Who owns 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-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
133 tracked funds added or opened XMHQ while 57 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
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 0.5% of theirs — a 0.4pp 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 2026-Q1 and 2026-Q2, across 408 tracked filers holding XMHQ, 197 increased or opened the position and 213 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 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 15
- Bluespring Wealth Management, LLC$29M
- MARSHALL INVESTMENT MANAGEMENT, LLC$11M
- Oasis Advisors, LLC$10M
- Carolina Wealth Management Inc$5M
- FIDUCIARY FINANCIAL ADVISORS$4M
- Bellars Harris Wealth Management, LLC$4M
Full exits 26
- TruWealth Advisors, LLC$51M
- Cambridge Investment Research Advisors, Inc.$34M
- Capital Planning Advisors, LLC$29M
- HighTower Advisors, LLC$25M
- LeClair Wealth Partners LLC$20M
- HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$18M
Largest adds
- Waverly Advisors, LLC$50M
- MORGAN STANLEY$27M
- NewEdge Advisors, LLC$26M
- JONES FINANCIAL COMPANIES LLLP$23M
- Cetera Investment Advisers$13M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
Largest trims
- Independent Advisor Alliance$17M
- WELLS FARGO & COMPANY/MN$8M
- PRECEDENT WEALTH PARTNERS, LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
- PRINCIPAL SECURITIES, INC.$4M
- RFG Advisory, LLC$3M
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 trimmed | 4,069,723 | $459M | 14.9% | 2026-Q2 |
| MORGAN STANLEY added | 2,453,754 | $277M | 9.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,395,285 | $157M | 5.1% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,280,545 | $145M | 4.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,209,723 | $137M | 4.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,083,543 | $121M | 3.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,065,755 | $120M | 3.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 948,076 | $107M | 3.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 821,987 | $93M | 3.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 641,349 | $72M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 588,075 | $66M | 2.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 469,902 | $53M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 431,036 | $49M | 1.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 420,269 | $47M | 1.5% | 2026-Q2 |
| STRAIGHTLINE GROUP LLC added | 370,591 | $42M | 1.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 364,659 | $41M | 1.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 348,740 | $39M | 1.3% | 2026-Q2 |
| EQUITABLE TRUST CO added | 338,550 | $38M | 1.2% | 2026-Q2 |
| UMB Bank, n.a. added | 321,520 | $36M | 1.2% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 302,466 | $34M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 282,592 | $32M | 1.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 266,013 | $30M | 1.0% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 255,789 | $29M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 219,845 | $25M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 211,860 | $24M | 0.8% | 2026-Q2 |
| Trilogy Capital Inc. added | 207,094 | $23M | 0.8% | 2026-Q2 |
| Blue Water Asset Management added | 198,483 | $22M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 191,531 | $22M | 0.7% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ added | 188,122 | $21M | 0.7% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 186,619 | $19M | 0.6% | 2026-Q2 |
| KPP Advisory Services LLC added | 184,344 | $21M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 177,006 | $20M | 0.6% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 161,859 | $18M | 0.6% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 161,101 | $18M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 159,000 | $18M | 0.6% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 149,538 | $17M | 0.5% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 148,069 | $17M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 146,705 | $17M | 0.5% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 140,808 | $16M | 0.5% | 2026-Q2 |
| Everest Financial Group LLC trimmed | 131,701 | $15M | 0.5% | 2026-Q2 |
| Traction Financial Partners, LLC added | 130,921 | $15M | 0.5% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 129,534 | $15M | 0.5% | 2026-Q2 |
| Clearview Wealth Management LLC trimmed | 128,187 | $14M | 0.5% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 126,842 | $14M | 0.5% | 2026-Q2 |
| Sowell Financial Services LLC added | 125,775 | $14M | 0.5% | 2026-Q2 |
| Madrona Financial Services, LLC trimmed | 123,961 | $14M | 0.5% | 2026-Q2 |
| &PARTNERS added | 118,745 | $13M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 114,881 | $13M | 0.4% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 110,864 | $13M | 0.4% | 2026-Q2 |
| LIBERTY SQUARE WEALTH PARTNERS LLC added | 100,810 | $11M | 0.4% | 2026-Q2 |
| Altus Wealth Group LLC added | 99,819 | $11M | 0.4% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC new | 95,805 | $11M | 0.4% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 93,077 | $11M | 0.3% | 2026-Q2 |
| Concord Wealth Partners added | 92,704 | $10M | 0.3% | 2026-Q2 |
| XY Planning Network, Inc. added | 91,449 | $10M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 91,236 | $10M | 0.3% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. added | 91,198 | $9M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 91,194 | $10M | 0.3% | 2026-Q2 |
| Corecam Pte. Ltd. trimmed | 88,720 | $10M | 0.3% | 2026-Q2 |
| Oasis Advisors, LLC trimmed | 87,887 | $10M | 0.3% | 2026-Q2 |
| Concord Asset Management, LLC/VA added | 87,752 | $10M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 86,619 | $10M | 0.3% | 2026-Q2 |
| Investors Portfolio Services LLC added | 79,879 | $9M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 79,486 | $9M | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 79,238 | $9M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 76,511 | $9M | 0.3% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 76,238 | $9M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 75,920 | $9M | 0.3% | 2026-Q2 |
| DENVER WEALTH MANAGEMENT, INC. added | 75,628 | $9M | 0.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 74,376 | $8M | 0.3% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 72,224 | $8M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 70,701 | $8M | 0.3% | 2026-Q2 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 70,473 | $8M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 68,586 | $8M | 0.3% | 2026-Q2 |
| Clark Wealth Partners trimmed | 66,614 | $8M | 0.2% | 2026-Q2 |
| Berkeley, Inc added | 61,771 | $7M | 0.2% | 2026-Q2 |
| Lighthouse Wealth Management Inc. added | 61,696 | $7M | 0.2% | 2026-Q2 |
| Financial Management, Inc. added | 60,827 | $7M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 60,450 | $7M | 0.2% | 2026-Q2 |
| Burns Matteson Capital Management, LLC trimmed | 59,522 | $7M | 0.2% | 2026-Q2 |
| Journey Advisory Group, LLC added | 58,778 | $7M | 0.2% | 2026-Q2 |
| American National Bank of Texas trimmed | 57,403 | $6M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 56,580 | $6M | 0.2% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC trimmed | 56,108 | $6M | 0.2% | 2026-Q2 |
| Principle Wealth Partners LLC trimmed | 56,075 | $6M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 55,670 | $6M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 55,142 | $6M | 0.2% | 2026-Q2 |
| PFG Advisors added | 54,368 | $6M | 0.2% | 2026-Q2 |
| Mascagni Wealth Management, Inc. trimmed | 54,169 | $6M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 54,060 | $6M | 0.2% | 2026-Q2 |
| Aspen Wealth Strategies, LLC added | 53,417 | $6M | 0.2% | 2026-Q2 |
| Forge Financial Services LLC trimmed | 53,091 | $6M | 0.2% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 52,484 | $6M | 0.2% | 2026-Q2 |
| Live Oak Investment Partners added | 51,820 | $6M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 51,616 | $5M | 0.2% | 2026-Q2 |
| Prota Financial, LLC trimmed | 49,037 | $6M | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 48,910 | $6M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 48,326 | $5M | 0.2% | 2026-Q2 |
| Mann Financial Group, Inc. added | 48,238 | $5M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 48,013 | $5M | 0.2% | 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.