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Institutional Ownership · SEC Form 13F

Who owns Longevity Health Holdings (XAGE)


Which tracked institutional funds hold XAGE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XAGE 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.

3
Institutional holders
21K
Shares held (tracked funds)
1.2%
Of shares outstanding

Conviction spread

XAGE’s largest tracked holder by dollar value, BANK OF MONTREAL /CAN/, 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 XAGE 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

Only 3 institutional filer(s) hold this name — too few for a reliable accumulation read. The institutional-confluence signal needs at least 5 filers.

We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.

New buyers & exits

No tracked fund opened or closed a position in XAGE between 2026-Q1 and 2026-Q2.

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.

FundSharesReported value% of valueQuarter
BANK OF MONTREAL /CAN/ new12,000$30K28.6%2025-Q2
UBS Group AG trimmed8,012$20K19.1%2025-Q2
TORONTO DOMINION BANK new365,067$11K10.5%2025-Q2
Linden Advisors LP371,248$10K9.4%2025-Q2
BALYASNY ASSET MANAGEMENT L.P.342,706$8K7.5%2025-Q2
Golden State Wealth Management, LLC new1,666$4K4.0%2025-Q2
Tower Research Capital LLC (TRC) trimmed1,631$4K3.9%2025-Q2
Royal Bank of Canada added1,497$4K3.8%2025-Q2
DRW Securities, LLC14,154$4K3.5%2026-Q2 (4 quarters ahead of as-of)
BlackRock, Inc. trimmed1,054$3K2.5%2025-Q2
WELLS FARGO & COMPANY/MN new1,000$3K2.4%2025-Q2
Carnegie Mellon University4,482$1K1.1%2026-Q2 (4 quarters ahead of as-of)
AQR Arbitrage LLC trimmed45,575$1K1.0%2025-Q2
CITADEL ADVISORS LLC trimmed44,008$1K1.0%2025-Q2
Bangor Savings Bank trimmed1,154$8190.8%2025-Q3 (1 quarter ahead of as-of)
Saba Capital Management, L.P.19,604$5250.5%2025-Q2
CLEAR STREET LLC trimmed13,202$4010.4%2025-Q2
TD Waterhouse Canada Inc. new66$1620.2%2025-Q2
WOLVERINE ASSET MANAGEMENT LLC trimmed16$400.0%2025-Q2
BANK OF AMERICA CORP /DE/ trimmed6$150.0%2025-Q2
Ancora Advisors LLC2,791$140.0%2026-Q2 (4 quarters ahead of as-of)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership