Who owns XBGYX
Which tracked institutional funds hold XBGYX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XBGYX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 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
8 tracked funds added or opened XBGYX while 16 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
XBGYX’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 XBGYX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XBGYX 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 98 tracked filers holding XBGYX, 42 increased or opened the position and 40 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 XBGYX 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 2
- WNY Asset Management, LLC$8M
- FIFTH THIRD BANCORP$649K
Full exits 2
- Penserra Capital Management LLC$7M
- COMERICA BANK$705K
Largest adds
- WOLVERINE ASSET MANAGEMENT LLC$3M
- LPL Financial LLC$917K
- READYSTATE ASSET MANAGEMENT LP$675K
- GUGGENHEIM CAPITAL LLC$624K
- JANE STREET GROUP, LLC$442K
- Alessandra Capital Management, LLC$283K
Largest trims
- Allspring Global Investments Holdings, LLC$7M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$5M
- Karpus Management, Inc.$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- Waterfront Wealth Inc.$4M
- MORGAN STANLEY$4M
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 | 8,987,786 | $49M | 22.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 6,387,476 | $35M | 16.2% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 1,949,687 | $11M | 4.9% | 2026-Q1 |
| Waterfront Wealth Inc. trimmed | 1,764,031 | $10M | 4.5% | 2026-Q1 |
| WNY Asset Management, LLC added | 1,504,369 | $8M | 3.8% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | 1,380,446 | $7M | 3.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,280,763 | $7M | 3.2% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 1,186,570 | $6M | 3.0% | 2026-Q1 |
| Invesco Ltd. added | 1,130,543 | $6M | 2.9% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,067,618 | $6M | 2.7% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 830,546 | $4M | 2.1% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 657,981 | $4M | 1.7% | 2026-Q1 |
| Uncommon Cents Investing LLC added | 624,481 | $3M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 556,616 | $3M | 1.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 530,197 | $3M | 1.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 507,277 | $3M | 1.3% | 2026-Q1 |
| Smith Asset Management Co., LLC trimmed | 481,880 | $3M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 466,268 | $3M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 417,050 | $2M | 1.1% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 343,460 | $2M | 0.9% | 2026-Q1 |
| UBS Group AG added | 313,741 | $2M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 308,081 | $2M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 288,383 | $2M | 0.7% | 2026-Q1 |
| &PARTNERS added | 283,111 | $2M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 217,070 | $1M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 185,239 | $1M | 0.5% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP added | 156,097 | $844K | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 144,823 | $783K | 0.4% | 2026-Q1 |
| Alessandra Capital Management, LLC added | 135,228 | $732K | 0.3% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 126,412 | $684K | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 119,880 | $649K | 0.3% | 2026-Q1 |
| Shaker Financial Services, LLC added | 117,326 | $635K | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans | 101,515 | $549K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 99,593 | $539K | 0.3% | 2026-Q1 |
| one8zero8, LLC trimmed | 94,500 | $511K | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 90,880 | $492K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 87,906 | $476K | 0.2% | 2026-Q1 |
| Logan Stone Capital, LLC added | 86,056 | $466K | 0.2% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 82,502 | $446K | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 80,262 | $434K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 78,504 | $425K | 0.2% | 2026-Q1 |
| Dakota Wealth Management trimmed | 71,785 | $388K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 71,057 | $384K | 0.2% | 2026-Q1 |
| Abel Hall, LLC | 52,000 | $281K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 42,561 | $230K | 0.1% | 2026-Q1 |
| Leisure Capital Management | 39,424 | $213K | 0.1% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. | 38,449 | $208K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 37,026 | $200K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 36,699 | $199K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 36,160 | $196K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 34,096 | $184K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 32,960 | $178K | 0.1% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 32,221 | $174K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 28,167 | $152K | 0.1% | 2026-Q1 |
| Successful Portfolios LLC | 25,703 | $137K | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 24,169 | $131K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 22,291 | $121K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 22,225 | $120K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 19,559 | $106K | 0.0% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 19,238 | $104K | 0.0% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 19,234 | $104K | 0.0% | 2026-Q1 |
| DECISION INVESTMENTS, INC trimmed | 18,158 | $98K | 0.0% | 2026-Q1 |
| Advisory Advocates, LLC added | 17,979 | $97K | 0.0% | 2026-Q1 |
| Kovack Advisors, Inc. added | 16,946 | $93K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,206 | $93K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 16,581 | $90K | 0.0% | 2026-Q1 |
| Virtu Financial LLC trimmed | 15,523 | $84K | 0.0% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 15,000 | $81K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 14,561 | $79K | 0.0% | 2026-Q1 |
| Gladstone Institutional Advisory LLC | 14,413 | $78K | 0.0% | 2026-Q1 |
| BENJAMIN EDWARDS INC | 14,354 | $78K | 0.0% | 2026-Q1 |
| WealthShield Partners, LLC trimmed | 12,583 | $68K | 0.0% | 2026-Q1 |
| Investment Partners Asset Management, Inc. | 12,580 | $68K | 0.0% | 2026-Q1 |
| Soltis Investment Advisors LLC | 12,533 | $68K | 0.0% | 2026-Q1 |
| Alteri Wealth LLC | 12,500 | $68K | 0.0% | 2026-Q1 |
| Creative Planning trimmed | 11,953 | $65K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 11,969 | $64K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 11,536 | $64K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 11,498 | $62K | 0.0% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC | 11,211 | $61K | 0.0% | 2026-Q1 |
| WealthTrust Axiom LLC | 10,500 | $57K | 0.0% | 2026-Q1 |
| CERTUITY, LLC | 10,422 | $56K | 0.0% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,194,231 | $7M | 3.3% | 2025-Q4 stale |
| SIT INVESTMENT ASSOCIATES INC trimmed | 1,137,816 | $7M | 3.1% | 2025-Q3 stale |
| AQR Arbitrage LLC trimmed | 193,099 | $1M | 0.5% | 2025-Q1 stale |
| COMERICA BANK trimmed | 119,880 | $705K | 0.3% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 70,410 | $408K | 0.2% | 2025-Q2 stale |
| 1607 Capital Partners, LLC trimmed | 51,544 | $296K | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 39,123 | $230K | 0.1% | 2025-Q4 stale |
| Walleye Capital LLC added | 35,353 | $203K | 0.1% | 2025-Q3 stale |
| Elequin Capital, LP added | 26,988 | $156K | 0.1% | 2025-Q2 stale |
| Saba Capital Management, L.P. trimmed | 23,405 | $135K | 0.1% | 2025-Q3 stale |
| Sequoia Financial Advisors, LLC added | 17,763 | $104K | 0.0% | 2025-Q4 stale |
| Capital Investment Advisory Services, LLC | 16,344 | $95K | 0.0% | 2025-Q2 stale |
| Arlington Trust Co LLC | 15,273 | $88K | 0.0% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 15,000 | $87K | 0.0% | 2025-Q2 stale |
| Catalina Capital Group, LLC added | 14,425 | $81K | 0.0% | 2025-Q1 stale |
| Quantedge Capital Pte Ltd trimmed | 11,104 | $62K | 0.0% | 2025-Q1 stale |
| CAPTRUST FINANCIAL ADVISORS trimmed | 10,452 | $61K | 0.0% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 10,633 | $60K | 0.0% | 2025-Q1 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.