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Institutional Ownership · SEC Form 13F

Who owns XNTK (XNTK)


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

197
Institutional holders
3,960,811
Shares held (tracked funds)

How the tape is positioned

31 tracked funds added or opened XNTK while 30 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

XNTK’s largest tracked holder by dollar value, Auto-Owners Insurance Co, sizes it at 8.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in XNTK 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 197 tracked filers holding XNTK, 85 increased or opened the position and 76 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 XNTK 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 11

  • Global Assets Advisory, LLC$7M
  • McMill Wealth Management$5M
  • Jump Financial, LLC$4M
  • IMC-Chicago, LLC$4M
  • HRT FINANCIAL LP$3M
  • PRUDENTIAL PLC$3M

Full exits 9

  • Keystone Wealth Services, LLC$9M
  • Cavalier Investments, LLC$9M
  • MANAGED ASSET PORTFOLIOS, LLC$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • Teucrium Investment Advisors, LLC$2M
  • Eldridge Investment Advisors, Inc.$1M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24M
  • AlTi Global, Inc.$24M
  • Sanctuary Advisors, LLC$12M
  • LPL Financial LLC$3M
  • BANK OF NOVA SCOTIA$2M
  • BNP PARIBAS FINANCIAL MARKETS$2M

Largest trims

  • Auto-Owners Insurance Co$33M
  • UBS Group AG$7M
  • MORGAN STANLEY$7M
  • RAYMOND JAMES FINANCIAL INC$3M
  • BANK OF AMERICA CORP /DE/$2M
  • Private Advisor Group, LLC$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).

FundSharesReported value% of valueQuarter
Auto-Owners Insurance Co trimmed1,456,600$372M37.7%2026-Q1
LPL Financial LLC added287,423$73M7.4%2026-Q1
WELLS FARGO & COMPANY/MN added205,186$52M5.3%2026-Q1
MORGAN STANLEY trimmed144,560$37M3.7%2026-Q1
AlTi Global, Inc. added106,824$27M2.8%2026-Q1
New Harbor Financial Group, LLC added105,050$27M2.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added94,501$24M2.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed77,150$20M2.0%2026-Q1
AMERIPRISE FINANCIAL INC added56,054$14M1.5%2026-Q1
GoalVest Advisory LLC added55,614$14M1.4%2026-Q1
UBS Group AG trimmed52,461$13M1.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added49,688$13M1.3%2026-Q1
Sanctuary Advisors, LLC added46,032$12M1.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed44,511$11M1.2%2026-Q1
BANK OF NOVA SCOTIA added44,422$11M1.2%2026-Q1
Private Advisor Group, LLC trimmed38,269$10M1.0%2026-Q1
Prostatis Group LLC added37,438$10M1.0%2026-Q1
ROYAL BANK OF CANADA added30,006$8M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. added28,292$7M0.7%2026-Q1
Global Assets Advisory, LLC new264,517$7M0.7%2026-Q1
Pinion Investment Advisors, LLC added24,013$6M0.6%2026-Q1
Smartleaf Asset Management LLC added25,072$6M0.6%2026-Q1
GENTRY PRIVATE WEALTH, LLC added22,009$6M0.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added20,000$5M0.5%2026-Q1
McMill Wealth Management new181,247$5M0.5%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed15,112$4M0.4%2026-Q1
Jump Financial, LLC new14,802$4M0.4%2026-Q1
PARSONS CAPITAL MANAGEMENT INC/RI14,705$4M0.4%2026-Q1
FIRST NATIONAL BANK OF OMAHA trimmed15,231$4M0.4%2026-Q1
IMC-Chicago, LLC trimmed13,951$4M0.4%2026-Q1
HighTower Advisors, LLC trimmed12,555$3M0.3%2026-Q1
SFG Wealth Management, LLC. added12,327$3M0.3%2026-Q1
KPP Advisory Services LLC added11,612$3M0.3%2026-Q1
Private Wealth Group, LLC added11,342$3M0.3%2026-Q1
HRT FINANCIAL LP added11,257$3M0.3%2026-Q1
PRUDENTIAL PLC new10,500$3M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added10,203$3M0.3%2026-Q1
Corient Private Wealth LLC added9,444$2M0.2%2026-Q1
Quantinno Capital Management LP added9,162$2M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added9,031$2M0.2%2026-Q1
Qube Research & Technologies Ltd added8,369$2M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added8,366$2M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed7,883$2M0.2%2026-Q1
Mutual Advisors, LLC added7,449$2M0.2%2026-Q1
Geneva Partners, LLC trimmed7,441$2M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed7,187$2M0.2%2026-Q1
Koshinski Asset Management, Inc. trimmed6,817$2M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added6,698$2M0.2%2026-Q1
IHT Wealth Management, LLC added6,214$2M0.2%2026-Q1
US BANCORP \DE\ added6,118$2M0.2%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP trimmed6,011$2M0.2%2026-Q1
Institute for Wealth Management, LLC.5,110$1M0.1%2026-Q1
KCM INVESTMENT ADVISORS LLC4,950$1M0.1%2026-Q1
BROWN ADVISORY INC added4,728$1M0.1%2026-Q1
Cetera Investment Advisers trimmed4,685$1M0.1%2026-Q1
EP Wealth Advisors, LLC added4,676$1M0.1%2026-Q1
TRUIST FINANCIAL CORP added4,231$1M0.1%2026-Q1
Arkadios Wealth Advisors added4,113$1M0.1%2026-Q1
STIFEL FINANCIAL CORP added3,861$986K0.1%2026-Q1
MML INVESTORS SERVICES, LLC added3,840$980K0.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added3,804$971K0.1%2026-Q1
Quadcap Wealth Management, LLC trimmed3,687$941K0.1%2026-Q1
Joseph P. Lucia & Associates, LLC trimmed3,684$940K0.1%2026-Q1
LVM CAPITAL MANAGEMENT LTD/MI added3,668$936K0.1%2026-Q1
17 CAPITAL PARTNERS, LLC added3,562$909K0.1%2026-Q1
Creative Planning added3,504$894K0.1%2026-Q1
Apollon Financial, LLC added3,445$879K0.1%2026-Q1
Independent Wealth Network Inc. new3,430$876K0.1%2026-Q1
PARK AVENUE SECURITIES LLC added3,332$851K0.1%2026-Q1
Thrivent Financial for Lutherans added3,166$808K0.1%2026-Q1
Cerity Partners LLC trimmed3,043$777K0.1%2026-Q1
SHELTON CAPITAL MANAGEMENT new2,935$749K0.1%2026-Q1
Rockefeller Capital Management L.P. added2,742$700K0.1%2026-Q1
Biltmore Family Office, LLC2,702$690K0.1%2026-Q1
Aurora Private Wealth, Inc. trimmed2,546$679K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed2,451$626K0.1%2026-Q1
Equitable Holdings, Inc. added2,242$623K0.1%2026-Q1
Fortitude Advisory Group L.L.C. trimmed2,342$598K0.1%2026-Q1
Focus Partners Wealth added2,297$586K0.1%2026-Q1
FMR LLC added2,223$568K0.1%2026-Q1
Goodman Advisory Group, LLC added2,214$565K0.1%2026-Q1
GAMMA Investing LLC2,205$563K0.1%2026-Q1
Midwest Trust Co2,200$562K0.1%2026-Q1
Beacon Pointe Advisors, LLC trimmed2,164$552K0.1%2026-Q1
Stanley-Laman Group, Ltd.3,906$519K0.1%2026-Q1
SoundView Advisors Inc. new1,313,983$59M6.0%2025-Q3 stale
Keystone Wealth Services, LLC new183,652$9M1.0%2025-Q4 stale
Cavalier Investments, LLC added30,754$9M0.9%2025-Q4 stale
HBK Sorce Advisory LLC new18,198$5M0.5%2025-Q3 stale
COUNTRY CLUB BANK15,331$4M0.4%2025-Q3 stale
CITADEL ADVISORS LLC added11,544$3M0.3%2025-Q3 stale
MANAGED ASSET PORTFOLIOS, LLC new9,322$3M0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed7,535$2M0.2%2025-Q4 stale
Teucrium Investment Advisors, LLC new5,702$2M0.2%2025-Q4 stale
Eldridge Investment Advisors, Inc. added4,045$1M0.1%2025-Q4 stale
AXXCESS WEALTH MANAGEMENT, LLC3,750$1M0.1%2025-Q4 stale
Hilltop Holdings Inc. added3,111$864K0.1%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed4,245$814K0.1%2025-Q1 stale
Elevation Capital Advisory, LLC new2,599$722K0.1%2025-Q4 stale
RFG - Bristol Wealth Advisors, LLC trimmed2,297$625K0.1%2025-Q3 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.

Learn how to read institutional ownership