Who owns XMVM (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-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
The tracked-fund tape on XMVM is one-sided between 2025-Q4 and 2026-Q1: 30 added or opened and 4 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
XMVM’s largest tracked holder by dollar value, LPL Financial LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 95 tracked filers holding XMVM, 63 increased or opened the position and 22 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 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 9
- Foundations Investment Advisors, LLC$18M
- Anfield Capital Management, LLC$8M
- Tactive Advisors, LLC$2M
- Sovran Advisors, LLC$882K
- LexAurum Advisors, LLC$624K
- National Wealth Management Group, LLC$620K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10M
- RAYMOND JAMES FINANCIAL INC$6M
- LPL Financial LLC$4M
- Equitable Holdings, Inc.$2M
- Avior Wealth Management, LLC$2M
- JONES FINANCIAL COMPANIES LLLP$1M
Largest trims
- MML INVESTORS SERVICES, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- GUIDANCE CAPITAL, INC$2M
- OSAIC HOLDINGS, INC.$781K
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 | 611,601 | $40M | 14.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 566,191 | $37M | 13.0% | 2026-Q1 |
| Avior Wealth Management, LLC added | 525,711 | $34M | 12.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 282,198 | $18M | 6.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 239,226 | $16M | 5.5% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 216,781 | $14M | 5.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 193,544 | $13M | 4.5% | 2026-Q1 |
| MORGAN STANLEY added | 187,056 | $12M | 4.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 161,365 | $11M | 3.7% | 2026-Q1 |
| Anfield Capital Management, LLC new | 117,148 | $8M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 76,201 | $5M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 72,698 | $5M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 70,230 | $5M | 1.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 66,935 | $4M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 63,178 | $4M | 1.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 56,462 | $4M | 1.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 47,297 | $3M | 1.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 45,701 | $3M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 45,100 | $3M | 1.0% | 2026-Q1 |
| CITIGROUP INC added | 43,536 | $3M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 37,293 | $2M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 37,684 | $2M | 0.9% | 2026-Q1 |
| Everest Financial Group LLC added | 35,254 | $2M | 0.8% | 2026-Q1 |
| Tactive Advisors, LLC new | 31,633 | $2M | 0.7% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 31,040 | $2M | 0.7% | 2026-Q1 |
| ROMAN BUTLER FULLERTON & CO added | 24,808 | $2M | 0.6% | 2026-Q1 |
| WESCAP Management Group, Inc. added | 24,798 | $2M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC | 23,611 | $2M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,326 | $2M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 19,500 | $1M | 0.4% | 2026-Q1 |
| Breakwater Capital Group added | 17,983 | $1M | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 17,061 | $1M | 0.4% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 14,357 | $934K | 0.3% | 2026-Q1 |
| Solutions 4 Wealth, Ltd added | 14,159 | $922K | 0.3% | 2026-Q1 |
| Sovran Advisors, LLC new | 12,660 | $882K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 13,273 | $864K | 0.3% | 2026-Q1 |
| Betterment LLC added | 10,554 | $687K | 0.2% | 2026-Q1 |
| LexAurum Advisors, LLC new | 9,584 | $624K | 0.2% | 2026-Q1 |
| National Wealth Management Group, LLC new | 9,516 | $620K | 0.2% | 2026-Q1 |
| GUIDANCE CAPITAL, INC trimmed | 8,934 | $618K | 0.2% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 9,383 | $611K | 0.2% | 2026-Q1 |
| J.M. Arbour, LLC new | 8,776 | $571K | 0.2% | 2026-Q1 |
| Armbruster Capital Management, Inc. | 8,749 | $570K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 8,353 | $544K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 8,264 | $538K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 8,018 | $522K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,873 | $513K | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 7,017 | $457K | 0.2% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC new | 6,760 | $440K | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 6,677 | $435K | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp added | 6,523 | $425K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 6,426 | $418K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 6,134 | $399K | 0.1% | 2026-Q1 |
| Comprehensive Financial Planning, Inc./PA added | 5,890 | $384K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 5,718 | $372K | 0.1% | 2026-Q1 |
| USAdvisors Wealth Management, LLC trimmed | 5,779 | $370K | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 5,510 | $359K | 0.1% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 5,048 | $329K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 4,786 | $312K | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 4,162 | $271K | 0.1% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 4,000 | $260K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 3,899 | $254K | 0.1% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC trimmed | 3,645 | $237K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC | 3,507 | $228K | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC new | 3,339 | $217K | 0.1% | 2026-Q1 |
| Westover Capital Advisors, LLC new | 3,332 | $217K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 3,267 | $213K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 3,150 | $205K | 0.1% | 2026-Q1 |
| SHP Wealth Management added | 2,654 | $173K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 2,631 | $171K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 2,101 | $137K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc new | 1,669 | $109K | 0.0% | 2026-Q1 |
| True Wealth Design, LLC | 1,665 | $108K | 0.0% | 2026-Q1 |
| FMR LLC added | 1,594 | $104K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,339 | $87K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 1,205 | $78K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 1,192 | $78K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 1,108 | $72K | 0.0% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC | 825 | $54K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 573 | $37K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 528 | $34K | 0.0% | 2026-Q1 |
| Ascentis Wealth Management, LLC | 498 | $32K | 0.0% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 382 | $25K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. | 337 | $22K | 0.0% | 2026-Q1 |
| Nova Wealth Management, Inc. | 306 | $21K | 0.0% | 2026-Q1 |
| MAI Capital Management | 296 | $19K | 0.0% | 2026-Q1 |
| Atria Wealth Solutions, Inc. added | 21,318 | $1M | 0.4% | 2025-Q2 stale |
| BNP PARIBAS FINANCIAL MARKETS new | 10,000 | $616K | 0.2% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP added | 5,700 | $366K | 0.1% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 4,734 | $263K | 0.1% | 2025-Q2 stale |
| IFG Advisory, LLC trimmed | 4,495 | $237K | 0.1% | 2025-Q1 stale |
| MOR Wealth Management, LLC new | 3,513 | $225K | 0.1% | 2025-Q4 stale |
| Parcion Private Wealth LLC | 4,046 | $225K | 0.1% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC added | 2,226 | $137K | 0.0% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC trimmed | 1,586 | $98K | 0.0% | 2025-Q3 stale |
| Sarver Vrooman Wealth Advisors new | 980 | $63K | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 864 | $53K | 0.0% | 2025-Q3 stale |
| PRIVATE TRUST CO NA added | 694 | $45K | 0.0% | 2025-Q4 stale |
| CWM, LLC | 500 | $26K | 0.0% | 2025-Q1 stale |
| NewEdge Advisors, LLC | 316 | $20K | 0.0% | 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.