Who owns XJQCX
Which tracked institutional funds hold XJQCX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XJQCX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
13 tracked funds added or opened XJQCX while 27 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
XJQCX’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 XJQCX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XJQCX 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 160 tracked filers holding XJQCX, 69 increased or opened the position and 79 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 XJQCX 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
- LOOMIS SAYLES & CO L P$22M
- Ionic Capital Management LLC$1M
- WEALTH EFFECTS LLC$608K
Full exits 8
- Thomas J. Herzfeld Advisors, Inc.$3M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$1M
- Marex Group plc$1M
- J.W. COLE ADVISORS, INC.$1M
- MILLENNIUM MANAGEMENT LLC$948K
Largest adds
- WELLS FARGO & COMPANY/MN$3M
- Stolper Co$3M
- 1607 Capital Partners, LLC$3M
- Advisors Asset Management, Inc.$2M
- Private Advisor Group, LLC$764K
- Matisse Capital$677K
Largest trims
- MORGAN STANLEY$10M
- Invesco Ltd.$4M
- GUGGENHEIM CAPITAL LLC$3M
- Logan Stone Capital, LLC$2M
- SIT INVESTMENT ASSOCIATES INC$2M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$2M
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 | 8,550,987 | $42M | 15.0% | 2026-Q1 |
| LOOMIS SAYLES & CO L P new | 4,526,488 | $22M | 7.9% | 2026-Q1 |
| Penserra Capital Management LLC added | 4,008,883 | $20M | 7.0% | 2026-Q1 |
| OAK HILL ADVISORS LP | 3,301,932 | $16M | 5.8% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 2,374,567 | $12M | 4.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,304,861 | $11M | 4.0% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 2,130,923 | $10M | 3.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,124,727 | $10M | 3.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,613,886 | $8M | 2.8% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 1,302,640 | $6M | 2.3% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 1,139,849 | $6M | 2.0% | 2026-Q1 |
| Stolper Co trimmed | 24,908 | $4M | 1.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 840,815 | $4M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 831,412 | $4M | 1.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 815,526 | $4M | 1.4% | 2026-Q1 |
| COHEN & STEERS, INC. | 734,738 | $4M | 1.3% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 714,960 | $3M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 601,179 | $3M | 1.1% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 535,847 | $3M | 0.9% | 2026-Q1 |
| Venture Visionary Partners LLC added | 535,467 | $3M | 0.9% | 2026-Q1 |
| DCF Advisers, LLC added | 476,336 | $2M | 0.8% | 2026-Q1 |
| Quarry LP added | 467,043 | $2M | 0.8% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 429,605 | $2M | 0.8% | 2026-Q1 |
| Thrivent Financial for Lutherans | 424,087 | $2M | 0.7% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 364,246 | $2M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 316,840 | $2M | 0.6% | 2026-Q1 |
| Fiera Capital Corp trimmed | 316,649 | $2M | 0.6% | 2026-Q1 |
| Matisse Capital added | 314,469 | $2M | 0.6% | 2026-Q1 |
| ICON ADVISERS INC/CO added | 306,035 | $1M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 305,010 | $1M | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 279,809 | $1M | 0.5% | 2026-Q1 |
| CastleKnight Management LP | 272,300 | $1M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 268,297 | $1M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 260,715 | $1M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 257,147 | $1M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 233,838 | $1M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 209,163 | $1M | 0.4% | 2026-Q1 |
| Ionic Capital Management LLC added | 208,434 | $1M | 0.4% | 2026-Q1 |
| Lido Advisors, LLC | 198,167 | $975K | 0.4% | 2026-Q1 |
| UBS Group AG added | 190,046 | $926K | 0.3% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 169,231 | $824K | 0.3% | 2026-Q1 |
| ALEXANDER LABRUNERIE & CO., INC. added | 164,910 | $803K | 0.3% | 2026-Q1 |
| Castleview Partners, LLC trimmed | 151,238 | $737K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 148,949 | $725K | 0.3% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 147,025 | $716K | 0.3% | 2026-Q1 |
| WEALTH EFFECTS LLC new | 124,780 | $608K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 122,142 | $595K | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC added | 119,075 | $579K | 0.2% | 2026-Q1 |
| Calamos Advisors LLC added | 115,419 | $562K | 0.2% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 113,677 | $554K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 113,504 | $553K | 0.2% | 2026-Q1 |
| Encompass More Asset Management trimmed | 110,645 | $539K | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 105,197 | $512K | 0.2% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 101,348 | $494K | 0.2% | 2026-Q1 |
| Future Financial Wealth Managment LLC trimmed | 92,116 | $445K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 89,841 | $438K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 88,518 | $431K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 81,684 | $398K | 0.1% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 80,725 | $397K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 77,963 | $380K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 78,144 | $377K | 0.1% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 71,684 | $349K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 70,273 | $342K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 66,616 | $324K | 0.1% | 2026-Q1 |
| Centurion Wealth Management LLC | 66,465 | $324K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 62,937 | $307K | 0.1% | 2026-Q1 |
| Total Wealth Planning & Management, Inc. added | 60,119 | $293K | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 58,249 | $284K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 57,910 | $282K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC | 56,474 | $275K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 56,466 | $271K | 0.1% | 2026-Q1 |
| Traub Capital Management LLC added | 53,148 | $259K | 0.1% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 1,525,466 | $8M | 2.9% | 2025-Q3 stale |
| Tabor Asset Management, LP new | 930,000 | $5M | 1.8% | 2025-Q1 stale |
| Alpine Global Management, LLC added | 649,167 | $3M | 1.3% | 2025-Q1 stale |
| Cable Car Capital, LP new | 500,000 | $3M | 1.0% | 2025-Q1 stale |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 531,122 | $3M | 1.0% | 2025-Q4 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 453,908 | $2M | 0.8% | 2025-Q4 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 282,011 | $1M | 0.5% | 2025-Q4 stale |
| Yakira Capital Management, Inc. trimmed | 253,121 | $1M | 0.5% | 2025-Q2 stale |
| Marex Group plc added | 254,926 | $1M | 0.5% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 247,735 | $1M | 0.4% | 2025-Q4 stale |
| NewEdge Wealth, LLC new | 188,255 | $966K | 0.3% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC added | 188,913 | $948K | 0.3% | 2025-Q4 stale |
| Anchor Capital Management Group Inc | 175,000 | $922K | 0.3% | 2025-Q4 stale |
| Boyce & Associates Wealth Consulting, Inc. trimmed | 145,963 | $787K | 0.3% | 2025-Q2 stale |
| RFG Advisory, LLC new | 139,164 | $699K | 0.3% | 2025-Q4 stale |
| Family Firm, Inc. added | 124,051 | $669K | 0.2% | 2025-Q2 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 120,650 | $650K | 0.2% | 2025-Q2 stale |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN trimmed | 114,520 | $617K | 0.2% | 2025-Q2 stale |
| Hennion & Walsh Asset Management, Inc. trimmed | 84,840 | $447K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 78,539 | $413K | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 75,180 | $405K | 0.1% | 2025-Q2 stale |
| FULLCIRCLE WEALTH LLC trimmed | 75,187 | $385K | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 71,999 | $361K | 0.1% | 2025-Q4 stale |
| DEUTSCHE BANK AG\ | 63,386 | $334K | 0.1% | 2025-Q3 stale |
| Balefire, LLC added | 66,389 | $333K | 0.1% | 2025-Q4 stale |
| Almitas Capital LLC trimmed | 63,304 | $318K | 0.1% | 2025-Q4 stale |
| Creative Planning added | 57,696 | $304K | 0.1% | 2025-Q3 stale |
| Pathstone Holdings, LLC trimmed | 58,309 | $293K | 0.1% | 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.
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.