Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
The tracked-fund tape on XMMO is one-sided between 2026-Q1 and 2026-Q2: 222 added or opened and 40 trimmed or exited — on balance accumulating.
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 0.2% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 467 tracked filers holding XMMO, 303 increased or opened the position and 140 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 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 25
- TWO SIGMA INVESTMENTS, LP$34M
- SHP Wealth Management$22M
- Quadrature Capital Ltd$15M
- WIN ADVISORS, INC$13M
- AXXCESS WEALTH MANAGEMENT, LLC$9M
- Meridian Wealth Management, LLC$9M
Full exits 24
- Cambridge Investment Research Advisors, Inc.$44M
- HighTower Advisors, LLC$37M
- CWM, LLC$28M
- OLD NATIONAL BANCORP /IN/$26M
- Integrated Wealth Concepts LLC$12M
- THOROUGHBRED FINANCIAL SERVICES, LLC$8M
Largest adds
- LPL Financial LLC$160M
- MORGAN STANLEY$113M
- ENVESTNET ASSET MANAGEMENT INC$66M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$64M
- AMERIPRISE FINANCIAL INC$62M
- JONES FINANCIAL COMPANIES LLLP$59M
Largest trims
- Oasis Advisors, LLC$14M
- Advance Capital Management, Inc.$11M
- Independent Advisor Alliance$6M
- RFG Advisory, LLC$4M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1M
- Jackson Wealth Management, LLC$964K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 4,095,320 | $697M | 15.2% | 2026-Q2 |
| MORGAN STANLEY added | 2,368,277 | $403M | 8.8% | 2026-Q2 |
| Cetera Investment Advisers added | 1,510,414 | $257M | 5.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,371,946 | $233M | 5.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,345,518 | $229M | 5.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,299,037 | $221M | 4.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,295,928 | $220M | 4.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,015,181 | $173M | 3.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,000,210 | $170M | 3.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 892,567 | $152M | 3.3% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 881,795 | $150M | 3.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 835,694 | $140M | 3.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 507,500 | $86M | 1.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 460,191 | $78M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 368,061 | $63M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 365,151 | $62M | 1.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 353,974 | $60M | 1.3% | 2026-Q2 |
| UBS Group AG added | 341,475 | $58M | 1.3% | 2026-Q2 |
| AFFINITY WEALTH MANAGEMENT LLC trimmed | 320,484 | $55M | 1.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 266,130 | $45M | 1.0% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 209,806 | $36M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 196,900 | $34M | 0.7% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 188,397 | $32M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 175,074 | $30M | 0.7% | 2026-Q2 |
| CITIGROUP INC added | 171,794 | $29M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 155,686 | $26M | 0.6% | 2026-Q2 |
| Oxford Wealth Group, LLC added | 138,113 | $23M | 0.5% | 2026-Q2 |
| Davidson Capital Management Inc. trimmed | 138,042 | $23M | 0.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 136,140 | $23M | 0.5% | 2026-Q2 |
| SHP Wealth Management new | 130,771 | $22M | 0.5% | 2026-Q2 |
| Focus Financial Network, Inc. added | 125,386 | $21M | 0.5% | 2026-Q2 |
| AFFINITY WEALTH LLC added | 124,759 | $21M | 0.5% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 120,954 | $21M | 0.5% | 2026-Q2 |
| Dala Group, LLC added | 112,019 | $19M | 0.4% | 2026-Q2 |
| Peak Planning Group, LLC added | 109,569 | $19M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 108,083 | $18M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 106,501 | $18M | 0.4% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 101,244 | $17M | 0.4% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 100,867 | $17M | 0.4% | 2026-Q2 |
| MANCHESTER FINANCIAL INC added | 96,580 | $16M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 95,520 | $15M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 95,363 | $16M | 0.4% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 93,115 | $15M | 0.3% | 2026-Q2 |
| Family Investment Center, Inc. trimmed | 93,073 | $16M | 0.3% | 2026-Q2 |
| Advance Capital Management, Inc. trimmed | 92,765 | $16M | 0.3% | 2026-Q2 |
| Sound Income Strategies, LLC added | 92,630 | $16M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd added | 87,025 | $15M | 0.3% | 2026-Q2 |
| FreeGulliver LLC added | 86,510 | $15M | 0.3% | 2026-Q2 |
| Oasis Advisors, LLC trimmed | 84,481 | $14M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 83,256 | $14M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 83,063 | $14M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 80,247 | $14M | 0.3% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 77,168 | $13M | 0.3% | 2026-Q2 |
| WIN ADVISORS, INC added | 76,701 | $13M | 0.3% | 2026-Q2 |
| World Investment Advisors added | 71,615 | $11M | 0.2% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 71,307 | $12M | 0.3% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 66,383 | $11M | 0.2% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC added | 63,778 | $11M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 62,929 | $11M | 0.2% | 2026-Q2 |
| ProVise Management Group, LLC added | 61,437 | $10M | 0.2% | 2026-Q2 |
| LMG Wealth Partners, LLC added | 60,963 | $10M | 0.2% | 2026-Q2 |
| Principle Wealth Partners LLC added | 60,388 | $10M | 0.2% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 59,242 | $10M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 53,723 | $9M | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 53,703 | $9M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 52,993 | $9M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 52,781 | $9M | 0.2% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 48,776 | $8M | 0.2% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 47,947 | $8M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 46,957 | $8M | 0.2% | 2026-Q2 |
| Institute for Wealth Management, LLC. added | 46,822 | $8M | 0.2% | 2026-Q2 |
| Quattro Advisors LLC added | 46,049 | $8M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,999 | $8M | 0.2% | 2026-Q2 |
| NWAM LLC added | 44,308 | $8M | 0.2% | 2026-Q2 |
| Schorn Wealth LLC added | 42,539 | $7M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 41,405 | $7M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 39,324 | $7M | 0.1% | 2026-Q2 |
| Kellett Wealth Advisors, LLC added | 38,712 | $7M | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 38,515 | $7M | 0.1% | 2026-Q2 |
| Uniting Wealth Partners, LLC trimmed | 38,457 | $7M | 0.1% | 2026-Q2 |
| Argent Trust Co added | 38,267 | $7M | 0.1% | 2026-Q2 |
| Guardian Asset Advisors, LLC trimmed | 36,761 | $6M | 0.1% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC added | 36,640 | $6M | 0.1% | 2026-Q2 |
| BNB Wealth Management, LLC added | 36,378 | $6M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 35,353 | $6M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 34,981 | $6M | 0.1% | 2026-Q2 |
| Braeburn Wealth Management LLC new | 33,907 | $6M | 0.1% | 2026-Q2 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC added | 33,868 | $6M | 0.1% | 2026-Q2 |
| PSI Advisors, LLC added | 33,391 | $6M | 0.1% | 2026-Q2 |
| Symphony Financial Services, Inc. added | 33,126 | $6M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 32,639 | $6M | 0.1% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 32,238 | $5M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 32,062 | $5M | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 31,751 | $5M | 0.1% | 2026-Q2 |
| Guilbault Capital LLC added | 31,670 | $5M | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 31,622 | $5M | 0.1% | 2026-Q2 |
| Accel Wealth Management added | 31,416 | $5M | 0.1% | 2026-Q2 |
| Nikulski Financial, Inc. added | 30,764 | $5M | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 30,636 | $5M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 30,419 | $5M | 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.