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-Q1 13F filings (latest filed 2026-05-15). 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
3 tracked funds added or opened XOCT 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
XOCT’s largest tracked holder by dollar value, Bouchey Financial Group Ltd, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp 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 2025-Q4 and 2026-Q1, across 36 tracked filers holding XOCT, 8 increased or opened the position and 17 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 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.
Full exits 1
- Objectivity Squared, LLC$15M
Largest adds
- OLD MISSION CAPITAL LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$739K
- HARBOUR INVESTMENTS, INC.$639K
Largest trims
- Sequent Planning LLC$683K
- Aptus Capital Advisors, LLC$516K
- Financial Guidance Group, Inc.$516K
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 |
|---|---|---|---|---|
| Bouchey Financial Group Ltd trimmed | 766,568 | $29M | 31.5% | 2026-Q1 |
| Sequent Planning LLC trimmed | 454,609 | $17M | 18.3% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 85,664 | $3M | 3.4% | 2026-Q1 |
| Financial Guidance Group, Inc. trimmed | 85,664 | $3M | 3.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 71,719 | $3M | 2.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 43,861 | $2M | 1.8% | 2026-Q1 |
| SECURED RETIREMENT ADVISORS, LLC trimmed | 32,432 | $1M | 1.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,989 | $1M | 1.3% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 28,043 | $1M | 1.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 25,123 | $936K | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 24,571 | $916K | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 21,557 | $803K | 0.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 18,106 | $675K | 0.7% | 2026-Q1 |
| Ignite Planners, LLC | 14,444 | $538K | 0.6% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC | 13,756 | $513K | 0.6% | 2026-Q1 |
| Van Diest Capital, LLC trimmed | 12,371 | $461K | 0.5% | 2026-Q1 |
| PFS Partners, LLC | 11,796 | $440K | 0.5% | 2026-Q1 |
| Beacon Financial Advisory LLC trimmed | 9,730 | $363K | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 9,713 | $362K | 0.4% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC | 9,604 | $358K | 0.4% | 2026-Q1 |
| HBK Sorce Advisory LLC | 8,772 | $343K | 0.4% | 2026-Q1 |
| LVZ, Inc. | 9,000 | $335K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 7,711 | $287K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,652 | $285K | 0.3% | 2026-Q1 |
| Sovran Advisors, LLC | 6,764 | $263K | 0.3% | 2026-Q1 |
| Arlington Capital Management, Inc. added | 6,956 | $259K | 0.3% | 2026-Q1 |
| IMG Wealth Management, Inc. | 2,841 | $106K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 2,188 | $82K | 0.1% | 2026-Q1 |
| CWM, LLC | 2,151 | $80K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO | 1,617 | $59K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,200 | $45K | 0.0% | 2026-Q1 |
| UBS Group AG added | 939 | $35K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 709 | $26K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 600 | $22K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 62 | $2K | 0.0% | 2026-Q1 |
| BARCLAYS PLC | 31 | $1K | 0.0% | 2026-Q1 |
| Objectivity Squared, LLC trimmed | 400,009 | $15M | 16.3% | 2025-Q4 stale |
| Americana Partners, LLC trimmed | 118,595 | $4M | 4.6% | 2025-Q2 stale |
| CreativeOne Wealth, LLC trimmed | 23,161 | $828K | 0.9% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 17,047 | $628K | 0.7% | 2025-Q3 stale |
| Bullseye Investment Management, LLC | 13,996 | $474K | 0.5% | 2025-Q3 stale |
| Bison Wealth, LLC trimmed | 12,729 | $455K | 0.5% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 9,157 | $338K | 0.4% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 9,065 | $324K | 0.3% | 2025-Q2 stale |
| Atria Investments, Inc trimmed | 8,935 | $319K | 0.3% | 2025-Q2 stale |
| VestGen Investment Management new | 7,252 | $259K | 0.3% | 2025-Q2 stale |
| Pitti Group Wealth Management, LLC new | 5,696 | $204K | 0.2% | 2025-Q2 stale |
| Mariner, LLC new | 5,369 | $203K | 0.2% | 2025-Q4 stale |
| UPTICK PARTNERS, LLC trimmed | 5,306 | $200K | 0.2% | 2025-Q4 stale |
| REAP Financial Group, LLC trimmed | 2,997 | $110K | 0.1% | 2025-Q3 stale |
| AMERIFLEX GROUP, INC. | 1,000 | $34K | 0.0% | 2025-Q1 stale |
| WELLS FARGO & COMPANY/MN | 346 | $13K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.