Who owns 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-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
The tracked-fund tape on XEVTX is one-sided between 2026-Q1 and 2026-Q2: 35 added or opened and 8 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 149 tracked filers holding XEVTX, 84 increased or opened the position and 56 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 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 5
- NewEdge Advisors, LLC$3M
- Saba Capital Management, L.P.$1M
- True North Advisors, LLC$747K
- Sequoia Financial Advisors, LLC$715K
- XTX Topco Ltd$709K
Full exits 5
- Cambridge Investment Research Advisors, Inc.$2M
- Shaker Financial Services, LLC$2M
- HighTower Advisors, LLC$1M
- Janney Montgomery Scott LLC$1M
- TWO SIGMA INVESTMENTS, LP$1M
Largest adds
- 1607 Capital Partners, LLC$6M
- MORGAN STANLEY$4M
- RAYMOND JAMES FINANCIAL INC$3M
- WELLS FARGO & COMPANY/MN$3M
- UBS Group AG$3M
- McGowan Group Asset Management, Inc.$2M
Largest trims
- EverSource Wealth Advisors, LLC$2M
- Advisors Asset Management, Inc.$538K
- Richmond Investment Services, LLC$338K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 1,020,608 | $28M | 7.4% | 2026-Q2 |
| MORGAN STANLEY added | 991,440 | $27M | 7.2% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 946,952 | $26M | 6.9% | 2026-Q2 |
| UBS Group AG added | 902,526 | $25M | 6.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 817,695 | $23M | 5.9% | 2026-Q2 |
| McGowan Group Asset Management, Inc. trimmed | 777,149 | $22M | 5.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 763,634 | $21M | 5.5% | 2026-Q2 |
| Joel Isaacson & Co., LLC trimmed | 727,304 | $20M | 5.3% | 2026-Q2 |
| LPL Financial LLC added | 538,364 | $15M | 3.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 433,686 | $12M | 3.1% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 412,721 | $11M | 3.0% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 375,585 | $10M | 2.7% | 2026-Q2 |
| Kingstone Capital Partners Texas, LLC added | 369,491 | $10M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 314,076 | $9M | 2.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 247,099 | $7M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 229,857 | $6M | 1.7% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 218,584 | $6M | 1.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 208,410 | $6M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 196,431 | $5M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 172,878 | $5M | 1.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 159,161 | $4M | 1.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 156,281 | $4M | 1.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 153,941 | $4M | 1.1% | 2026-Q2 |
| &PARTNERS added | 146,491 | $4M | 1.1% | 2026-Q2 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC added | 128,835 | $4M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 120,199 | $3M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 120,137 | $3M | 0.9% | 2026-Q2 |
| Spire Wealth Management trimmed | 115,599 | $3M | 0.8% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 112,161 | $3M | 0.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 98,412 | $3M | 0.7% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 93,032 | $3M | 0.7% | 2026-Q2 |
| MRA Advisory Group added | 89,137 | $2M | 0.6% | 2026-Q2 |
| PMG Family Office LLC added | 82,310 | $2M | 0.6% | 2026-Q2 |
| 1776 Wealth LLC | 76,286 | $2M | 0.6% | 2026-Q2 |
| Accel Wealth Management trimmed | 74,654 | $2M | 0.5% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 64,791 | $2M | 0.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 56,082 | $2M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 50,278 | $1M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 47,657 | $1M | 0.3% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 46,138 | $1M | 0.3% | 2026-Q2 |
| Saba Capital Management, L.P. new | 44,169 | $1M | 0.3% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 40,261 | $1M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 39,652 | $1M | 0.3% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 35,450 | $981K | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 34,428 | $953K | 0.2% | 2026-Q2 |
| Creative Planning added | 30,567 | $846K | 0.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 27,899 | $772K | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 27,617 | $764K | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC added | 27,347 | $757K | 0.2% | 2026-Q2 |
| True North Advisors, LLC new | 27,000 | $747K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 26,790 | $742K | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 26,306 | $728K | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 25,816 | $715K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 25,631 | $709K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 25,438 | $704K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 25,274 | $700K | 0.2% | 2026-Q2 |
| Live Oak Private Wealth LLC | 24,589 | $681K | 0.2% | 2026-Q2 |
| COMMONS CAPITAL, LLC added | 24,031 | $665K | 0.2% | 2026-Q2 |
| DENVER WEALTH MANAGEMENT, INC. trimmed | 23,984 | $664K | 0.2% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 21,769 | $603K | 0.2% | 2026-Q2 |
| Summit Investment Advisory Services, LLC added | 19,719 | $546K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 19,500 | $540K | 0.1% | 2026-Q2 |
| JGP Wealth Management, LLC | 18,938 | $524K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 18,854 | $522K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC | 18,599 | $515K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,372 | $509K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC added | 17,242 | $477K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 16,845 | $466K | 0.1% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC | 16,637 | $461K | 0.1% | 2026-Q2 |
| Heritage Trust Co | 15,875 | $439K | 0.1% | 2026-Q2 |
| Advisors Capital Management, LLC new | 15,228 | $422K | 0.1% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 15,107 | $418K | 0.1% | 2026-Q2 |
| Fiduciary Trust Co | 15,047 | $417K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 14,943 | $414K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 14,549 | $403K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 13,832 | $383K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 13,799 | $382K | 0.1% | 2026-Q2 |
| Johnson & White Wealth Management, LLC trimmed | 13,515 | $374K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 13,492 | $373K | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 13,359 | $370K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 13,217 | $366K | 0.1% | 2026-Q2 |
| STEVENS CAPITAL PARTNERS new | 13,000 | $360K | 0.1% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC | 13,000 | $360K | 0.1% | 2026-Q2 |
| Abel Hall, LLC | 13,000 | $360K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 12,943 | $358K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 12,754 | $353K | 0.1% | 2026-Q2 |
| Financial Security Advisor, Inc. | 12,500 | $346K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 11,783 | $327K | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 11,650 | $334K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 11,279 | $282K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 11,047 | $306K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 10,915 | $302K | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. trimmed | 10,894 | $302K | 0.1% | 2026-Q2 |
| HANCOCK WHITNEY CORP | 10,663 | $295K | 0.1% | 2026-Q2 |
| Harbour Wealth Management Group, Inc. added | 10,132 | $280K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 10,018 | $277K | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10,000 | $277K | 0.1% | 2026-Q2 |
| Axiom Investment Management LLC added | 9,960 | $276K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 9,741 | $270K | 0.1% | 2026-Q2 |
| SMH CAPITAL ADVISORS INC added | 9,347 | $259K | 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.