Who owns XOCT
Which tracked institutional funds hold XOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XOCT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
6 tracked funds added or opened XOCT while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
XOCT’s largest tracked holder by dollar value, Objectivity Squared, LLC, sizes it at 8.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XOCT 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 2026-Q1 and 2026-Q2, across 43 tracked filers holding XOCT, 19 increased or opened the position and 18 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 XOCT between the 2026-Q1 and 2026-Q2 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 4
- ENVESTNET ASSET MANAGEMENT INC$8M
- Signal Advisors Wealth, LLC$967K
- MML INVESTORS SERVICES, LLC$573K
- CreativeOne Wealth, LLC$568K
Full exits 1
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Largest adds
- OLD MISSION CAPITAL LLC$6M
- Cetera Investment Advisers$4M
Largest trims
- Bouchey Financial Group, Ltd.$29M
- Sequent Planning LLC$9M
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 |
|---|---|---|---|---|
| Sequent Planning LLC trimmed | 208,561 | $8M | 10.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 201,201 | $8M | 10.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 191,294 | $8M | 10.0% | 2026-Q2 |
| Cetera Investment Advisers added | 116,792 | $5M | 6.1% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 85,082 | $3M | 4.4% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 85,082 | $3M | 4.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 67,963 | $3M | 3.5% | 2026-Q2 |
| SECURED RETIREMENT ADVISORS, LLC added | 33,093 | $1M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 27,670 | $1M | 1.4% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 27,018 | $1M | 1.4% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 24,469 | $967K | 1.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 21,419 | $846K | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 20,616 | $814K | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 14,516 | $573K | 0.8% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 14,375 | $568K | 0.8% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 14,289 | $564K | 0.7% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 13,756 | $543K | 0.7% | 2026-Q2 |
| Atria Investments, Inc added | 12,510 | $494K | 0.7% | 2026-Q2 |
| Bouchey Financial Group, Ltd. trimmed | 12,403 | $490K | 0.6% | 2026-Q2 |
| Van Diest Capital, LLC | 12,371 | $489K | 0.6% | 2026-Q2 |
| PFS Partners, LLC | 11,796 | $466K | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 10,011 | $395K | 0.5% | 2026-Q2 |
| Beacon Financial Advisory LLC | 9,730 | $384K | 0.5% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC | 9,604 | $379K | 0.5% | 2026-Q2 |
| LVZ, Inc. | 9,000 | $356K | 0.5% | 2026-Q2 |
| Summit Financial, LLC new | 8,250 | $326K | 0.4% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 7,580 | $303K | 0.4% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 7,197 | $284K | 0.4% | 2026-Q2 |
| Arlington Capital Management, Inc. trimmed | 6,935 | $274K | 0.4% | 2026-Q2 |
| Sovran Advisors, LLC | 6,764 | $268K | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 6,738 | $266K | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,594 | $260K | 0.3% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC new | 6,469 | $256K | 0.3% | 2026-Q2 |
| Mariner, LLC added | 5,477 | $216K | 0.3% | 2026-Q2 |
| IMG Wealth Management, Inc. | 2,841 | $112K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 2,018 | $80K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 1,449 | $57K | 0.1% | 2026-Q2 |
| UBS Group AG added | 1,145 | $45K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 900 | $36K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 600 | $24K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 330 | $13K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 139 | $5K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 62 | $2K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,989 | $1M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 7,652 | $285K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 2,151 | $80K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 709 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Objectivity Squared, LLC trimmed | 400,009 | $15M | 19.9% | 2025-Q4 stale (2 quarters behind) |
| UPTICK PARTNERS, LLC trimmed | 5,306 | $200K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Bullseye Investment Management, LLC | 13,996 | $474K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 9,157 | $338K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| REAP Financial Group, LLC trimmed | 2,997 | $110K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WELLS FARGO & COMPANY/MN | 346 | $13K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Americana Partners, LLC new | 118,595 | $4M | 5.6% | 2025-Q2 stale (4 quarters behind) |
| Bison Wealth, LLC trimmed | 12,729 | $455K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 9,065 | $324K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| VestGen Investment Management new | 7,252 | $259K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Pitti Group Wealth Management, LLC new | 5,696 | $204K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.