Who owns 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-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
39 tracked funds added or opened XLSR while 15 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
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 135 tracked filers holding XLSR, 76 increased or opened the position and 64 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 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 7
- SMART Wealth LLC$7M
- Founders Financial Alliance, LLC$2M
- Worth Financial Advisory Group, LLC$2M
- Nuveen, LLC$979K
- Vise Technologies, Inc.$960K
- Spinnaker Investment Group, LLC$886K
Full exits 6
- PARK AVENUE SECURITIES LLC$29M
- Mariner, LLC$16M
- HighTower Advisors, LLC$8M
- Cambridge Investment Research Advisors, Inc.$2M
- Integrity Wealth Partners, LLC$1M
- J.W. COLE ADVISORS, INC.$529K
Largest adds
- LPL Financial LLC$38M
- ENVESTNET ASSET MANAGEMENT INC$30M
- Envestnet Portfolio Solutions, Inc.$28M
- Private Advisor Group, LLC$15M
- NewEdge Advisors, LLC$8M
- PRINCIPAL SECURITIES, INC.$6M
Largest trims
- Mosley Wealth Management$11M
- Hibernia Wealth Partners, LLC$10M
- Kestra Advisory Services, LLC$3M
- CreativeOne Wealth, LLC$3M
- Sharkey, Howes & Javer$2M
- IAMS WEALTH MANAGEMENT, LLC$1M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 4,470,235 | $290M | 31.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,461,391 | $160M | 17.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 2,435,953 | $158M | 16.9% | 2026-Q2 |
| Cerity Partners LLC added | 424,675 | $28M | 3.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 307,758 | $20M | 2.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 307,442 | $20M | 2.1% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 301,775 | $20M | 2.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 255,949 | $17M | 1.8% | 2026-Q2 |
| Hibernia Wealth Partners, LLC trimmed | 220,453 | $14M | 1.5% | 2026-Q2 |
| Aspire Private Capital, LLC trimmed | 206,850 | $13M | 1.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 205,136 | $13M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 188,498 | $12M | 1.3% | 2026-Q2 |
| AE Wealth Management LLC added | 175,384 | $11M | 1.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 163,583 | $11M | 1.1% | 2026-Q2 |
| Raleigh Capital Management Inc. trimmed | 149,438 | $10M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 147,226 | $10M | 1.0% | 2026-Q2 |
| Summit Financial, LLC added | 110,956 | $7M | 0.8% | 2026-Q2 |
| SMART Wealth LLC new | 109,367 | $7M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 82,556 | $5M | 0.6% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 79,868 | $5M | 0.6% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 79,150 | $5M | 0.6% | 2026-Q2 |
| Midwest Financial Network, LLC added | 75,343 | $5M | 0.5% | 2026-Q2 |
| Global Financial Private Client, LLC added | 72,815 | $5M | 0.5% | 2026-Q2 |
| International Private Wealth Advisors LLC trimmed | 68,536 | $4M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 60,138 | $4M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 59,957 | $4M | 0.4% | 2026-Q2 |
| NOVUS ADVISORS, LLC trimmed | 56,666 | $4M | 0.4% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 54,395 | $4M | 0.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 50,469 | $3M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 48,084 | $3M | 0.3% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 44,093 | $3M | 0.3% | 2026-Q2 |
| Founders Financial Alliance, LLC new | 38,325 | $2M | 0.3% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 36,048 | $2M | 0.3% | 2026-Q2 |
| Outlook Wealth Advisors, LLC trimmed | 35,414 | $2M | 0.2% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 34,790 | $2M | 0.2% | 2026-Q2 |
| WealthPoint Financial, LLC added | 32,875 | $2M | 0.2% | 2026-Q2 |
| October Effect Ltd added | 30,976 | $2M | 0.2% | 2026-Q2 |
| Aegis Wealth Management, Inc. added | 27,414 | $2M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 26,040 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 23,574 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 21,816 | $1M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 21,720 | $1M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 21,228 | $1M | 0.1% | 2026-Q2 |
| Spectrum Planning & Advisory Services Inc. added | 20,263 | $1M | 0.1% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 19,273 | $1M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 18,957 | $1M | 0.1% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 18,002 | $1M | 0.1% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 16,123 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 15,642 | $1M | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 15,087 | $979K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 14,801 | $960K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 14,361 | $931K | 0.1% | 2026-Q2 |
| Mosley Wealth Management trimmed | 14,088 | $914K | 0.1% | 2026-Q2 |
| Zullo Investment Group, Inc. trimmed | 13,806 | $895K | 0.1% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 13,661 | $886K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 12,186 | $790K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 11,741 | $762K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 11,693 | $758K | 0.1% | 2026-Q2 |
| Bison Wealth, LLC trimmed | 11,676 | $759K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,561 | $750K | 0.1% | 2026-Q2 |
| Triumph Capital Management trimmed | 11,451 | $743K | 0.1% | 2026-Q2 |
| Argent Trust Co trimmed | 11,405 | $740K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 11,137 | $722K | 0.1% | 2026-Q2 |
| PKS Advisory Services, LLC new | 10,944 | $710K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA | 10,903 | $707K | 0.1% | 2026-Q2 |
| FSA Advisors, Inc. added | 10,611 | $688K | 0.1% | 2026-Q2 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC added | 10,186 | $661K | 0.1% | 2026-Q2 |
| Richard W. Paul & Associates, LLC trimmed | 10,083 | $654K | 0.1% | 2026-Q2 |
| Kelly Financial Services LLC trimmed | 9,807 | $636K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance added | 9,670 | $627K | 0.1% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 9,598 | $623K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 9,544 | $619K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,549 | $554K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 8,334 | $541K | 0.1% | 2026-Q2 |
| FWG Investments, LLC. trimmed | 8,076 | $524K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 8,026 | $514K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 7,969 | $517K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 7,538 | $489K | 0.1% | 2026-Q2 |
| Ethic Inc. added | 7,500 | $486K | 0.1% | 2026-Q2 |
| Dakota Wealth Management trimmed | 7,305 | $474K | 0.1% | 2026-Q2 |
| M1 Capital Management LLC added | 7,231 | $469K | 0.1% | 2026-Q2 |
| Creative Planning added | 6,843 | $444K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 6,790 | $440K | 0.0% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 6,596 | $428K | 0.0% | 2026-Q2 |
| J2 Capital Management Inc | 6,552 | $425K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 6,481 | $420K | 0.0% | 2026-Q2 |
| GATEWAY INVESTMENT ADVISERS LLC new | 6,250 | $405K | 0.0% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 6,084 | $395K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 5,788 | $375K | 0.0% | 2026-Q2 |
| NWAM LLC added | 5,503 | $357K | 0.0% | 2026-Q2 |
| Castleview Partners, LLC trimmed | 5,280 | $342K | 0.0% | 2026-Q2 |
| Maia Wealth LLC added | 5,157 | $334K | 0.0% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 5,097 | $331K | 0.0% | 2026-Q2 |
| Balefire, LLC trimmed | 4,708 | $305K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ | 4,377 | $284K | 0.0% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC added | 4,016 | $260K | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 4,001 | $260K | 0.0% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC new | 3,864 | $251K | 0.0% | 2026-Q2 |
| Pinnacle Family Advisors, LLC added | 3,820 | $248K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 3,714 | $241K | 0.0% | 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.