Who owns XGLQX
Which tracked institutional funds hold XGLQX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XGLQX 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
11 tracked funds added or opened XGLQX while 6 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
XGLQX’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XGLQX 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 47 tracked filers holding XGLQX, 23 increased or opened the position and 24 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 XGLQX 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.
Full exits 3
- SIT INVESTMENT ASSOCIATES INC$16M
- Verition Fund Management LLC$3M
- Bulldog Investors, LLP$1M
Largest adds
- Advisors Asset Management, Inc.$2M
- ROYAL BANK OF CANADA$2M
- GUGGENHEIM CAPITAL LLC$1M
- BANK OF AMERICA CORP /DE/$594K
- Karpus Management, Inc.$532K
- MORGAN STANLEY$510K
Largest trims
- RIVERNORTH CAPITAL MANAGEMENT, LLC$5M
- Saba Capital Management, L.P.$343K
- Shaker Financial Services, LLC$257K
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 | 974,969 | $8M | 10.9% | 2026-Q2 |
| Saba Capital Management, L.P. trimmed | 774,988 | $7M | 8.6% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 630,965 | $5M | 7.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 527,903 | $5M | 5.9% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 523,377 | $5M | 5.8% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 383,564 | $3M | 4.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 346,206 | $3M | 3.9% | 2026-Q2 |
| Almitas Capital LLC added | 331,172 | $3M | 3.7% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 290,341 | $3M | 3.2% | 2026-Q2 |
| TrueMark Investments, LLC added | 217,362 | $2M | 2.4% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 216,765 | $2M | 2.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 197,119 | $2M | 2.2% | 2026-Q2 |
| Karpus Management, Inc. added | 138,971 | $1M | 1.5% | 2026-Q2 |
| North Ground Capital added | 89,094 | $768K | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 69,791 | $602K | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 68,951 | $594K | 0.8% | 2026-Q2 |
| RPO LLC trimmed | 56,323 | $486K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 55,693 | $480K | 0.6% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 53,336 | $460K | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 37,752 | $325K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 36,594 | $315K | 0.4% | 2026-Q2 |
| Pathway Financial Advisors LLC | 30,207 | $261K | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 26,479 | $228K | 0.3% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 26,364 | $227K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 22,805 | $197K | 0.3% | 2026-Q2 |
| Advisor OS, LLC | 21,937 | $189K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 18,363 | $158K | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 17,967 | $155K | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. | 15,000 | $128K | 0.2% | 2026-Q2 |
| Lido Advisors, LLC | 14,545 | $125K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 14,541 | $125K | 0.2% | 2026-Q2 |
| DECISION INVESTMENTS, INC | 13,300 | $115K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 12,661 | $109K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 12,525 | $108K | 0.1% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 12,070 | $104K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 7,765 | $67K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 5,052 | $44K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,752 | $32K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 2,500 | $22K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 2,247 | $19K | 0.0% | 2026-Q2 |
| UBS Group AG | 2,000 | $17K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 1,091 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 680 | $6K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 151 | $1K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 100 | $862 | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 67 | $581 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 63 | $543 | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 2,104,530 | $16M | 20.5% | 2026-Q1 stale (1 quarter behind) |
| Verition Fund Management LLC trimmed | 438,827 | $3M | 4.3% | 2026-Q1 stale (1 quarter behind) |
| Bulldog Investors, LLP added | 171,906 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Matisse Capital trimmed | 66,015 | $497K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cetera Investment Advisers new | 54,329 | $409K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Jaffetilchin Investment Partners, LLC added | 36,481 | $275K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,227 | $152K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Alpine Global Management, LLC trimmed | 15,189 | $114K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 6,984 | $53K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 174 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 98 | $736 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AQR Arbitrage LLC trimmed | 48,766 | $374K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| OPPENHEIMER & CO INC | 13,376 | $102K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CSS LLC/IL | 10,026 | $77K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 164 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Quantedge Capital Pte Ltd trimmed | 24,133 | $184K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP new | 1,000 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 15,389 | $110K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| HighTower Advisors, LLC trimmed | 10,649 | $76K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| BENJAMIN EDWARDS INC | 10,196 | $73K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 2,239 | $16K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Total Wealth Planning & Management, Inc. new | 11,800 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.