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Institutional Ownership · SEC Form 13F

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.

422
Institutional holders
30,517,917
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added3,699,499$537M15.2%2026-Q1
MORGAN STANLEY added1,998,519$290M8.2%2026-Q1
Cetera Investment Advisers added1,367,490$198M5.6%2026-Q1
WELLS FARGO & COMPANY/MN added1,182,937$172M4.8%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,165,549$169M4.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,120,959$163M4.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,061,925$154M4.4%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed944,456$137M3.9%2026-Q1
BANK OF AMERICA CORP /DE/ added785,643$114M3.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed760,223$110M3.1%2026-Q1
OSAIC HOLDINGS, INC. added745,103$108M3.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added560,428$80M2.3%2026-Q1
ROYAL BANK OF CANADA added372,930$54M1.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added362,476$53M1.5%2026-Q1
STIFEL FINANCIAL CORP trimmed355,954$52M1.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed346,064$50M1.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed343,675$50M1.4%2026-Q1
AFFINITY WEALTH MANAGEMENT LLC added322,634$47M1.3%2026-Q1
UBS Group AG added309,745$45M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added300,740$44M1.2%2026-Q1
HighTower Advisors, LLC added258,043$37M1.1%2026-Q1
Clark Capital Management Group, Inc. trimmed217,335$32M0.9%2026-Q1
Oasis Advisors, LLC added4,669,420$28M0.8%2026-Q1
CWM, LLC trimmed190,951$28M0.8%2026-Q1
Advance Capital Management, Inc. trimmed187,256$27M0.8%2026-Q1
OLD NATIONAL BANCORP /IN/ new181,804$26M0.7%2026-Q1
Private Advisor Group, LLC added170,297$25M0.7%2026-Q1
CITIGROUP INC added165,424$24M0.7%2026-Q1
Equitable Holdings, Inc. added167,728$23M0.7%2026-Q1
Davidson Capital Management Inc. trimmed139,553$20M0.6%2026-Q1
Oxford Wealth Group, LLC trimmed137,941$20M0.6%2026-Q1
PRINCIPAL SECURITIES, INC. added127,717$19M0.5%2026-Q1
Focus Financial Network, Inc. added123,954$18M0.5%2026-Q1
AssuredPartners Investment Advisors, LLC trimmed119,630$18M0.5%2026-Q1
Modern Wealth Management, LLC trimmed111,128$16M0.5%2026-Q1
Orion Porfolio Solutions, LLC trimmed107,134$16M0.4%2026-Q1
Financial Partners Group, Inc added102,430$15M0.4%2026-Q1
Peak Planning Group, LLC added100,984$15M0.4%2026-Q1
Family Investment Center, Inc. trimmed97,708$14M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed95,944$14M0.4%2026-Q1
Fifth Third Securities, Inc. added96,156$14M0.4%2026-Q1
MANCHESTER FINANCIAL INC trimmed94,402$14M0.4%2026-Q1
Insight Wealth Strategies, LLC added92,075$13M0.4%2026-Q1
Integrated Wealth Concepts LLC added83,425$12M0.3%2026-Q1
Sound Income Strategies, LLC added80,255$12M0.3%2026-Q1
Cerity Partners LLC added77,753$11M0.3%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC trimmed77,096$11M0.3%2026-Q1
J.W. COLE ADVISORS, INC. trimmed76,827$11M0.3%2026-Q1
FreeGulliver LLC added74,628$11M0.3%2026-Q1
World Investment Advisors added67,490$10M0.3%2026-Q1
Ausdal Financial Partners, Inc. added63,722$9M0.3%2026-Q1
AVAII WEALTH MANAGEMENT, LLC added60,641$9M0.2%2026-Q1
ProVise Management Group, LLC added60,340$9M0.2%2026-Q1
LMG Wealth Partners, LLC added59,631$9M0.2%2026-Q1
Atlas Legacy Advisors, LLC added58,431$8M0.2%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added58,104$8M0.2%2026-Q1
Kestra Advisory Services, LLC added50,955$7M0.2%2026-Q1
Koshinski Asset Management, Inc. added50,701$7M0.2%2026-Q1
Independent Advisor Alliance added47,476$7M0.2%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added47,443$7M0.2%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC trimmed47,085$7M0.2%2026-Q1
Institute for Wealth Management, LLC. trimmed46,531$7M0.2%2026-Q1
Quattro Advisors LLC added44,979$7M0.2%2026-Q1
Sunrise Financial Services, LLC added44,821$6M0.2%2026-Q1
Principle Wealth Partners LLC added44,120$6M0.2%2026-Q1
NWAM LLC added43,626$6M0.2%2026-Q1
RFG Advisory, LLC added42,702$6M0.2%2026-Q1
BLAIR WILLIAM & CO/IL trimmed42,641$6M0.2%2026-Q1
Fiduciary Planning LLC trimmed42,347$6M0.2%2026-Q1
Thrivent Financial for Lutherans trimmed41,453$6M0.2%2026-Q1
Prime Capital Investment Advisors, LLC added40,280$6M0.2%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added40,086$6M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed40,000$6M0.2%2026-Q1
Uniting Wealth Partners, LLC trimmed38,517$6M0.2%2026-Q1
Stratos Wealth Advisors, LLC added38,371$6M0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added37,852$5M0.2%2026-Q1
Kellett Wealth Advisors, LLC added37,215$5M0.2%2026-Q1
Ullmann Wealth Partners Group, LLC trimmed36,262$5M0.1%2026-Q1
BENJAMIN EDWARDS INC added34,709$5M0.1%2026-Q1
NATIXIS ADVISORS, LLC new34,586$5M0.1%2026-Q1
Symphony Financial Services, Inc. trimmed32,877$5M0.1%2026-Q1
Prospera Financial Services Inc added32,682$5M0.1%2026-Q1
Chicago Partners Investment Group LLC added29,232$5M0.1%2026-Q1
PARK AVENUE SECURITIES LLC added31,673$5M0.1%2026-Q1
COLUMBIA ADVISORY PARTNERS LLC new31,616$5M0.1%2026-Q1
SMITH, MOORE & CO. added31,587$5M0.1%2026-Q1
HBW ADVISORY SERVICES LLC added30,176$4M0.1%2026-Q1
Farther Finance Advisors, LLC trimmed29,526$4M0.1%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC added122,216$17M0.5%2025-Q4 stale
Gimbal Financial added124,617$17M0.5%2025-Q3 stale
CW Advisors, LLC added106,552$14M0.4%2025-Q2 stale
Orion Portfolio Solutions, LLC trimmed104,706$12M0.3%2025-Q1 stale
Smith Anglin Financial, LLC added87,802$11M0.3%2025-Q2 stale
Systelligence, LLC trimmed96,174$11M0.3%2025-Q1 stale
FLAGSHIP WEALTH ADVISORS, LLC added68,207$9M0.3%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added72,404$9M0.3%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed51,555$7M0.2%2025-Q2 stale
Guardian Asset Advisors, LLC added43,619$6M0.2%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP added46,200$6M0.2%2025-Q2 stale
MinichMacGregor Wealth Management, LLC trimmed49,161$6M0.2%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.

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