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-Q2 13F filings (latest filed 2026-08-14). 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
8 tracked funds added or opened XMAR while 6 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
XMAR’s largest tracked holder by dollar value, Cetera Investment Advisers, 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 XMAR more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 67 tracked filers holding XMAR, 20 increased or opened the position and 37 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 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 2
- Diversify Advisory Services, LLC$996K
- Signal Advisors Wealth, LLC$915K
Full exits 3
- JANE STREET GROUP, LLC$2M
- Americana Partners, LLC$1M
- CITADEL ADVISORS LLC$799K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$7M
- Cetera Investment Advisers$4M
- MML INVESTORS SERVICES, LLC$716K
- CreativeOne Wealth, LLC$496K
- COMMONWEALTH EQUITY SERVICES, LLC$461K
- PFS Partners, LLC$333K
Largest trims
- Kestra Advisory Services, LLC$810K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$548K
- First Heartland Consultants, Inc.$359K
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 |
|---|---|---|---|---|
| Cetera Investment Advisers added | 299,663 | $13M | 10.0% | 2026-Q2 |
| PFS Partners, LLC trimmed | 285,666 | $12M | 9.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 250,907 | $11M | 8.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 212,913 | $9M | 7.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 212,872 | $9M | 7.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 145,685 | $6M | 4.9% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 145,685 | $6M | 4.9% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 104,976 | $4M | 3.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 95,777 | $4M | 3.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 72,118 | $3M | 2.4% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 56,181 | $2M | 1.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 52,066 | $2M | 1.7% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 47,915 | $2M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 43,368 | $2M | 1.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 40,513 | $2M | 1.3% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 38,505 | $2M | 1.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 36,626 | $2M | 1.2% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 32,422 | $1M | 1.1% | 2026-Q2 |
| World Investment Advisors trimmed | 31,785 | $1M | 1.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 30,189 | $1M | 1.0% | 2026-Q2 |
| Arkadios Wealth Advisors | 29,459 | $1M | 1.0% | 2026-Q2 |
| Brookstone Capital Management trimmed | 27,461 | $1M | 0.9% | 2026-Q2 |
| Octavia Wealth Advisors, LLC | 23,422 | $1M | 0.8% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 23,275 | $996K | 0.8% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 23,275 | $996K | 0.8% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 21,414 | $915K | 0.7% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 21,002 | $898K | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,497 | $748K | 0.6% | 2026-Q2 |
| Mariner, LLC added | 15,002 | $641K | 0.5% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 14,169 | $606K | 0.5% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 12,675 | $542K | 0.4% | 2026-Q2 |
| QTR Family Wealth, LLC trimmed | 11,481 | $491K | 0.4% | 2026-Q2 |
| Summit Financial, LLC new | 11,128 | $476K | 0.4% | 2026-Q2 |
| Sequent Planning LLC added | 10,976 | $469K | 0.4% | 2026-Q2 |
| SageGuard Financial Group, LLC trimmed | 10,696 | $457K | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 10,474 | $448K | 0.3% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC | 9,035 | $386K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 8,925 | $381K | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 7,377 | $315K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC | 6,744 | $288K | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 6,704 | $286K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,139 | $262K | 0.2% | 2026-Q2 |
| Triumph Capital Management | 6,000 | $256K | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 5,663 | $242K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC | 5,541 | $237K | 0.2% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC new | 5,416 | $231K | 0.2% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC | 5,400 | $231K | 0.2% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 5,366 | $229K | 0.2% | 2026-Q2 |
| IMG Wealth Management, Inc. trimmed | 5,300 | $226K | 0.2% | 2026-Q2 |
| Nvest Financial, LLC new | 4,825 | $206K | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 4,589 | $196K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 3,688 | $158K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,643 | $156K | 0.1% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC | 3,300 | $141K | 0.1% | 2026-Q2 |
| Benson Wealth Management INC | 2,500 | $107K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 1,992 | $85K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 1,381 | $48K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 978 | $42K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 925 | $39K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 840 | $36K | 0.0% | 2026-Q2 |
| Integrity Financial Corp /WA | 712 | $30K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 680 | $29K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 511 | $22K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 492 | $21K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 288 | $12K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 226 | $10K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 93 | $4K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 46,991 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Americana Partners, LLC trimmed | 24,889 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 19,724 | $799K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC | 10,600 | $429K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 8,556 | $346K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,753 | $273K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 1,329 | $54K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 1,175 | $48K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Geneos Wealth Management Inc. | 475 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| LM Advisors LLC added | 615 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN | 152 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA trimmed | 96 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| INVENIO WEALTH PARTNERS LLC trimmed | 62,439 | $2M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC added | 31,626 | $1M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| VestGen Investment Management added | 13,853 | $553K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| B. Riley Wealth Advisors, Inc. | 10,000 | $399K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Lakeridge Wealth Management LLC | 7,194 | $287K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| UPTICK PARTNERS, LLC trimmed | 5,201 | $208K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 3,643 | $145K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Consolidated Portfolio Review Corp added | 9,600 | $377K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Bullseye Investment Management, LLC | 9,937 | $365K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| PFG Advisors | 6,130 | $240K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| TruNorth Capital Management, LLC | 800 | $31K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 232 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| EVOLUTION WEALTH MANAGEMENT INC. | 120 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 0 | $34 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Bison Wealth, LLC trimmed | 93,557 | $4M | 2.8% | 2025-Q2 stale (4 quarters behind) |
| Millington Financial Advisors, LLC added | 6,131 | $236K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 5,960 | $228K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Foguth Wealth Management, LLC. trimmed | 5,647 | $216K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Key Client Fiduciary Advisors, LLC new | 5,253 | $201K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Wood Tarver Financial Group, LLC | 148 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.