Who owns XETYX (XETYX)
Which tracked institutional funds hold XETYX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XETYX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on XETYX is one-sided between 2025-Q4 and 2026-Q1: 9 added or opened and 36 trimmed or exited — on balance reducing.
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
XETYX’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 XETYX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XETYX 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 205 tracked filers holding XETYX, 96 increased or opened the position and 76 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 XETYX 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.
Full exits 4
- GPS Wealth Strategies Group, LLC$2M
- JANE STREET GROUP, LLC$1M
- COMERICA BANK$1M
- NewEdge Advisors, LLC$1M
Largest adds
- WOLVERINE ASSET MANAGEMENT LLC$2M
- Shaker Financial Services, LLC$2M
- READYSTATE ASSET MANAGEMENT LP$1M
- FIFTH THIRD BANCORP$958K
- HARBOUR INVESTMENTS, INC.$930K
- Cypress Capital Management LLC (WY)$589K
Largest trims
- MORGAN STANLEY$19M
- RAYMOND JAMES FINANCIAL INC$4M
- GUGGENHEIM CAPITAL LLC$2M
- World Investment Advisors$2M
- PRINCIPAL SECURITIES, INC.$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
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 added | 13,043,773 | $180M | 34.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,500,782 | $34M | 6.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,164,535 | $30M | 5.8% | 2026-Q1 |
| Invesco Ltd. added | 1,512,342 | $21M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 1,286,095 | $18M | 3.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 1,120,472 | $15M | 3.0% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 853,436 | $12M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 817,971 | $11M | 2.2% | 2026-Q1 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 805,721 | $11M | 2.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 637,446 | $9M | 1.7% | 2026-Q1 |
| RFG Advisory, LLC added | 626,075 | $9M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 600,715 | $8M | 1.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 537,761 | $7M | 1.4% | 2026-Q1 |
| UBS Group AG trimmed | 521,091 | $7M | 1.4% | 2026-Q1 |
| IHT Wealth Management, LLC added | 445,405 | $6M | 1.2% | 2026-Q1 |
| Pathway Financial Advisers, LLC added | 440,229 | $6M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 438,048 | $6M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 415,438 | $6M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 382,253 | $5M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 374,641 | $5M | 1.0% | 2026-Q1 |
| Shaker Financial Services, LLC added | 368,539 | $5M | 1.0% | 2026-Q1 |
| Cypress Capital Management LLC (WY) added | 362,177 | $5M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 323,630 | $4M | 0.9% | 2026-Q1 |
| COHEN & STEERS, INC. added | 310,617 | $4M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 306,604 | $4M | 0.8% | 2026-Q1 |
| CoreCap Advisors, LLC added | 300,005 | $4M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 289,406 | $4M | 0.8% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 240,246 | $3M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 239,293 | $3M | 0.6% | 2026-Q1 |
| C2C Wealth Management, LLC trimmed | 230,094 | $3M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 212,046 | $3M | 0.6% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 197,451 | $3M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 182,615 | $3M | 0.5% | 2026-Q1 |
| Heron Bay Capital Management added | 179,813 | $2M | 0.5% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 165,727 | $2M | 0.4% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 164,227 | $2M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 145,180 | $2M | 0.4% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 144,952 | $2M | 0.4% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP added | 137,917 | $2M | 0.4% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 126,851 | $2M | 0.3% | 2026-Q1 |
| PMG Family Office LLC added | 113,812 | $2M | 0.3% | 2026-Q1 |
| Pointe Capital Management LLC trimmed | 113,351 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 104,988 | $1M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 100,060 | $1M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 93,432 | $1M | 0.2% | 2026-Q1 |
| S Harris Financial Group, LLC added | 84,664 | $1M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 80,950 | $1M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 78,506 | $1M | 0.2% | 2026-Q1 |
| SMITH, MOORE & CO. added | 77,851 | $1M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 72,395 | $998K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 64,785 | $893K | 0.2% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 58,461 | $806K | 0.2% | 2026-Q1 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 57,204 | $789K | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 56,772 | $783K | 0.2% | 2026-Q1 |
| &PARTNERS added | 53,031 | $731K | 0.1% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC trimmed | 50,866 | $701K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 50,698 | $699K | 0.1% | 2026-Q1 |
| David J Yvars Group added | 48,291 | $654K | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 46,258 | $638K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 45,575 | $628K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 45,549 | $628K | 0.1% | 2026-Q1 |
| Creative Planning added | 44,987 | $620K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 44,950 | $620K | 0.1% | 2026-Q1 |
| WEALTH EFFECTS LLC trimmed | 44,807 | $618K | 0.1% | 2026-Q1 |
| ELCO Management Co., LLC trimmed | 44,387 | $612K | 0.1% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 44,195 | $609K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 44,066 | $608K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 43,563 | $601K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 42,871 | $591K | 0.1% | 2026-Q1 |
| Summit Investment Advisory Services, LLC trimmed | 41,700 | $575K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 40,275 | $561K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 39,984 | $551K | 0.1% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 39,979 | $551K | 0.1% | 2026-Q1 |
| SHIKIAR ASSET MANAGEMENT INC | 39,865 | $550K | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 38,209 | $527K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 38,095 | $525K | 0.1% | 2026-Q1 |
| Strait & Sound Wealth Management LLC added | 37,626 | $519K | 0.1% | 2026-Q1 |
| Brand Asset Management Group, Inc. | 36,659 | $506K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 35,966 | $496K | 0.1% | 2026-Q1 |
| Formidable Asset Management, LLC | 31,252 | $479K | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 32,269 | $445K | 0.1% | 2026-Q1 |
| Flaharty Asset Management, LLC trimmed | 31,295 | $432K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 30,497 | $425K | 0.1% | 2026-Q1 |
| COMMERCE BANK | 30,743 | $424K | 0.1% | 2026-Q1 |
| Cypress Capital Group new | 30,395 | $419K | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 29,355 | $405K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 28,688 | $396K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 27,645 | $381K | 0.1% | 2026-Q1 |
| M Holdings Securities, Inc. trimmed | 25,606 | $380K | 0.1% | 2026-Q1 |
| GPS Wealth Strategies Group, LLC trimmed | 113,690 | $2M | 0.3% | 2025-Q4 stale |
| KANE INVESTMENT MANAGEMENT, INC. added | 88,845 | $1M | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 76,106 | $1M | 0.2% | 2025-Q4 stale |
| COMERICA BANK trimmed | 71,339 | $1M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 65,990 | $1M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 54,625 | $845K | 0.2% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. added | 41,327 | $657K | 0.1% | 2025-Q3 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 42,458 | $657K | 0.1% | 2025-Q2 stale |
| EP Wealth Advisors, LLC added | 29,485 | $456K | 0.1% | 2025-Q2 stale |
| CHOREO, LLC | 27,393 | $427K | 0.1% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC trimmed | 27,140 | $416K | 0.1% | 2025-Q4 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.