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Institutional Ownership · SEC Form 13F

Who owns XMLV (XMLV)


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

186
Institutional holders
6,004,762
Shares held (tracked funds)

How the tape is positioned

20 tracked funds added or opened XMLV while 16 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

XMLV’s largest tracked holder by dollar value, MORGAN STANLEY, 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 XMLV more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in XMLV 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 186 tracked filers holding XMLV, 79 increased or opened the position and 82 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 XMLV 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 4

  • RWA WEALTH PARTNERS, LLC$4M
  • Independent Advisor Alliance$1M
  • MOSAIC FAMILY WEALTH PARTNERS, LLC$695K
  • COMMERCE BANK$649K

Full exits 3

  • WBI INVESTMENTS, LLC$1M
  • FineMark National Bank & Trust$1M
  • Virtu Financial LLC$518K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$1M
  • MORGAN STANLEY$1M
  • Cetera Investment Advisers$1M
  • JONES FINANCIAL COMPANIES LLLP$829K
  • Brookstone Capital Management$808K
  • HARBOUR INVESTMENTS, INC.$675K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$92M
  • LPL Financial LLC$13M
  • Baird Financial Group, Inc.$9M
  • ROYAL BANK OF CANADA$2M
  • Capital Analysts, LLC$1M
  • Equitable Holdings, Inc.$1M

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
MORGAN STANLEY added632,597$40M10.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added477,207$30M7.7%2026-Q1
LPL Financial LLC trimmed459,703$29M7.5%2026-Q1
Brookstone Capital Management added306,429$19M5.0%2026-Q1
UBS Group AG trimmed290,079$18M4.7%2026-Q1
DORVAL Corp added261,731$16M4.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added253,941$16M4.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed204,450$13M3.3%2026-Q1
AMERIPRISE FINANCIAL INC added183,775$12M3.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added182,044$11M3.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed171,967$11M2.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added155,820$10M2.5%2026-Q1
Merit Financial Group, LLC added144,515$9M2.3%2026-Q1
PFS Partners, LLC added130,833$8M2.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed119,226$8M1.9%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed109,195$7M1.8%2026-Q1
Cetera Investment Advisers added105,074$7M1.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed85,852$5M1.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed75,190$5M1.2%2026-Q1
ProVise Management Group, LLC added72,410$5M1.2%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed70,277$4M1.1%2026-Q1
ROYAL BANK OF CANADA trimmed67,696$4M1.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed62,636$4M1.0%2026-Q1
HARBOUR INVESTMENTS, INC. added50,488$3M0.8%2026-Q1
LMCG INVESTMENTS, LLC added48,300$3M0.8%2026-Q1
HighTower Advisors, LLC added41,469$3M0.7%2026-Q1
Prime Capital Investment Advisors, LLC added40,340$3M0.7%2026-Q1
MML INVESTORS SERVICES, LLC trimmed40,020$3M0.6%2026-Q1
U.S. Capital Wealth Advisors, LLC added38,411$2M0.6%2026-Q1
TWO SIGMA INVESTMENTS, LP36,500$2M0.6%2026-Q1
Johnson & White Wealth Management, LLC added34,057$2M0.6%2026-Q1
Mariner, LLC added33,974$2M0.6%2026-Q1
LIBERTY ONE INVESTMENT MANAGEMENT, LLC added33,638$2M0.5%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added29,605$2M0.5%2026-Q1
STIFEL FINANCIAL CORP trimmed29,479$2M0.5%2026-Q1
MassMutual Private Wealth & Trust, FSB added24,216$2M0.4%2026-Q1
Investment Partners Asset Management, Inc. added24,053$2M0.4%2026-Q1
CALTON & ASSOCIATES, INC. trimmed23,364$1M0.4%2026-Q1
JFS WEALTH ADVISORS, LLC trimmed21,121$1M0.3%2026-Q1
Pacific Sun Financial Corp added20,765$1M0.3%2026-Q1
Golden State Wealth Management, LLC trimmed20,088$1M0.3%2026-Q1
Equitable Holdings, Inc. trimmed20,165$1M0.3%2026-Q1
Independent Advisor Alliance trimmed19,305$1M0.3%2026-Q1
Tempo Wealth, LLC trimmed18,970$1M0.3%2026-Q1
CreativeOne Wealth, LLC added18,487$1M0.3%2026-Q1
Arkadios Wealth Advisors trimmed16,140$1M0.3%2026-Q1
Avestar Capital, LLC added15,557$980K0.3%2026-Q1
Janney Montgomery Scott LLC trimmed15,234$959K0.2%2026-Q1
1900 WEALTH MANAGEMENT LLC trimmed15,225$959K0.2%2026-Q1
Baird Financial Group, Inc. trimmed14,301$901K0.2%2026-Q1
MorganRosel Wealth Management, LLC trimmed14,235$896K0.2%2026-Q1
Clear Creek Financial Management, LLC trimmed14,114$889K0.2%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed14,061$886K0.2%2026-Q1
Private Advisor Group, LLC added13,862$873K0.2%2026-Q1
Visionary Wealth Advisors trimmed13,833$871K0.2%2026-Q1
Kestra Advisory Services, LLC added13,196$831K0.2%2026-Q1
Snowden Capital Advisors LLC trimmed11,984$755K0.2%2026-Q1
GOLDMAN SACHS GROUP INC added11,896$749K0.2%2026-Q1
Orion Porfolio Solutions, LLC trimmed11,361$715K0.2%2026-Q1
Daiwa Securities Group Inc. added11,100$699K0.2%2026-Q1
CITIGROUP INC added11,096$699K0.2%2026-Q1
Portland Financial Advisors Inc11,089$698K0.2%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC new11,035$695K0.2%2026-Q1
Well Done, LLC trimmed10,685$673K0.2%2026-Q1
Essex Financial Services, Inc. added10,673$672K0.2%2026-Q1
Waverly Advisors, LLC trimmed10,339$651K0.2%2026-Q1
COMMERCE BANK new10,301$649K0.2%2026-Q1
Sculati Wealth Management, LLC trimmed10,278$647K0.2%2026-Q1
Prosperity Consulting Group, LLC10,228$644K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,870$622K0.2%2026-Q1
J.W. COLE ADVISORS, INC. trimmed9,372$590K0.2%2026-Q1
CHOREO, LLC trimmed9,348$589K0.2%2026-Q1
CWM, LLC added9,246$582K0.1%2026-Q1
SHEETS SMITH WEALTH MANAGEMENT trimmed8,987$566K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC8,853$557K0.1%2026-Q1
FMR LLC trimmed8,416$530K0.1%2026-Q1
Destiny Capital Corp/CO trimmed8,340$525K0.1%2026-Q1
ERn Financial, LLC8,274$521K0.1%2026-Q1
Spectrum Wealth Advisory Group, LLC trimmed8,221$518K0.1%2026-Q1
Synergy Investment Management, LLC trimmed8,060$508K0.1%2026-Q1
Avant Capital LLC added8,041$506K0.1%2026-Q1
Wealthcare Advisory Partners LLC8,037$506K0.1%2026-Q1
Syntegra Private Wealth Group, LLC7,977$502K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed7,576$483K0.1%2026-Q1
MONEYWISE, INC. trimmed6,764$426K0.1%2026-Q1
Dynamic Advisor Solutions LLC added6,698$422K0.1%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC added6,560$413K0.1%2026-Q1
Avid Wealth Partners LLC added148,632$9M2.4%2025-Q3 stale
Obsidian Personal Planning Solutions LLC added128,079$8M2.0%2025-Q3 stale
WBI INVESTMENTS, LLC trimmed22,894$1M0.4%2025-Q4 stale
FineMark National Bank & Trust added21,131$1M0.3%2025-Q4 stale
Orion Portfolio Solutions, LLC added16,932$1M0.3%2025-Q1 stale
WIN ADVISORS, INC trimmed14,934$921K0.2%2025-Q2 stale
CITADEL ADVISORS LLC added14,151$899K0.2%2025-Q3 stale
GWN SECURITIES INC. new13,743$839K0.2%2025-Q1 stale
Financial Advocates Investment Management trimmed12,978$800K0.2%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added10,902$672K0.2%2025-Q2 stale
JANE STREET GROUP, LLC added10,835$668K0.2%2025-Q2 stale
Atria Wealth Solutions, Inc. added8,879$548K0.1%2025-Q2 stale
Virtu Financial LLC added8,305$518K0.1%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