Who owns XCHYX
Which tracked institutional funds hold XCHYX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XCHYX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
25 tracked funds added or opened XCHYX while 9 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
XCHYX’s largest tracked holder by dollar value, LPL Financial LLC, 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 XCHYX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XCHYX 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 129 tracked filers holding XCHYX, 65 increased or opened the position and 49 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 XCHYX 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
- Thomas J. Herzfeld Advisors, Inc.$3M
- Boreal Capital Management LLC$836K
Full exits 5
- COHEN & STEERS, INC.$5M
- Cambridge Investment Research Advisors, Inc.$2M
- Janney Montgomery Scott LLC$1M
- Mariner, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$661K
Largest adds
- Advisors Asset Management, Inc.$4M
- MORGAN STANLEY$4M
- LPL Financial LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
- BANK OF AMERICA CORP /DE/$4M
- WELLS FARGO & COMPANY/MN$3M
Largest trims
- Cornerstone Advisory, LLC$2M
- MILLENNIUM MANAGEMENT LLC$505K
- JANE STREET GROUP, LLC$269K
- OSAIC HOLDINGS, INC.$257K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,463,502 | $20M | 11.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,264,610 | $17M | 10.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,258,018 | $17M | 10.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,090,866 | $15M | 8.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 795,623 | $11M | 6.4% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 573,420 | $8M | 4.6% | 2026-Q2 |
| Pacific Wealth Strategies Group, Inc. trimmed | 441,823 | $6M | 3.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 359,069 | $5M | 2.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 317,109 | $4M | 2.5% | 2026-Q2 |
| GREATMARK INVESTMENT PARTNERS, INC. added | 300,632 | $4M | 2.4% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. new | 245,638 | $3M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 237,019 | $3M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 221,918 | $3M | 1.8% | 2026-Q2 |
| Morse Asset Management, Inc added | 221,656 | $3M | 1.8% | 2026-Q2 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 212,775 | $3M | 1.7% | 2026-Q2 |
| Corient Private Wealth LP | 170,928 | $2M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 166,540 | $2M | 1.3% | 2026-Q2 |
| Shaker Financial Services, LLC added | 157,254 | $2M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 151,512 | $2M | 1.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 151,082 | $2M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 137,942 | $2M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 119,235 | $2M | 1.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 110,076 | $1M | 0.9% | 2026-Q2 |
| Cornerstone Advisory, LLC trimmed | 104,500 | $1M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 94,848 | $1M | 0.8% | 2026-Q2 |
| PMG Family Office LLC added | 91,904 | $1M | 0.7% | 2026-Q2 |
| Compound Planning, Inc. added | 75,566 | $1M | 0.6% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 70,750 | $964K | 0.6% | 2026-Q2 |
| BURNS J W & CO INC/NY | 66,325 | $903K | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 65,491 | $892K | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 64,227 | $875K | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 58,378 | $795K | 0.5% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 57,743 | $786K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 54,473 | $742K | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 54,125 | $737K | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 53,993 | $735K | 0.4% | 2026-Q2 |
| Curi Capital, LLC | 51,645 | $703K | 0.4% | 2026-Q2 |
| Legacy Wealth Management, LLC / MS added | 51,261 | $698K | 0.4% | 2026-Q2 |
| &PARTNERS added | 49,606 | $676K | 0.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 43,548 | $593K | 0.3% | 2026-Q2 |
| PFG Investments, LLC trimmed | 43,090 | $587K | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 38,050 | $514K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 37,629 | $513K | 0.3% | 2026-Q2 |
| Chancellor Financial Group WB LP added | 37,261 | $507K | 0.3% | 2026-Q2 |
| LifeWealth Investments, LLC | 34,993 | $477K | 0.3% | 2026-Q2 |
| CHOREO, LLC new | 33,974 | $463K | 0.3% | 2026-Q2 |
| Bison Wealth, LLC added | 33,298 | $450K | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 32,770 | $446K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 32,197 | $439K | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 32,177 | $438K | 0.3% | 2026-Q2 |
| COFG Advisors, LLC trimmed | 31,863 | $434K | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 30,785 | $419K | 0.2% | 2026-Q2 |
| Autumn Glory Partners, LLC | 30,000 | $409K | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 29,306 | $399K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 28,116 | $383K | 0.2% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT | 26,681 | $363K | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 24,042 | $313K | 0.2% | 2026-Q2 |
| Invesco Ltd. new | 23,892 | $325K | 0.2% | 2026-Q2 |
| Graves Light Lenhart Wealth, Inc. | 23,828 | $325K | 0.2% | 2026-Q2 |
| MKT Advisors LLC trimmed | 23,113 | $311K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 22,487 | $306K | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 20,822 | $284K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 20,367 | $277K | 0.2% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 20,151 | $274K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 19,196 | $261K | 0.2% | 2026-Q2 |
| Mirador Capital Partners LP added | 18,933 | $258K | 0.2% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. new | 18,651 | $254K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 18,512 | $252K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 17,530 | $239K | 0.1% | 2026-Q2 |
| Oxbow Advisors, LLC | 17,500 | $238K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 17,298 | $236K | 0.1% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 17,103 | $233K | 0.1% | 2026-Q2 |
| Summit Financial Strategies, Inc. | 16,489 | $225K | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT new | 16,273 | $222K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 16,033 | $218K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 15,797 | $213K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 13,016 | $177K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 12,743 | $174K | 0.1% | 2026-Q2 |
| Tandem Investment Partners LLC added | 12,515 | $170K | 0.1% | 2026-Q2 |
| Cypress Capital Group new | 12,174 | $166K | 0.1% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 11,996 | $163K | 0.1% | 2026-Q2 |
| Zhang Financial LLC | 11,845 | $161K | 0.1% | 2026-Q2 |
| Allworth Financial LP | 11,480 | $156K | 0.1% | 2026-Q2 |
| Left Brain Wealth Management, LLC new | 11,150 | $152K | 0.1% | 2026-Q2 |
| Stonebrook Private Inc. added | 11,133 | $152K | 0.1% | 2026-Q2 |
| PKS Advisory Services, LLC trimmed | 11,069 | $151K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 10,900 | $148K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 10,846 | $148K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 10,767 | $147K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,257 | $141K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,202 | $139K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 10,153 | $138K | 0.1% | 2026-Q2 |
| United Financial Planning Group LLC | 10,000 | $136K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 9,082 | $124K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 8,928 | $122K | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 5,407 | $74K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 5,380 | $73K | 0.0% | 2026-Q2 |
| Clear Street Group Inc. new | 5,360 | $73K | 0.0% | 2026-Q2 |
| Burk Holdings LLC | 5,300 | $72K | 0.0% | 2026-Q2 |
| Boreal Capital Management LLC | 0 | $836K | 0.5% | 2026-Q2 |
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.