRUIST FINANCIAL CORP | -1,847 | -17.6% | 8,672 |
| Cape Investment Advisory, Inc. | -1,142 | -73.4% | 413 |
| Comprehensive Financial Planning, I | -717 | -11.7% | 5,402 |
| Great Diamond Partners, LLC | -650 | -4.6% | 13,418 |
| SFI Advisors, LLC | -641 | -3.8% | 16,118 |
| Kaizen Financial Strategies | -588 | -8.9% | 6,045 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -425 | -34.5% | 808 |
| C2P Capital Advisory Group, LLC d.b | -387 | -26.3% | 1,084 |
| HARBOUR INVESTMENTS, INC. | -348 | -35.8% | 624 |
| AE Wealth Management LLC | -275 | -88.7% | 35 |
| ENVESTNET ASSET MANAGEMENT INC | -208 | -1.7% | 12,290 |
| Regal Investment Advisors LLC | -203 | -3.8% | 5,095 |