Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns XDSQ


Which tracked institutional funds hold XDSQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XDSQ 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.

44
Institutional holders
1M
Shares held (tracked funds)

How the tape is positioned

4 tracked funds added or opened XDSQ 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

XDSQ’s largest tracked holder by dollar value, Andina Capital Management, LLC, sizes it at 4.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in XDSQ 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 44 tracked filers holding XDSQ, 21 increased or opened the position and 19 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 XDSQ 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 1

  • OLD MISSION CAPITAL LLC$536K

Full exits 1

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$580K

Largest adds

  • Triad Wealth Partners, LLC$444K
  • Arkadios Wealth Advisors$392K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$269K

Largest trims

  • Encompass More Asset Management$3M
  • Andina Capital Management, LLC$2M
  • SFMG, LLC$2M
  • OSAIC HOLDINGS, INC.$486K
  • CWM, LLC$426K
  • Arax Advisory Partners$315K

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).

FundSharesReported value% of valueQuarter
Andina Capital Management, LLC trimmed130,813$5M10.8%2026-Q1
Orion Porfolio Solutions, LLC added104,791$4M8.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed79,784$3M6.6%2026-Q1
Authentikos Wealth Advisory, LLC trimmed77,866$3M6.4%2026-Q1
Atria Investments, Inc added74,379$3M6.1%2026-Q1
CWM, LLC trimmed61,702$2M5.1%2026-Q1
First Commonwealth Financial Corp /PA/ added56,379$2M4.7%2026-Q1
HighTower Advisors, LLC trimmed51,158$2M4.2%2026-Q1
Cetera Investment Advisers added49,776$2M4.1%2026-Q1
Triad Wealth Partners, LLC added46,364$2M3.8%2026-Q1
Brookstone Capital Management added44,457$2M3.7%2026-Q1
VESTIA PERSONAL WEALTH ADVISORS trimmed34,538$1M2.9%2026-Q1
Arax Advisory Partners trimmed33,789$1M2.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added25,852$1M2.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added22,607$895K1.9%2026-Q1
Foundations Investment Advisors, LLC trimmed19,936$789K1.6%2026-Q1
YARGER WEALTH STRATEGIES, LLC trimmed18,378$727K1.5%2026-Q1
BROWN WEALTH MANAGEMENT, LLC added17,739$702K1.5%2026-Q1
Arkadios Wealth Advisors added16,030$635K1.3%2026-Q1
Pitti Group Wealth Management, LLC14,370$569K1.2%2026-Q1
OLD MISSION CAPITAL LLC added13,536$536K1.1%2026-Q1
Encompass More Asset Management trimmed12,596$499K1.0%2026-Q1
Ashton Thomas Private Wealth, LLC added10,061$398K0.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed9,925$393K0.8%2026-Q1
Ballast Rock Private Wealth LLC added9,697$384K0.8%2026-Q1
Chicago Partners Investment Group LLC trimmed9,123$382K0.8%2026-Q1
Vantage Point Financial LLC new9,472$375K0.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added8,621$341K0.7%2026-Q1
LPL Financial LLC trimmed8,505$337K0.7%2026-Q1
SFMG, LLC trimmed7,706$305K0.6%2026-Q1
Steward Partners Investment Advisory, LLC trimmed6,973$276K0.6%2026-Q1
CENTAURUS FINANCIAL, INC.6,757$267K0.6%2026-Q1
Keeler Thomas Management LLC new6,197$245K0.5%2026-Q1
Advisory Services Network, LLC added4,063$161K0.3%2026-Q1
Financial Network Wealth Advisors LLC added2,690$106K0.2%2026-Q1
AE Wealth Management LLC trimmed1,247$49K0.1%2026-Q1
CoreCap Advisors, LLC1,082$43K0.1%2026-Q1
IFP Advisors, Inc added872$35K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. new518$21K0.0%2026-Q1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV500$20K0.0%2026-Q1
Farther Finance Advisors, LLC65$3K0.0%2026-Q1
UBS Group AG trimmed24$9500.0%2026-Q1
DHJJ Financial Advisors, Ltd.19$7530.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1$400.0%2026-Q1
Atria Wealth Solutions, Inc. added34,914$1M2.5%2025-Q1 stale
Orion Portfolio Solutions, LLC new19,900$692K1.4%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added5,432$580K1.2%2025-Q4 stale
TOWNSQUARE CAPITAL LLC added10,844$377K0.8%2025-Q1 stale
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC new8,370$348K0.7%2025-Q4 stale
Maia Wealth LLC trimmed5,657$230K0.5%2025-Q3 stale
Merit Financial Group, LLC added5,797$217K0.5%2025-Q2 stale
JANE STREET GROUP, LLC trimmed6,074$211K0.4%2025-Q1 stale
Wood Tarver Financial Group, LLC trimmed881$32K0.1%2025-Q2 stale
AMERIFLEX GROUP, INC.157$6K0.0%2025-Q2 stale
BARCLAYS PLC trimmed25$1K0.0%2025-Q4 stale
HOLLENCREST CAPITAL MANAGEMENT14$5580.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership