Who owns XC
Which tracked institutional funds hold XC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XC 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.
How the tape is positioned
6 tracked funds added or opened XC 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
XC’s largest tracked holder by dollar value, OARSMAN CAPITAL, INC., sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XC 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 28 tracked filers holding XC, 13 increased or opened the position and 22 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 XC 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 1
- Viaable, LLC$2M
Full exits 5
- Clearwater Capital Advisors, LLC$7M
- Sterling Manor Financial, LLC$7M
- GOLDMAN SACHS GROUP INC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- HRT FINANCIAL LP$577K
Largest adds
- LPL Financial LLC$2M
- OARSMAN CAPITAL, INC.$1M
- tru Independence LLC$526K
- Cetera Investment Advisers$318K
- Noble Wealth Management PBC$289K
Largest trims
- MORGAN STANLEY$13M
- OLD MISSION CAPITAL LLC$1M
- Aprio Wealth Management, LLC$614K
- Dynamic Advisor Solutions LLC$512K
- Legacy Financial Advisors, Inc.$326K
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 |
|---|---|---|---|---|
| OARSMAN CAPITAL, INC. added | 382,488 | $12M | 16.4% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 297,246 | $9M | 12.7% | 2026-Q2 |
| tru Independence LLC added | 218,648 | $7M | 9.4% | 2026-Q2 |
| LPL Financial LLC added | 208,967 | $7M | 9.0% | 2026-Q2 |
| Noble Wealth Management PBC added | 126,292 | $4M | 5.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 108,701 | $3M | 4.7% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 100,147 | $3M | 4.2% | 2026-Q2 |
| Viaable, LLC new | 76,150 | $2M | 3.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 55,044 | $2M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 32,520 | $1M | 1.4% | 2026-Q2 |
| Creative Planning added | 27,125 | $860K | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 22,375 | $709K | 1.0% | 2026-Q2 |
| Legacy Financial Advisors, Inc. trimmed | 22,143 | $702K | 0.9% | 2026-Q2 |
| Goldenstone Wealth Management LLC trimmed | 13,300 | $422K | 0.6% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 12,454 | $395K | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 11,931 | $378K | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 8,148 | $258K | 0.3% | 2026-Q2 |
| SMI Advisory Services, LLC new | 7,501 | $241K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC | 3,415 | $108K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 1,150 | $36K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co new | 600 | $19K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 600 | $19K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 476 | $15K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 468 | $15K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 122 | $4K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 72 | $2K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 40 | $1K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $37 | 0.0% | 2026-Q2 |
| Clearwater Capital Advisors, LLC trimmed | 224,509 | $7M | 9.5% | 2026-Q1 stale (1 quarter behind) |
| Sterling Manor Financial, LLC new | 209,878 | $7M | 8.9% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 40,015 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 34,365 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 18,523 | $577K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 15,316 | $478K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Balance Wealth, LLC trimmed | 7,098 | $221K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cherry Tree Wealth Management, LLC trimmed | 981 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GHP Investment Advisors, Inc. new | 637 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 143 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 9 | $281 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 3,320 | $108K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC | 370 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC added | 29,259 | $1M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| UHLMANN PRICE SECURITIES, LLC new | 9,050 | $312K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| RMR Wealth Builders new | 6,539 | $225K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.