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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 4,441,331 | $459M | 14.6% | 2026-Q1 |
| MORGAN STANLEY added | 2,416,424 | $250M | 7.9% | 2026-Q1 |
| Cetera Investment Advisers added | 1,402,483 | $145M | 4.6% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 1,280,545 | $132M | 4.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,202,202 | $124M | 3.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,171,327 | $121M | 3.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 976,956 | $98M | 3.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 945,078 | $98M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 895,324 | $93M | 2.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 717,372 | $74M | 2.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 657,026 | $68M | 2.2% | 2026-Q1 |
| TruWealth Advisors, LLC added | 491,754 | $51M | 1.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 440,978 | $46M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 371,874 | $38M | 1.2% | 2026-Q1 |
| STRAIGHTLINE GROUP LLC added | 363,959 | $38M | 1.2% | 2026-Q1 |
| Focus Financial Network, Inc. added | 343,103 | $35M | 1.1% | 2026-Q1 |
| EQUITABLE TRUST CO added | 332,378 | $34M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 327,742 | $34M | 1.1% | 2026-Q1 |
| UMB Bank, n.a. added | 316,551 | $33M | 1.0% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 296,013 | $31M | 1.0% | 2026-Q1 |
| Capital Planning Advisors, LLC added | 281,267 | $29M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 272,415 | $28M | 0.9% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 259,763 | $27M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 246,607 | $25M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 246,575 | $25M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 241,792 | $25M | 0.8% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 206,884 | $21M | 0.7% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 194,843 | $20M | 0.6% | 2026-Q1 |
| Blue Water Asset Management added | 194,843 | $20M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 191,771 | $20M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance added | 189,308 | $20M | 0.6% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC trimmed | 190,232 | $19M | 0.6% | 2026-Q1 |
| KPP Advisory Services LLC trimmed | 183,355 | $19M | 0.6% | 2026-Q1 |
| TRUST CO OF TOLEDO NA /OH/ trimmed | 180,729 | $19M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 179,631 | $19M | 0.6% | 2026-Q1 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added | 169,978 | $18M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 159,025 | $16M | 0.5% | 2026-Q1 |
| Everest Financial Group LLC trimmed | 156,169 | $16M | 0.5% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 152,543 | $16M | 0.5% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 185,650 | $15M | 0.5% | 2026-Q1 |
| Wealthspire Retirement, LLC added | 149,585 | $15M | 0.5% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 144,484 | $15M | 0.5% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 140,924 | $15M | 0.5% | 2026-Q1 |
| CWM, LLC added | 140,786 | $15M | 0.5% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 137,145 | $14M | 0.4% | 2026-Q1 |
| NBZ Investment Advisors LLC added | 130,929 | $14M | 0.4% | 2026-Q1 |
| Clearview Wealth Management LLC new | 128,691 | $13M | 0.4% | 2026-Q1 |
| Madrona Financial Services, LLC added | 127,158 | $13M | 0.4% | 2026-Q1 |
| Traction Financial Partners, LLC added | 125,822 | $13M | 0.4% | 2026-Q1 |
| Sowell Financial Services LLC added | 123,551 | $13M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 123,041 | $13M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 112,186 | $12M | 0.4% | 2026-Q1 |
| Corecam Pte. Ltd. trimmed | 108,920 | $11M | 0.4% | 2026-Q1 |
| WESCAP Management Group, Inc. added | 108,879 | $11M | 0.4% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 108,561 | $11M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 105,709 | $11M | 0.3% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 100,886 | $10M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 100,450 | $10M | 0.3% | 2026-Q1 |
| Capital Developers, LLC added | 98,340 | $10M | 0.3% | 2026-Q1 |
| Altus Wealth Group LLC added | 96,877 | $10M | 0.3% | 2026-Q1 |
| LIBERTY SQUARE WEALTH PARTNERS LLC added | 92,178 | $10M | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 90,270 | $9M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 89,482 | $9M | 0.3% | 2026-Q1 |
| Concord Wealth Partners added | 88,738 | $9M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 87,137 | $9M | 0.3% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 87,461 | $9M | 0.3% | 2026-Q1 |
| Concord Asset Management, LLC/VA added | 85,920 | $9M | 0.3% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. trimmed | 85,292 | $9M | 0.3% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 84,870 | $9M | 0.3% | 2026-Q1 |
| &PARTNERS added | 84,510 | $9M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 83,340 | $9M | 0.3% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 78,918 | $8M | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 76,894 | $8M | 0.3% | 2026-Q1 |
| Prota Financial, LLC added | 76,276 | $8M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 75,154 | $8M | 0.2% | 2026-Q1 |
| Clark Wealth Partners trimmed | 74,499 | $8M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 74,443 | $8M | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. added | 72,173 | $7M | 0.2% | 2026-Q1 |
| XY Planning Network, Inc. added | 71,439 | $7M | 0.2% | 2026-Q1 |
| DENVER WEALTH MANAGEMENT, INC. added | 70,289 | $7M | 0.2% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 71,830 | $7M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 69,603 | $7M | 0.2% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC trimmed | 69,079 | $7M | 0.2% | 2026-Q1 |
| Investors Portfolio Services LLC trimmed | 67,461 | $7M | 0.2% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 603,301 | $55M | 1.8% | 2025-Q1 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 548,049 | $50M | 1.6% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 316,369 | $31M | 1.0% | 2025-Q2 stale |
| Good Life Advisors, LLC added | 181,662 | $18M | 0.6% | 2025-Q2 stale |
| WFA Asset Management Corp added | 171,079 | $18M | 0.6% | 2025-Q3 stale |
| Sandy Spring Bank added | 156,172 | $14M | 0.5% | 2025-Q1 stale |
| Masso Torrence Wealth Management Inc. added | 135,415 | $14M | 0.5% | 2025-Q3 stale |
| First International Bank & Trust trimmed | 113,058 | $12M | 0.4% | 2025-Q3 stale |
| SMITH, MOORE & CO. added | 108,105 | $11M | 0.4% | 2025-Q3 stale |
| Oasis Advisors, LLC new | 97,525 | $10M | 0.3% | 2025-Q4 stale |
| Aveo Capital Partners, LLC added | 102,590 | $10M | 0.3% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC added | 100,983 | $9M | 0.3% | 2025-Q1 stale |
| SIERRA OCEAN, LLC trimmed | 91,276 | $9M | 0.3% | 2025-Q2 stale |
| CORE WEALTH ADVISORS, LLC new | 79,744 | $8M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 82,783 | $8M | 0.3% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL added | 69,192 | $7M | 0.2% | 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.
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.