Who owns XONE (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-Q1 13F filings. 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
25 tracked funds added or opened XONE while 18 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
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 2025-Q4 and 2026-Q1, across 97 tracked filers holding XONE, 62 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 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
- Bulwark Capital Corp$1M
- Mutual Advisors, LLC$572K
Full exits 7
- Municipal Employees' Retirement System of Michigan$58M
- Oasis Advisors, LLC$5M
- SYON CAPITAL LLC$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$795K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$767K
- ARGUS INVESTORS' COUNSEL, INC.$563K
Largest adds
- Tanager Wealth Management LLP$9M
- SMITH, MOORE & CO.$5M
- BANK OF AMERICA CORP /DE/$5M
- AE Wealth Management LLC$3M
- Buck Wealth Strategies, LLC$3M
- Nemes Rush Group LLC$2M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25M
- NewEdge Advisors, LLC$4M
- Orion Porfolio Solutions, LLC$3M
- Compass Financial Group, Inc. (Ohio)$3M
- Legacy CG, LLC$3M
- MORGAN STANLEY$3M
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 | 2,002,123 | $99M | 17.4% | 2026-Q1 |
| AE Wealth Management LLC added | 1,221,856 | $61M | 10.6% | 2026-Q1 |
| SMITH, MOORE & CO. added | 896,693 | $44M | 7.8% | 2026-Q1 |
| Focus Partners Wealth added | 815,058 | $40M | 7.1% | 2026-Q1 |
| Tanager Wealth Management LLP added | 556,988 | $28M | 4.8% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. added | 470,955 | $23M | 4.1% | 2026-Q1 |
| Buck Wealth Strategies, LLC added | 317,960 | $16M | 2.8% | 2026-Q1 |
| Nemes Rush Group LLC added | 248,562 | $12M | 2.2% | 2026-Q1 |
| Cetera Investment Advisers added | 222,999 | $11M | 1.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 188,386 | $9M | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 183,354 | $9M | 1.6% | 2026-Q1 |
| Empowered Funds, LLC added | 174,600 | $9M | 1.5% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 131,157 | $6M | 1.1% | 2026-Q1 |
| Financial Guidance Group, Inc. trimmed | 131,157 | $6M | 1.1% | 2026-Q1 |
| eCIO, Inc. added | 124,211 | $6M | 1.1% | 2026-Q1 |
| Warren Street Wealth Advisors, LLC trimmed | 114,873 | $6M | 1.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 92,793 | $5M | 0.8% | 2026-Q1 |
| North Forty Two & Co. added | 90,005 | $4M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 89,835 | $4M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. added | 83,366 | $4M | 0.7% | 2026-Q1 |
| Strait & Sound Wealth Management LLC trimmed | 73,030 | $4M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC added | 68,650 | $3M | 0.6% | 2026-Q1 |
| Compass Financial Group, Inc. (Ohio) trimmed | 67,057 | $3M | 0.6% | 2026-Q1 |
| Smart Portfolios, LLC added | 65,970 | $3M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 63,872 | $3M | 0.6% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 52,265 | $3M | 0.5% | 2026-Q1 |
| COURIER CAPITAL LLC added | 47,455 | $2M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 46,643 | $2M | 0.4% | 2026-Q1 |
| Mendel Money Management added | 39,882 | $2M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 31,254 | $2M | 0.3% | 2026-Q1 |
| Sigma Planning Corp added | 30,435 | $2M | 0.3% | 2026-Q1 |
| GatePass Capital, LLC trimmed | 29,100 | $1M | 0.3% | 2026-Q1 |
| Bulwark Capital Corp new | 25,252 | $1M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 24,998 | $1M | 0.2% | 2026-Q1 |
| Legacy CG, LLC trimmed | 24,297 | $1M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 22,663 | $1M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 22,504 | $1M | 0.2% | 2026-Q1 |
| Sugar Maple Asset Management, LLC added | 22,204 | $1M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 20,967 | $1M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 20,287 | $1M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 18,462 | $914K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 17,370 | $860K | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 16,970 | $840K | 0.1% | 2026-Q1 |
| ZEGA Investments, LLC trimmed | 16,398 | $812K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 14,800 | $733K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 14,524 | $719K | 0.1% | 2026-Q1 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 13,988 | $693K | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC added | 13,925 | $690K | 0.1% | 2026-Q1 |
| CFS Investment Advisory Services, LLC trimmed | 13,751 | $681K | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 13,501 | $668K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 13,107 | $649K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 11,666 | $578K | 0.1% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC added | 11,589 | $574K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC new | 11,543 | $572K | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 10,904 | $540K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 10,820 | $536K | 0.1% | 2026-Q1 |
| DUTCH ASSET Corp | 10,000 | $495K | 0.1% | 2026-Q1 |
| PEAK FINANCIAL ADVISORS LLC trimmed | 10,000 | $495K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 9,944 | $492K | 0.1% | 2026-Q1 |
| Vermillion & White Wealth Management Group, LLC added | 9,238 | $459K | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 8,417 | $417K | 0.1% | 2026-Q1 |
| Formidable Asset Management, LLC added | 7,454 | $369K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 7,392 | $366K | 0.1% | 2026-Q1 |
| Holcombe Financial, Inc. trimmed | 6,765 | $335K | 0.1% | 2026-Q1 |
| Inspire Advisors, LLC added | 5,999 | $297K | 0.1% | 2026-Q1 |
| Csenge Advisory Group added | 5,971 | $296K | 0.1% | 2026-Q1 |
| Purpose Unlimited Inc. trimmed | 5,273 | $261K | 0.0% | 2026-Q1 |
| SUMMITPOINT CAPITAL MANAGEMENT new | 5,256 | $260K | 0.0% | 2026-Q1 |
| Ellis Investment Partners, LLC new | 4,799 | $238K | 0.0% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan | 1,178,547 | $58M | 10.3% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 192,270 | $10M | 1.7% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 177,587 | $9M | 1.5% | 2025-Q2 stale |
| Oasis Advisors, LLC new | 109,135 | $5M | 0.9% | 2025-Q4 stale |
| SYON CAPITAL LLC added | 93,472 | $5M | 0.8% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 82,887 | $4M | 0.7% | 2025-Q1 stale |
| Atria Investments, Inc added | 78,468 | $4M | 0.7% | 2025-Q1 stale |
| Exchange Capital Management, Inc. trimmed | 50,949 | $3M | 0.4% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC added | 30,045 | $1M | 0.3% | 2025-Q3 stale |
| GeoWealth Management, LLC added | 16,208 | $806K | 0.1% | 2025-Q1 stale |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new | 16,065 | $799K | 0.1% | 2025-Q1 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 16,035 | $795K | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 15,490 | $769K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,489 | $767K | 0.1% | 2025-Q4 stale |
| Legacy Capital Wealth Partners, LLC added | 13,509 | $672K | 0.1% | 2025-Q1 stale |
| Sunbelt Securities, Inc. | 13,366 | $662K | 0.1% | 2025-Q2 stale |
| CreativeOne Wealth, LLC added | 13,212 | $657K | 0.1% | 2025-Q1 stale |
| ARGUS INVESTORS' COUNSEL, INC. | 11,356 | $563K | 0.1% | 2025-Q4 stale |
| American Trust new | 1,927 | $535K | 0.1% | 2025-Q4 stale |
| Crew Capital Management, Ltd. added | 10,738 | $534K | 0.1% | 2025-Q1 stale |
| Advisory Services Network, LLC added | 8,529 | $424K | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 8,457 | $419K | 0.1% | 2025-Q4 stale |
| DAVENPORT & Co LLC added | 8,424 | $419K | 0.1% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 7,460 | $371K | 0.1% | 2025-Q1 stale |
| Bank of New York Mellon Corp added | 7,313 | $364K | 0.1% | 2025-Q1 stale |
| Kestra Advisory Services, LLC added | 6,937 | $345K | 0.1% | 2025-Q1 stale |
| FOURPATH CAPITAL MANAGEMENT, LLC new | 6,725 | $334K | 0.1% | 2025-Q1 stale |
| SALEM INVESTMENT COUNSELORS INC trimmed | 6,100 | $303K | 0.1% | 2025-Q4 stale |
| HOWARD BAILEY SECURITIES, LLC new | 5,037 | $250K | 0.0% | 2025-Q1 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 4,948 | $246K | 0.0% | 2025-Q3 stale |
| Raleigh Capital Management Inc. added | 4,921 | $245K | 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.