Who owns XEVVX (XEVVX)
Which tracked institutional funds hold XEVVX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XEVVX 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
8 tracked funds added or opened XEVVX while 18 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
XEVVX’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 XEVVX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XEVVX 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 136 tracked filers holding XEVVX, 65 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 XEVVX 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 3
- CITADEL ADVISORS LLC$3M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- READYSTATE ASSET MANAGEMENT LP$507K
Largest adds
- SIT INVESTMENT ASSOCIATES INC$10M
- WOLVERINE ASSET MANAGEMENT LLC$883K
- AMERIPRISE FINANCIAL INC$830K
- Cetera Investment Advisers$784K
- Focus Partners Wealth$665K
- RAYMOND JAMES FINANCIAL INC$435K
Largest trims
- MORGAN STANLEY$6M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- LPL Financial LLC$3M
- NewEdge Advisors, LLC$2M
- Invesco Ltd.$1M
- JANE STREET GROUP, LLC$1M
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 trimmed | 9,819,818 | $93M | 23.6% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 7,869,208 | $74M | 18.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,818,007 | $46M | 11.6% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 1,820,371 | $17M | 4.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,373,514 | $13M | 3.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,098,486 | $10M | 2.6% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 1,064,177 | $10M | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 995,905 | $9M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers added | 933,420 | $9M | 2.2% | 2026-Q1 |
| UBS Group AG trimmed | 717,312 | $7M | 1.7% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 629,405 | $6M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 591,129 | $6M | 1.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 520,780 | $5M | 1.3% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 401,237 | $4M | 1.0% | 2026-Q1 |
| OAK HILL ADVISORS LP | 390,403 | $4M | 0.9% | 2026-Q1 |
| Kanen Wealth Management LLC added | 379,816 | $4M | 0.9% | 2026-Q1 |
| COHEN & STEERS, INC. | 375,463 | $4M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 372,839 | $4M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 364,047 | $3M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 323,057 | $3M | 0.8% | 2026-Q1 |
| Shaker Financial Services, LLC added | 289,373 | $3M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 284,294 | $3M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 266,324 | $3M | 0.6% | 2026-Q1 |
| Creative Planning added | 228,598 | $2M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 225,187 | $2M | 0.5% | 2026-Q1 |
| Summit Financial, LLC added | 208,208 | $2M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 203,074 | $2M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 193,110 | $2M | 0.5% | 2026-Q1 |
| Ethos Financial Group, LLC | 172,441 | $2M | 0.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 147,296 | $1M | 0.4% | 2026-Q1 |
| Aviance Capital Partners, LLC added | 142,539 | $1M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 134,545 | $1M | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 121,655 | $1M | 0.3% | 2026-Q1 |
| KENNEDY INVESTMENT GROUP, INC. trimmed | 120,455 | $1M | 0.3% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 99,606 | $941K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 93,930 | $888K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 93,632 | $885K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 85,756 | $810K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 83,046 | $785K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. | 81,850 | $773K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 77,289 | $730K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 68,626 | $649K | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 66,524 | $629K | 0.2% | 2026-Q1 |
| PIN OAK INVESTMENT ADVISORS INC trimmed | 62,173 | $588K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 61,246 | $579K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 57,855 | $547K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 55,769 | $522K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,765 | $508K | 0.1% | 2026-Q1 |
| Future Financial Wealth Managment LLC trimmed | 48,157 | $457K | 0.1% | 2026-Q1 |
| Pointe Capital Management LLC added | 48,127 | $455K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 40,764 | $385K | 0.1% | 2026-Q1 |
| Rock Point Advisors, LLC trimmed | 38,749 | $366K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 37,837 | $358K | 0.1% | 2026-Q1 |
| WEALTH EFFECTS LLC new | 36,095 | $341K | 0.1% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. | 34,824 | $329K | 0.1% | 2026-Q1 |
| Mallini Complete Financial Planning LLC added | 34,415 | $325K | 0.1% | 2026-Q1 |
| CURA WEALTH ADVISORS, LLC trimmed | 34,400 | $325K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 34,252 | $324K | 0.1% | 2026-Q1 |
| PFG Investments, LLC added | 31,593 | $299K | 0.1% | 2026-Q1 |
| Apriem Advisors added | 31,498 | $298K | 0.1% | 2026-Q1 |
| VIRTUE ASSET MANAGEMENT LLC trimmed | 30,975 | $293K | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 30,000 | $284K | 0.1% | 2026-Q1 |
| Quad-Cities Investment Group, LLC added | 29,493 | $279K | 0.1% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 28,000 | $265K | 0.1% | 2026-Q1 |
| Mendel Capital Management LLC | 27,242 | $257K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 246,001 | $246K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 24,309 | $230K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 24,254 | $229K | 0.1% | 2026-Q1 |
| CONNING INC. | 22,455 | $212K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 21,768 | $206K | 0.1% | 2026-Q1 |
| FIRST MERCHANTS CORP trimmed | 21,000 | $198K | 0.1% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC | 20,000 | $189K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC | 19,767 | $187K | 0.0% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 20,556 | $187K | 0.0% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 19,644 | $186K | 0.0% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS | 18,611 | $176K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. added | 18,300 | $173K | 0.0% | 2026-Q1 |
| DUDLEY CAPITAL MANAGEMENT, LLC | 17,383 | $164K | 0.0% | 2026-Q1 |
| Penserra Capital Management LLC added | 530,154 | $5M | 1.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 253,591 | $3M | 0.6% | 2025-Q4 stale |
| Fiera Capital Corp trimmed | 209,918 | $2M | 0.5% | 2025-Q2 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 206,016 | $2M | 0.5% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC trimmed | 191,488 | $2M | 0.5% | 2025-Q2 stale |
| Selway Asset Management trimmed | 59,404 | $593K | 0.2% | 2025-Q1 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 51,181 | $507K | 0.1% | 2025-Q4 stale |
| Wela Strategies, Inc. added | 46,649 | $479K | 0.1% | 2025-Q2 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 41,350 | $410K | 0.1% | 2025-Q4 stale |
| Fountainhead AM, LLC added | 37,564 | $381K | 0.1% | 2025-Q3 stale |
| COMERICA BANK added | 33,896 | $336K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 30,108 | $298K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 28,984 | $297K | 0.1% | 2025-Q2 stale |
| RIVERBRIDGE PARTNERS LLC added | 24,878 | $253K | 0.1% | 2025-Q3 stale |
| M Holdings Securities, Inc. new | 24,668 | $251K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC added | 24,236 | $249K | 0.1% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC added | 22,000 | $223K | 0.1% | 2025-Q3 stale |
| Sowell Financial Services LLC added | 21,851 | $218K | 0.1% | 2025-Q1 stale |
| NEUBERGER BERMAN GROUP LLC | 20,000 | $205K | 0.1% | 2025-Q2 stale |
| CW Advisors, LLC | 19,770 | $203K | 0.1% | 2025-Q2 stale |
| Stonegate Investment Group, LLC | 18,552 | $188K | 0.0% | 2025-Q3 stale |
| Marex Group plc trimmed | 17,607 | $174K | 0.0% | 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.