Who owns XAWFX
Which tracked institutional funds hold XAWFX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XAWFX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 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
13 tracked funds added or opened XAWFX while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
XAWFX’s largest tracked holder by dollar value, Gridiron Partners, LLC, sizes it at 65.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 65.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XAWFX 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 2025-Q4 and 2026-Q1, across 135 tracked filers holding XAWFX, 66 increased or opened the position and 57 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 XAWFX between the 2025-Q4 and 2026-Q1 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 8
- Pathstone Holdings, LLC$11M
- Logan Stone Capital, LLC$2M
- ABSOLUTE INVESTMENT ADVISERS, LLC$1M
- Tidal Investments LLC$1M
- HOURGLASS CAPITAL, LLC$1M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$885K
Full exits 2
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- Boreal Capital Management LLC$1M
Largest adds
- WOLVERINE ASSET MANAGEMENT LLC$2M
- Hennion & Walsh Asset Management, Inc.$598K
- READYSTATE ASSET MANAGEMENT LP$316K
- WELLS FARGO & COMPANY/MN$296K
- OSAIC HOLDINGS, INC.$262K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$50M
- LPL Financial LLC$2M
- BANK OF AMERICA CORP /DE/$2M
- McGowan Group Asset Management, Inc.$2M
- MORGAN STANLEY$1M
- JANE STREET GROUP, LLC$621K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,007,764 | $41M | 12.0% | 2026-Q1 |
| McGowan Group Asset Management, Inc. added | 3,741,487 | $38M | 11.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,251,424 | $13M | 3.8% | 2026-Q1 |
| Pathstone Holdings, LLC new | 1,078,357 | $11M | 3.2% | 2026-Q1 |
| Invesco Ltd. added | 1,033,265 | $11M | 3.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 812,038 | $8M | 2.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 798,788 | $8M | 2.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 694,287 | $7M | 2.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 567,983 | $6M | 1.7% | 2026-Q1 |
| Smith Asset Management Co., LLC trimmed | 394,097 | $4M | 1.2% | 2026-Q1 |
| Uncommon Cents Investing LLC added | 363,535 | $4M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 332,919 | $3M | 1.0% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 303,288 | $3M | 0.9% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 238,168 | $2M | 0.7% | 2026-Q1 |
| Logan Stone Capital, LLC added | 232,034 | $2M | 0.7% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 203,148 | $2M | 0.6% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 201,681 | $2M | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 191,047 | $2M | 0.6% | 2026-Q1 |
| Fiera Capital Corp trimmed | 188,036 | $2M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 153,053 | $2M | 0.5% | 2026-Q1 |
| Independent Wealth Network Inc. trimmed | 147,391 | $1M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 145,812 | $1M | 0.4% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 143,544 | $1M | 0.4% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP added | 143,474 | $1M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 137,823 | $1M | 0.4% | 2026-Q1 |
| Tidal Investments LLC trimmed | 112,817 | $1M | 0.3% | 2026-Q1 |
| HOURGLASS CAPITAL, LLC new | 109,380 | $1M | 0.3% | 2026-Q1 |
| Investment Research Partners LLC added | 105,028 | $1M | 0.3% | 2026-Q1 |
| Sowa Financial Group, Inc. trimmed | 104,591 | $1M | 0.3% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 102,778 | $1M | 0.3% | 2026-Q1 |
| UBS Group AG added | 96,392 | $980K | 0.3% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 92,022 | $954K | 0.3% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 86,985 | $885K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 80,132 | $815K | 0.2% | 2026-Q1 |
| Anchor Capital Management Group Inc new | 80,000 | $814K | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 76,490 | $777K | 0.2% | 2026-Q1 |
| Quad-Cities Investment Group, LLC trimmed | 75,923 | $772K | 0.2% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 67,850 | $690K | 0.2% | 2026-Q1 |
| INVESTED ADVISORS added | 61,889 | $629K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 59,734 | $607K | 0.2% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 57,152 | $581K | 0.2% | 2026-Q1 |
| Maridea Wealth Management LLC added | 56,570 | $575K | 0.2% | 2026-Q1 |
| Quarry LP new | 56,436 | $574K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 55,117 | $561K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 52,533 | $534K | 0.2% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 49,230 | $526K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 49,261 | $501K | 0.1% | 2026-Q1 |
| Kaizen Financial Strategies added | 47,550 | $500K | 0.1% | 2026-Q1 |
| Abundance Wealth Counselors added | 48,931 | $498K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 45,981 | $468K | 0.1% | 2026-Q1 |
| Avail Investment Partners, LLC new | 43,139 | $439K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 42,028 | $427K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 41,900 | $426K | 0.1% | 2026-Q1 |
| Everstar Asset Management, LLC added | 41,713 | $424K | 0.1% | 2026-Q1 |
| Vanguard Capital Wealth Advisors trimmed | 40,000 | $407K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 38,595 | $392K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 38,195 | $388K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 36,339 | $370K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 37,078 | $366K | 0.1% | 2026-Q1 |
| Indivisible Partners added | 34,553 | $351K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC | 34,450 | $350K | 0.1% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC | 33,033 | $336K | 0.1% | 2026-Q1 |
| Procyon Advisors, LLC new | 32,970 | $335K | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 32,204 | $328K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 28,848 | $293K | 0.1% | 2026-Q1 |
| NWAM LLC trimmed | 28,552 | $290K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 26,420 | $269K | 0.1% | 2026-Q1 |
| CHOREO, LLC added | 26,322 | $268K | 0.1% | 2026-Q1 |
| PFG Investments, LLC added | 24,538 | $250K | 0.1% | 2026-Q1 |
| SMH CAPITAL ADVISORS INC trimmed | 249 | $249K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 21,643 | $220K | 0.1% | 2026-Q1 |
| King Wealth Management Group | 21,000 | $214K | 0.1% | 2026-Q1 |
| SOA Wealth Advisors, LLC. | 20,870 | $212K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 20,073 | $204K | 0.1% | 2026-Q1 |
| Buska Wealth Management, LLC trimmed | 18,407 | $187K | 0.1% | 2026-Q1 |
| COMMERCE BANK new | 18,217 | $185K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 18,093 | $184K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 17,895 | $179K | 0.1% | 2026-Q1 |
| NorthStar Asset Management LLC /NJ/ added | 17,380 | $177K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 16,787 | $171K | 0.1% | 2026-Q1 |
| Southland Equity Partners LLC | 16,514 | $168K | 0.0% | 2026-Q1 |
| Argyle Capital Partners, LLC added | 16,357 | $166K | 0.0% | 2026-Q1 |
| Gridiron Partners, LLC new | 41,302,943 | $108M | 31.8% | 2025-Q3 stale |
| Huntleigh Advisors, Inc. new | 1,259,881 | $14M | 4.0% | 2025-Q1 stale |
| Polar Asset Management Partners Inc. new | 293,357 | $3M | 1.0% | 2025-Q2 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 207,247 | $2M | 0.7% | 2025-Q4 stale |
| COHEN & STEERS, INC. | 141,297 | $2M | 0.5% | 2025-Q2 stale |
| Boreal Capital Management LLC | 0 | $1M | 0.4% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 43,092 | $476K | 0.1% | 2025-Q2 stale |
| Gryphon Financial Partners LLC new | 39,841 | $426K | 0.1% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 34,229 | $366K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 31,416 | $336K | 0.1% | 2025-Q4 stale |
| Brick & Kyle, Associates trimmed | 27,350 | $303K | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 24,860 | $274K | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 24,671 | $264K | 0.1% | 2025-Q4 stale |
| Calamos Advisors LLC added | 18,785 | $211K | 0.1% | 2025-Q3 stale |
| Orion Porfolio Solutions, LLC added | 18,504 | $198K | 0.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 16,755 | $188K | 0.1% | 2025-Q3 stale |
| SFI Advisors, LLC | 16,922 | $182K | 0.1% | 2025-Q1 stale |
| CAPTRUST FINANCIAL ADVISORS trimmed | 15,293 | $163K | 0.0% | 2025-Q4 stale |
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.