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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 4,357,422 | $252M | 28.6% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 2,244,861 | $130M | 14.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,240,766 | $129M | 14.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 503,048 | $29M | 3.3% | 2026-Q1 |
| Hibernia Wealth Partners, LLC trimmed | 414,574 | $24M | 2.7% | 2026-Q1 |
| Cerity Partners LLC new | 389,682 | $23M | 2.6% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 290,312 | $17M | 1.9% | 2026-Q1 |
| Mariner, LLC trimmed | 277,050 | $16M | 1.8% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 224,307 | $13M | 1.5% | 2026-Q1 |
| Aspire Private Capital, LLC added | 218,027 | $13M | 1.4% | 2026-Q1 |
| Mosley Wealth Management added | 199,901 | $12M | 1.4% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 85,909 | $12M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 181,016 | $10M | 1.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 180,197 | $10M | 1.2% | 2026-Q1 |
| AE Wealth Management LLC added | 157,366 | $9M | 1.0% | 2026-Q1 |
| Raleigh Capital Management Inc. added | 150,213 | $9M | 1.0% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 146,750 | $8M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 144,716 | $8M | 1.0% | 2026-Q1 |
| Summit Financial, LLC added | 102,210 | $6M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 97,207 | $6M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 94,324 | $5M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 89,691 | $5M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 84,859 | $5M | 0.6% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 74,030 | $4M | 0.5% | 2026-Q1 |
| Legacy Wealth Partners, LLC added | 73,754 | $4M | 0.5% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 73,749 | $4M | 0.5% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 71,842 | $4M | 0.5% | 2026-Q1 |
| International Private Wealth Advisors LLC added | 70,046 | $4M | 0.5% | 2026-Q1 |
| Global Financial Private Client, LLC added | 66,535 | $4M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 59,733 | $3M | 0.4% | 2026-Q1 |
| NOVUS ADVISORS, LLC added | 57,900 | $3M | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 56,826 | $3M | 0.4% | 2026-Q1 |
| GeoWealth Management, LLC added | 55,659 | $3M | 0.4% | 2026-Q1 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 39,841 | $2M | 0.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 37,126 | $2M | 0.2% | 2026-Q1 |
| Balboa Wealth Partners added | 29,185 | $2M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 27,034 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 28,799 | $2M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 27,329 | $2M | 0.2% | 2026-Q1 |
| WealthPoint Financial, LLC | 25,052 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,780 | $2M | 0.2% | 2026-Q1 |
| October Effect Ltd added | 26,466 | $2M | 0.2% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 24,756 | $1M | 0.2% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 24,694 | $1M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 21,789 | $1M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 18,860 | $1M | 0.1% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 17,793 | $1M | 0.1% | 2026-Q1 |
| Kraft, Davis & Associates, LLC added | 15,958 | $1M | 0.1% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 17,299 | $999K | 0.1% | 2026-Q1 |
| Spectrum Planning & Advisory Services Inc. added | 15,624 | $902K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 14,860 | $858K | 0.1% | 2026-Q1 |
| Dakota Wealth Management trimmed | 14,127 | $816K | 0.1% | 2026-Q1 |
| Zullo Investment Group, Inc. added | 13,836 | $799K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 12,124 | $787K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC added | 11,694 | $766K | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 12,176 | $703K | 0.1% | 2026-Q1 |
| Triumph Capital Management added | 11,820 | $682K | 0.1% | 2026-Q1 |
| Argent Trust Co trimmed | 11,811 | $682K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 11,364 | $656K | 0.1% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 10,514 | $652K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 10,903 | $630K | 0.1% | 2026-Q1 |
| Richard W. Paul & Associates, LLC added | 10,453 | $604K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 10,132 | $585K | 0.1% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 10,124 | $585K | 0.1% | 2026-Q1 |
| Kelly Financial Services LLC added | 10,122 | $584K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 9,335 | $539K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 9,167 | $529K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 8,996 | $519K | 0.1% | 2026-Q1 |
| FWG Investments, LLC. trimmed | 8,875 | $512K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,774 | $507K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 8,629 | $498K | 0.1% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 8,439 | $487K | 0.1% | 2026-Q1 |
| True Vision MN LLC added | 8,419 | $486K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 8,280 | $478K | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 8,026 | $449K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 7,732 | $446K | 0.1% | 2026-Q1 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC added | 6,837 | $426K | 0.0% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 7,202 | $416K | 0.0% | 2026-Q1 |
| Creative Planning trimmed | 6,840 | $395K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 6,647 | $384K | 0.0% | 2026-Q1 |
| Compound Planning, Inc. added | 6,601 | $381K | 0.0% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 6,595 | $381K | 0.0% | 2026-Q1 |
| J2 Capital Management Inc added | 6,552 | $378K | 0.0% | 2026-Q1 |
| M1 Capital Management LLC added | 6,082 | $351K | 0.0% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 5,616 | $324K | 0.0% | 2026-Q1 |
| Austin Private Wealth, LLC added | 342,395 | $21M | 2.4% | 2025-Q4 stale |
| Foundations Investment Advisors, LLC added | 209,026 | $11M | 1.3% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP new | 48,200 | $3M | 0.3% | 2025-Q2 stale |
| Worth Financial Advisory Group, LLC trimmed | 35,303 | $2M | 0.3% | 2025-Q4 stale |
| Hilltop Holdings Inc. trimmed | 21,385 | $1M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 23,915 | $1M | 0.1% | 2025-Q1 stale |
| Virtu Financial LLC added | 20,512 | $1M | 0.1% | 2025-Q1 stale |
| FLAGSHIP HARBOR ADVISORS, LLC added | 16,418 | $1M | 0.1% | 2025-Q4 stale |
| Lokken Investment Group LLC trimmed | 16,851 | $1M | 0.1% | 2025-Q3 stale |
| Spinnaker Investment Group, LLC added | 13,373 | $833K | 0.1% | 2025-Q4 stale |
| Capital CS Group, LLC added | 11,919 | $743K | 0.1% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC new | 8,253 | $419K | 0.0% | 2025-Q1 stale |
| SYNOVUS FINANCIAL CORP | 6,681 | $367K | 0.0% | 2025-Q2 stale |
| Fort Point Capital Partners LLC added | 6,657 | $366K | 0.0% | 2025-Q2 stale |
| NorthRock Partners, LLC trimmed | 5,540 | $345K | 0.0% | 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.
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.