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-Q2 13F filings (latest filed 2026-08-18). 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
11 tracked funds added or opened XCCC while 12 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
XCCC’s largest tracked holder by dollar value, POTOMAC FUND MANAGEMENT INC /ADV, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp 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 2026-Q1 and 2026-Q2, across 43 tracked filers holding XCCC, 25 increased or opened the position and 25 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 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
- POTOMAC FUND MANAGEMENT INC /ADV$59M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- Encompass More Asset Management$1M
- TOEWS CORP /ADV$1M
Full exits 7
- Invesco Ltd.$9M
- Municipal Employees' Retirement System of Michigan$4M
- Kensington Asset Management, LLC$4M
- DEUTSCHE BANK AG\$2M
- TUCKER ASSET MANAGEMENT LLC$1M
- Baer Investment Advisory LLC$906K
Largest adds
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$2M
- Sound Income Strategies, LLC$2M
- NewEdge Advisors, LLC$1M
- CacheTech Inc.$598K
- Strait & Sound Wealth Management LLC$552K
- Adams Wealth Management$448K
Largest trims
- JANE STREET GROUP, LLC$4M
- &PARTNERS$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
- HBW ADVISORY SERVICES LLC$399K
- Simplicity Wealth,LLC$390K
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 |
|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV added | 1,624,900 | $59M | 27.9% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 1,135,366 | $42M | 19.5% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 300,000 | $11M | 5.2% | 2026-Q2 |
| CacheTech Inc. added | 241,632 | $9M | 4.2% | 2026-Q2 |
| Sound Income Strategies, LLC added | 232,746 | $9M | 4.0% | 2026-Q2 |
| Adams Wealth Management added | 227,771 | $8M | 3.9% | 2026-Q2 |
| Stadion Money Management, LLC trimmed | 167,872 | $6M | 2.9% | 2026-Q2 |
| Strait & Sound Wealth Management LLC added | 137,223 | $5M | 2.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 87,966 | $3M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 79,368 | $3M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 68,925 | $3M | 1.2% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 65,489 | $2M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 58,137 | $2M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 40,157 | $1M | 0.7% | 2026-Q2 |
| &PARTNERS trimmed | 39,387 | $1M | 0.7% | 2026-Q2 |
| Encompass More Asset Management new | 37,346 | $1M | 0.6% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 36,508 | $1M | 0.6% | 2026-Q2 |
| TOEWS CORP /ADV new | 35,800 | $1M | 0.6% | 2026-Q2 |
| NLB Skladi, upravljanje premozenja, d.o.o. added | 28,803 | $1M | 0.5% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC added | 27,667 | $1M | 0.5% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 26,462 | $968K | 0.5% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 24,603 | $900K | 0.4% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 23,190 | $848K | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 14,753 | $539K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 10,816 | $395K | 0.2% | 2026-Q2 |
| Tidal Investments LLC | 9,767 | $354K | 0.2% | 2026-Q2 |
| Swan Global Investments, LLC added | 7,900 | $289K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 7,851 | $287K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 6,799 | $249K | 0.1% | 2026-Q2 |
| Markowski Investments new | 5,777 | $211K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 4,550 | $166K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 4,569 | $165K | 0.1% | 2026-Q2 |
| Nemes Rush Group LLC added | 1,560 | $57K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 704 | $26K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 555 | $20K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 440 | $16K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 167 | $6K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 10,452 | $5K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 100 | $4K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5 | $183 | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 5 | $183 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $68 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $3 | 0.0% | 2026-Q2 |
| Invesco Ltd. added | 241,000 | $9M | 4.1% | 2026-Q1 stale (1 quarter behind) |
| Municipal Employees' Retirement System of Michigan | 121,654 | $4M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Kensington Asset Management, LLC | 107,289 | $4M | 1.9% | 2026-Q1 stale (1 quarter behind) |
| DEUTSCHE BANK AG\ trimmed | 54,900 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| TUCKER ASSET MANAGEMENT LLC new | 33,452 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 24,903 | $906K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 19,987 | $728K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Synergy Asset Management, LLC added | 12,028 | $438K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Vontobel Holding Ltd. trimmed | 10,000 | $364K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| STANCE CAPITAL LLC added | 300 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Truvestments Capital LLC new | 202 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| LGT Financial Advisors LLC added | 117 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 22 | $801 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 14 | $510 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Brookstone Capital Management new | 134,629 | $5M | 2.4% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC new | 50,425 | $2M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Stratos Investment Management, LLC trimmed | 15,043 | $572K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 12,494 | $475K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Strategic Advocates LLC added | 886 | $34K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC trimmed | 62 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Running Point Capital Advisors, LLC | 50 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RFG Advisory, LLC added | 55,887 | $2M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| FULLCIRCLE WEALTH LLC added | 29,225 | $1M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Independent Wealth Network Inc. trimmed | 11,514 | $452K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| WT Wealth Management trimmed | 6,482 | $254K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Integrated Wealth Concepts LLC new | 5,241 | $206K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC added | 5,115 | $201K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 16,492 | $640K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,260 | $204K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Larson Financial Group LLC new | 400 | $16K | 0.0% | 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.