Who owns XMAR
Which tracked institutional funds hold XMAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XMAR 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
7 tracked funds added or opened XMAR while 15 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
XMAR’s largest tracked holder by dollar value, PFS Partners, LLC, sizes it at 5.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XMAR 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 69 tracked filers holding XMAR, 19 increased or opened the position and 43 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 XMAR 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
- JANE STREET GROUP, LLC$2M
- DIVERSIFY WEALTH MANAGEMENT, LLC$1M
- CITADEL ADVISORS LLC$799K
Full exits 5
- INVENIO WEALTH PARTNERS LLC$2M
- OLD MISSION CAPITAL LLC$1M
- Diversify Advisory Services, LLC$1M
- Signal Advisors Wealth, LLC$757K
- VestGen Investment Management$553K
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- OSAIC HOLDINGS, INC.$1M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$492K
- Steward Partners Investment Advisory, LLC$256K
Largest trims
- Americana Partners, LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$6M
- Cetera Investment Advisers$5M
- REAP Financial Group, LLC$1M
- FIRST TRUST ADVISORS LP$1M
- PFS Partners, LLC$702K
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 |
|---|---|---|---|---|
| PFS Partners, LLC trimmed | 293,291 | $12M | 10.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 264,990 | $11M | 9.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 226,872 | $9M | 7.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 213,324 | $9M | 7.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 149,482 | $6M | 5.2% | 2026-Q1 |
| Financial Guidance Group, Inc. trimmed | 149,482 | $6M | 5.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 121,101 | $5M | 4.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 104,790 | $4M | 3.7% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 73,498 | $3M | 2.6% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 58,950 | $2M | 2.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 56,360 | $2M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 54,569 | $2M | 1.9% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 52,069 | $2M | 1.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 46,991 | $2M | 1.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 45,143 | $2M | 1.6% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 38,505 | $2M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 36,463 | $1M | 1.3% | 2026-Q1 |
| HBK Sorce Advisory LLC added | 33,563 | $1M | 1.2% | 2026-Q1 |
| World Investment Advisors added | 32,245 | $1M | 1.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,995 | $1M | 1.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 29,459 | $1M | 1.0% | 2026-Q1 |
| Brookstone Capital Management trimmed | 28,319 | $1M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 28,077 | $1M | 1.0% | 2026-Q1 |
| Americana Partners, LLC trimmed | 24,889 | $1M | 0.9% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 23,980 | $1M | 0.9% | 2026-Q1 |
| Octavia Wealth Advisors, LLC | 23,422 | $948K | 0.8% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 21,677 | $878K | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 19,724 | $799K | 0.7% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 19,618 | $794K | 0.7% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 16,658 | $674K | 0.6% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 16,106 | $652K | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 12,953 | $524K | 0.5% | 2026-Q1 |
| QTR Family Wealth, LLC trimmed | 11,539 | $481K | 0.4% | 2026-Q1 |
| SageGuard Financial Group, LLC trimmed | 10,795 | $437K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC | 10,600 | $429K | 0.4% | 2026-Q1 |
| IMG Wealth Management, Inc. | 10,300 | $417K | 0.4% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 10,018 | $406K | 0.3% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC | 9,035 | $366K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 8,925 | $361K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 8,556 | $346K | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC added | 6,934 | $281K | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC | 6,744 | $273K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,753 | $273K | 0.2% | 2026-Q1 |
| Sequent Planning LLC trimmed | 6,709 | $272K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,139 | $249K | 0.2% | 2026-Q1 |
| Triumph Capital Management added | 6,000 | $243K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC new | 5,541 | $224K | 0.2% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC | 5,400 | $219K | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 5,370 | $217K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,997 | $202K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 3,688 | $149K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 3,643 | $148K | 0.1% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 3,300 | $134K | 0.1% | 2026-Q1 |
| Benson Wealth Management INC | 2,500 | $101K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC | 1,329 | $54K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 1,175 | $48K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 978 | $40K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 925 | $37K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 840 | $34K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 782 | $32K | 0.0% | 2026-Q1 |
| Integrity Financial Corp /WA | 712 | $29K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 680 | $28K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 511 | $21K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 475 | $19K | 0.0% | 2026-Q1 |
| LM Advisors LLC added | 615 | $15K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 288 | $12K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 226 | $9K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 152 | $6K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 96 | $4K | 0.0% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 93,557 | $4M | 3.1% | 2025-Q2 stale |
| INVENIO WEALTH PARTNERS LLC trimmed | 62,439 | $2M | 2.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 31,626 | $1M | 1.1% | 2025-Q4 stale |
| Diversify Advisory Services, LLC trimmed | 28,379 | $1M | 1.0% | 2025-Q4 stale |
| Signal Advisors Wealth, LLC added | 18,947 | $757K | 0.7% | 2025-Q4 stale |
| VestGen Investment Management added | 13,853 | $553K | 0.5% | 2025-Q4 stale |
| B. Riley Wealth Advisors, Inc. | 10,000 | $399K | 0.3% | 2025-Q4 stale |
| Virtue Capital Management, LLC trimmed | 10,327 | $379K | 0.3% | 2025-Q1 stale |
| Consolidated Portfolio Review Corp added | 9,600 | $377K | 0.3% | 2025-Q3 stale |
| Bullseye Investment Management, LLC | 9,937 | $365K | 0.3% | 2025-Q3 stale |
| Strategic Blueprint, LLC trimmed | 8,281 | $304K | 0.3% | 2025-Q1 stale |
| Lakeridge Wealth Management LLC | 7,194 | $287K | 0.2% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 6,787 | $249K | 0.2% | 2025-Q1 stale |
| Atria Investments, Inc added | 6,056 | $242K | 0.2% | 2025-Q4 stale |
| PFG Advisors | 6,130 | $240K | 0.2% | 2025-Q3 stale |
| AIFG Consultants Ltd. trimmed | 6,448 | $237K | 0.2% | 2025-Q1 stale |
| Millington Financial Advisors, LLC added | 6,131 | $236K | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 5,960 | $228K | 0.2% | 2025-Q2 stale |
| Foguth Wealth Management, LLC. trimmed | 5,647 | $216K | 0.2% | 2025-Q2 stale |
| UPTICK PARTNERS, LLC trimmed | 5,201 | $208K | 0.2% | 2025-Q4 stale |
| Key Client Fiduciary Advisors, LLC trimmed | 5,253 | $201K | 0.2% | 2025-Q2 stale |
| COMERICA BANK | 3,643 | $145K | 0.1% | 2025-Q4 stale |
| HOLLENCREST CAPITAL MANAGEMENT new | 1,683 | $62K | 0.1% | 2025-Q1 stale |
| UBS Group AG added | 842 | $34K | 0.0% | 2025-Q4 stale |
| TruNorth Capital Management, LLC | 800 | $31K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 232 | $9K | 0.0% | 2025-Q3 stale |
| Wood Tarver Financial Group, LLC | 148 | $5K | 0.0% | 2025-Q2 stale |
| EVOLUTION WEALTH MANAGEMENT INC. | 120 | $5K | 0.0% | 2025-Q3 stale |
| JPMORGAN CHASE & CO trimmed | 0 | $34 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.