Who owns UXOC
Which tracked institutional funds hold UXOC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UXOC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UXOC is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UXOC’s largest tracked holder by dollar value, NewEdge Advisors, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UXOC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 13 tracked filers holding UXOC, 7 increased or opened the position and 8 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UXOC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- OLD MISSION CAPITAL LLC$1M
- JANE STREET GROUP, LLC$616K
Largest adds
- NewEdge Advisors, LLC$7M
- Capital CS Group, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$260K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NewEdge Advisors, LLC added | 171,567 | $7M | 31.5% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 160,163 | $6M | 29.4% | 2026-Q2 |
| Capital CS Group, LLC added | 42,733 | $2M | 7.8% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 30,833 | $1M | 5.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 29,004 | $1M | 5.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 28,699 | $1M | 5.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,528 | $726K | 3.4% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 15,722 | $616K | 2.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,006 | $235K | 1.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 5,589 | $219K | 1.0% | 2026-Q2 |
| Parallel Advisors, LLC | 1,000 | $39K | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 661 | $26K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 201 | $7K | 0.0% | 2026-Q2 |
| LexAurum Advisors, LLC added | 13,954 | $470K | 2.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 9,091 | $306K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC | 93 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 33 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HBW ADVISORY SERVICES LLC added | 9,447 | $336K | 1.6% | 2025-Q4 stale (2 quarters behind) |
| Kovack Advisors, Inc. new | 5,753 | $205K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Founders Financial Alliance, LLC new | 226 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.