Who owns XJR
Which tracked institutional funds hold XJR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XJR 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
The tracked-fund tape on XJR is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 4 trimmed or exited — on balance accumulating.
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
XJR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 XJR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XJR 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 97 tracked filers holding XJR, 56 increased or opened the position and 31 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 XJR 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 4
- BANK OF AMERICA CORP /DE/$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$946K
- JANE STREET GROUP, LLC$604K
- Ellenbecker Investment Group$500K
Full exits 3
- CITADEL ADVISORS LLC$1M
- Cerity Partners LLC$512K
- Mariner, LLC$500K
Largest adds
- KEYBANK NATIONAL ASSOCIATION/OH$2M
- LPL Financial LLC$1M
- BAILARD, INC.$1M
- BROWN ADVISORY INC$892K
- Highland Financial Advisors, LLC$804K
- Invera Wealth Advisors, LLC$720K
Largest trims
- JNBA Financial Advisors$253K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 129,428 | $7M | 9.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 109,527 | $6M | 7.7% | 2026-Q2 |
| BAILARD, INC. added | 85,084 | $4M | 6.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 77,488 | $4M | 5.5% | 2026-Q2 |
| LPL Financial LLC added | 75,072 | $4M | 5.3% | 2026-Q2 |
| Invera Wealth Advisors, LLC added | 58,124 | $3M | 4.1% | 2026-Q2 |
| Highland Financial Advisors, LLC added | 57,493 | $3M | 4.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 55,782 | $3M | 3.9% | 2026-Q2 |
| BROWN ADVISORY INC added | 42,464 | $2M | 3.0% | 2026-Q2 |
| Biltmore Family Office, LLC | 32,000 | $2M | 2.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 29,144 | $2M | 2.1% | 2026-Q2 |
| Creative Planning added | 25,654 | $1M | 1.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 17,940 | $946K | 1.3% | 2026-Q2 |
| SageView Advisory Group, LLC added | 17,560 | $926K | 1.2% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 17,447 | $920K | 1.2% | 2026-Q2 |
| Atlantic Private Wealth, LLC added | 16,494 | $870K | 1.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 16,169 | $853K | 1.1% | 2026-Q2 |
| Pathway Financial Advisors LLC added | 16,309 | $848K | 1.1% | 2026-Q2 |
| Quantinno Capital Management LP | 15,832 | $835K | 1.1% | 2026-Q2 |
| Magnus Financial Group LLC trimmed | 14,867 | $784K | 1.0% | 2026-Q2 |
| MainStreet Investment Advisors LLC trimmed | 14,694 | $775K | 1.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 14,669 | $774K | 1.0% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 14,309 | $755K | 1.0% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 13,437 | $709K | 0.9% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 13,384 | $706K | 0.9% | 2026-Q2 |
| Eley Financial Management, Inc added | 13,203 | $696K | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,750 | $673K | 0.9% | 2026-Q2 |
| HEADINVEST, LLC | 12,505 | $660K | 0.9% | 2026-Q2 |
| Cambridge Financial Group, LLC | 12,161 | $641K | 0.9% | 2026-Q2 |
| Lido Advisors, LLC added | 11,662 | $615K | 0.8% | 2026-Q2 |
| BIRCHBROOK, INC. trimmed | 11,617 | $613K | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,444 | $604K | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 11,380 | $600K | 0.8% | 2026-Q2 |
| Asset Dedication, LLC | 10,756 | $567K | 0.8% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 10,517 | $555K | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 10,466 | $552K | 0.7% | 2026-Q2 |
| Tarbox Family Office, Inc. added | 10,013 | $528K | 0.7% | 2026-Q2 |
| MAI Capital Management added | 9,875 | $521K | 0.7% | 2026-Q2 |
| DeDora Capital, Inc. added | 9,857 | $520K | 0.7% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 9,650 | $509K | 0.7% | 2026-Q2 |
| Ellenbecker Investment Group new | 9,484 | $500K | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 8,347 | $440K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 8,152 | $430K | 0.6% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC trimmed | 8,019 | $423K | 0.6% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 7,912 | $417K | 0.6% | 2026-Q2 |
| NorthRock Partners, LLC added | 7,613 | $402K | 0.5% | 2026-Q2 |
| Armbruster Capital Management, Inc. added | 7,546 | $398K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,495 | $395K | 0.5% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 6,835 | $361K | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 6,818 | $360K | 0.5% | 2026-Q2 |
| Valeo Financial Advisors, LLC | 6,653 | $351K | 0.5% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 6,462 | $341K | 0.5% | 2026-Q2 |
| PFG Investments, LLC added | 6,451 | $340K | 0.5% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP | 5,703 | $301K | 0.4% | 2026-Q2 |
| Horizon Wealth Management, LLC new | 5,643 | $298K | 0.4% | 2026-Q2 |
| Savant Capital, LLC trimmed | 5,590 | $295K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,392 | $284K | 0.4% | 2026-Q2 |
| Veracity Capital LLC trimmed | 4,884 | $258K | 0.3% | 2026-Q2 |
| Legacy Edge Advisors, LLC added | 6,331 | $250K | 0.3% | 2026-Q2 |
| Tribridge Partners Financial LLC new | 4,352 | $224K | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 3,942 | $208K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 3,827 | $202K | 0.3% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 3,033 | $160K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,000 | $158K | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 2,753 | $145K | 0.2% | 2026-Q2 |
| MCF Advisors LLC | 2,280 | $120K | 0.2% | 2026-Q2 |
| Milestone Investment Advisors LLC | 2,170 | $114K | 0.2% | 2026-Q2 |
| GGM Financial LLC new | 2,002 | $106K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,956 | $103K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,485 | $78K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 1,342 | $71K | 0.1% | 2026-Q2 |
| ROGCO, LP | 1,338 | $71K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 1,007 | $53K | 0.1% | 2026-Q2 |
| Meramec Financial Planners, LLC added | 1,010 | $52K | 0.1% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE | 919 | $48K | 0.1% | 2026-Q2 |
| Oakmont Advisory Group, LLC new | 882 | $47K | 0.1% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 810 | $43K | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 714 | $42K | 0.1% | 2026-Q2 |
| Key Financial Inc | 610 | $32K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 553 | $29K | 0.0% | 2026-Q2 |
| StrongBox Wealth, LLC new | 482 | $25K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC | 413 | $22K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 407 | $21K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 386 | $20K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. added | 342 | $18K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 200 | $11K | 0.0% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC | 190 | $10K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 146 | $8K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 144 | $8K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 123 | $6K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 86 | $5K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 73 | $4K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC added | 49 | $3K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 39 | $2K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 8 | $422 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 2 | $105 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $103 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 29,732 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 61,031 | $3M | 3.5% | 2025-Q4 stale (2 quarters behind) |
| Better Money Decisions, LLC added | 34,450 | $1M | 1.8% | 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.