Who owns XMVM
Which tracked institutional funds hold XMVM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XMVM 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
24 tracked funds added or opened XMVM while 10 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
XMVM’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 XMVM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XMVM 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 92 tracked filers holding XMVM, 53 increased or opened the position and 43 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 XMVM 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 2
- Wealth Enhancement Trust Services, Inc.$845K
- TWO SIGMA INVESTMENTS, LP$730K
Full exits 8
- Anfield Capital Management, LLC$8M
- Thrivent Financial for Lutherans$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Tactive Advisors, LLC$2M
- Mariner, LLC$1M
- THOROUGHBRED FINANCIAL SERVICES, LLC$934K
Largest adds
- BANK OF AMERICA CORP /DE/$8M
- AMERIPRISE FINANCIAL INC$6M
- LPL Financial LLC$4M
- RAYMOND JAMES FINANCIAL INC$4M
- MORGAN STANLEY$4M
- Whitaker-Myers Wealth Managers, LTD.$2M
Largest trims
- Avior Wealth Management, LLC$5M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 630,521 | $45M | 13.8% | 2026-Q2 |
| LPL Financial LLC added | 624,819 | $44M | 13.7% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 409,737 | $29M | 9.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 286,584 | $20M | 6.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 282,185 | $20M | 6.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 268,115 | $19M | 5.9% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. added | 230,965 | $16M | 5.1% | 2026-Q2 |
| MORGAN STANLEY added | 229,287 | $16M | 5.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 177,881 | $13M | 3.9% | 2026-Q2 |
| Cetera Investment Advisers added | 92,254 | $7M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 75,667 | $5M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 67,662 | $5M | 1.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 64,207 | $5M | 1.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 59,209 | $4M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 55,906 | $4M | 1.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 53,660 | $4M | 1.2% | 2026-Q2 |
| CITIGROUP INC added | 49,580 | $4M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 45,787 | $3M | 1.0% | 2026-Q2 |
| Sovran Advisors, LLC added | 39,807 | $3M | 0.9% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 39,904 | $3M | 0.9% | 2026-Q2 |
| Everest Financial Group LLC trimmed | 35,072 | $2M | 0.8% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 30,247 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,031 | $2M | 0.6% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 27,699 | $2M | 0.6% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO added | 24,819 | $2M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,723 | $2M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC | 23,611 | $2M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 19,661 | $1M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 18,493 | $1M | 0.4% | 2026-Q2 |
| Breakwater Capital Group trimmed | 17,827 | $1M | 0.4% | 2026-Q2 |
| Solutions 4 Wealth, Ltd added | 17,419 | $1M | 0.4% | 2026-Q2 |
| LexAurum Advisors, LLC added | 12,497 | $886K | 0.3% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 11,914 | $845K | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 10,300 | $730K | 0.2% | 2026-Q2 |
| Institute for Wealth Management, LLC. added | 9,385 | $666K | 0.2% | 2026-Q2 |
| National Wealth Management Group, LLC trimmed | 9,332 | $662K | 0.2% | 2026-Q2 |
| Armbruster Capital Management, Inc. | 8,749 | $620K | 0.2% | 2026-Q2 |
| J.M. Arbour, LLC trimmed | 8,682 | $616K | 0.2% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC added | 8,620 | $611K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 8,136 | $577K | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 7,167 | $508K | 0.2% | 2026-Q2 |
| GUIDANCE CAPITAL, INC trimmed | 6,847 | $506K | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp added | 6,683 | $474K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 6,608 | $469K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 6,442 | $457K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 6,275 | $445K | 0.1% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA added | 5,917 | $420K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 5,858 | $415K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance | 5,718 | $406K | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 5,537 | $393K | 0.1% | 2026-Q2 |
| CARLSON FINANCIAL, INC. added | 5,025 | $356K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 4,164 | $295K | 0.1% | 2026-Q2 |
| UBS Group AG added | 3,900 | $277K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 3,771 | $267K | 0.1% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC | 3,645 | $259K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 3,507 | $249K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 3,361 | $238K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 3,331 | $236K | 0.1% | 2026-Q2 |
| Schrum Private Wealth Management LLC new | 4,500 | $232K | 0.1% | 2026-Q2 |
| Westover Capital Advisors, LLC trimmed | 3,269 | $232K | 0.1% | 2026-Q2 |
| Provident Living Financial Services, Inc. new | 3,236 | $230K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 3,233 | $229K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 3,180 | $226K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 3,075 | $218K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 3,010 | $214K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 2,972 | $211K | 0.1% | 2026-Q2 |
| SHP Wealth Management added | 2,943 | $209K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 2,926 | $208K | 0.1% | 2026-Q2 |
| True Wealth Design, LLC | 1,665 | $118K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,634 | $116K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 1,599 | $113K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,339 | $95K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 1,205 | $85K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 1,193 | $85K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 1,122 | $80K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 1,109 | $79K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 875 | $62K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 825 | $59K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 747 | $53K | 0.0% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 35,386 | $35K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 388 | $28K | 0.0% | 2026-Q2 |
| Beacon Capital Management, Inc. | 382 | $27K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 316 | $22K | 0.0% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC | 295 | $21K | 0.0% | 2026-Q2 |
| Catherine Avery Investment Management LLC new | 217 | $15K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 124 | $9K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 83 | $6K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC added | 66 | $5K | 0.0% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 65 | $5K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 50 | $4K | 0.0% | 2026-Q2 |
| Central Pacific Bank - Trust Division | 25 | $2K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 1 | $71 | 0.0% | 2026-Q2 |
| Anfield Capital Management, LLC new | 117,148 | $8M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 45,701 | $3M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 37,293 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Tactive Advisors, LLC new | 31,633 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 19,500 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 14,357 | $934K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 10,554 | $687K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Atria Wealth Solutions, Inc. added | 21,318 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
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.