Who owns XCCC
Which tracked institutional funds hold XCCC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XCCC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
12 tracked funds added or opened XCCC while 7 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
XCCC’s largest tracked holder by dollar value, POTOMAC FUND MANAGEMENT INC /ADV, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XCCC 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 47 tracked filers holding XCCC, 35 increased or opened the position and 18 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 XCCC 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 4
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$39M
- VICTORY FINANCIAL GROUP, LLC$906K
- Baer Investment Advisory LLC$906K
- CITADEL ADVISORS LLC$728K
Full exits 4
- POTOMAC FUND MANAGEMENT INC /ADV$48M
- Brookstone Capital Management$5M
- OLD MISSION CAPITAL LLC$2M
- Stratos Investment Management, LLC$572K
Largest adds
- State of New Jersey Common Pension Fund D$5M
- Invesco Ltd.$3M
- Cetera Investment Advisers$1M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Sound Income Strategies, LLC$984K
- &PARTNERS$462K
Largest trims
- DEUTSCHE BANK AG\$2M
- JANE STREET GROUP, LLC$1M
- Vontobel Holding Ltd.$396K
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 |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 1,082,036 | $39M | 19.7% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 300,000 | $11M | 5.4% | 2026-Q1 |
| Invesco Ltd. added | 241,000 | $9M | 4.4% | 2026-Q1 |
| CacheTech Inc. added | 226,306 | $8M | 4.1% | 2026-Q1 |
| Adams Wealth Management added | 216,506 | $8M | 3.9% | 2026-Q1 |
| Sound Income Strategies, LLC added | 188,325 | $7M | 3.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 175,621 | $6M | 3.2% | 2026-Q1 |
| Stadion Money Management, LLC added | 168,172 | $6M | 3.1% | 2026-Q1 |
| Strait & Sound Wealth Management LLC added | 122,674 | $4M | 2.2% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan | 121,654 | $4M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 120,223 | $4M | 2.2% | 2026-Q1 |
| Kensington Asset Management, LLC | 107,289 | $4M | 2.0% | 2026-Q1 |
| &PARTNERS added | 95,893 | $3M | 1.7% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 76,504 | $3M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 67,425 | $2M | 1.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 54,900 | $2M | 1.0% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 37,533 | $1M | 0.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 34,361 | $1M | 0.6% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 26,677 | $971K | 0.5% | 2026-Q1 |
| Baer Investment Advisory LLC new | 24,903 | $906K | 0.5% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC new | 24,903 | $906K | 0.5% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 22,013 | $801K | 0.4% | 2026-Q1 |
| NLB Skladi, upravljanje premozenja, d.o.o. added | 21,520 | $783K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 19,987 | $728K | 0.4% | 2026-Q1 |
| Synergy Asset Management, LLC added | 12,028 | $438K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 11,441 | $416K | 0.2% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 10,000 | $364K | 0.2% | 2026-Q1 |
| Tidal Investments LLC new | 9,767 | $353K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 9,073 | $330K | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 7,754 | $282K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 6,700 | $244K | 0.1% | 2026-Q1 |
| Nemes Rush Group LLC trimmed | 1,520 | $55K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,044 | $38K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 440 | $16K | 0.0% | 2026-Q1 |
| STANCE CAPITAL LLC added | 300 | $11K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC new | 260 | $9K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC new | 7,865 | $8K | 0.0% | 2026-Q1 |
| Truvestments Capital LLC new | 202 | $7K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC new | 163 | $6K | 0.0% | 2026-Q1 |
| LGT Financial Advisors LLC added | 117 | $4K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 100 | $4K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 30 | $1K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 22 | $801 | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 14 | $510 | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 5 | $182 | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 2 | $72 | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $50 | 0.0% | 2026-Q1 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 1,264,638 | $48M | 24.0% | 2025-Q4 stale |
| Brookstone Capital Management new | 134,629 | $5M | 2.6% | 2025-Q4 stale |
| Compound Planning, Inc. added | 92,203 | $3M | 1.7% | 2025-Q1 stale |
| RFG Advisory, LLC added | 55,887 | $2M | 1.1% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC new | 50,425 | $2M | 1.0% | 2025-Q4 stale |
| LPL Financial LLC added | 44,282 | $2M | 0.8% | 2025-Q1 stale |
| FULLCIRCLE WEALTH LLC added | 29,225 | $1M | 0.6% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 16,492 | $640K | 0.3% | 2025-Q2 stale |
| Stratos Investment Management, LLC trimmed | 15,043 | $572K | 0.3% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC new | 12,836 | $488K | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 12,494 | $475K | 0.2% | 2025-Q4 stale |
| Independent Wealth Network Inc. trimmed | 11,514 | $452K | 0.2% | 2025-Q3 stale |
| Swan Global Investments, LLC added | 7,550 | $287K | 0.1% | 2025-Q4 stale |
| WT Wealth Management trimmed | 6,482 | $254K | 0.1% | 2025-Q3 stale |
| Integrated Wealth Concepts LLC new | 5,241 | $206K | 0.1% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,260 | $204K | 0.1% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC added | 5,115 | $201K | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 3,126 | $119K | 0.1% | 2025-Q4 stale |
| Strategic Advocates LLC added | 886 | $34K | 0.0% | 2025-Q4 stale |
| Larson Financial Group LLC new | 400 | $16K | 0.0% | 2025-Q2 stale |
| Crewe Advisors LLC new | 89 | $3K | 0.0% | 2025-Q1 stale |
| CWM, LLC trimmed | 62 | $2K | 0.0% | 2025-Q4 stale |
| Running Point Capital Advisors, LLC | 50 | $2K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.