Who owns XHB
Which tracked institutional funds hold XHB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XHB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
91 tracked funds added or opened XHB while 48 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
XHB’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes XHB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XHB 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 309 tracked filers holding XHB, 155 increased or opened the position and 137 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 XHB 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 24
- Annex Advisory Services, LLC$66M
- Blackstone Inc.$31M
- Foundations Investment Advisors, LLC$20M
- Greenland Capital Management LP$17M
- University of Illinois Foundation$10M
- SummitTX Capital, L.P.$9M
Full exits 23
- ExodusPoint Capital Management, LP$10M
- BW Gestao de Investimentos Ltda.$10M
- Jain Global LLC$9M
- Agave Capital Management Ltd$7M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$5M
- Perbak Capital Partners LLP$4M
Largest adds
- GTS SECURITIES LLC$108M
- MORGAN STANLEY$83M
- GOLDMAN SACHS GROUP INC$79M
- BNP PARIBAS FINANCIAL MARKETS$61M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$59M
- JPMORGAN CHASE & CO$39M
Largest trims
- CITADEL ADVISORS LLC$49M
- CoreCap Advisors, LLC$23M
- RAYMOND JAMES FINANCIAL INC$19M
- ROYAL BANK OF CANADA$14M
- UBS Group AG$14M
- JANE STREET GROUP, LLC$4M
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 2,947,133 | $341M | 16.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,970,354 | $228M | 11.3% | 2026-Q2 |
| CITIGROUP INC added | 1,039,419 | $120M | 5.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 984,264 | $114M | 5.6% | 2026-Q2 |
| GTS SECURITIES LLC added | 950,570 | $110M | 5.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 718,219 | $83M | 4.1% | 2026-Q2 |
| BARCLAYS PLC added | 670,318 | $77M | 3.8% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 640,000 | $74M | 3.7% | 2026-Q2 |
| Annex Advisory Services, LLC added | 573,773 | $66M | 3.3% | 2026-Q2 |
| MIRAE ASSET SECURITIES (USA) INC. | 500,000 | $58M | 2.9% | 2026-Q2 |
| LPL Financial LLC added | 378,606 | $44M | 2.2% | 2026-Q2 |
| NATIXIS trimmed | 353,018 | $41M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 343,929 | $40M | 2.0% | 2026-Q2 |
| Blackstone Inc. new | 265,000 | $31M | 1.5% | 2026-Q2 |
| Graham Capital Management, L.P. added | 226,500 | $26M | 1.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 222,800 | $26M | 1.3% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 218,326 | $25M | 1.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 213,280 | $25M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 205,100 | $24M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 181,815 | $21M | 1.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 174,752 | $20M | 1.0% | 2026-Q2 |
| Passaic Partners LLC added | 166,897 | $19M | 1.0% | 2026-Q2 |
| Caption Management, LLC added | 166,554 | $19M | 1.0% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD added | 157,385 | $18M | 0.9% | 2026-Q2 |
| NAN FUNG TRINITY (HK) LTD | 155,040 | $18M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 151,051 | $17M | 0.9% | 2026-Q2 |
| Greenland Capital Management LP added | 150,000 | $17M | 0.9% | 2026-Q2 |
| BlackRock, Inc. added | 136,982 | $16M | 0.8% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 116,171 | $13M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 109,334 | $13M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 87,922 | $10M | 0.5% | 2026-Q2 |
| University of Illinois Foundation new | 86,425 | $10M | 0.5% | 2026-Q2 |
| Alden Global Capital LLC added | 80,300 | $9M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 79,530 | $9M | 0.5% | 2026-Q2 |
| SummitTX Capital, L.P. added | 75,736 | $9M | 0.4% | 2026-Q2 |
| MYDA Advisors LLC trimmed | 75,000 | $9M | 0.4% | 2026-Q2 |
| SCOPUS ASSET MANAGEMENT, L.P. new | 75,000 | $9M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 74,979 | $9M | 0.4% | 2026-Q2 |
| K.J. Harrison & Partners Inc added | 74,000 | $9M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 67,334 | $8M | 0.4% | 2026-Q2 |
| Tidal Investments LLC added | 64,461 | $7M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 57,329 | $7M | 0.3% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD added | 56,316 | $7M | 0.3% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 54,377 | $6M | 0.3% | 2026-Q2 |
| Viewpoint Capital Management LLC trimmed | 52,847 | $6M | 0.3% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd trimmed | 52,038 | $5M | 0.3% | 2026-Q2 |
| Horizon Investments, LLC new | 52,024 | $6M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC new | 52,024 | $6M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 48,970 | $6M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 48,103 | $6M | 0.3% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 45,866 | $5M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 44,853 | $5M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 43,299 | $5M | 0.2% | 2026-Q2 |
| North Star Investment Management Corp. added | 41,775 | $5M | 0.2% | 2026-Q2 |
| J. Goldman & Co LP trimmed | 39,705 | $5M | 0.2% | 2026-Q2 |
| Mountain Hill Investment Partners Corp. | 39,300 | $5M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 37,338 | $4M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 37,042 | $4M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 36,659 | $4M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 36,630 | $4M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 35,070 | $4M | 0.2% | 2026-Q2 |
| Bricktown Capital, LLC | 29,034 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 28,131 | $3M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 27,948 | $3M | 0.2% | 2026-Q2 |
| Palumbo Wealth Management LLC | 27,687 | $3M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 27,312 | $3M | 0.2% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP added | 27,178 | $3M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 25,381 | $3M | 0.1% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC new | 20,950 | $2M | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. added | 20,692 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 20,149 | $2M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 20,025 | $2M | 0.1% | 2026-Q2 |
| Choate Investment Advisors | 19,499 | $2M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 18,680 | $2M | 0.1% | 2026-Q2 |
| Gerald Baker Financial Group LLC added | 18,083 | $2M | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 17,838 | $2M | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. | 17,669 | $2M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 17,533 | $2M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 15,760 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 14,776 | $2M | 0.1% | 2026-Q2 |
| Fulcrum Asset Management LLP new | 14,152 | $2M | 0.1% | 2026-Q2 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT trimmed | 14,100 | $2M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 13,291 | $2M | 0.1% | 2026-Q2 |
| St. Johns Investment Management Company, LLC added | 12,862 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,843 | $1M | 0.1% | 2026-Q2 |
| Itau Unibanco Holding S.A. trimmed | 12,577 | $1M | 0.1% | 2026-Q2 |
| Prostatis Group LLC trimmed | 12,342 | $1M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 12,171 | $1M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 11,319 | $1M | 0.1% | 2026-Q2 |
| Sage Capital Management, LLC added | 10,768 | $1M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 10,735 | $1M | 0.1% | 2026-Q2 |
| AAFMAA Wealth Management & Trust LLC added | 10,659 | $1M | 0.1% | 2026-Q2 |
| LMR Partners LLP new | 10,400 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 10,292 | $1M | 0.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 10,253 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 10,251 | $1M | 0.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 10,186 | $1M | 0.1% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 10,082 | $1M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 9,940 | $1M | 0.1% | 2026-Q2 |
| CHARTIST INC /CA/ trimmed | 9,785 | $1M | 0.1% | 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.