Who owns XONE
Which tracked institutional funds hold XONE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XONE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 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
26 tracked funds added or opened XONE while 15 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
XONE’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes XONE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XONE 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 99 tracked filers holding XONE, 59 increased or opened the position and 47 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 XONE 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 11
- VICTORY FINANCIAL GROUP, LLC$19M
- MIDLAND WEALTH ADVISORS, LLC$4M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$3M
- Hobbs Group Advisors, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- Oasis Advisors, LLC$1M
Full exits 6
- Janney Montgomery Scott LLC$9M
- Smart Portfolios, LLC$3M
- HighTower Advisors, LLC$2M
- CWM, LLC$733K
- JANE STREET GROUP, LLC$649K
- BlackDiamond Wealth Management, LLC$574K
Largest adds
- Tanager Wealth Management LLP$19M
- EP Wealth Advisors, LLC$12M
- AE Wealth Management LLC$7M
- GOLDMAN SACHS GROUP INC$7M
- BANK OF AMERICA CORP /DE/$6M
- NewEdge Advisors, LLC$3M
Largest trims
- MORGAN STANLEY$3M
- Orion Porfolio Solutions, LLC$2M
- GatePass Capital, LLC$794K
- Sugar Maple Asset Management, LLC$719K
- Legacy CG, LLC$706K
- TOUNJIAN ADVISORY PARTNERS, LLC$693K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,130,117 | $105M | 17.7% | 2026-Q2 |
| AE Wealth Management LLC added | 1,368,842 | $68M | 11.3% | 2026-Q2 |
| Tanager Wealth Management LLP added | 943,490 | $47M | 7.8% | 2026-Q2 |
| SMITH, MOORE & CO. added | 906,468 | $45M | 7.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 809,753 | $40M | 6.7% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. added | 489,580 | $24M | 4.1% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC new | 389,679 | $19M | 3.2% | 2026-Q2 |
| Buck Wealth Strategies, LLC trimmed | 316,178 | $16M | 2.6% | 2026-Q2 |
| Nemes Rush Group LLC added | 281,252 | $14M | 2.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 256,126 | $13M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 224,932 | $11M | 1.9% | 2026-Q2 |
| Empowered Funds, LLC added | 213,600 | $11M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 201,207 | $10M | 1.7% | 2026-Q2 |
| eCIO, Inc. added | 171,397 | $8M | 1.4% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 127,971 | $6M | 1.1% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 127,971 | $6M | 1.1% | 2026-Q2 |
| Warren Street Wealth Advisors, LLC added | 125,987 | $6M | 1.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 121,762 | $6M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 105,029 | $5M | 0.9% | 2026-Q2 |
| North Forty Two & Co. added | 97,920 | $5M | 0.8% | 2026-Q2 |
| S&A Financial Services, Inc. added | 97,673 | $5M | 0.8% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC new | 88,582 | $4M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 85,813 | $4M | 0.7% | 2026-Q2 |
| Strait & Sound Wealth Management LLC trimmed | 71,858 | $4M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 67,924 | $3M | 0.6% | 2026-Q2 |
| Mendel Money Management added | 66,004 | $3M | 0.5% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 60,474 | $3M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 57,470 | $3M | 0.5% | 2026-Q2 |
| Compass Financial Group, Inc. (Ohio) trimmed | 56,899 | $3M | 0.5% | 2026-Q2 |
| Laurel Wealth Advisors LLC added | 55,340 | $3M | 0.5% | 2026-Q2 |
| COURIER CAPITAL LLC added | 50,790 | $3M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 43,828 | $2M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 43,070 | $2M | 0.4% | 2026-Q2 |
| Hobbs Group Advisors, LLC new | 40,544 | $2M | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 33,958 | $2M | 0.3% | 2026-Q2 |
| Bulwark Capital Corp added | 26,824 | $1M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 25,496 | $1M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 24,636 | $1M | 0.2% | 2026-Q2 |
| Oasis Advisors, LLC trimmed | 23,422 | $1M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 23,044 | $1M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 22,576 | $1M | 0.2% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC new | 22,431 | $1M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 22,269 | $1M | 0.2% | 2026-Q2 |
| ZEGA Investments, LLC added | 20,062 | $990K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 19,125 | $944K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 18,027 | $890K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 16,123 | $796K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 15,707 | $775K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 15,293 | $755K | 0.1% | 2026-Q2 |
| Fairlight Advisors new | 15,135 | $747K | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC added | 14,375 | $710K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 13,546 | $668K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 13,546 | $668K | 0.1% | 2026-Q2 |
| GatePass Capital, LLC trimmed | 13,100 | $647K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 12,826 | $633K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 10,924 | $539K | 0.1% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. trimmed | 10,778 | $532K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 10,617 | $524K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 10,253 | $506K | 0.1% | 2026-Q2 |
| Legacy CG, LLC trimmed | 10,078 | $498K | 0.1% | 2026-Q2 |
| DUTCH ASSET Corp | 10,000 | $494K | 0.1% | 2026-Q2 |
| Greenline Partners, LLC added | 8,198 | $405K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 8,155 | $403K | 0.1% | 2026-Q2 |
| Vermillion & White Wealth Management Group, LLC trimmed | 7,889 | $389K | 0.1% | 2026-Q2 |
| Sugar Maple Asset Management, LLC trimmed | 7,711 | $381K | 0.1% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 7,255 | $357K | 0.1% | 2026-Q2 |
| Holcombe Financial, Inc. | 6,765 | $334K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 6,526 | $322K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 6,254 | $308K | 0.1% | 2026-Q2 |
| Elm3 Financial Group, LLC new | 5,517 | $272K | 0.0% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 5,304 | $262K | 0.0% | 2026-Q2 |
| SUMMITPOINT CAPITAL MANAGEMENT trimmed | 5,226 | $258K | 0.0% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 5,155 | $255K | 0.0% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 5,121 | $253K | 0.0% | 2026-Q2 |
| Measured Risk Portfolios, Inc. added | 4,608 | $227K | 0.0% | 2026-Q2 |
| Legacy Capital Group California, Inc. added | 4,283 | $211K | 0.0% | 2026-Q2 |
| Waverly Advisors, LLC | 4,280 | $211K | 0.0% | 2026-Q2 |
| Purpose Unlimited Inc. trimmed | 4,000 | $197K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,136 | $155K | 0.0% | 2026-Q2 |
| Beacon Capital Management, Inc. added | 2,127 | $105K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 1,800 | $89K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,213 | $60K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 735 | $36K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 543 | $27K | 0.0% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC | 367 | $18K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 336 | $17K | 0.0% | 2026-Q2 |
| Key Capital Management, INC trimmed | 235 | $12K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 213 | $11K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 211 | $10K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 161 | $8K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 126 | $6K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 114 | $6K | 0.0% | 2026-Q2 |
| Peck Wealth Management, LLC | 100 | $5K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 76 | $4K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 59 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 39 | $2K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 9 | $444 | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 1 | $41 | 0.0% | 2026-Q2 |
| Larson Financial Group LLC new | 0 | $3 | 0.0% | 2026-Q2 |
| Municipal Employees' Retirement System of Michigan | 1,178,547 | $58M | 9.8% | 2025-Q4 stale (2 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.