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-Q1 13F filings (latest filed 2026-05-18). 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
8 tracked funds added or opened XCHYX while 16 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
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 2025-Q4 and 2026-Q1, across 133 tracked filers holding XCHYX, 71 increased or opened the position and 46 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 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 2
- Shaker Financial Services, LLC$900K
- MILLENNIUM MANAGEMENT LLC$643K
Full exits 5
- Penserra Capital Management LLC$8M
- GREENBERG FINANCIAL GROUP$2M
- Boreal Capital Management LLC$901K
- Navis Wealth Advisors, LLC$784K
- Arlington Capital Management, Inc.$552K
Largest adds
- COHEN & STEERS, INC.$1M
- Advisors Asset Management, Inc.$695K
- Kestra Advisory Services, LLC$592K
- UBS Group AG$400K
- Corient Private Wealth LLC$365K
- Beacon Pointe Advisors, LLC$352K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.0B
- Cornerstone Advisory, LLC$1M
- LPL Financial LLC$1M
- NewEdge Advisors, LLC$756K
- Pacific Wealth Strategies Group, Inc.$613K
- Apollon Wealth Management, LLC$423K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 1,443,850 | $16M | 10.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,301,610 | $14M | 9.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,255,952 | $14M | 8.9% | 2026-Q1 |
| MORGAN STANLEY added | 973,589 | $11M | 6.9% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 727,218 | $8M | 5.1% | 2026-Q1 |
| Pacific Wealth Strategies Group, Inc. trimmed | 546,229 | $6M | 3.8% | 2026-Q1 |
| COHEN & STEERS, INC. added | 502,484 | $5M | 3.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 337,017 | $4M | 2.4% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 312,123 | $3M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 301,151 | $3M | 2.1% | 2026-Q1 |
| GREATMARK INVESTMENT PARTNERS, INC. added | 296,195 | $3M | 2.1% | 2026-Q1 |
| Cornerstone Advisory, LLC trimmed | 278,497 | $3M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 230,855 | $3M | 1.6% | 2026-Q1 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 221,015 | $2M | 1.6% | 2026-Q1 |
| Morse Asset Management, Inc added | 211,381 | $2M | 1.5% | 2026-Q1 |
| UBS Group AG added | 183,824 | $2M | 1.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 170,928 | $2M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 163,137 | $2M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 155,607 | $2M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 149,380 | $2M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 117,183 | $1M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. added | 116,471 | $1M | 0.8% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 111,144 | $1M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 109,185 | $1M | 0.8% | 2026-Q1 |
| Mariner, LLC trimmed | 101,649 | $1M | 0.7% | 2026-Q1 |
| PMG Family Office LLC added | 90,321 | $984K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 88,481 | $964K | 0.6% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 82,616 | $900K | 0.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 74,885 | $815K | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 74,134 | $807K | 0.5% | 2026-Q1 |
| Compound Planning, Inc. added | 72,285 | $787K | 0.5% | 2026-Q1 |
| BURNS J W & CO INC/NY trimmed | 66,325 | $722K | 0.5% | 2026-Q1 |
| Cadent Capital Advisors, LLC added | 62,000 | $675K | 0.4% | 2026-Q1 |
| PFG Investments, LLC added | 61,235 | $667K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,686 | $661K | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 59,754 | $651K | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 59,037 | $643K | 0.4% | 2026-Q1 |
| Samalin Investment Counsel, LLC added | 56,628 | $617K | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 54,496 | $593K | 0.4% | 2026-Q1 |
| Curi Capital, LLC | 51,645 | $562K | 0.4% | 2026-Q1 |
| Legacy Wealth Management, LLC / MS added | 51,093 | $556K | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 48,999 | $534K | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 39,340 | $428K | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 38,250 | $417K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 37,470 | $408K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 36,484 | $397K | 0.3% | 2026-Q1 |
| Chancellor Financial Group WB LP added | 36,476 | $397K | 0.3% | 2026-Q1 |
| LifeWealth Investments, LLC added | 34,993 | $381K | 0.2% | 2026-Q1 |
| Bison Wealth, LLC added | 27,256 | $356K | 0.2% | 2026-Q1 |
| MKT Advisors LLC trimmed | 31,042 | $354K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 32,197 | $351K | 0.2% | 2026-Q1 |
| COFG Advisors, LLC added | 32,095 | $350K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 31,964 | $348K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 30,528 | $332K | 0.2% | 2026-Q1 |
| Autumn Glory Partners, LLC | 30,000 | $327K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 29,425 | $320K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 29,261 | $319K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 23,794 | $293K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 26,796 | $292K | 0.2% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT | 26,681 | $291K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 26,251 | $286K | 0.2% | 2026-Q1 |
| Graves Light Lenhart Wealth, Inc. | 23,828 | $259K | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 23,740 | $259K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 23,550 | $256K | 0.2% | 2026-Q1 |
| Merrithew & Thorsten Inc | 22,231 | $242K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 21,052 | $229K | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 20,509 | $223K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 20,349 | $222K | 0.1% | 2026-Q1 |
| SOL Capital Management CO new | 21,209 | $216K | 0.1% | 2026-Q1 |
| PATTEN & PATTEN INC/TN added | 19,687 | $214K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC | 19,183 | $209K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 19,082 | $208K | 0.1% | 2026-Q1 |
| Mirador Capital Partners LP added | 18,718 | $204K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 18,086 | $197K | 0.1% | 2026-Q1 |
| Oxbow Advisors, LLC | 17,500 | $191K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 17,363 | $189K | 0.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 17,103 | $186K | 0.1% | 2026-Q1 |
| Summit Financial Strategies, Inc. | 16,489 | $180K | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC | 16,487 | $180K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC | 16,033 | $175K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 69,976 | $173K | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 705,206 | $8M | 5.2% | 2025-Q4 stale |
| GREENBERG FINANCIAL GROUP added | 201,222 | $2M | 1.5% | 2025-Q4 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 135,169 | $2M | 1.0% | 2025-Q3 stale |
| Boreal Capital Management LLC new | 0 | $901K | 0.6% | 2025-Q4 stale |
| Navis Wealth Advisors, LLC new | 69,327 | $784K | 0.5% | 2025-Q4 stale |
| StoneX Group Inc. new | 68,815 | $756K | 0.5% | 2025-Q2 stale |
| SFI Advisors, LLC added | 69,817 | $705K | 0.5% | 2025-Q1 stale |
| OneAscent Financial Services LLC trimmed | 66,723 | $674K | 0.4% | 2025-Q1 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 52,674 | $591K | 0.4% | 2025-Q3 stale |
| Arlington Capital Management, Inc. new | 48,774 | $552K | 0.4% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 35,632 | $403K | 0.3% | 2025-Q4 stale |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 30,000 | $330K | 0.2% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. added | 25,875 | $290K | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 25,100 | $276K | 0.2% | 2025-Q2 stale |
| Financial Advocates Investment Management added | 24,065 | $264K | 0.2% | 2025-Q2 stale |
| L.M. KOHN & COMPANY trimmed | 22,019 | $242K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 21,682 | $238K | 0.2% | 2025-Q2 stale |
| Cook Wealth, LLC added | 21,209 | $216K | 0.1% | 2025-Q1 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 14,657 | $164K | 0.1% | 2025-Q3 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.