Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

136
Institutional holders
40,196,484
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed9,819,818$93M23.6%2026-Q1
SIT INVESTMENT ASSOCIATES INC added7,869,208$74M18.9%2026-Q1
AMERIPRISE FINANCIAL INC added4,818,007$46M11.6%2026-Q1
GUGGENHEIM CAPITAL LLC added1,820,371$17M4.4%2026-Q1
Invesco Ltd. trimmed1,373,514$13M3.3%2026-Q1
LPL Financial LLC trimmed1,098,486$10M2.6%2026-Q1
Chicago Partners Investment Group LLC added1,064,177$10M2.6%2026-Q1
ROYAL BANK OF CANADA added995,905$9M2.4%2026-Q1
Cetera Investment Advisers added933,420$9M2.2%2026-Q1
UBS Group AG trimmed717,312$7M1.7%2026-Q1
Capital Investment Advisors, LLC trimmed629,405$6M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added591,129$6M1.4%2026-Q1
Janney Montgomery Scott LLC added520,780$5M1.3%2026-Q1
Cyndeo Wealth Partners, LLC trimmed401,237$4M1.0%2026-Q1
OAK HILL ADVISORS LP390,403$4M0.9%2026-Q1
Kanen Wealth Management LLC added379,816$4M0.9%2026-Q1
COHEN & STEERS, INC.375,463$4M0.9%2026-Q1
OSAIC HOLDINGS, INC. added372,839$4M0.9%2026-Q1
WELLS FARGO & COMPANY/MN added364,047$3M0.9%2026-Q1
STIFEL FINANCIAL CORP added323,057$3M0.8%2026-Q1
Shaker Financial Services, LLC added289,373$3M0.7%2026-Q1
Kestra Advisory Services, LLC added284,294$3M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed266,324$3M0.6%2026-Q1
Creative Planning added228,598$2M0.5%2026-Q1
Thrivent Financial for Lutherans added225,187$2M0.5%2026-Q1
Summit Financial, LLC added208,208$2M0.5%2026-Q1
Baird Financial Group, Inc. added203,074$2M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed193,110$2M0.5%2026-Q1
Ethos Financial Group, LLC172,441$2M0.4%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC added147,296$1M0.4%2026-Q1
Aviance Capital Partners, LLC added142,539$1M0.3%2026-Q1
Clear Creek Financial Management, LLC trimmed134,545$1M0.3%2026-Q1
CoreCap Advisors, LLC trimmed121,655$1M0.3%2026-Q1
KENNEDY INVESTMENT GROUP, INC. trimmed120,455$1M0.3%2026-Q1
MELFA WEALTH MANAGEMENT, INC. trimmed99,606$941K0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed93,930$888K0.2%2026-Q1
WEDBUSH SECURITIES INC added93,632$885K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed85,756$810K0.2%2026-Q1
Focus Partners Wealth added83,046$785K0.2%2026-Q1
NWF Advisory Services Inc.81,850$773K0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added77,289$730K0.2%2026-Q1
Lido Advisors, LLC added68,626$649K0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC trimmed66,524$629K0.2%2026-Q1
PIN OAK INVESTMENT ADVISORS INC trimmed62,173$588K0.1%2026-Q1
BENJAMIN EDWARDS INC added61,246$579K0.1%2026-Q1
Merit Financial Group, LLC added57,855$547K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed55,769$522K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added53,765$508K0.1%2026-Q1
Future Financial Wealth Managment LLC trimmed48,157$457K0.1%2026-Q1
Pointe Capital Management LLC added48,127$455K0.1%2026-Q1
Advisory Services Network, LLC40,764$385K0.1%2026-Q1
Rock Point Advisors, LLC trimmed38,749$366K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added37,837$358K0.1%2026-Q1
WEALTH EFFECTS LLC new36,095$341K0.1%2026-Q1
Fortitude Advisory Group L.L.C.34,824$329K0.1%2026-Q1
Mallini Complete Financial Planning LLC added34,415$325K0.1%2026-Q1
CURA WEALTH ADVISORS, LLC trimmed34,400$325K0.1%2026-Q1
FIFTH THIRD BANCORP added34,252$324K0.1%2026-Q1
PFG Investments, LLC added31,593$299K0.1%2026-Q1
Apriem Advisors added31,498$298K0.1%2026-Q1
VIRTUE ASSET MANAGEMENT LLC trimmed30,975$293K0.1%2026-Q1
AlphaCore Capital LLC trimmed30,000$284K0.1%2026-Q1
Quad-Cities Investment Group, LLC added29,493$279K0.1%2026-Q1
ASHTON THOMAS SECURITIES, LLC added28,000$265K0.1%2026-Q1
Mendel Capital Management LLC27,242$257K0.1%2026-Q1
NewEdge Advisors, LLC trimmed246,001$246K0.1%2026-Q1
MML INVESTORS SERVICES, LLC added24,309$230K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed24,254$229K0.1%2026-Q1
CONNING INC.22,455$212K0.1%2026-Q1
Steward Partners Investment Advisory, LLC added21,768$206K0.1%2026-Q1
FIRST MERCHANTS CORP trimmed21,000$198K0.1%2026-Q1
IAMS WEALTH MANAGEMENT, LLC20,000$189K0.0%2026-Q1
Private Advisor Group, LLC19,767$187K0.0%2026-Q1
B. Riley Wealth Advisors, Inc. added20,556$187K0.0%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added19,644$186K0.0%2026-Q1
FIRST FOUNDATION ADVISORS18,611$176K0.0%2026-Q1
NBC SECURITIES, INC. added18,300$173K0.0%2026-Q1
DUDLEY CAPITAL MANAGEMENT, LLC17,383$164K0.0%2026-Q1
Penserra Capital Management LLC added530,154$5M1.4%2025-Q2 stale
CITADEL ADVISORS LLC added253,591$3M0.6%2025-Q4 stale
Fiera Capital Corp trimmed209,918$2M0.5%2025-Q2 stale
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added206,016$2M0.5%2025-Q4 stale
Allspring Global Investments Holdings, LLC trimmed191,488$2M0.5%2025-Q2 stale
Selway Asset Management trimmed59,404$593K0.2%2025-Q1 stale
READYSTATE ASSET MANAGEMENT LP trimmed51,181$507K0.1%2025-Q4 stale
Wela Strategies, Inc. added46,649$479K0.1%2025-Q2 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added41,350$410K0.1%2025-Q4 stale
Fountainhead AM, LLC added37,564$381K0.1%2025-Q3 stale
COMERICA BANK added33,896$336K0.1%2025-Q4 stale
HRT FINANCIAL LP added30,108$298K0.1%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed28,984$297K0.1%2025-Q2 stale
RIVERBRIDGE PARTNERS LLC added24,878$253K0.1%2025-Q3 stale
M Holdings Securities, Inc. new24,668$251K0.1%2025-Q2 stale
Virtu Financial LLC added24,236$249K0.1%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC added22,000$223K0.1%2025-Q3 stale
Sowell Financial Services LLC added21,851$218K0.1%2025-Q1 stale
NEUBERGER BERMAN GROUP LLC20,000$205K0.1%2025-Q2 stale
CW Advisors, LLC19,770$203K0.1%2025-Q2 stale
Stonegate Investment Group, LLC18,552$188K0.0%2025-Q3 stale
Marex Group plc trimmed17,607$174K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership