Who owns 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-Q2 13F filings (latest filed 2026-08-24). 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
19 tracked funds added or opened XMLV while 16 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
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 2026-Q1 and 2026-Q2, across 179 tracked filers holding XMLV, 68 increased or opened the position and 98 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 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 1
- CITADEL ADVISORS LLC$555K
Full exits 8
- Cambridge Investment Research Advisors, Inc.$30M
- RWA WEALTH PARTNERS, LLC$4M
- HighTower Advisors, LLC$3M
- U.S. Capital Wealth Advisors, LLC$2M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$2M
- Independent Advisor Alliance$1M
Largest adds
- Kestra Advisory Services, LLC$4M
- MORGAN STANLEY$2M
- Arax Advisory Partners$2M
- LPL Financial LLC$2M
- JONES FINANCIAL COMPANIES LLLP$1M
- DORVAL Corp$1M
Largest trims
- LIBERTY ONE INVESTMENT MANAGEMENT, LLC$2M
- Mariner, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Brookstone Capital Management$952K
- CreativeOne Wealth, LLC$709K
- BANK OF AMERICA CORP /DE/$664K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 636,369 | $42M | 12.3% | 2026-Q2 |
| LPL Financial LLC added | 461,219 | $31M | 8.9% | 2026-Q2 |
| UBS Group AG trimmed | 289,738 | $19M | 5.6% | 2026-Q2 |
| Brookstone Capital Management trimmed | 276,555 | $18M | 5.4% | 2026-Q2 |
| DORVAL Corp added | 266,274 | $18M | 5.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 225,617 | $15M | 4.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 200,860 | $13M | 3.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 181,336 | $12M | 3.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 173,963 | $12M | 3.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 163,370 | $11M | 3.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 160,364 | $11M | 3.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 152,060 | $10M | 2.9% | 2026-Q2 |
| PFS Partners, LLC added | 134,082 | $9M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 112,985 | $7M | 2.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 107,604 | $7M | 2.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 103,178 | $7M | 2.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 81,631 | $5M | 1.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 79,334 | $5M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 76,024 | $5M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 73,850 | $5M | 1.4% | 2026-Q2 |
| ProVise Management Group, LLC trimmed | 66,246 | $4M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 62,449 | $4M | 1.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 49,869 | $3M | 1.0% | 2026-Q2 |
| LMCG INVESTMENTS, LLC added | 49,060 | $3M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 42,753 | $3M | 0.8% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 40,280 | $3M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 36,500 | $2M | 0.7% | 2026-Q2 |
| Arax Advisory Partners added | 36,053 | $2M | 0.7% | 2026-Q2 |
| Johnson & White Wealth Management, LLC trimmed | 33,066 | $2M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 31,274 | $2M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 28,780 | $2M | 0.6% | 2026-Q2 |
| Three Bearings Fiduciary Advisors, Inc. trimmed | 26,361 | $2M | 0.5% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 24,689 | $2M | 0.5% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 23,826 | $2M | 0.5% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC trimmed | 20,663 | $1M | 0.4% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 20,010 | $1M | 0.4% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 19,645 | $1M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 19,347 | $1M | 0.4% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 19,113 | $1M | 0.4% | 2026-Q2 |
| Tempo Wealth, LLC trimmed | 18,852 | $1M | 0.4% | 2026-Q2 |
| Avestar Capital, LLC added | 16,589 | $1M | 0.3% | 2026-Q2 |
| MorganRosel Wealth Management, LLC added | 16,460 | $1M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 15,676 | $1M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 15,024 | $997K | 0.3% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 14,280 | $947K | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 13,991 | $928K | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 13,813 | $916K | 0.3% | 2026-Q2 |
| CARLSON FINANCIAL, INC. trimmed | 13,102 | $869K | 0.3% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 12,957 | $859K | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 11,911 | $790K | 0.2% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 11,500 | $763K | 0.2% | 2026-Q2 |
| FMR LLC added | 11,116 | $737K | 0.2% | 2026-Q2 |
| Portland Financial Advisors Inc | 11,089 | $736K | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 10,980 | $728K | 0.2% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed | 10,908 | $724K | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 10,625 | $705K | 0.2% | 2026-Q2 |
| Well Done, LLC trimmed | 10,492 | $696K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 10,399 | $690K | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC | 10,228 | $678K | 0.2% | 2026-Q2 |
| Sculati Wealth Management, LLC trimmed | 10,201 | $701K | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 10,005 | $664K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 9,396 | $623K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 9,308 | $617K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,165 | $608K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 8,853 | $587K | 0.2% | 2026-Q2 |
| COMMERCE BANK trimmed | 8,789 | $583K | 0.2% | 2026-Q2 |
| CHOREO, LLC trimmed | 8,606 | $571K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 8,363 | $555K | 0.2% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC added | 8,226 | $546K | 0.2% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC | 7,977 | $529K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 7,887 | $523K | 0.2% | 2026-Q2 |
| Petix & Botte Co added | 7,730 | $513K | 0.1% | 2026-Q2 |
| Destiny Capital Corp/CO trimmed | 7,657 | $508K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 7,654 | $514K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 7,599 | $504K | 0.1% | 2026-Q2 |
| ERn Financial, LLC trimmed | 7,457 | $495K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 7,446 | $494K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 7,202 | $478K | 0.1% | 2026-Q2 |
| Synergy Investment Management, LLC trimmed | 7,087 | $470K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 6,854 | $455K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 6,700 | $444K | 0.1% | 2026-Q2 |
| Avant Capital LLC trimmed | 6,608 | $438K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 6,597 | $438K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 6,576 | $436K | 0.1% | 2026-Q2 |
| Creative Planning added | 6,529 | $433K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 6,502 | $432K | 0.1% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 6,252 | $415K | 0.1% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 6,244 | $414K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 6,244 | $414K | 0.1% | 2026-Q2 |
| Accel Wealth Management added | 6,241 | $414K | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. | 6,107 | $405K | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 5,957 | $395K | 0.1% | 2026-Q2 |
| MONEYWISE, INC. trimmed | 5,906 | $392K | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 5,872 | $390K | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 5,615 | $372K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 5,601 | $372K | 0.1% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. trimmed | 5,550 | $368K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 5,541 | $368K | 0.1% | 2026-Q2 |
| &PARTNERS added | 5,406 | $359K | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 100 | $418K | 0.1% | 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.