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Institutional Ownership · SEC Form 13F

Who owns XNQPX


Which tracked institutional funds hold XNQPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XNQPX 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.

67
Institutional holders
8M
Shares held (tracked funds)

How the tape is positioned

7 tracked funds added or opened XNQPX while 7 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

XNQPX’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in XNQPX 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 67 tracked filers holding XNQPX, 38 increased or opened the position and 25 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 XNQPX 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 1

  • Yakira Capital Management, Inc.$906K

Full exits 2

  • Saba Capital Management, L.P.$36M
  • Marex Group plc$1M

Largest adds

  • SIT INVESTMENT ASSOCIATES INC$17M
  • Almitas Capital LLC$8M
  • Focus Partners Wealth$741K
  • BANK OF AMERICA CORP /DE/$386K
  • MORGAN STANLEY$351K
  • CAPTRUST FINANCIAL ADVISORS$250K

Largest trims

  • ROYAL BANK OF CANADA$3M
  • MACKAY SHIELDS LLC$1M
  • North Ground Capital$799K
  • Alpine Global Management, LLC$571K
  • RAYMOND JAMES FINANCIAL INC$285K

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
SIT INVESTMENT ASSOCIATES INC added3,017,202$36M25.9%2026-Q1
Almitas Capital LLC added1,057,494$13M9.1%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC added665,013$8M5.7%2026-Q1
WELLS FARGO & COMPANY/MN added597,860$7M5.1%2026-Q1
MORGAN STANLEY added236,289$3M2.0%2026-Q1
BANK OF AMERICA CORP /DE/ added206,089$2M1.8%2026-Q1
HighTower Advisors, LLC added185,731$2M1.6%2026-Q1
Janney Montgomery Scott LLC added142,639$2M1.2%2026-Q1
MACKAY SHIELDS LLC trimmed117,934$1M1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added114,890$1M1.0%2026-Q1
LPL Financial LLC added110,782$1M1.0%2026-Q1
Kingsview Wealth Management, LLC added98,126$1M0.8%2026-Q1
Focus Partners Wealth added96,616$1M0.8%2026-Q1
North Ground Capital trimmed85,044$1M0.7%2026-Q1
Yakira Capital Management, Inc. new75,963$906K0.7%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed72,116$860K0.6%2026-Q1
Bank of New York Mellon Corp trimmed56,610$675K0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed54,278$648K0.5%2026-Q1
Wealthcare Advisory Partners LLC added53,440$638K0.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS added49,170$586K0.4%2026-Q1
ROYAL BANK OF CANADA trimmed44,021$525K0.4%2026-Q1
Baird Financial Group, Inc.43,171$515K0.4%2026-Q1
CWM, LLC42,882$512K0.4%2026-Q1
Aviance Capital Partners, LLC added40,835$487K0.4%2026-Q1
EVOLVE PRIVATE WEALTH, LLC trimmed36,089$431K0.3%2026-Q1
OSAIC HOLDINGS, INC. added36,037$430K0.3%2026-Q1
Private Advisor Group, LLC trimmed35,574$424K0.3%2026-Q1
Matisse Capital34,440$411K0.3%2026-Q1
AmeriServ Wealth Advisors33,281$397K0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added30,891$369K0.3%2026-Q1
Alpine Global Management, LLC trimmed25,826$308K0.2%2026-Q1
Ethos Financial Group, LLC24,246$291K0.2%2026-Q1
Johnson & White Wealth Management, LLC added22,777$272K0.2%2026-Q1
Cetera Investment Advisers added22,634$270K0.2%2026-Q1
Compound Planning, Inc. added22,611$270K0.2%2026-Q1
Merit Financial Group, LLC trimmed22,424$268K0.2%2026-Q1
Chancellor Financial Group WB LP22,218$265K0.2%2026-Q1
StoneX Group Inc. new20,574$247K0.2%2026-Q1
Curi Capital, LLC20,000$240K0.2%2026-Q1
Fragasso Financial Advisors Inc added19,757$235K0.2%2026-Q1
Virtu Financial LLC added18,740$224K0.2%2026-Q1
Steward Partners Investment Advisory, LLC added18,605$222K0.2%2026-Q1
Ellis Investment Partners, LLC added17,374$207K0.1%2026-Q1
MELFA WEALTH MANAGEMENT, INC.16,134$192K0.1%2026-Q1
JOURNEY STRATEGIC WEALTH LLC added15,116$180K0.1%2026-Q1
Haverford Trust Co14,765$176K0.1%2026-Q1
HUB Investment Partners, LLC new14,412$172K0.1%2026-Q1
STIFEL FINANCIAL CORP added14,115$168K0.1%2026-Q1
KAVAR CAPITAL PARTNERS GROUP, LLC14,000$167K0.1%2026-Q1
Faithward Advisors, LLC added11,282$135K0.1%2026-Q1
Equitable Holdings, Inc. added10,985$131K0.1%2026-Q1
Kercheville Advisors, LLC new10,000$119K0.1%2026-Q1
EverSource Wealth Advisors, LLC added5,000$86K0.1%2026-Q1
UBS Group AG trimmed5,227$62K0.0%2026-Q1
Farmers & Merchants Trust Co of Chambersburg PA5,000$59K0.0%2026-Q1
MCGUIRE CAPITAL ADVISORS INC added3,561$42K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed3,329$40K0.0%2026-Q1
Costello Asset Management, INC added2,798$33K0.0%2026-Q1
Key Financial Inc2,439$29K0.0%2026-Q1
HIGHLINE WEALTH PARTNERS LLC2,000$24K0.0%2026-Q1
Bare Financial Services, Inc1,848$22K0.0%2026-Q1
Penserra Capital Management LLC new1,208$14K0.0%2026-Q1
ASSETMARK, INC712$8K0.0%2026-Q1
FNY Investment Advisers, LLC600$7K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC353$4K0.0%2026-Q1
DELTA ASSET MANAGEMENT LLC/TN146$2K0.0%2026-Q1
Sound Income Strategies, LLC trimmed8$940.0%2026-Q1
Saba Capital Management, L.P. trimmed2,998,620$36M25.7%2025-Q4 stale
Allspring Global Investments Holdings, LLC trimmed161,361$2M1.4%2025-Q3 stale
WHITEBOX ADVISORS LLC128,019$1M1.0%2025-Q1 stale
Marex Group plc added85,986$1M0.7%2025-Q4 stale
ROBINSON CAPITAL MANAGEMENT, LLC trimmed57,274$687K0.5%2025-Q3 stale
Karpus Management, Inc. added55,905$671K0.5%2025-Q3 stale
ENVESTNET ASSET MANAGEMENT INC added44,439$533K0.4%2025-Q3 stale
Jacobi Capital Management LLC trimmed46,467$521K0.4%2025-Q1 stale
WOLVERINE ASSET MANAGEMENT LLC trimmed28,299$336K0.2%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed22,156$263K0.2%2025-Q4 stale
READYSTATE ASSET MANAGEMENT LP trimmed20,391$242K0.2%2025-Q4 stale
Wilmington Savings Fund Society, FSB19,888$236K0.2%2025-Q4 stale
Kovitz Investment Group Partners, LLC new18,008$216K0.2%2025-Q3 stale
Breakwater Capital Group new14,364$161K0.1%2025-Q2 stale
NewEdge Advisors, LLC added10,556$126K0.1%2025-Q4 stale
Logan Stone Capital, LLC trimmed10,499$118K0.1%2025-Q2 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed10,221$115K0.1%2025-Q1 stale
Kestra Advisory Services, LLC new3,444$41K0.0%2025-Q4 stale
Rockefeller Capital Management L.P. trimmed3,372$40K0.0%2025-Q4 stale
Global Retirement Partners, LLC new2,227$26K0.0%2025-Q4 stale
ORG Partners LLC2,143$25K0.0%2025-Q4 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,409$17K0.0%2025-Q4 stale
Ameritas Advisory Services, LLC trimmed1,443$16K0.0%2025-Q2 stale
Stonebridge Financial Group, LLC610$7K0.0%2025-Q1 stale
SALEM INVESTMENT COUNSELORS INC527$6K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

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