Who owns XNEAX
Which tracked institutional funds hold XNEAX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XNEAX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
23 tracked funds added or opened XNEAX while 38 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
XNEAX’s largest tracked holder by dollar value, MORGAN STANLEY, 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 XNEAX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XNEAX 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 298 tracked filers holding XNEAX, 155 increased or opened the position and 106 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 XNEAX 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 6
- Jupiter Wealth Management LLC$3M
- Fiera Capital Corp$2M
- Summit Trail Advisors, LLC$975K
- Integrity Wealth Partners, LLC$824K
- Uniting Wealth Partners, LLC$792K
- Wealth Care LLC$562K
Full exits 12
- Bramshill Investments, LLC$33M
- StoneX Group Inc.$4M
- ROBINSON CAPITAL MANAGEMENT, LLC$3M
- NewEdge Advisors, LLC$3M
- CITADEL ADVISORS LLC$2M
- U.S. Capital Wealth Advisors, LLC$2M
Largest adds
- GUGGENHEIM CAPITAL LLC$6M
- RAYMOND JAMES FINANCIAL INC$4M
- LPL Financial LLC$3M
- Kestra Advisory Services, LLC$2M
- HARBOUR INVESTMENTS, INC.$2M
- Cresta Advisors, Ltd.$1M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$74M
- BANK OF AMERICA CORP /DE/$2M
- MORGAN STANLEY$2M
- Congress Park Capital LLC$1M
- UBS Group AG$1M
- VAN ECK ASSOCIATES CORP$1M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 9,909,270 | $111M | 16.8% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 3,112,598 | $35M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,006,210 | $34M | 5.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,781,673 | $31M | 4.7% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 1,758,842 | $20M | 3.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,734,834 | $19M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,531,576 | $17M | 2.6% | 2026-Q1 |
| LPL Financial LLC added | 1,447,515 | $16M | 2.4% | 2026-Q1 |
| McGowan Group Asset Management, Inc. added | 1,428,679 | $16M | 2.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,330,531 | $15M | 2.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 1,319,929 | $15M | 2.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,088,329 | $12M | 1.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,066,957 | $12M | 1.8% | 2026-Q1 |
| Congress Park Capital LLC trimmed | 850,000 | $10M | 1.4% | 2026-Q1 |
| Melone Private Wealth, LLC added | 711,737 | $8M | 1.2% | 2026-Q1 |
| Eagle Bluffs Wealth Management LLC added | 678,395 | $8M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 674,328 | $8M | 1.1% | 2026-Q1 |
| BYRNE FINANCIAL FREEDOM, LLC trimmed | 642,062 | $7M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 572,063 | $6M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 541,993 | $6M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 444,556 | $5M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 439,599 | $5M | 0.7% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 411,729 | $5M | 0.7% | 2026-Q1 |
| Cresta Advisors, Ltd. added | 385,647 | $4M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 379,232 | $4M | 0.6% | 2026-Q1 |
| Palogic Value Management, L.P. added | 377,558 | $4M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 361,962 | $4M | 0.6% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 323,491 | $4M | 0.5% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 304,711 | $3M | 0.5% | 2026-Q1 |
| CURA WEALTH ADVISORS, LLC trimmed | 302,000 | $3M | 0.5% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 296,306 | $3M | 0.5% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 292,866 | $3M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 292,345 | $3M | 0.5% | 2026-Q1 |
| Leo Wealth, LLC added | 283,141 | $3M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 280,902 | $3M | 0.5% | 2026-Q1 |
| &PARTNERS added | 265,331 | $3M | 0.4% | 2026-Q1 |
| Jupiter Wealth Management LLC added | 240,237 | $3M | 0.4% | 2026-Q1 |
| KIM, LLC | 243,700 | $3M | 0.4% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC trimmed | 241,902 | $3M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 239,884 | $3M | 0.4% | 2026-Q1 |
| EVOKE WEALTH, LLC trimmed | 236,500 | $3M | 0.4% | 2026-Q1 |
| Lido Advisors, LLC added | 227,460 | $3M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 220,589 | $2M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 214,086 | $2M | 0.4% | 2026-Q1 |
| Intellectus Partners, LLC added | 203,623 | $2M | 0.3% | 2026-Q1 |
| BlackRock, Inc. added | 200,103 | $2M | 0.3% | 2026-Q1 |
| Fiera Capital Corp trimmed | 198,441 | $2M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 194,806 | $2M | 0.3% | 2026-Q1 |
| Wakefield Asset Management LLLP added | 179,250 | $2M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 179,070 | $2M | 0.3% | 2026-Q1 |
| Spire Wealth Management added | 168,726 | $2M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 164,300 | $2M | 0.3% | 2026-Q1 |
| Tyche Wealth Partners LLC added | 162,878 | $2M | 0.3% | 2026-Q1 |
| Savant Capital, LLC added | 157,081 | $2M | 0.3% | 2026-Q1 |
| IBEX WEALTH ADVISORS trimmed | 151,497 | $2M | 0.3% | 2026-Q1 |
| Kercheville Advisors, LLC added | 146,035 | $2M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 144,326 | $2M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 140,529 | $2M | 0.2% | 2026-Q1 |
| Gridiron Partners, LLC trimmed | 139,848 | $2M | 0.2% | 2026-Q1 |
| Breakwater Capital Group trimmed | 136,162 | $2M | 0.2% | 2026-Q1 |
| CAPITAL & PLANNING, LLC added | 132,545 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 131,883 | $1M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC added | 123,680 | $1M | 0.2% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC added | 122,844 | $1M | 0.2% | 2026-Q1 |
| Venture Visionary Partners LLC added | 121,676 | $1M | 0.2% | 2026-Q1 |
| Abel Hall, LLC | 120,000 | $1M | 0.2% | 2026-Q1 |
| WESBANCO BANK INC added | 119,057 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 117,045 | $1M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 115,520 | $1M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 112,207 | $1M | 0.2% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 108,120 | $1M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 103,556 | $1M | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC added | 101,823 | $1M | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 101,757 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 101,603 | $1M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 98,816 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 96,653 | $1M | 0.2% | 2026-Q1 |
| CHILDRESS CAPITAL ADVISORS, LLC | 96,000 | $1M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 94,267 | $1M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 94,092 | $1M | 0.2% | 2026-Q1 |
| ACCREDITED INVESTOR SERVICES, LLC added | 88,457 | $993K | 0.1% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 86,784 | $975K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 86,285 | $969K | 0.1% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 2,801,020 | $33M | 4.9% | 2025-Q4 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 2,529,443 | $28M | 4.2% | 2025-Q2 stale |
| MACKAY SHIELDS LLC trimmed | 1,801,320 | $21M | 3.1% | 2025-Q3 stale |
| Karpus Management, Inc. trimmed | 500,732 | $5M | 0.8% | 2025-Q2 stale |
| Stratos Wealth Advisors, LLC trimmed | 462,544 | $5M | 0.8% | 2025-Q2 stale |
| Allspring Global Investments Holdings, LLC trimmed | 392,638 | $4M | 0.6% | 2025-Q2 stale |
| StoneX Group Inc. added | 301,992 | $4M | 0.5% | 2025-Q4 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 233,254 | $3M | 0.4% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 232,696 | $3M | 0.4% | 2025-Q4 stale |
| Rareview Capital LLC trimmed | 210,016 | $2M | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 184,202 | $2M | 0.3% | 2025-Q4 stale |
| U.S. Capital Wealth Advisors, LLC trimmed | 145,516 | $2M | 0.3% | 2025-Q4 stale |
| IFC Advisors LLC trimmed | 138,745 | $2M | 0.2% | 2025-Q4 stale |
| PETRA FINANCIAL ADVISORS INC trimmed | 119,654 | $1M | 0.2% | 2025-Q4 stale |
| Linscomb Wealth, Inc. new | 127,291 | $1M | 0.2% | 2025-Q2 stale |
| Westchester Capital Management, LLC trimmed | 107,111 | $1M | 0.2% | 2025-Q1 stale |
| Concorde Asset Management, LLC added | 98,370 | $1M | 0.2% | 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.