Who owns XFFCX
Which tracked institutional funds hold XFFCX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XFFCX 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
9 tracked funds added or opened XFFCX while 19 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
XFFCX’s largest tracked holder by dollar value, BARD ASSOCIATES INC, sizes it at 4.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XFFCX 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 119 tracked filers holding XFFCX, 56 increased or opened the position and 46 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 XFFCX 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 3
- Logan Stone Capital, LLC$2M
- WOLVERINE ASSET MANAGEMENT LLC$717K
- Atlantic Edge Private Wealth Management, LLC$696K
Largest adds
- Stolper Co$4M
- SIT INVESTMENT ASSOCIATES INC$3M
- MORGAN STANLEY$1M
- TITLEIST ASSET MANAGEMENT, LLC$830K
- Hennion & Walsh Asset Management, Inc.$482K
- Noble Wealth Management PBC$403K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$7M
- Invesco Ltd.$2M
- BARD ASSOCIATES INC$1M
- Beacon Pointe Advisors, LLC$1M
- WELLS FARGO & COMPANY/MN$1M
- COMMONWEALTH EQUITY SERVICES, LLC$752K
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 |
|---|---|---|---|---|
| BARD ASSOCIATES INC trimmed | 1,216,021 | $19M | 10.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 926,383 | $14M | 7.9% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 721,724 | $11M | 6.2% | 2026-Q1 |
| MORGAN STANLEY added | 674,494 | $10M | 5.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 595,576 | $9M | 5.1% | 2026-Q1 |
| COHEN & STEERS, INC. added | 587,296 | $9M | 5.0% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 424,778 | $7M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 372,868 | $6M | 3.2% | 2026-Q1 |
| 1607 Capital Partners, LLC | 340,251 | $5M | 2.9% | 2026-Q1 |
| Csenge Advisory Group added | 333,238 | $5M | 2.9% | 2026-Q1 |
| LPL Financial LLC added | 309,201 | $5M | 2.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 279,921 | $4M | 2.4% | 2026-Q1 |
| Stolper Co trimmed | 25,275 | $4M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 236,683 | $4M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 188,848 | $3M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 171,926 | $3M | 1.5% | 2026-Q1 |
| Fiera Capital Corp trimmed | 162,187 | $3M | 1.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 161,777 | $3M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 150,410 | $2M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 146,876 | $2M | 1.3% | 2026-Q1 |
| Gridiron Partners, LLC trimmed | 135,742 | $2M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 121,151 | $2M | 1.0% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 116,232 | $2M | 1.0% | 2026-Q1 |
| Elevated Capital Advisors, LLC trimmed | 114,130 | $2M | 1.0% | 2026-Q1 |
| Logan Stone Capital, LLC added | 108,421 | $2M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 95,703 | $1M | 0.8% | 2026-Q1 |
| UBS Group AG added | 95,094 | $1M | 0.8% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 93,946 | $1M | 0.8% | 2026-Q1 |
| Focus Partners Wealth trimmed | 86,772 | $1M | 0.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 80,982 | $1M | 0.7% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 80,529 | $1M | 0.7% | 2026-Q1 |
| Smith Asset Management Co., LLC added | 76,850 | $1M | 0.7% | 2026-Q1 |
| Mountain Capital Investment Advisors Inc. added | 64,653 | $1M | 0.6% | 2026-Q1 |
| Compound Planning, Inc. | 63,435 | $983K | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 47,461 | $741K | 0.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 46,312 | $717K | 0.4% | 2026-Q1 |
| &PARTNERS added | 45,562 | $703K | 0.4% | 2026-Q1 |
| Atlantic Edge Private Wealth Management, LLC new | 44,935 | $696K | 0.4% | 2026-Q1 |
| Everstar Asset Management, LLC trimmed | 44,900 | $696K | 0.4% | 2026-Q1 |
| Noble Wealth Management PBC added | 40,662 | $630K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 40,345 | $625K | 0.3% | 2026-Q1 |
| SMITH, MOORE & CO. added | 39,289 | $609K | 0.3% | 2026-Q1 |
| Calamos Advisors LLC added | 38,260 | $593K | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 32,798 | $508K | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 32,045 | $496K | 0.3% | 2026-Q1 |
| CEERA INVESTMENTS, LLC trimmed | 30,245 | $468K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 29,759 | $461K | 0.3% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP new | 29,596 | $458K | 0.3% | 2026-Q1 |
| SEAMOUNT FINANCIAL GROUP INC trimmed | 29,396 | $455K | 0.3% | 2026-Q1 |
| Jacobi Capital Management LLC added | 28,215 | $437K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 26,888 | $417K | 0.2% | 2026-Q1 |
| Curi Capital, LLC | 25,168 | $390K | 0.2% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. new | 25,059 | $388K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 25,057 | $388K | 0.2% | 2026-Q1 |
| Whitener Capital Management, Inc. added | 24,785 | $384K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 22,200 | $344K | 0.2% | 2026-Q1 |
| Pines Wealth Management, LLC | 20,473 | $317K | 0.2% | 2026-Q1 |
| Spire Wealth Management trimmed | 20,182 | $313K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 20,032 | $310K | 0.2% | 2026-Q1 |
| Sage Capital Advisors,llc added | 19,927 | $309K | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 18,400 | $284K | 0.2% | 2026-Q1 |
| Maridea Wealth Management LLC new | 18,032 | $279K | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 17,433 | $272K | 0.2% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 16,961 | $263K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 16,895 | $262K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 16,152 | $250K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 15,990 | $248K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 15,953 | $247K | 0.1% | 2026-Q1 |
| TIEMANN INVESTMENT ADVISORS, LLC | 15,388 | $238K | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 15,350 | $238K | 0.1% | 2026-Q1 |
| M Holdings Securities, Inc. added | 14,457 | $232K | 0.1% | 2026-Q1 |
| Prairie Wealth Advisors, Inc. | 0 | $211K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 12,878 | $199K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 12,783 | $198K | 0.1% | 2026-Q1 |
| DF DENT & CO INC | 12,298 | $190K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC | 12,120 | $188K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 11,773 | $182K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 11,762 | $182K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 11,700 | $181K | 0.1% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 382,783 | $6M | 3.6% | 2025-Q3 stale |
| Family Firm, Inc. added | 130,782 | $2M | 1.2% | 2025-Q2 stale |
| Thrivent Financial for Lutherans added | 58,651 | $955K | 0.5% | 2025-Q2 stale |
| Consolidated Portfolio Review Corp trimmed | 34,104 | $576K | 0.3% | 2025-Q3 stale |
| CHOREO, LLC trimmed | 29,459 | $498K | 0.3% | 2025-Q3 stale |
| Matisse Capital | 23,907 | $389K | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 21,406 | $353K | 0.2% | 2025-Q4 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 21,615 | $344K | 0.2% | 2025-Q1 stale |
| Alpha Cubed Investments, LLC | 18,076 | $305K | 0.2% | 2025-Q3 stale |
| AQR Arbitrage LLC trimmed | 17,311 | $292K | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 17,208 | $274K | 0.2% | 2025-Q1 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC | 15,113 | $246K | 0.1% | 2025-Q2 stale |
| Pathstone Holdings, LLC trimmed | 14,685 | $236K | 0.1% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC added | 13,723 | $232K | 0.1% | 2025-Q3 stale |
| FMR LLC added | 13,465 | $214K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP trimmed | 13,003 | $211K | 0.1% | 2025-Q2 stale |
| Sanctuary Advisors, LLC | 12,275 | $196K | 0.1% | 2025-Q3 stale |
| TRUIST FINANCIAL CORP trimmed | 11,272 | $184K | 0.1% | 2025-Q2 stale |
| Mariner, LLC trimmed | 11,046 | $180K | 0.1% | 2025-Q2 stale |
| Cerity Partners LLC | 11,262 | $179K | 0.1% | 2025-Q1 stale |
| Walleye Capital LLC trimmed | 10,245 | $173K | 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.