Who owns XDIAX
Which tracked institutional funds hold XDIAX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XDIAX company fundamentals →
Ownership as of the 2025-Q4 13F filings (latest filed 2026-05-27). 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 XDIAX while 8 trimmed or exited it between 2025-Q3 and 2025-Q4 — 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
XDIAX’s largest tracked holder by dollar value, MORGAN STANLEY, 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 XDIAX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XDIAX 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-Q3 and 2025-Q4, across 122 tracked filers holding XDIAX, 56 increased or opened the position and 52 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 XDIAX between the 2025-Q3 and 2025-Q4 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 5
- Almitas Capital LLC$2M
- ABSOLUTE INVESTMENT ADVISERS, LLC$2M
- Advisory Advocates, LLC$1M
- Altium Capital Management LLC$931K
- Closed-End Fund Advisors, Inc.$531K
Full exits 2
- RPO LLC$585K
- Wela Strategies, Inc.$505K
Largest adds
- Saba Capital Management, L.P.$9M
- Allspring Global Investments Holdings, LLC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- BANK OF AMERICA CORP /DE/$674K
- WELLS FARGO & COMPANY/MN$532K
- Cetera Investment Advisers$390K
Largest trims
- Cornerstone Advisors, LLC$3M
- Shaker Financial Services, LLC$2M
- AQR Arbitrage LLC$928K
- MORGAN STANLEY$774K
- GUGGENHEIM CAPITAL LLC$679K
- 1607 Capital Partners, LLC$451K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,714,813 | $26M | 12.8% | 2025-Q4 |
| Saba Capital Management, L.P. added | 1,599,746 | $24M | 12.0% | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ added | 1,123,777 | $17M | 8.4% | 2025-Q4 |
| RAYMOND JAMES FINANCIAL INC trimmed | 729,615 | $11M | 5.5% | 2025-Q4 |
| Stolper Co trimmed | 14,709 | $10M | 4.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 636,472 | $10M | 4.8% | 2025-Q4 |
| Allspring Global Investments Holdings, LLC added | 603,228 | $9M | 4.5% | 2025-Q4 |
| Invesco Ltd. trimmed | 554,865 | $8M | 4.2% | 2025-Q4 |
| GUGGENHEIM CAPITAL LLC trimmed | 472,794 | $7M | 3.5% | 2025-Q4 |
| UBS Group AG trimmed | 403,874 | $6M | 3.0% | 2025-Q4 |
| Capital Investment Advisors, LLC trimmed | 353,064 | $5M | 2.6% | 2025-Q4 |
| WOLVERINE ASSET MANAGEMENT LLC added | 249,306 | $4M | 1.9% | 2025-Q4 |
| AQR Arbitrage LLC trimmed | 204,492 | $3M | 1.5% | 2025-Q4 |
| LPL Financial LLC trimmed | 202,293 | $3M | 1.5% | 2025-Q4 |
| Shaker Financial Services, LLC trimmed | 199,214 | $3M | 1.5% | 2025-Q4 |
| Cornerstone Advisors, LLC trimmed | 185,466 | $3M | 1.4% | 2025-Q4 |
| Thomas J. Herzfeld Advisors, Inc. added | 183,190 | $3M | 1.4% | 2025-Q4 |
| MML INVESTORS SERVICES, LLC added | 135,848 | $2M | 1.0% | 2025-Q4 |
| 1607 Capital Partners, LLC trimmed | 118,061 | $2M | 0.9% | 2025-Q4 |
| Almitas Capital LLC new | 114,201 | $2M | 0.9% | 2025-Q4 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 112,137 | $2M | 0.8% | 2025-Q4 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 98,482 | $2M | 0.8% | 2025-Q4 |
| OSAIC HOLDINGS, INC. added | 96,637 | $1M | 0.7% | 2025-Q4 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,808 | $1M | 0.7% | 2025-Q4 |
| ROYAL BANK OF CANADA trimmed | 92,820 | $1M | 0.7% | 2025-Q4 |
| ENVESTNET ASSET MANAGEMENT INC added | 91,615 | $1M | 0.7% | 2025-Q4 |
| NBC SECURITIES, INC. added | 90,166 | $1M | 0.7% | 2025-Q4 |
| AMERIPRISE FINANCIAL INC trimmed | 89,655 | $1M | 0.7% | 2025-Q4 |
| Cetera Investment Advisers added | 87,563 | $1M | 0.7% | 2025-Q4 |
| PARK AVENUE SECURITIES LLC added | 85,101 | $1M | 0.6% | 2025-Q4 |
| Advisory Advocates, LLC new | 84,167 | $1M | 0.6% | 2025-Q4 |
| Ionic Capital Management LLC trimmed | 72,133 | $1M | 0.5% | 2025-Q4 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 70,871 | $1M | 0.5% | 2025-Q4 |
| &PARTNERS added | 69,614 | $1M | 0.5% | 2025-Q4 |
| Integrated Wealth Concepts LLC trimmed | 65,778 | $1M | 0.5% | 2025-Q4 |
| Private Advisor Group, LLC trimmed | 65,298 | $996K | 0.5% | 2025-Q4 |
| Altium Capital Management LLC new | 60,998 | $931K | 0.5% | 2025-Q4 |
| Shulman DeMeo Asset Management LLC trimmed | 59,250 | $904K | 0.4% | 2025-Q4 |
| Advisors Asset Management, Inc. trimmed | 58,383 | $891K | 0.4% | 2025-Q4 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 57,026 | $870K | 0.4% | 2025-Q4 |
| NewEdge Advisors, LLC added | 54,578 | $833K | 0.4% | 2025-Q4 |
| Janney Montgomery Scott LLC trimmed | 47,597 | $726K | 0.4% | 2025-Q4 |
| D.A. DAVIDSON & CO. trimmed | 39,943 | $610K | 0.3% | 2025-Q4 |
| Dynamic Advisor Solutions LLC trimmed | 38,250 | $584K | 0.3% | 2025-Q4 |
| PMG Family Office LLC trimmed | 37,842 | $577K | 0.3% | 2025-Q4 |
| Formidable Asset Management, LLC | 37,371 | $570K | 0.3% | 2026-Q1 |
| CHOREO, LLC trimmed | 36,354 | $565K | 0.3% | 2025-Q4 |
| STIFEL FINANCIAL CORP trimmed | 35,361 | $540K | 0.3% | 2025-Q4 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 34,894 | $532K | 0.3% | 2025-Q4 |
| Closed-End Fund Advisors, Inc. new | 34,829 | $531K | 0.3% | 2025-Q4 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. trimmed | 31,850 | $486K | 0.2% | 2025-Q4 |
| Cambridge Investment Research Advisors, Inc. trimmed | 31,540 | $481K | 0.2% | 2025-Q4 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 30,249 | $462K | 0.2% | 2025-Q4 |
| Institute for Wealth Management, LLC. trimmed | 28,143 | $429K | 0.2% | 2025-Q4 |
| Calamos Advisors LLC added | 25,709 | $392K | 0.2% | 2025-Q4 |
| WEDBUSH SECURITIES INC trimmed | 25,255 | $385K | 0.2% | 2025-Q4 |
| Diversify Advisory Services, LLC trimmed | 24,566 | $380K | 0.2% | 2025-Q4 |
| Leo Wealth, LLC | 23,000 | $351K | 0.2% | 2025-Q4 |
| SAGESPRING WEALTH PARTNERS, LLC added | 22,923 | $350K | 0.2% | 2025-Q4 |
| Yakira Capital Management, Inc. new | 22,654 | $346K | 0.2% | 2025-Q4 |
| Quantedge Capital Pte Ltd added | 18,800 | $287K | 0.1% | 2025-Q4 |
| Lido Advisors, LLC | 18,825 | $286K | 0.1% | 2025-Q4 |
| INTEGRATED CAPITAL MANAGEMENT, INC. added | 18,177 | $277K | 0.1% | 2025-Q4 |
| Summit Financial, LLC trimmed | 17,215 | $263K | 0.1% | 2025-Q4 |
| Morey & Quinn Wealth Partners, LLC | 16,676 | $254K | 0.1% | 2025-Q4 |
| B. Riley Wealth Advisors, Inc. trimmed | 15,961 | $244K | 0.1% | 2025-Q4 |
| Quarry LP new | 15,894 | $243K | 0.1% | 2025-Q4 |
| Rockefeller Capital Management L.P. added | 15,556 | $237K | 0.1% | 2025-Q4 |
| PINNACLE ASSOCIATES LTD added | 15,516 | $237K | 0.1% | 2025-Q4 |
| HighTower Advisors, LLC trimmed | 15,053 | $230K | 0.1% | 2025-Q4 |
| Kapstone Financial Advisors LLC added | 14,535 | $222K | 0.1% | 2025-Q4 |
| UHLMANN PRICE SECURITIES, LLC added | 14,336 | $219K | 0.1% | 2025-Q4 |
| Kingsview Wealth Management, LLC trimmed | 13,734 | $210K | 0.1% | 2025-Q4 |
| Mariner, LLC trimmed | 13,603 | $208K | 0.1% | 2025-Q4 |
| Allworth Financial LP | 13,432 | $205K | 0.1% | 2025-Q4 |
| ACCREDITED INVESTOR SERVICES, LLC trimmed | 13,132 | $200K | 0.1% | 2025-Q4 |
| Kestra Advisory Services, LLC added | 12,465 | $190K | 0.1% | 2025-Q4 |
| TrueMark Investments, LLC new | 12,137 | $185K | 0.1% | 2025-Q4 |
| PKS Advisory Services, LLC added | 11,894 | $182K | 0.1% | 2025-Q4 |
| Waverly Advisors, LLC trimmed | 11,613 | $177K | 0.1% | 2025-Q4 |
| Merit Financial Group, LLC trimmed | 11,582 | $177K | 0.1% | 2025-Q4 |
| Baird Financial Group, Inc. new | 10,930 | $167K | 0.1% | 2025-Q4 |
| VISTA INVESTMENT PARTNERS II, LLC | 10,800 | $165K | 0.1% | 2025-Q4 |
| World Investment Advisors | 10,500 | $160K | 0.1% | 2025-Q4 |
| HARBOUR INVESTMENTS, INC. new | 8,310 | $127K | 0.1% | 2025-Q4 |
| Global Retirement Partners, LLC new | 8,202 | $125K | 0.1% | 2025-Q4 |
| Wealth Preservation Advisors, LLC | 8,190 | $125K | 0.1% | 2025-Q4 |
| PFS Partners, LLC added | 7,863 | $120K | 0.1% | 2025-Q4 |
| Blue Trust, Inc. new | 7,000 | $107K | 0.1% | 2025-Q4 |
| RPO LLC | 39,270 | $585K | 0.3% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 37,514 | $538K | 0.3% | 2025-Q2 stale |
| Wela Strategies, Inc. new | 33,891 | $505K | 0.2% | 2025-Q3 stale |
| SCHNIEDERS CAPITAL MANAGEMENT LLC trimmed | 32,300 | $463K | 0.2% | 2025-Q2 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 28,211 | $409K | 0.2% | 2025-Q1 stale |
| Advisor Resource Council new | 24,458 | $354K | 0.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 23,367 | $346K | 0.2% | 2025-Q1 stale |
| Sheaff Brock Investment Advisors, LLC added | 13,427 | $195K | 0.1% | 2025-Q1 stale |
| HUB Investment Partners, LLC new | 12,096 | $180K | 0.1% | 2025-Q3 stale |
| Geneos Wealth Management Inc. trimmed | 12,109 | $174K | 0.1% | 2025-Q2 stale |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 11,624 | $168K | 0.1% | 2025-Q1 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.