Who owns XEVTX (XEVTX)
Which tracked institutional funds hold XEVTX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XEVTX 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
10 tracked funds added or opened XEVTX while 15 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
XEVTX’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, 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 XEVTX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XEVTX 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 144 tracked filers holding XEVTX, 73 increased or opened the position and 57 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 XEVTX 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 2
- LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$2M
- Samalin Investment Counsel, LLC$901K
Full exits 3
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- WOLVERINE ASSET MANAGEMENT LLC$1M
- Logan Stone Capital, LLC$736K
Largest adds
- EverSource Wealth Advisors, LLC$2M
- Steward Partners Investment Advisory, LLC$1M
- PNC FINANCIAL SERVICES GROUP, INC.$885K
- UBS Group AG$799K
- 1607 Capital Partners, LLC$766K
- Allspring Global Investments Holdings, LLC$672K
Largest trims
- AMERIPRISE FINANCIAL INC$3M
- Shaker Financial Services, LLC$3M
- TWO SIGMA INVESTMENTS, LP$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- BANK OF AMERICA CORP /DE/$1M
- ROYAL BANK OF CANADA$977K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 1,013,667 | $25M | 7.1% | 2026-Q1 |
| MORGAN STANLEY added | 973,340 | $24M | 6.8% | 2026-Q1 |
| UBS Group AG added | 892,770 | $22M | 6.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 883,948 | $22M | 6.2% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 841,582 | $21M | 5.9% | 2026-Q1 |
| McGowan Group Asset Management, Inc. added | 784,802 | $19M | 5.5% | 2026-Q1 |
| Joel Isaacson & Co., LLC trimmed | 731,946 | $18M | 5.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 728,622 | $18M | 5.1% | 2026-Q1 |
| LPL Financial LLC added | 523,142 | $13M | 3.7% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 458,958 | $11M | 3.2% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 416,375 | $10M | 2.9% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 396,498 | $10M | 2.8% | 2026-Q1 |
| Kingstone Capital Partners Texas, LLC added | 341,625 | $8M | 2.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 298,298 | $7M | 2.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 268,376 | $7M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 255,468 | $6M | 1.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 213,798 | $5M | 1.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 193,503 | $5M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 189,544 | $5M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 153,157 | $4M | 1.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 152,012 | $4M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 150,896 | $4M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 146,211 | $4M | 1.0% | 2026-Q1 |
| &PARTNERS added | 140,184 | $3M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 127,491 | $3M | 0.9% | 2026-Q1 |
| Spire Wealth Management added | 121,608 | $3M | 0.9% | 2026-Q1 |
| Formidable Asset Management, LLC trimmed | 113,692 | $3M | 0.8% | 2026-Q1 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC new | 90,783 | $2M | 0.6% | 2026-Q1 |
| MRA Advisory Group added | 87,433 | $2M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 85,429 | $2M | 0.6% | 2026-Q1 |
| Accel Wealth Management trimmed | 82,631 | $2M | 0.6% | 2026-Q1 |
| PMG Family Office LLC added | 81,461 | $2M | 0.6% | 2026-Q1 |
| 1776 Wealth LLC | 76,286 | $2M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 75,763 | $2M | 0.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 69,983 | $2M | 0.5% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 57,203 | $2M | 0.5% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 62,331 | $2M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 57,661 | $1M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 56,278 | $1M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 52,167 | $1M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 50,315 | $1M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 48,800 | $1M | 0.3% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 45,066 | $1M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 44,481 | $1M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 39,893 | $979K | 0.3% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 38,543 | $946K | 0.3% | 2026-Q1 |
| Samalin Investment Counsel, LLC new | 36,697 | $901K | 0.3% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 35,450 | $870K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 34,148 | $838K | 0.2% | 2026-Q1 |
| Richmond Investment Services, LLC trimmed | 30,782 | $756K | 0.2% | 2026-Q1 |
| Creative Planning added | 27,039 | $664K | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC | 26,797 | $658K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 25,786 | $633K | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 25,515 | $626K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 27,138 | $623K | 0.2% | 2026-Q1 |
| Live Oak Private Wealth LLC | 24,589 | $604K | 0.2% | 2026-Q1 |
| DENVER WEALTH MANAGEMENT, INC. added | 24,028 | $590K | 0.2% | 2026-Q1 |
| COMMONS CAPITAL, LLC added | 22,562 | $554K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 22,505 | $552K | 0.2% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 21,769 | $534K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 21,650 | $532K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 20,454 | $502K | 0.1% | 2026-Q1 |
| SHIKIAR ASSET MANAGEMENT INC | 20,000 | $491K | 0.1% | 2026-Q1 |
| Summit Investment Advisory Services, LLC added | 19,590 | $481K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC | 19,500 | $479K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 19,493 | $479K | 0.1% | 2026-Q1 |
| JGP Wealth Management, LLC | 18,938 | $465K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 18,599 | $457K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. | 17,135 | $425K | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC added | 16,925 | $416K | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 16,744 | $411K | 0.1% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC | 16,637 | $408K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,183 | $397K | 0.1% | 2026-Q1 |
| Heritage Trust Co | 15,875 | $390K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC | 15,026 | $373K | 0.1% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 15,047 | $369K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 14,195 | $348K | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 13,712 | $337K | 0.1% | 2026-Q1 |
| Johnson & White Wealth Management, LLC trimmed | 13,520 | $332K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 13,156 | $323K | 0.1% | 2026-Q1 |
| Abel Hall, LLC | 13,000 | $319K | 0.1% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC | 13,000 | $319K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 12,897 | $317K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 12,672 | $311K | 0.1% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 247,116 | $6M | 1.7% | 2025-Q3 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 88,666 | $2M | 0.6% | 2025-Q4 stale |
| AQR Arbitrage LLC trimmed | 89,732 | $2M | 0.6% | 2025-Q2 stale |
| Cornerstone Advisors, LLC trimmed | 85,710 | $2M | 0.6% | 2025-Q3 stale |
| WOLVERINE ASSET MANAGEMENT LLC added | 52,209 | $1M | 0.4% | 2025-Q4 stale |
| COHEN & STEERS, INC. trimmed | 45,413 | $1M | 0.3% | 2025-Q3 stale |
| Logan Stone Capital, LLC added | 29,218 | $736K | 0.2% | 2025-Q4 stale |
| Yukon Wealth Management, Inc. new | 21,265 | $495K | 0.1% | 2025-Q1 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 20,000 | $482K | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 19,909 | $480K | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 16,049 | $404K | 0.1% | 2025-Q4 stale |
| Invesco Ltd. trimmed | 14,972 | $366K | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC new | 13,513 | $340K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 13,712 | $330K | 0.1% | 2025-Q2 stale |
| Murphy, Middleton, Hinkle & Parker, Inc. new | 6,092 | $307K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,567 | $307K | 0.1% | 2025-Q3 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.