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-Q2 13F filings (latest filed 2026-08-17). 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
14 tracked funds added or opened XBGYX while 11 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
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 2026-Q1 and 2026-Q2, across 93 tracked filers holding XBGYX, 48 increased or opened the position and 41 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 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
- Saba Capital Management, L.P.$4M
- Calamos Advisors LLC$662K
Full exits 4
- CORRADO ADVISORS, LLC$2M
- Private Advisor Group, LLC$1M
- Thrivent Financial for Lutherans$549K
- JANE STREET GROUP, LLC$539K
Largest adds
- MORGAN STANLEY$4M
- LAZARD ASSET MANAGEMENT LLC$3M
- Karpus Management, Inc.$3M
- WOLVERINE ASSET MANAGEMENT LLC$1M
- Invesco Ltd.$1M
- Baird Financial Group, Inc.$1M
Largest trims
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$6M
- FLAGSHIP HARBOR ADVISORS, LLC$2M
- WNY Asset Management, LLC$2M
- WELLS FARGO & COMPANY/MN$1M
- UBS Group AG$606K
- MILLENNIUM MANAGEMENT LLC$419K
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 | 9,162,776 | $53M | 23.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 6,001,229 | $34M | 15.5% | 2026-Q2 |
| Karpus Management, Inc. added | 2,327,943 | $13M | 6.0% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 1,831,461 | $11M | 4.7% | 2026-Q2 |
| Waterfront Wealth Inc. added | 1,766,894 | $10M | 4.6% | 2026-Q2 |
| Invesco Ltd. added | 1,263,089 | $7M | 3.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,194,489 | $7M | 3.1% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 1,111,575 | $6M | 2.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 989,656 | $6M | 2.6% | 2026-Q2 |
| Uncommon Cents Investing LLC added | 720,402 | $4M | 1.9% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 713,596 | $4M | 1.8% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 661,325 | $4M | 1.7% | 2026-Q2 |
| Saba Capital Management, L.P. added | 654,822 | $4M | 1.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 626,492 | $4M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 538,307 | $3M | 1.4% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 478,458 | $3M | 1.2% | 2026-Q2 |
| LPL Financial LLC added | 474,916 | $3M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 472,146 | $3M | 1.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 437,241 | $3M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 349,425 | $2M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 300,370 | $2M | 0.8% | 2026-Q2 |
| &PARTNERS added | 289,913 | $2M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 190,084 | $1M | 0.5% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 182,641 | $1M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 171,217 | $983K | 0.4% | 2026-Q2 |
| Logan Stone Capital, LLC added | 155,047 | $890K | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC added | 145,365 | $834K | 0.4% | 2026-Q2 |
| Alessandra Capital Management, LLC added | 145,278 | $834K | 0.4% | 2026-Q2 |
| Shaker Financial Services, LLC added | 144,643 | $830K | 0.4% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 126,005 | $723K | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 121,880 | $700K | 0.3% | 2026-Q2 |
| Calamos Advisors LLC new | 115,354 | $662K | 0.3% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 102,943 | $591K | 0.3% | 2026-Q2 |
| one8zero8, LLC trimmed | 92,000 | $528K | 0.2% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. added | 91,033 | $523K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 87,906 | $505K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 81,826 | $470K | 0.2% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 74,274 | $426K | 0.2% | 2026-Q2 |
| Dakota Wealth Management added | 73,040 | $419K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 69,997 | $402K | 0.2% | 2026-Q2 |
| Abel Hall, LLC | 52,000 | $298K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 47,363 | $272K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 45,048 | $259K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 43,940 | $252K | 0.1% | 2026-Q2 |
| GAINLINE FINANCIAL PARTNERS, LLC new | 41,310 | $237K | 0.1% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 40,939 | $235K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 40,439 | $232K | 0.1% | 2026-Q2 |
| Leisure Capital Management | 39,424 | $226K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 38,066 | $218K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 35,482 | $204K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 34,916 | $200K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 34,405 | $197K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 32,499 | $187K | 0.1% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. trimmed | 27,783 | $159K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 26,385 | $151K | 0.1% | 2026-Q2 |
| Successful Portfolios LLC | 25,703 | $150K | 0.1% | 2026-Q2 |
| Quantedge Capital Pte Ltd added | 23,800 | $137K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC | 22,225 | $128K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 19,490 | $112K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 19,336 | $111K | 0.0% | 2026-Q2 |
| DECISION INVESTMENTS, INC | 18,158 | $104K | 0.0% | 2026-Q2 |
| Advisory Advocates, LLC | 17,979 | $103K | 0.0% | 2026-Q2 |
| Kovack Advisors, Inc. added | 17,984 | $103K | 0.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 17,319 | $99K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 16,697 | $96K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC | 15,000 | $86K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 14,561 | $84K | 0.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC | 14,413 | $83K | 0.0% | 2026-Q2 |
| Creative Planning added | 14,309 | $82K | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 12,698 | $73K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 12,590 | $72K | 0.0% | 2026-Q2 |
| Investment Partners Asset Management, Inc. | 12,580 | $72K | 0.0% | 2026-Q2 |
| Alteri Wealth LLC added | 12,534 | $72K | 0.0% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 12,150 | $70K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 11,498 | $66K | 0.0% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC | 11,211 | $64K | 0.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 10,804 | $62K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 10,560 | $60K | 0.0% | 2026-Q2 |
| CERTUITY, LLC | 10,422 | $60K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 6,785 | $39K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 6,698 | $38K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 5,328 | $31K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 4,375 | $25K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 2,832 | $16K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 2,550 | $15K | 0.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 2,500 | $14K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. | 1,351 | $8K | 0.0% | 2026-Q2 |
| Smallwood Wealth Investment Management, LLC | 1,321 | $8K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 872 | $5K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 500 | $3K | 0.0% | 2026-Q2 |
| CGC Financial Services, LLC | 477 | $3K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 325 | $2K | 0.0% | 2026-Q2 |
| Horrell Capital Management, Inc. | 200 | $1K | 0.0% | 2026-Q2 |
| CORRADO ADVISORS, LLC trimmed | 343,460 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 217,070 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans | 101,515 | $549K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 99,593 | $539K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Penserra Capital Management LLC added | 1,194,231 | $7M | 3.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 119,880 | $705K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SIT INVESTMENT ASSOCIATES INC trimmed | 1,137,816 | $7M | 2.9% | 2025-Q3 stale (3 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.