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Institutional Ownership · SEC Form 13F

Who owns XMHQ (XMHQ)


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

421
Institutional holders
32,256,036
Shares held (tracked funds)

How the tape is positioned

87 tracked funds added or opened XMHQ while 75 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

XMHQ’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 0.7% of theirs — a 0.5pp gap the other way — the median holder sizes XMHQ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in XMHQ 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 421 tracked filers holding XMHQ, 197 increased or opened the position and 211 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 XMHQ 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 15

  • LeClair Wealth Partners LLC$20M
  • Clearview Wealth Management LLC$13M
  • OLD NATIONAL BANCORP /IN/$6M
  • BNP PARIBAS FINANCIAL MARKETS$5M
  • PlanVest Financial, Inc$4M
  • PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$3M

Full exits 16

  • Oasis Advisors, LLC$10M
  • CORE WEALTH ADVISORS, LLC$8M
  • TUDOR INVESTMENT CORP ET AL$7M
  • Thrivent Financial for Lutherans$6M
  • CPC Advisors, LLC$4M
  • LIBERTY ONE INVESTMENT MANAGEMENT, LLC$4M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$100M
  • Independent Advisor Alliance$17M
  • TruWealth Advisors, LLC$17M
  • WELLS FARGO & COMPANY/MN$16M
  • JONES FINANCIAL COMPANIES LLLP$15M
  • Cetera Investment Advisers$11M

Largest trims

  • STIFEL FINANCIAL CORP$29M
  • Foundations Investment Advisors, LLC$16M
  • NewEdge Advisors, LLC$16M
  • LPL Financial LLC$14M
  • Family Investment Center, Inc.$13M
  • VANTAGEPOINT INVESTMENT ADVISERS LLC$11M

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 trimmed4,441,331$459M14.6%2026-Q1
MORGAN STANLEY added2,416,424$250M7.9%2026-Q1
Cetera Investment Advisers added1,402,483$145M4.6%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed1,280,545$132M4.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,202,202$124M3.9%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,171,327$121M3.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added976,956$98M3.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed945,078$98M3.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed895,324$93M2.9%2026-Q1
WELLS FARGO & COMPANY/MN added717,372$74M2.4%2026-Q1
BANK OF AMERICA CORP /DE/ added657,026$68M2.2%2026-Q1
TruWealth Advisors, LLC added491,754$51M1.6%2026-Q1
Focus Partners Wealth trimmed440,978$46M1.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed371,874$38M1.2%2026-Q1
STRAIGHTLINE GROUP LLC added363,959$38M1.2%2026-Q1
Focus Financial Network, Inc. added343,103$35M1.1%2026-Q1
EQUITABLE TRUST CO added332,378$34M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed327,742$34M1.1%2026-Q1
UMB Bank, n.a. added316,551$33M1.0%2026-Q1
Crestwood Advisors Group, LLC added296,013$31M1.0%2026-Q1
Capital Planning Advisors, LLC added281,267$29M0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed272,415$28M0.9%2026-Q1
Atlantic Union Bankshares Corp added259,763$27M0.9%2026-Q1
HighTower Advisors, LLC trimmed246,607$25M0.8%2026-Q1
Private Advisor Group, LLC added246,575$25M0.8%2026-Q1
ROYAL BANK OF CANADA trimmed241,792$25M0.8%2026-Q1
Trilogy Capital Inc. trimmed206,884$21M0.7%2026-Q1
LeClair Wealth Partners LLC new194,843$20M0.6%2026-Q1
Blue Water Asset Management added194,843$20M0.6%2026-Q1
Kestra Advisory Services, LLC added191,771$20M0.6%2026-Q1
Independent Advisor Alliance added189,308$20M0.6%2026-Q1
SAX WEALTH ADVISORS, LLC trimmed190,232$19M0.6%2026-Q1
KPP Advisory Services LLC trimmed183,355$19M0.6%2026-Q1
TRUST CO OF TOLEDO NA /OH/ trimmed180,729$19M0.6%2026-Q1
UBS Group AG trimmed179,631$19M0.6%2026-Q1
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added169,978$18M0.6%2026-Q1
STIFEL FINANCIAL CORP trimmed159,025$16M0.5%2026-Q1
Everest Financial Group LLC trimmed156,169$16M0.5%2026-Q1
Gerber Kawasaki Wealth & Investment Management added152,543$16M0.5%2026-Q1
NewEdge Advisors, LLC trimmed185,650$15M0.5%2026-Q1
Wealthspire Retirement, LLC added149,585$15M0.5%2026-Q1
WCG Wealth Advisors LLC added144,484$15M0.5%2026-Q1
PCG Wealth Advisors, LLC added140,924$15M0.5%2026-Q1
CWM, LLC added140,786$15M0.5%2026-Q1
Bleakley Financial Group, LLC added137,145$14M0.4%2026-Q1
NBZ Investment Advisors LLC added130,929$14M0.4%2026-Q1
Clearview Wealth Management LLC new128,691$13M0.4%2026-Q1
Madrona Financial Services, LLC added127,158$13M0.4%2026-Q1
Traction Financial Partners, LLC added125,822$13M0.4%2026-Q1
Sowell Financial Services LLC added123,551$13M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed123,041$13M0.4%2026-Q1
Merit Financial Group, LLC added112,186$12M0.4%2026-Q1
Corecam Pte. Ltd. trimmed108,920$11M0.4%2026-Q1
WESCAP Management Group, Inc. added108,879$11M0.4%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC added108,561$11M0.4%2026-Q1
Equitable Holdings, Inc. trimmed105,709$11M0.3%2026-Q1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added100,886$10M0.3%2026-Q1
Janney Montgomery Scott LLC added100,450$10M0.3%2026-Q1
Capital Developers, LLC added98,340$10M0.3%2026-Q1
Altus Wealth Group LLC added96,877$10M0.3%2026-Q1
LIBERTY SQUARE WEALTH PARTNERS LLC added92,178$10M0.3%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC trimmed90,270$9M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added89,482$9M0.3%2026-Q1
Concord Wealth Partners added88,738$9M0.3%2026-Q1
Farther Finance Advisors, LLC trimmed87,137$9M0.3%2026-Q1
Cornerstone Wealth Management, LLC added87,461$9M0.3%2026-Q1
Concord Asset Management, LLC/VA added85,920$9M0.3%2026-Q1
Wealth Enhancement Trust Services, Inc. trimmed85,292$9M0.3%2026-Q1
Fifth Third Securities, Inc. trimmed84,870$9M0.3%2026-Q1
&PARTNERS added84,510$9M0.3%2026-Q1
Modern Wealth Management, LLC trimmed83,340$9M0.3%2026-Q1
HighPoint Advisor Group LLC trimmed78,918$8M0.3%2026-Q1
NewEdge Wealth, LLC trimmed76,894$8M0.3%2026-Q1
Prota Financial, LLC added76,276$8M0.3%2026-Q1
Mariner, LLC added75,154$8M0.2%2026-Q1
Clark Wealth Partners trimmed74,499$8M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added74,443$8M0.2%2026-Q1
DHJJ Financial Advisors, Ltd. added72,173$7M0.2%2026-Q1
XY Planning Network, Inc. added71,439$7M0.2%2026-Q1
DENVER WEALTH MANAGEMENT, INC. added70,289$7M0.2%2026-Q1
USAdvisors Wealth Management, LLC added71,830$7M0.2%2026-Q1
IHT Wealth Management, LLC trimmed69,603$7M0.2%2026-Q1
ATTICUS WEALTH MANAGEMENT, LLC trimmed69,079$7M0.2%2026-Q1
Investors Portfolio Services LLC trimmed67,461$7M0.2%2026-Q1
EDMOND DE ROTHSCHILD HOLDING S.A. trimmed603,301$55M1.8%2025-Q1 stale
CONFLUENCE INVESTMENT MANAGEMENT LLC added548,049$50M1.6%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added316,369$31M1.0%2025-Q2 stale
Good Life Advisors, LLC added181,662$18M0.6%2025-Q2 stale
WFA Asset Management Corp added171,079$18M0.6%2025-Q3 stale
Sandy Spring Bank added156,172$14M0.5%2025-Q1 stale
Masso Torrence Wealth Management Inc. added135,415$14M0.5%2025-Q3 stale
First International Bank & Trust trimmed113,058$12M0.4%2025-Q3 stale
SMITH, MOORE & CO. added108,105$11M0.4%2025-Q3 stale
Oasis Advisors, LLC new97,525$10M0.3%2025-Q4 stale
Aveo Capital Partners, LLC added102,590$10M0.3%2025-Q1 stale
Orion Portfolio Solutions, LLC added100,983$9M0.3%2025-Q1 stale
SIERRA OCEAN, LLC trimmed91,276$9M0.3%2025-Q2 stale
CORE WEALTH ADVISORS, LLC new79,744$8M0.3%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed82,783$8M0.3%2025-Q2 stale
TUDOR INVESTMENT CORP ET AL added69,192$7M0.2%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