Who owns XOVR
Which tracked institutional funds hold XOVR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XOVR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
18 tracked funds added or opened XOVR while 16 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
XOVR’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XOVR 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 110 tracked filers holding XOVR, 76 increased or opened the position and 31 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 XOVR 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 10
- DRW Securities, LLC$14M
- TWO SIGMA INVESTMENTS, LP$9M
- BALYASNY ASSET MANAGEMENT L.P.$8M
- Wealth Quarterback LLC$6M
- SAM Advisors, LLC$3M
- SCOTIA CAPITAL INC.$1M
Full exits 7
- BANK OF AMERICA CORP /DE/$363M
- Jain Global LLC$40M
- JANE STREET GROUP, LLC$13M
- Elequin Capital, LP$5M
- M & L Capital Management Ltd$1M
- Tempus Wealth Planning, LLC$604K
Largest adds
- MORGAN STANLEY$8M
- NATIONAL BANK OF CANADA /FI/$6M
- LPL Financial LLC$3M
- Cambridge Investment Research Advisors, Inc.$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Waverly Advisors, LLC$461K
Largest trims
- GTS SECURITIES LLC$392M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$10M
- RAYMOND JAMES FINANCIAL INC$2M
- Farther Finance Advisors, LLC$1M
- STIFEL FINANCIAL CORP$1M
- OPPENHEIMER & CO INC$819K
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 |
|---|---|---|---|---|
| DRW Securities, LLC new | 825,032 | $14M | 2.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 553,700 | $9M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 479,628 | $8M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 476,605 | $8M | 1.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. new | 448,656 | $8M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 372,181 | $6M | 1.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 369,499 | $6M | 1.2% | 2026-Q1 |
| Wealth Quarterback LLC new | 363,923 | $6M | 1.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 204,650 | $3M | 0.6% | 2026-Q1 |
| SAM Advisors, LLC new | 162,870 | $3M | 0.5% | 2026-Q1 |
| Henson-Edgewater Management, LLC added | 159,197 | $3M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 128,874 | $2M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 112,097 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 102,387 | $2M | 0.3% | 2026-Q1 |
| SCOTIA CAPITAL INC. new | 84,571 | $1M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 69,030 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 65,349 | $1M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 64,851 | $1M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC new | 64,635 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 59,479 | $1M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 58,005 | $980K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 54,252 | $916K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 52,462 | $886K | 0.2% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 46,414 | $791K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 46,724 | $789K | 0.1% | 2026-Q1 |
| Pentwater Capital Management LP new | 46,000 | $777K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 42,070 | $711K | 0.1% | 2026-Q1 |
| SHARPEPOINT LLC added | 38,752 | $655K | 0.1% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. new | 38,300 | $647K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC added | 36,803 | $622K | 0.1% | 2026-Q1 |
| JT Stratford LLC added | 35,624 | $602K | 0.1% | 2026-Q1 |
| Carter Financial Group, INC. trimmed | 33,221 | $561K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 30,371 | $513K | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 28,780 | $486K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 28,622 | $483K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC new | 25,231 | $426K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 24,005 | $405K | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 22,618 | $382K | 0.1% | 2026-Q1 |
| Capital Planning Advisors, LLC new | 20,156 | $340K | 0.1% | 2026-Q1 |
| Trexquant Investment LP added | 19,632 | $332K | 0.1% | 2026-Q1 |
| Fox Hill Wealth Management added | 19,223 | $325K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC new | 17,823 | $301K | 0.1% | 2026-Q1 |
| SEAVIEW INVESTMENT MANAGERS LLC new | 17,339 | $293K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC new | 16,285 | $275K | 0.1% | 2026-Q1 |
| Benson Wealth Management INC added | 15,432 | $261K | 0.0% | 2026-Q1 |
| Independent Advisor Alliance new | 14,956 | $253K | 0.0% | 2026-Q1 |
| Essex Financial Services, Inc. added | 14,364 | $243K | 0.0% | 2026-Q1 |
| Creative Planning new | 14,318 | $242K | 0.0% | 2026-Q1 |
| JTC Employer Solutions Trustee Ltd | 14,192 | $240K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 14,001 | $236K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 13,620 | $230K | 0.0% | 2026-Q1 |
| Chicago Partners Investment Group LLC new | 12,107 | $228K | 0.0% | 2026-Q1 |
| World Investment Advisors trimmed | 13,069 | $221K | 0.0% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 12,591 | $213K | 0.0% | 2026-Q1 |
| Accel Wealth Management new | 12,280 | $207K | 0.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 11,758 | $199K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 11,295 | $191K | 0.0% | 2026-Q1 |
| Gerald Baker Financial Group LLC new | 10,491 | $177K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 10,302 | $174K | 0.0% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 10,276 | $174K | 0.0% | 2026-Q1 |
| Pasadena Private Wealth, LLC new | 10,240 | $173K | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,131 | $172K | 0.0% | 2026-Q1 |
| OneAscent Financial Services LLC new | 10,100 | $171K | 0.0% | 2026-Q1 |
| Aljian Capital Management, LLC new | 10,073 | $170K | 0.0% | 2026-Q1 |
| Alpine Bank Wealth Management | 10,000 | $169K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 18,269 | $138K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,796 | $132K | 0.0% | 2026-Q1 |
| CWM, LLC added | 7,099 | $120K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 6,711 | $113K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 5,636 | $95K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 5,488 | $93K | 0.0% | 2026-Q1 |
| FMR LLC added | 5,276 | $89K | 0.0% | 2026-Q1 |
| Plante Moran Financial Advisors, LLC new | 4,334 | $73K | 0.0% | 2026-Q1 |
| Western Pacific Wealth Management, LP | 3,221 | $54K | 0.0% | 2026-Q1 |
| UBS Group AG added | 2,620 | $44K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 2,183 | $37K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 2,000 | $34K | 0.0% | 2026-Q1 |
| American Capital Advisory, LLC | 2,000 | $34K | 0.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 18,033,449 | $363M | 67.2% | 2025-Q4 stale |
| Jain Global LLC new | 2,000,000 | $40M | 7.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 659,953 | $13M | 2.5% | 2025-Q4 stale |
| Elequin Capital, LP new | 250,000 | $5M | 0.9% | 2025-Q4 stale |
| Fortress Wealth Management, Inc. trimmed | 230,510 | $5M | 0.9% | 2025-Q3 stale |
| M & L Capital Management Ltd new | 56,973 | $1M | 0.2% | 2025-Q4 stale |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 64,740 | $1M | 0.2% | 2025-Q1 stale |
| Tempus Wealth Planning, LLC new | 30,000 | $604K | 0.1% | 2025-Q4 stale |
| Catalyst Investment Management LLC new | 29,383 | $592K | 0.1% | 2025-Q4 stale |
| Whalen Wealth Management Inc. new | 29,936 | $571K | 0.1% | 2025-Q2 stale |
| Apollon Wealth Management, LLC new | 27,469 | $524K | 0.1% | 2025-Q2 stale |
| ETF Store, Inc. trimmed | 27,171 | $519K | 0.1% | 2025-Q2 stale |
| Fifth Third Wealth Advisors LLC new | 20,105 | $405K | 0.1% | 2025-Q4 stale |
| HighPoint Advisor Group LLC new | 18,920 | $381K | 0.1% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC trimmed | 17,322 | $366K | 0.1% | 2025-Q3 stale |
| Vigilare Wealth Management trimmed | 16,902 | $340K | 0.1% | 2025-Q4 stale |
| Csenge Advisory Group new | 12,891 | $260K | 0.0% | 2025-Q4 stale |
| Private Advisor Group, LLC new | 15,402 | $246K | 0.0% | 2025-Q1 stale |
| Belvedere Trading LLC added | 10,656 | $215K | 0.0% | 2025-Q4 stale |
| BECK CAPITAL MANAGEMENT, LLC trimmed | 9,982 | $201K | 0.0% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC new | 3,205 | $65K | 0.0% | 2025-Q4 stale |
| Lindbrook Capital, LLC new | 3,000 | $48K | 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.