Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
21 tracked funds added or opened XETYX while 13 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
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 2026-Q1 and 2026-Q2, across 200 tracked filers holding XETYX, 92 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 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
- NewEdge Advisors, LLC$821K
- Integrated Wealth Concepts LLC$666K
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$622K
Full exits 8
- Janney Montgomery Scott LLC$5M
- Cambridge Investment Research Advisors, Inc.$5M
- COHEN & STEERS, INC.$4M
- HighTower Advisors, LLC$4M
- Heron Bay Capital Management$2M
- WEDBUSH SECURITIES INC$2M
Largest adds
- AMERIPRISE FINANCIAL INC$16M
- MORGAN STANLEY$12M
- WELLS FARGO & COMPANY/MN$2M
- Invesco Ltd.$2M
- GUGGENHEIM CAPITAL LLC$2M
- Baird Financial Group, Inc.$2M
Largest trims
- Shaker Financial Services, LLC$3M
- READYSTATE ASSET MANAGEMENT LP$1M
- ROYAL BANK OF CANADA$1M
- Brand Asset Management Group, Inc.$292K
- BANK OF AMERICA CORP /DE/$280K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 13,208,628 | $192M | 35.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,457,160 | $36M | 6.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,222,636 | $32M | 6.0% | 2026-Q2 |
| Invesco Ltd. added | 1,596,046 | $23M | 4.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,521,638 | $22M | 4.1% | 2026-Q2 |
| LPL Financial LLC added | 1,305,315 | $19M | 3.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 1,078,833 | $16M | 2.9% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 944,121 | $14M | 2.6% | 2026-Q2 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 838,609 | $12M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 756,515 | $11M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 692,131 | $10M | 1.9% | 2026-Q2 |
| RFG Advisory, LLC added | 642,216 | $9M | 1.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 634,045 | $9M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 525,102 | $8M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 497,889 | $7M | 1.4% | 2026-Q2 |
| IHT Wealth Management, LLC added | 481,281 | $7M | 1.3% | 2026-Q2 |
| Pathway Financial Advisers, LLC added | 446,419 | $6M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 417,788 | $6M | 1.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 375,555 | $5M | 1.0% | 2026-Q2 |
| Cypress Capital Management LLC (WY) trimmed | 336,048 | $5M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 312,073 | $5M | 0.8% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 301,811 | $4M | 0.8% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 298,720 | $4M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 239,016 | $3M | 0.6% | 2026-Q2 |
| C2C Wealth Management, LLC | 230,094 | $3M | 0.6% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 219,422 | $3M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 215,086 | $3M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 176,713 | $3M | 0.5% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 161,418 | $2M | 0.4% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 159,918 | $2M | 0.4% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 158,702 | $2M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 144,572 | $2M | 0.4% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 143,480 | $2M | 0.4% | 2026-Q2 |
| PMG Family Office LLC added | 117,115 | $2M | 0.3% | 2026-Q2 |
| Pointe Capital Management LLC trimmed | 109,577 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 103,223 | $2M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 100,075 | $1M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 93,887 | $1M | 0.3% | 2026-Q2 |
| S Harris Financial Group, LLC added | 86,020 | $1M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 83,277 | $1M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 81,805 | $1M | 0.2% | 2026-Q2 |
| SMITH, MOORE & CO. added | 79,439 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 74,401 | $1M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 62,297 | $906K | 0.2% | 2026-Q2 |
| David J Yvars Group added | 62,104 | $899K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 59,223 | $861K | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 57,480 | $836K | 0.2% | 2026-Q2 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 57,204 | $832K | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 56,870 | $827K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 56,609 | $823K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 56,470 | $821K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 54,238 | $789K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 52,218 | $759K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 50,654 | $737K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. added | 48,150 | $700K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 46,762 | $680K | 0.1% | 2026-Q2 |
| Creative Planning added | 46,444 | $675K | 0.1% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC trimmed | 45,926 | $668K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 45,818 | $666K | 0.1% | 2026-Q2 |
| WEALTH EFFECTS LLC added | 45,709 | $665K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 44,067 | $641K | 0.1% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 43,212 | $628K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 42,951 | $625K | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 42,808 | $622K | 0.1% | 2026-Q2 |
| Summit Investment Advisory Services, LLC added | 42,544 | $619K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 41,895 | $611K | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 40,382 | $587K | 0.1% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 39,887 | $580K | 0.1% | 2026-Q2 |
| Strait & Sound Wealth Management LLC trimmed | 36,763 | $535K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 35,193 | $512K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 34,761 | $505K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 32,379 | $471K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC | 32,269 | $469K | 0.1% | 2026-Q2 |
| Allied Private Wealth LLC new | 32,166 | $464K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 31,661 | $460K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 31,250 | $454K | 0.1% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 30,755 | $424K | 0.1% | 2026-Q2 |
| COMMERCE BANK | 30,743 | $447K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 30,710 | $448K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 30,499 | $443K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 30,461 | $443K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 29,965 | $436K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 29,238 | $425K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 28,988 | $421K | 0.1% | 2026-Q2 |
| GREENLEAF TRUST | 27,458 | $399K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 25,316 | $368K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 25,087 | $365K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 24,796 | $361K | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 24,408 | $355K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 23,310 | $339K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 22,543 | $328K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 22,513 | $327K | 0.1% | 2026-Q2 |
| Seek First Inc. added | 22,259 | $324K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 21,929 | $319K | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC trimmed | 21,550 | $313K | 0.1% | 2026-Q2 |
| Burford Brothers, Inc. | 21,400 | $311K | 0.1% | 2026-Q2 |
| Advisory Advocates, LLC added | 21,241 | $309K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 20,985 | $305K | 0.1% | 2026-Q2 |
| NICOLET BANKSHARES INC | 20,709 | $301K | 0.1% | 2026-Q2 |
| Mendel Capital Management LLC | 20,188 | $294K | 0.1% | 2026-Q2 |
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.