Who owns XFIV (XFIV)
Which tracked institutional funds hold XFIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XFIV 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
17 tracked funds added or opened XFIV while 9 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
XFIV’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XFIV 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 44 tracked filers holding XFIV, 31 increased or opened the position and 20 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 XFIV 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 6
- Kestra Investment Management, LLC$31M
- ENVESTNET ASSET MANAGEMENT INC$11M
- WESPAC Advisors SoCal, LLC$3M
- ALPS ADVISORS INC$3M
- Inspire Advisors, LLC$3M
- Prime Capital Investment Advisors, LLC$946K
Full exits 3
- Royal Harbor Partners, LLC$5M
- Mach-1 Financial Group, LLC$2M
- Safe Harbor Wealth Advisors, LLC$1M
Largest adds
- Municipal Employees' Retirement System of Michigan$31M
- Gradient Investments LLC$11M
- Capital Investment Counsel, LLC$5M
- BANK OF AMERICA CORP /DE/$4M
- AE Wealth Management LLC$4M
- Nemes Rush Group LLC$3M
Largest trims
- Donoghue Forlines LLC$6M
- Purpose Unlimited Inc.$2M
- WELLS FARGO & COMPANY/MN$1M
- Able Wealth Management LLC$642K
- JANE STREET GROUP, LLC$524K
- CITADEL ADVISORS LLC$317K
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 |
|---|---|---|---|---|
| Gradient Investments LLC added | 1,493,253 | $73M | 16.6% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan added | 1,332,525 | $66M | 14.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 971,825 | $48M | 10.8% | 2026-Q1 |
| Kestra Investment Management, LLC new | 639,942 | $31M | 7.1% | 2026-Q1 |
| Donoghue Forlines LLC trimmed | 542,573 | $27M | 6.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 421,177 | $21M | 4.7% | 2026-Q1 |
| AE Wealth Management LLC added | 416,393 | $20M | 4.6% | 2026-Q1 |
| Capital Investment Counsel, LLC added | 403,041 | $20M | 4.5% | 2026-Q1 |
| Nemes Rush Group LLC added | 352,068 | $17M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 231,692 | $11M | 2.6% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 195,869 | $10M | 2.2% | 2026-Q1 |
| Mattson Financial Services, LLC added | 159,485 | $8M | 1.8% | 2026-Q1 |
| Brown Financial Advisors added | 99,566 | $5M | 1.1% | 2026-Q1 |
| Financial Guidance Group, Inc. added | 76,491 | $4M | 0.9% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 76,491 | $4M | 0.9% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC new | 69,400 | $3M | 0.8% | 2026-Q1 |
| ALPS ADVISORS INC new | 57,340 | $3M | 0.6% | 2026-Q1 |
| Inspire Advisors, LLC new | 55,803 | $3M | 0.6% | 2026-Q1 |
| Paladin Wealth, LLC added | 52,920 | $3M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 49,116 | $2M | 0.5% | 2026-Q1 |
| Blume Capital Management, Inc. trimmed | 35,515 | $2M | 0.4% | 2026-Q1 |
| CWM, LLC added | 30,770 | $2M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 24,141 | $1M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 23,846 | $1M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC new | 19,250 | $946K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 18,331 | $901K | 0.2% | 2026-Q1 |
| Global Assets Advisory, LLC added | 12,088 | $594K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 11,214 | $551K | 0.1% | 2026-Q1 |
| Able Wealth Management LLC trimmed | 10,695 | $526K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 9,123 | $448K | 0.1% | 2026-Q1 |
| Purpose Unlimited Inc. trimmed | 8,178 | $402K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 7,994 | $393K | 0.1% | 2026-Q1 |
| Spectrum Financial Alliance Ltd LLC | 7,731 | $380K | 0.1% | 2026-Q1 |
| Sigma Planning Corp new | 7,638 | $375K | 0.1% | 2026-Q1 |
| Strait & Sound Wealth Management LLC new | 5,076 | $250K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 2,216 | $109K | 0.0% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. new | 2,099 | $103K | 0.0% | 2026-Q1 |
| UBS Group AG added | 1,533 | $75K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,208 | $59K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 1,191 | $59K | 0.0% | 2026-Q1 |
| Elevated Capital Advisors, LLC new | 1,114 | $55K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. added | 222 | $11K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 200 | $10K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 116 | $6K | 0.0% | 2026-Q1 |
| Pineridge Advisors LLC added | 730,103 | $36M | 8.2% | 2025-Q3 stale |
| Royal Harbor Partners, LLC added | 91,047 | $5M | 1.0% | 2025-Q4 stale |
| Mach-1 Financial Group, LLC added | 39,350 | $2M | 0.4% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 28,730 | $1M | 0.3% | 2025-Q3 stale |
| Endurance Services Ltd | 24,400 | $1M | 0.3% | 2025-Q3 stale |
| Safe Harbor Wealth Advisors, LLC new | 22,719 | $1M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 19,649 | $964K | 0.2% | 2025-Q1 stale |
| Kingdom Financial Group LLC. new | 11,829 | $586K | 0.1% | 2025-Q3 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 11,040 | $542K | 0.1% | 2025-Q2 stale |
| IHT Wealth Management, LLC | 7,175 | $355K | 0.1% | 2025-Q4 stale |
| Sunbelt Securities, Inc. | 6,838 | $328K | 0.1% | 2025-Q2 stale |
| ENDEAVOR PRIVATE WEALTH, INC. added | 6,449 | $317K | 0.1% | 2025-Q1 stale |
| Kovack Advisors, Inc. new | 4,900 | $242K | 0.1% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 4,679 | $232K | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,610 | $228K | 0.1% | 2025-Q3 stale |
| Lloyd Advisory Services, LLC. new | 4,508 | $221K | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC | 4,198 | $208K | 0.0% | 2025-Q3 stale |
| Geneos Wealth Management Inc. new | 2,904 | $144K | 0.0% | 2025-Q3 stale |
| COMERICA BANK new | 1,223 | $61K | 0.0% | 2025-Q4 stale |
| JONES FINANCIAL COMPANIES LLLP new | 375 | $19K | 0.0% | 2025-Q3 stale |
| Allworth Financial LP new | 327 | $16K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 312 | $15K | 0.0% | 2025-Q4 stale |
| Capital A Wealth Management, LLC new | 11 | $540 | 0.0% | 2025-Q1 stale |
| Beacon Capital Management, LLC new | 8 | $393 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.