Who owns XMMO (XMMO)
Which tracked institutional funds hold XMMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XMMO 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
128 tracked funds added or opened XMMO while 51 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
XMMO’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 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes XMMO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XMMO 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 422 tracked filers holding XMMO, 252 increased or opened the position and 167 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 XMMO 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 19
- Clark Capital Management Group, Inc.$32M
- OLD NATIONAL BANCORP /IN/$26M
- NATIXIS ADVISORS, LLC$5M
- COLUMBIA ADVISORY PARTNERS LLC$5M
- PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$3M
- Refined Wealth Management$2M
Full exits 19
- AXXCESS WEALTH MANAGEMENT, LLC$17M
- FLAGSHIP WEALTH ADVISORS, LLC$9M
- Guardian Asset Advisors, LLC$6M
- Arete Wealth Advisors, LLC$4M
- Transcendent Capital Group LLC$4M
- PLANWISER FINANCIAL, LLC$3M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162M
- ENVESTNET ASSET MANAGEMENT INC$102M
- LPL Financial LLC$56M
- RAYMOND JAMES FINANCIAL INC$47M
- MORGAN STANLEY$34M
- OSAIC HOLDINGS, INC.$26M
Largest trims
- MONEY CONCEPTS CAPITAL CORP$65M
- Davidson Capital Management Inc.$34M
- Orion Porfolio Solutions, LLC$21M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$14M
- CWM, LLC$10M
- BNP PARIBAS FINANCIAL MARKETS$9M
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 added | 3,699,499 | $537M | 15.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,998,519 | $290M | 8.2% | 2026-Q1 |
| Cetera Investment Advisers added | 1,367,490 | $198M | 5.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,182,937 | $172M | 4.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,165,549 | $169M | 4.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,120,959 | $163M | 4.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,061,925 | $154M | 4.4% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 944,456 | $137M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 785,643 | $114M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 760,223 | $110M | 3.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 745,103 | $108M | 3.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 560,428 | $80M | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 372,930 | $54M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 362,476 | $53M | 1.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 355,954 | $52M | 1.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 346,064 | $50M | 1.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 343,675 | $50M | 1.4% | 2026-Q1 |
| AFFINITY WEALTH MANAGEMENT LLC added | 322,634 | $47M | 1.3% | 2026-Q1 |
| UBS Group AG added | 309,745 | $45M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 300,740 | $44M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 258,043 | $37M | 1.1% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 217,335 | $32M | 0.9% | 2026-Q1 |
| Oasis Advisors, LLC added | 4,669,420 | $28M | 0.8% | 2026-Q1 |
| CWM, LLC trimmed | 190,951 | $28M | 0.8% | 2026-Q1 |
| Advance Capital Management, Inc. trimmed | 187,256 | $27M | 0.8% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ new | 181,804 | $26M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 170,297 | $25M | 0.7% | 2026-Q1 |
| CITIGROUP INC added | 165,424 | $24M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 167,728 | $23M | 0.7% | 2026-Q1 |
| Davidson Capital Management Inc. trimmed | 139,553 | $20M | 0.6% | 2026-Q1 |
| Oxford Wealth Group, LLC trimmed | 137,941 | $20M | 0.6% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 127,717 | $19M | 0.5% | 2026-Q1 |
| Focus Financial Network, Inc. added | 123,954 | $18M | 0.5% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 119,630 | $18M | 0.5% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 111,128 | $16M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 107,134 | $16M | 0.4% | 2026-Q1 |
| Financial Partners Group, Inc added | 102,430 | $15M | 0.4% | 2026-Q1 |
| Peak Planning Group, LLC added | 100,984 | $15M | 0.4% | 2026-Q1 |
| Family Investment Center, Inc. trimmed | 97,708 | $14M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 95,944 | $14M | 0.4% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 96,156 | $14M | 0.4% | 2026-Q1 |
| MANCHESTER FINANCIAL INC trimmed | 94,402 | $14M | 0.4% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 92,075 | $13M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 83,425 | $12M | 0.3% | 2026-Q1 |
| Sound Income Strategies, LLC added | 80,255 | $12M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 77,753 | $11M | 0.3% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 77,096 | $11M | 0.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 76,827 | $11M | 0.3% | 2026-Q1 |
| FreeGulliver LLC added | 74,628 | $11M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 67,490 | $10M | 0.3% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 63,722 | $9M | 0.3% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC added | 60,641 | $9M | 0.2% | 2026-Q1 |
| ProVise Management Group, LLC added | 60,340 | $9M | 0.2% | 2026-Q1 |
| LMG Wealth Partners, LLC added | 59,631 | $9M | 0.2% | 2026-Q1 |
| Atlas Legacy Advisors, LLC added | 58,431 | $8M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 58,104 | $8M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 50,955 | $7M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 50,701 | $7M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 47,476 | $7M | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 47,443 | $7M | 0.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 47,085 | $7M | 0.2% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 46,531 | $7M | 0.2% | 2026-Q1 |
| Quattro Advisors LLC added | 44,979 | $7M | 0.2% | 2026-Q1 |
| Sunrise Financial Services, LLC added | 44,821 | $6M | 0.2% | 2026-Q1 |
| Principle Wealth Partners LLC added | 44,120 | $6M | 0.2% | 2026-Q1 |
| NWAM LLC added | 43,626 | $6M | 0.2% | 2026-Q1 |
| RFG Advisory, LLC added | 42,702 | $6M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 42,641 | $6M | 0.2% | 2026-Q1 |
| Fiduciary Planning LLC trimmed | 42,347 | $6M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 41,453 | $6M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 40,280 | $6M | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 40,086 | $6M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 40,000 | $6M | 0.2% | 2026-Q1 |
| Uniting Wealth Partners, LLC trimmed | 38,517 | $6M | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 38,371 | $6M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 37,852 | $5M | 0.2% | 2026-Q1 |
| Kellett Wealth Advisors, LLC added | 37,215 | $5M | 0.2% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC trimmed | 36,262 | $5M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 34,709 | $5M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 34,586 | $5M | 0.1% | 2026-Q1 |
| Symphony Financial Services, Inc. trimmed | 32,877 | $5M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 32,682 | $5M | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 29,232 | $5M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 31,673 | $5M | 0.1% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC new | 31,616 | $5M | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. added | 31,587 | $5M | 0.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 30,176 | $4M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 29,526 | $4M | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 122,216 | $17M | 0.5% | 2025-Q4 stale |
| Gimbal Financial added | 124,617 | $17M | 0.5% | 2025-Q3 stale |
| CW Advisors, LLC added | 106,552 | $14M | 0.4% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 104,706 | $12M | 0.3% | 2025-Q1 stale |
| Smith Anglin Financial, LLC added | 87,802 | $11M | 0.3% | 2025-Q2 stale |
| Systelligence, LLC trimmed | 96,174 | $11M | 0.3% | 2025-Q1 stale |
| FLAGSHIP WEALTH ADVISORS, LLC added | 68,207 | $9M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 72,404 | $9M | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 51,555 | $7M | 0.2% | 2025-Q2 stale |
| Guardian Asset Advisors, LLC added | 43,619 | $6M | 0.2% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 46,200 | $6M | 0.2% | 2025-Q2 stale |
| MinichMacGregor Wealth Management, LLC trimmed | 49,161 | $6M | 0.2% | 2025-Q1 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.