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-Q2 13F filings (latest filed 2026-08-19). 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
16 tracked funds added or opened XAWFX while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, MORGAN STANLEY, 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 gap the other way — the median holder sizes XAWFX more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 136 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 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 4
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- FCA CORP /TX$914K
- 1607 Capital Partners, LLC$696K
- Boreal Capital Management LLC$656K
Full exits 3
- Thrivent Financial for Lutherans$2M
- Sowa Financial Group, Inc.$1M
- Cambridge Investment Research Advisors, Inc.$534K
Largest adds
- MORGAN STANLEY$12M
- Pathstone Holdings, LLC$5M
- Logan Stone Capital, LLC$4M
- FLAGSHIP HARBOR ADVISORS, LLC$3M
- ROYAL BANK OF CANADA$2M
- RAYMOND JAMES FINANCIAL INC$1M
Largest trims
- ABSOLUTE INVESTMENT ADVISERS, LLC$975K
- BANK OF AMERICA CORP /DE/$967K
- READYSTATE ASSET MANAGEMENT LP$946K
- LPL Financial LLC$474K
- Quarry LP$286K
- HOURGLASS CAPITAL, LLC$254K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,145,506 | $53M | 22.3% | 2026-Q2 |
| McGowan Group Asset Management, Inc. trimmed | 3,721,718 | $38M | 16.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 1,581,917 | $16M | 6.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,407,410 | $14M | 6.1% | 2026-Q2 |
| Invesco Ltd. added | 1,068,995 | $11M | 4.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 792,742 | $8M | 3.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 742,640 | $8M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 685,500 | $7M | 3.0% | 2026-Q2 |
| Logan Stone Capital, LLC added | 657,204 | $7M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 591,659 | $6M | 2.6% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 386,580 | $4M | 1.7% | 2026-Q2 |
| Uncommon Cents Investing LLC added | 375,870 | $4M | 1.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 370,695 | $4M | 1.6% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 331,248 | $3M | 1.4% | 2026-Q2 |
| Shaker Financial Services, LLC added | 286,994 | $3M | 1.2% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 280,831 | $3M | 1.2% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 233,019 | $2M | 1.0% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 210,755 | $2M | 0.9% | 2026-Q2 |
| Fiera Capital Corp added | 194,368 | $2M | 0.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 181,258 | $2M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 165,467 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 154,791 | $2M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 153,427 | $2M | 0.7% | 2026-Q2 |
| Independent Wealth Network Inc. added | 152,398 | $2M | 0.7% | 2026-Q2 |
| Tidal Investments LLC | 112,817 | $1M | 0.5% | 2026-Q2 |
| Abundance Wealth Counselors added | 112,712 | $1M | 0.5% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 102,023 | $1M | 0.4% | 2026-Q2 |
| Investment Research Partners LLC trimmed | 100,660 | $1M | 0.4% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 98,780 | $1M | 0.4% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 91,225 | $940K | 0.4% | 2026-Q2 |
| FCA CORP /TX new | 88,747 | $914K | 0.4% | 2026-Q2 |
| HOURGLASS CAPITAL, LLC trimmed | 83,380 | $859K | 0.4% | 2026-Q2 |
| Anchor Capital Management Group Inc | 80,000 | $824K | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 76,813 | $791K | 0.3% | 2026-Q2 |
| Quad-Cities Investment Group, LLC trimmed | 75,916 | $782K | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 73,990 | $760K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 70,736 | $729K | 0.3% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 68,986 | $711K | 0.3% | 2026-Q2 |
| 1607 Capital Partners, LLC new | 67,619 | $696K | 0.3% | 2026-Q2 |
| SHUFRO ROSE & CO LLC trimmed | 66,350 | $683K | 0.3% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 65,479 | $674K | 0.3% | 2026-Q2 |
| Maridea Wealth Management LLC added | 61,489 | $633K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 59,546 | $613K | 0.3% | 2026-Q2 |
| Everstar Asset Management, LLC added | 57,988 | $597K | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 54,289 | $559K | 0.2% | 2026-Q2 |
| Kaizen Financial Strategies added | 53,431 | $551K | 0.2% | 2026-Q2 |
| Avail Investment Partners, LLC added | 51,873 | $534K | 0.2% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 49,812 | $513K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 49,361 | $508K | 0.2% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 49,338 | $502K | 0.2% | 2026-Q2 |
| INVESTED ADVISORS trimmed | 48,787 | $503K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 47,254 | $487K | 0.2% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC trimmed | 47,082 | $485K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,774 | $471K | 0.2% | 2026-Q2 |
| Marex Group Ltd trimmed | 44,934 | $463K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 43,577 | $449K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 42,019 | $433K | 0.2% | 2026-Q2 |
| Vanguard Capital Wealth Advisors | 40,000 | $412K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 38,645 | $398K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 38,206 | $394K | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 37,195 | $381K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 34,276 | $353K | 0.1% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 33,330 | $343K | 0.1% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC | 33,033 | $340K | 0.1% | 2026-Q2 |
| Procyon Advisors, LLC | 32,970 | $340K | 0.1% | 2026-Q2 |
| Quarry LP trimmed | 27,939 | $288K | 0.1% | 2026-Q2 |
| NWAM LLC trimmed | 26,832 | $276K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 26,470 | $273K | 0.1% | 2026-Q2 |
| Brick & Kyle, Associates | 26,450 | $269K | 0.1% | 2026-Q2 |
| CHOREO, LLC trimmed | 25,964 | $267K | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 25,000 | $258K | 0.1% | 2026-Q2 |
| SMH CAPITAL ADVISORS INC added | 24,789 | $255K | 0.1% | 2026-Q2 |
| Clear Street Group Inc. new | 22,361 | $230K | 0.1% | 2026-Q2 |
| SOA Wealth Advisors, LLC. | 20,870 | $215K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 20,743 | $214K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. | 20,073 | $207K | 0.1% | 2026-Q2 |
| Indivisible Partners trimmed | 19,611 | $202K | 0.1% | 2026-Q2 |
| NorthStar Asset Management LLC /NJ/ added | 19,198 | $198K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 18,237 | $186K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 18,234 | $188K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 18,021 | $186K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16,787 | $173K | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC | 16,514 | $170K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 16,447 | $169K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC added | 16,264 | $168K | 0.1% | 2026-Q2 |
| Argyle Capital Partners, LLC trimmed | 16,157 | $166K | 0.1% | 2026-Q2 |
| Integris Wealth Management, LLC | 15,000 | $154K | 0.1% | 2026-Q2 |
| Nemes Rush Group LLC | 14,097 | $145K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 13,538 | $139K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 13,202 | $136K | 0.1% | 2026-Q2 |
| Abacus Planning Group, Inc. | 13,000 | $134K | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 13,000 | $134K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 12,877 | $133K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 12,681 | $131K | 0.1% | 2026-Q2 |
| Gilman Hill Asset Management, LLC | 12,500 | $129K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 12,455 | $128K | 0.1% | 2026-Q2 |
| Forum Financial Management, LP | 12,058 | $124K | 0.1% | 2026-Q2 |
| CWS Financial Advisors, LLC | 11,955 | $123K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 11,077 | $114K | 0.0% | 2026-Q2 |
| Boreal Capital Management LLC | 0 | $656K | 0.3% | 2026-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.
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.