Who owns XNROX
Which tracked institutional funds hold XNROX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XNROX 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
8 tracked funds added or opened XNROX while 4 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
XNROX’s largest tracked holder by dollar value, SIT INVESTMENT ASSOCIATES INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XNROX 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 65 tracked filers holding XNROX, 38 increased or opened the position and 28 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 XNROX 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 2
- Independent Advisor Alliance$1M
- 1607 Capital Partners, LLC$508K
Full exits 2
- Cornerstone Advisors, LLC$1M
- Concorde Asset Management, LLC$501K
Largest adds
- ABSOLUTE INVESTMENT ADVISERS, LLC$4M
- Quarry LP$2M
- WOLVERINE ASSET MANAGEMENT LLC$924K
- Shaker Financial Services, LLC$744K
- Calamos Advisors LLC$346K
- Private Advisor Group, LLC$279K
Largest trims
- SIT INVESTMENT ASSOCIATES INC$10M
- MORGAN STANLEY$2M
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 |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC trimmed | 4,975,986 | $14M | 31.2% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 1,436,699 | $4M | 9.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,407,077 | $4M | 8.8% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 839,705 | $2M | 5.3% | 2026-Q1 |
| Quarry LP added | 624,455 | $2M | 3.9% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 490,165 | $1M | 3.1% | 2026-Q1 |
| Shaker Financial Services, LLC added | 389,610 | $1M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 368,021 | $1M | 2.3% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 356,420 | $1M | 2.2% | 2026-Q1 |
| Calamos Advisors LLC added | 354,913 | $1M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 326,847 | $928K | 2.0% | 2026-Q1 |
| Kanen Wealth Management LLC added | 241,000 | $684K | 1.5% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 239,300 | $680K | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 216,408 | $615K | 1.4% | 2026-Q1 |
| 1607 Capital Partners, LLC new | 178,795 | $508K | 1.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 167,643 | $476K | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 113,205 | $322K | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 77,533 | $220K | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 76,670 | $218K | 0.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 60,022 | $170K | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 58,471 | $166K | 0.4% | 2026-Q1 |
| Live Oak Private Wealth LLC | 56,138 | $159K | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 48,256 | $137K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 35,818 | $102K | 0.2% | 2026-Q1 |
| Parcion Private Wealth LLC | 33,333 | $95K | 0.2% | 2026-Q1 |
| RESOLUTE WEALTH ADVISOR, INC. new | 30,792 | $87K | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 11,204 | $83K | 0.2% | 2026-Q1 |
| DECISION INVESTMENTS, INC added | 26,479 | $75K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC | 22,228 | $64K | 0.1% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 22,448 | $64K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 21,554 | $61K | 0.1% | 2026-Q1 |
| West Wealth Group, LLC new | 20,897 | $59K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,261 | $58K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 19,903 | $57K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 19,137 | $54K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 18,239 | $52K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 18,001 | $51K | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC | 17,606 | $50K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 17,604 | $50K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 16,138 | $46K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV | 14,892 | $42K | 0.1% | 2026-Q1 |
| RHODES INVESTMENT ADVISORS INC /ADV trimmed | 14,500 | $41K | 0.1% | 2026-Q1 |
| Fingerlakes Wealth Management, Inc. trimmed | 14,386 | $41K | 0.1% | 2026-Q1 |
| UBS Group AG added | 14,238 | $40K | 0.1% | 2026-Q1 |
| Evolution Wealth Advisors, LLC | 12,238 | $35K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 12,100 | $34K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 12,056 | $34K | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 11,536 | $33K | 0.1% | 2026-Q1 |
| Colorado Capital Management, Inc. new | 11,280 | $32K | 0.1% | 2026-Q1 |
| E&G Advisors, LP trimmed | 10,700 | $30K | 0.1% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. | 10,400 | $30K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 10,081 | $29K | 0.1% | 2026-Q1 |
| Community Financial Services Group, LLC new | 8,560 | $25K | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC | 7,958 | $23K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC | 2,500 | $7K | 0.0% | 2026-Q1 |
| Arax Advisory Partners | 2,500 | $7K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC trimmed | 2,000 | $6K | 0.0% | 2026-Q1 |
| PIN OAK INVESTMENT ADVISORS INC | 1,700 | $5K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 870 | $3K | 0.0% | 2026-Q1 |
| Fortis Group Advisors, LLC | 666 | $2K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 175 | $497 | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC new | 148 | $431 | 0.0% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 735,022 | $2M | 5.3% | 2025-Q1 stale |
| Cornerstone Advisors, LLC trimmed | 382,583 | $1M | 2.6% | 2025-Q4 stale |
| Concorde Asset Management, LLC trimmed | 164,900 | $501K | 1.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. | 113,100 | $364K | 0.8% | 2025-Q2 stale |
| Pathstone Holdings, LLC added | 77,325 | $258K | 0.6% | 2025-Q1 stale |
| Tabor Asset Management, LP new | 72,286 | $239K | 0.5% | 2025-Q1 stale |
| Yakira Capital Management, Inc. added | 72,286 | $239K | 0.5% | 2025-Q1 stale |
| Closed-End Fund Advisors, Inc. new | 45,529 | $138K | 0.3% | 2025-Q4 stale |
| Trust Investment Advisors added | 35,009 | $113K | 0.2% | 2025-Q3 stale |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 32,700 | $99K | 0.2% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 29,911 | $91K | 0.2% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 26,000 | $79K | 0.2% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 22,876 | $73K | 0.2% | 2025-Q2 stale |
| Soltis Investment Advisors LLC added | 21,225 | $70K | 0.2% | 2025-Q1 stale |
| Compound Planning, Inc. | 20,200 | $65K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 18,746 | $60K | 0.1% | 2025-Q2 stale |
| L.M. KOHN & COMPANY | 18,581 | $60K | 0.1% | 2025-Q2 stale |
| One Capital Management, LLC added | 17,370 | $57K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,995 | $56K | 0.1% | 2025-Q1 stale |
| Mach-1 Financial Group, LLC new | 16,481 | $53K | 0.1% | 2025-Q3 stale |
| FIRST MANHATTAN CO. LLC. added | 14,081 | $46K | 0.1% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 15,277 | $46K | 0.1% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC trimmed | 15,045 | $46K | 0.1% | 2025-Q4 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 14,018 | $45K | 0.1% | 2025-Q3 stale |
| KPP Advisory Services LLC | 12,760 | $41K | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 12,112 | $39K | 0.1% | 2025-Q2 stale |
| Logan Stone Capital, LLC new | 11,581 | $35K | 0.1% | 2025-Q4 stale |
| 1620 INVESTMENT ADVISORS, INC. new | 3,145 | $10K | 0.0% | 2025-Q3 stale |
| Geneos Wealth Management Inc. trimmed | 2,630 | $8K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 2,739 | $8K | 0.0% | 2025-Q4 stale |
| Pinnacle Wealth Planning Services, Inc. new | 1,036 | $3K | 0.0% | 2025-Q4 stale |
| Glen Eagle Advisors, LLC trimmed | 1,000 | $3K | 0.0% | 2025-Q4 stale |
| Mid-American Wealth Advisory Group, Inc. trimmed | 448 | $1K | 0.0% | 2025-Q2 stale |
| WPG Advisers, LLC trimmed | 433 | $1K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 260 | $791 | 0.0% | 2025-Q4 stale |
| Noble Wealth Management PBC | 200 | $608 | 0.0% | 2025-Q4 stale |
| Private Wealth Management Group, LLC new | 150 | $456 | 0.0% | 2025-Q4 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 130 | $429 | 0.0% | 2025-Q1 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.