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-Q2 13F filings (latest filed 2026-08-14). 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 XDSQ while 7 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
XDSQ’s largest tracked holder by dollar value, Orion Porfolio Solutions, 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 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 2026-Q1 and 2026-Q2, across 42 tracked filers holding XDSQ, 18 increased or opened the position and 28 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 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 3
- Simplicity Wealth,LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$842K
- MY Wealth Management Inc.$585K
Full exits 3
- CWM, LLC$2M
- HighTower Advisors, LLC$2M
- Foundations Investment Advisors, LLC$789K
Largest adds
- Orion Porfolio Solutions, LLC$1M
- Keeler Thomas Management LLC$1M
- OLD MISSION CAPITAL LLC$554K
- Arkadios Wealth Advisors$299K
- Brookstone Capital Management$278K
Largest trims
- Andina Capital Management, LLC$3M
- VESTIA PERSONAL WEALTH ADVISORS$675K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$518K
- Triad Wealth Partners, LLC$339K
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 |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC added | 123,855 | $5M | 11.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 76,149 | $3M | 6.9% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 73,713 | $3M | 6.7% | 2026-Q2 |
| Atria Investments, Inc trimmed | 66,573 | $3M | 6.0% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 55,601 | $2M | 5.0% | 2026-Q2 |
| Cetera Investment Advisers added | 49,791 | $2M | 4.5% | 2026-Q2 |
| Brookstone Capital Management added | 47,451 | $2M | 4.3% | 2026-Q2 |
| Andina Capital Management, LLC trimmed | 45,687 | $2M | 4.1% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 34,173 | $1M | 3.2% | 2026-Q2 |
| Keeler Thomas Management LLC added | 32,586 | $1M | 2.9% | 2026-Q2 |
| Simplicity Wealth,LLC new | 28,238 | $1M | 2.6% | 2026-Q2 |
| Arax Advisory Partners trimmed | 28,161 | $1M | 2.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 25,962 | $1M | 2.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 25,381 | $1M | 2.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 21,722 | $933K | 2.0% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 20,951 | $910K | 1.9% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 19,606 | $842K | 1.8% | 2026-Q2 |
| VESTIA PERSONAL WEALTH ADVISORS trimmed | 16,114 | $692K | 1.5% | 2026-Q2 |
| Pitti Group Wealth Management, LLC trimmed | 14,367 | $617K | 1.3% | 2026-Q2 |
| MY Wealth Management Inc. new | 13,620 | $585K | 1.2% | 2026-Q2 |
| BROWN WEALTH MANAGEMENT, LLC trimmed | 13,140 | $564K | 1.2% | 2026-Q2 |
| Vantage Point Financial LLC added | 11,868 | $510K | 1.1% | 2026-Q2 |
| Encompass More Asset Management trimmed | 9,802 | $421K | 0.9% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 9,251 | $397K | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,175 | $394K | 0.8% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 9,121 | $388K | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,777 | $377K | 0.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 8,254 | $355K | 0.7% | 2026-Q2 |
| Ballast Rock Private Wealth LLC trimmed | 7,094 | $305K | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 6,873 | $295K | 0.6% | 2026-Q2 |
| SFMG, LLC trimmed | 5,161 | $222K | 0.5% | 2026-Q2 |
| Regatta Research & Money Management new | 3,746 | $161K | 0.3% | 2026-Q2 |
| Financial Network Wealth Advisors LLC added | 3,259 | $140K | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 1,073 | $46K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 877 | $38K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 789 | $34K | 0.1% | 2026-Q2 |
| COUNTRY TRUST BANK new | 545 | $23K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 518 | $22K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 207 | $9K | 0.0% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 194 | $8K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 19 | $817 | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | $43 | 0.0% | 2026-Q2 |
| CWM, LLC trimmed | 61,702 | $2M | 5.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 51,158 | $2M | 4.3% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 19,936 | $789K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 9,925 | $393K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 6,757 | $267K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 4,063 | $161K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 24 | $950 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,432 | $580K | 1.2% | 2025-Q4 stale (2 quarters behind) |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC new | 8,370 | $348K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| BARCLAYS PLC trimmed | 25 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Maia Wealth LLC trimmed | 5,657 | $230K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| HOLLENCREST CAPITAL MANAGEMENT | 14 | $558 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Merit Financial Group, LLC added | 5,797 | $217K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Wood Tarver Financial Group, LLC trimmed | 881 | $32K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. | 157 | $6K | 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.