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Institutional Ownership · SEC Form 13F

Who owns XLSR (XLSR)


Which tracked institutional funds hold XLSR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XLSR 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.

132
Institutional holders
14,380,546
Shares held (tracked funds)

How the tape is positioned

19 tracked funds added or opened XLSR while 19 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

XLSR’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% 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 XLSR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in XLSR 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 132 tracked filers holding XLSR, 89 increased or opened the position and 46 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 XLSR 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

  • Cerity Partners LLC$23M
  • Integrity Wealth Partners, LLC$1M
  • Zullo Investment Group, Inc.$799K

Full exits 6

  • Austin Private Wealth, LLC$21M
  • Worth Financial Advisory Group, LLC$2M
  • Hilltop Holdings Inc.$1M
  • FLAGSHIP HARBOR ADVISORS, LLC$1M
  • Spinnaker Investment Group, LLC$833K
  • Capital CS Group, LLC$743K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$9M
  • Envestnet Portfolio Solutions, Inc.$3M
  • PRINCIPAL SECURITIES, INC.$2M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
  • CreativeOne Wealth, LLC$1M
  • World Investment Advisors$1M

Largest trims

  • LPL Financial LLC$40M
  • AXXCESS WEALTH MANAGEMENT, LLC$9M
  • NewEdge Advisors, LLC$5M
  • Hibernia Wealth Partners, LLC$2M
  • Mariner, LLC$2M
  • Sharkey, Howes & Javer$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).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed4,357,422$252M28.6%2026-Q1
Envestnet Portfolio Solutions, Inc. added2,244,861$130M14.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,240,766$129M14.7%2026-Q1
PARK AVENUE SECURITIES LLC added503,048$29M3.3%2026-Q1
Hibernia Wealth Partners, LLC trimmed414,574$24M2.7%2026-Q1
Cerity Partners LLC new389,682$23M2.6%2026-Q1
LANDMARK WEALTH MANAGEMENT, INC. added290,312$17M1.9%2026-Q1
Mariner, LLC trimmed277,050$16M1.8%2026-Q1
Signal Advisors Wealth, LLC added224,307$13M1.5%2026-Q1
Aspire Private Capital, LLC added218,027$13M1.4%2026-Q1
Mosley Wealth Management added199,901$12M1.4%2026-Q1
NewEdge Advisors, LLC trimmed85,909$12M1.3%2026-Q1
Cetera Investment Advisers added181,016$10M1.2%2026-Q1
HARBOUR INVESTMENTS, INC. added180,197$10M1.2%2026-Q1
AE Wealth Management LLC added157,366$9M1.0%2026-Q1
Raleigh Capital Management Inc. added150,213$9M1.0%2026-Q1
CreativeOne Wealth, LLC added146,750$8M1.0%2026-Q1
HighTower Advisors, LLC added144,716$8M1.0%2026-Q1
Summit Financial, LLC added102,210$6M0.7%2026-Q1
MML INVESTORS SERVICES, LLC added97,207$6M0.6%2026-Q1
Sanctuary Advisors, LLC trimmed94,324$5M0.6%2026-Q1
Private Advisor Group, LLC added89,691$5M0.6%2026-Q1
Kestra Advisory Services, LLC trimmed84,859$5M0.6%2026-Q1
PRINCIPAL SECURITIES, INC. added74,030$4M0.5%2026-Q1
Legacy Wealth Partners, LLC added73,754$4M0.5%2026-Q1
Sharkey, Howes & Javer trimmed73,749$4M0.5%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC trimmed71,842$4M0.5%2026-Q1
International Private Wealth Advisors LLC added70,046$4M0.5%2026-Q1
Global Financial Private Client, LLC added66,535$4M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added59,733$3M0.4%2026-Q1
NOVUS ADVISORS, LLC added57,900$3M0.4%2026-Q1
MORGAN STANLEY added56,826$3M0.4%2026-Q1
GeoWealth Management, LLC added55,659$3M0.4%2026-Q1
LOCKERMAN FINANCIAL GROUP, INC. added39,841$2M0.3%2026-Q1
Outlook Wealth Advisors, LLC added37,126$2M0.2%2026-Q1
Balboa Wealth Partners added29,185$2M0.2%2026-Q1
Apella Capital, LLC trimmed27,034$2M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed28,799$2M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added27,329$2M0.2%2026-Q1
WealthPoint Financial, LLC25,052$2M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed26,780$2M0.2%2026-Q1
October Effect Ltd added26,466$2M0.2%2026-Q1
Integrity Wealth Partners, LLC new24,756$1M0.2%2026-Q1
IAMS WEALTH MANAGEMENT, LLC trimmed24,694$1M0.2%2026-Q1
World Investment Advisors added21,789$1M0.1%2026-Q1
Gladstone Institutional Advisory LLC trimmed18,860$1M0.1%2026-Q1
ABSOLUTE CAPITAL MANAGEMENT, LLC added17,793$1M0.1%2026-Q1
Kraft, Davis & Associates, LLC added15,958$1M0.1%2026-Q1
Aegis Wealth Management, Inc. added17,299$999K0.1%2026-Q1
Spectrum Planning & Advisory Services Inc. added15,624$902K0.1%2026-Q1
Stratos Wealth Partners, LTD. added14,860$858K0.1%2026-Q1
Dakota Wealth Management trimmed14,127$816K0.1%2026-Q1
Zullo Investment Group, Inc. added13,836$799K0.1%2026-Q1
VestGen Advisors, LLC added12,124$787K0.1%2026-Q1
Bison Wealth, LLC added11,694$766K0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added12,176$703K0.1%2026-Q1
Triumph Capital Management added11,820$682K0.1%2026-Q1
Argent Trust Co trimmed11,811$682K0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed11,364$656K0.1%2026-Q1
Capital Asset Advisory Services LLC added10,514$652K0.1%2026-Q1
ROYAL BANK OF CANADA trimmed10,903$630K0.1%2026-Q1
Richard W. Paul & Associates, LLC added10,453$604K0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed10,132$585K0.1%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. added10,124$585K0.1%2026-Q1
Kelly Financial Services LLC added10,122$584K0.1%2026-Q1
Independent Advisor Alliance added9,335$539K0.1%2026-Q1
J.W. COLE ADVISORS, INC. trimmed9,167$529K0.1%2026-Q1
TRUIST FINANCIAL CORP added8,996$519K0.1%2026-Q1
FWG Investments, LLC. trimmed8,875$512K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed8,774$507K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added8,629$498K0.1%2026-Q1
FSA Advisors, Inc. trimmed8,439$487K0.1%2026-Q1
True Vision MN LLC added8,419$486K0.1%2026-Q1
Atria Investments, Inc added8,280$478K0.1%2026-Q1
Smartleaf Asset Management LLC added8,026$449K0.1%2026-Q1
First Heartland Consultants, Inc. added7,732$446K0.1%2026-Q1
ONE WEALTH CAPITAL MANAGEMENT, LLC added6,837$426K0.0%2026-Q1
Patriot Financial Group Insurance Agency, LLC added7,202$416K0.0%2026-Q1
Creative Planning trimmed6,840$395K0.0%2026-Q1
Western Wealth Management, LLC new6,647$384K0.0%2026-Q1
Compound Planning, Inc. added6,601$381K0.0%2026-Q1
SILVERLAKE WEALTH MANAGEMENT LLC added6,595$381K0.0%2026-Q1
J2 Capital Management Inc added6,552$378K0.0%2026-Q1
M1 Capital Management LLC added6,082$351K0.0%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added5,616$324K0.0%2026-Q1
Austin Private Wealth, LLC added342,395$21M2.4%2025-Q4 stale
Foundations Investment Advisors, LLC added209,026$11M1.3%2025-Q2 stale
TWO SIGMA INVESTMENTS, LP new48,200$3M0.3%2025-Q2 stale
Worth Financial Advisory Group, LLC trimmed35,303$2M0.3%2025-Q4 stale
Hilltop Holdings Inc. trimmed21,385$1M0.2%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed23,915$1M0.1%2025-Q1 stale
Virtu Financial LLC added20,512$1M0.1%2025-Q1 stale
FLAGSHIP HARBOR ADVISORS, LLC added16,418$1M0.1%2025-Q4 stale
Lokken Investment Group LLC trimmed16,851$1M0.1%2025-Q3 stale
Spinnaker Investment Group, LLC added13,373$833K0.1%2025-Q4 stale
Capital CS Group, LLC added11,919$743K0.1%2025-Q4 stale
TOWNSQUARE CAPITAL LLC new8,253$419K0.0%2025-Q1 stale
SYNOVUS FINANCIAL CORP6,681$367K0.0%2025-Q2 stale
Fort Point Capital Partners LLC added6,657$366K0.0%2025-Q2 stale
NorthRock Partners, LLC trimmed5,540$345K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership