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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 632,597 | $40M | 10.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 477,207 | $30M | 7.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 459,703 | $29M | 7.5% | 2026-Q1 |
| Brookstone Capital Management added | 306,429 | $19M | 5.0% | 2026-Q1 |
| UBS Group AG trimmed | 290,079 | $18M | 4.7% | 2026-Q1 |
| DORVAL Corp added | 261,731 | $16M | 4.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 253,941 | $16M | 4.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 204,450 | $13M | 3.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 183,775 | $12M | 3.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 182,044 | $11M | 3.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 171,967 | $11M | 2.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 155,820 | $10M | 2.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 144,515 | $9M | 2.3% | 2026-Q1 |
| PFS Partners, LLC added | 130,833 | $8M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 119,226 | $8M | 1.9% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 109,195 | $7M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 105,074 | $7M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 85,852 | $5M | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 75,190 | $5M | 1.2% | 2026-Q1 |
| ProVise Management Group, LLC added | 72,410 | $5M | 1.2% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 70,277 | $4M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 67,696 | $4M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 62,636 | $4M | 1.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 50,488 | $3M | 0.8% | 2026-Q1 |
| LMCG INVESTMENTS, LLC added | 48,300 | $3M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 41,469 | $3M | 0.7% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 40,340 | $3M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 40,020 | $3M | 0.6% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 38,411 | $2M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 36,500 | $2M | 0.6% | 2026-Q1 |
| Johnson & White Wealth Management, LLC added | 34,057 | $2M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 33,974 | $2M | 0.6% | 2026-Q1 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC added | 33,638 | $2M | 0.5% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 29,605 | $2M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 29,479 | $2M | 0.5% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB added | 24,216 | $2M | 0.4% | 2026-Q1 |
| Investment Partners Asset Management, Inc. added | 24,053 | $2M | 0.4% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 23,364 | $1M | 0.4% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 21,121 | $1M | 0.3% | 2026-Q1 |
| Pacific Sun Financial Corp added | 20,765 | $1M | 0.3% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 20,088 | $1M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 20,165 | $1M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 19,305 | $1M | 0.3% | 2026-Q1 |
| Tempo Wealth, LLC trimmed | 18,970 | $1M | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 18,487 | $1M | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 16,140 | $1M | 0.3% | 2026-Q1 |
| Avestar Capital, LLC added | 15,557 | $980K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 15,234 | $959K | 0.2% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 15,225 | $959K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 14,301 | $901K | 0.2% | 2026-Q1 |
| MorganRosel Wealth Management, LLC trimmed | 14,235 | $896K | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 14,114 | $889K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 14,061 | $886K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 13,862 | $873K | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 13,833 | $871K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 13,196 | $831K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 11,984 | $755K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 11,896 | $749K | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 11,361 | $715K | 0.2% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 11,100 | $699K | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 11,096 | $699K | 0.2% | 2026-Q1 |
| Portland Financial Advisors Inc | 11,089 | $698K | 0.2% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC new | 11,035 | $695K | 0.2% | 2026-Q1 |
| Well Done, LLC trimmed | 10,685 | $673K | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. added | 10,673 | $672K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 10,339 | $651K | 0.2% | 2026-Q1 |
| COMMERCE BANK new | 10,301 | $649K | 0.2% | 2026-Q1 |
| Sculati Wealth Management, LLC trimmed | 10,278 | $647K | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC | 10,228 | $644K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,870 | $622K | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 9,372 | $590K | 0.2% | 2026-Q1 |
| CHOREO, LLC trimmed | 9,348 | $589K | 0.2% | 2026-Q1 |
| CWM, LLC added | 9,246 | $582K | 0.1% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 8,987 | $566K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 8,853 | $557K | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 8,416 | $530K | 0.1% | 2026-Q1 |
| Destiny Capital Corp/CO trimmed | 8,340 | $525K | 0.1% | 2026-Q1 |
| ERn Financial, LLC | 8,274 | $521K | 0.1% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC trimmed | 8,221 | $518K | 0.1% | 2026-Q1 |
| Synergy Investment Management, LLC trimmed | 8,060 | $508K | 0.1% | 2026-Q1 |
| Avant Capital LLC added | 8,041 | $506K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 8,037 | $506K | 0.1% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC | 7,977 | $502K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,576 | $483K | 0.1% | 2026-Q1 |
| MONEYWISE, INC. trimmed | 6,764 | $426K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 6,698 | $422K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 6,560 | $413K | 0.1% | 2026-Q1 |
| Avid Wealth Partners LLC added | 148,632 | $9M | 2.4% | 2025-Q3 stale |
| Obsidian Personal Planning Solutions LLC added | 128,079 | $8M | 2.0% | 2025-Q3 stale |
| WBI INVESTMENTS, LLC trimmed | 22,894 | $1M | 0.4% | 2025-Q4 stale |
| FineMark National Bank & Trust added | 21,131 | $1M | 0.3% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 16,932 | $1M | 0.3% | 2025-Q1 stale |
| WIN ADVISORS, INC trimmed | 14,934 | $921K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 14,151 | $899K | 0.2% | 2025-Q3 stale |
| GWN SECURITIES INC. new | 13,743 | $839K | 0.2% | 2025-Q1 stale |
| Financial Advocates Investment Management trimmed | 12,978 | $800K | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 10,902 | $672K | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 10,835 | $668K | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 8,879 | $548K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC added | 8,305 | $518K | 0.1% | 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.
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.