Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
20 tracked funds added or opened XEVVX while 12 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
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 2026-Q1 and 2026-Q2, across 134 tracked filers holding XEVVX, 63 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 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 2
- IMC-Chicago, LLC$643K
- Marex Group Ltd$557K
Full exits 7
- SIT INVESTMENT ASSOCIATES INC$74M
- Janney Montgomery Scott LLC$5M
- COHEN & STEERS, INC.$4M
- Thrivent Financial for Lutherans$2M
- WEDBUSH SECURITIES INC$885K
- Cambridge Investment Research Advisors, Inc.$810K
Largest adds
- Focus Partners Wealth$5M
- Invesco Ltd.$3M
- AMERIPRISE FINANCIAL INC$2M
- NewEdge Advisors, LLC$2M
- MORGAN STANLEY$2M
- LPL Financial LLC$1M
Largest trims
- Chicago Partners Investment Group LLC$648K
- ROYAL BANK OF CANADA$642K
- GUGGENHEIM CAPITAL LLC$607K
- Shaker Financial Services, LLC$554K
- Capital Investment Advisors, LLC$508K
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 | 10,100,522 | $95M | 30.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 5,077,382 | $48M | 15.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,771,126 | $17M | 5.4% | 2026-Q2 |
| Invesco Ltd. added | 1,683,320 | $16M | 5.1% | 2026-Q2 |
| LPL Financial LLC added | 1,218,648 | $11M | 3.7% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 1,043,303 | $10M | 3.1% | 2026-Q2 |
| Cetera Investment Advisers added | 983,948 | $9M | 3.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 935,817 | $9M | 2.8% | 2026-Q2 |
| UBS Group AG added | 725,540 | $7M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 630,916 | $6M | 1.9% | 2026-Q2 |
| Focus Partners Wealth added | 594,778 | $6M | 1.8% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 580,562 | $5M | 1.8% | 2026-Q2 |
| Kanen Wealth Management LLC added | 465,077 | $4M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 419,238 | $4M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 409,060 | $4M | 1.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 391,237 | $4M | 1.2% | 2026-Q2 |
| OAK HILL ADVISORS LP | 390,403 | $4M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 354,382 | $3M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 329,156 | $3M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 256,234 | $2M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 251,894 | $2M | 0.8% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 232,722 | $2M | 0.7% | 2026-Q2 |
| Creative Planning trimmed | 228,190 | $2M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 226,485 | $2M | 0.7% | 2026-Q2 |
| Summit Financial, LLC added | 218,078 | $2M | 0.7% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 210,171 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 202,962 | $2M | 0.6% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 165,093 | $2M | 0.5% | 2026-Q2 |
| Aviance Capital Partners, LLC trimmed | 139,597 | $1M | 0.4% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 139,244 | $1M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 114,835 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 111,947 | $1M | 0.3% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. trimmed | 111,452 | $1M | 0.3% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 99,596 | $933K | 0.3% | 2026-Q2 |
| Lido Advisors, LLC added | 93,644 | $877K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 92,110 | $863K | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 81,289 | $762K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 75,541 | $708K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 71,650 | $671K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 70,602 | $662K | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC new | 68,616 | $643K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 67,276 | $630K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 62,668 | $587K | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 62,095 | $582K | 0.2% | 2026-Q2 |
| Marex Group Ltd added | 59,440 | $557K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 59,173 | $554K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 55,769 | $520K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 51,630 | $484K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 47,264 | $443K | 0.1% | 2026-Q2 |
| Almitas Capital LLC new | 46,399 | $435K | 0.1% | 2026-Q2 |
| Pointe Capital Management LLC trimmed | 44,619 | $418K | 0.1% | 2026-Q2 |
| Future Financial Wealth Managment LLC trimmed | 42,340 | $386K | 0.1% | 2026-Q2 |
| Apriem Advisors added | 39,129 | $367K | 0.1% | 2026-Q2 |
| Rock Point Advisors, LLC | 38,749 | $363K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 38,739 | $363K | 0.1% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. added | 36,756 | $344K | 0.1% | 2026-Q2 |
| WEALTH EFFECTS LLC added | 36,745 | $344K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 35,033 | $328K | 0.1% | 2026-Q2 |
| CURA WEALTH ADVISORS, LLC added | 34,912 | $327K | 0.1% | 2026-Q2 |
| Mallini Complete Financial Planning LLC added | 34,773 | $326K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 31,492 | $295K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 31,085 | $291K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 31,037 | $291K | 0.1% | 2026-Q2 |
| VIRTUE ASSET MANAGEMENT LLC trimmed | 28,975 | $271K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 28,089 | $263K | 0.1% | 2026-Q2 |
| Mendel Capital Management LLC | 27,242 | $255K | 0.1% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 25,211 | $236K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 23,100 | $216K | 0.1% | 2026-Q2 |
| Quad-Cities Investment Group, LLC trimmed | 22,523 | $211K | 0.1% | 2026-Q2 |
| CONNING INC. | 22,455 | $210K | 0.1% | 2026-Q2 |
| FIRST MERCHANTS CORP | 21,000 | $197K | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 20,000 | $187K | 0.1% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC | 20,000 | $187K | 0.1% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 19,000 | $178K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 18,300 | $171K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 17,365 | $163K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 17,231 | $161K | 0.1% | 2026-Q2 |
| DUDLEY CAPITAL MANAGEMENT, LLC trimmed | 17,000 | $159K | 0.1% | 2026-Q2 |
| Bison Wealth, LLC | 16,850 | $159K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 16,647 | $155K | 0.1% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 16,576 | $155K | 0.1% | 2026-Q2 |
| WealthTrust Asset Management, LLC trimmed | 15,961 | $150K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP new | 15,790 | $148K | 0.0% | 2026-Q2 |
| Sandy Cove Advisors, LLC | 15,600 | $146K | 0.0% | 2026-Q2 |
| Cresset Asset Management, LLC | 14,400 | $135K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC new | 14,384 | $135K | 0.0% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 14,363 | $135K | 0.0% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 14,361 | $135K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 14,031 | $131K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 13,821 | $130K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 13,341 | $125K | 0.0% | 2026-Q2 |
| Prospera Financial Services Inc new | 13,128 | $123K | 0.0% | 2026-Q2 |
| ProVise Management Group, LLC | 13,063 | $122K | 0.0% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 12,875 | $121K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 12,760 | $120K | 0.0% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 12,417 | $116K | 0.0% | 2026-Q2 |
| DECISION INVESTMENTS, INC | 12,100 | $113K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 12,000 | $112K | 0.0% | 2026-Q2 |
| WealthTrust Axiom LLC | 11,800 | $111K | 0.0% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 11,377 | $107K | 0.0% | 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.