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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on XOVR is one-sided between 2026-Q1 and 2026-Q2: 82 added or opened and 12 trimmed or exited — on balance accumulating.
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, JANE STREET GROUP, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 221 tracked filers holding XOVR, 191 increased or opened the position and 42 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 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 51
- JANE STREET GROUP, LLC$354M
- Weiss Asset Management LP$107M
- Alpine Global Management, LLC$53M
- Clear Street Group Inc.$49M
- GOLDMAN SACHS GROUP INC$35M
- BLUEFIN CAPITAL MANAGEMENT, LLC$32M
Full exits 8
- TWO SIGMA INVESTMENTS, LP$9M
- BALYASNY ASSET MANAGEMENT L.P.$8M
- Henson-Edgewater Management, LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- SCOTIA CAPITAL INC.$1M
- Pentwater Capital Management LP$777K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$105M
- JPMORGAN CHASE & CO$62M
- LPL Financial LLC$55M
- DRW Securities, LLC$33M
- GTS SECURITIES LLC$17M
- GROUP ONE TRADING LLC$8M
Largest trims
- MORGAN STANLEY$7M
- NATIONAL BANK OF CANADA /FI/$4M
- CreativeOne Wealth, LLC$833K
- D.A. DAVIDSON & CO.$351K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JANE STREET GROUP, LLC added | 16,834,083 | $354M | 30.3% | 2026-Q2 |
| Weiss Asset Management LP new | 5,097,483 | $107M | 9.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 5,029,962 | $106M | 9.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,972,818 | $62M | 5.3% | 2026-Q2 |
| LPL Financial LLC added | 2,904,466 | $61M | 5.2% | 2026-Q2 |
| Alpine Global Management, LLC new | 2,500,100 | $53M | 4.5% | 2026-Q2 |
| Clear Street Group Inc. new | 2,313,060 | $49M | 4.2% | 2026-Q2 |
| DRW Securities, LLC added | 2,226,778 | $47M | 4.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 1,650,000 | $35M | 3.0% | 2026-Q2 |
| BLUEFIN CAPITAL MANAGEMENT, LLC new | 1,502,443 | $32M | 2.7% | 2026-Q2 |
| DE BURLO GROUP INC new | 1,227,000 | $26M | 2.2% | 2026-Q2 |
| Private Capital Advisors, Inc. new | 1,115,325 | $23M | 2.0% | 2026-Q2 |
| GTS SECURITIES LLC added | 870,349 | $18M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 757,250 | $16M | 1.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC new | 431,852 | $9M | 0.8% | 2026-Q2 |
| Wealth Quarterback LLC added | 401,964 | $8M | 0.7% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 395,280 | $8M | 0.7% | 2026-Q2 |
| Marex Group Ltd new | 309,500 | $7M | 0.6% | 2026-Q2 |
| Graham Capital Management, L.P. new | 300,000 | $6M | 0.5% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. new | 299,238 | $6M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 278,950 | $6M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 274,324 | $6M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 261,494 | $6M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 253,600 | $5M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 234,394 | $5M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 208,918 | $4M | 0.4% | 2026-Q2 |
| VVR Holdings LLC new | 208,902 | $4M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 195,958 | $4M | 0.4% | 2026-Q2 |
| SAM Advisors, LLC added | 180,304 | $4M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 168,528 | $4M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 167,486 | $4M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 155,264 | $3M | 0.3% | 2026-Q2 |
| RK Capital Management, LLC/FL new | 154,000 | $3M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 152,687 | $3M | 0.3% | 2026-Q2 |
| HBK INVESTMENTS L P new | 150,445 | $3M | 0.3% | 2026-Q2 |
| CROBAN new | 143,721 | $3M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. new | 142,566 | $3M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 134,757 | $3M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 125,960 | $3M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 119,082 | $3M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 113,437 | $2M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 100,099 | $2M | 0.2% | 2026-Q2 |
| Fortis Group Advisors, LLC new | 96,255 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 92,530 | $2M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 89,226 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 80,052 | $2M | 0.1% | 2026-Q2 |
| O'Connor Alternative Investments LLC new | 76,100 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 74,974 | $2M | 0.1% | 2026-Q2 |
| RIA Advisory Group LLC new | 74,139 | $2M | 0.1% | 2026-Q2 |
| ROBERTS GLORE & CO INC /IL/ new | 72,575 | $2M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 70,509 | $1M | 0.1% | 2026-Q2 |
| Lunt Capital Management, Inc. new | 70,370 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 64,036 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 63,154 | $1M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 62,891 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 61,107 | $1M | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 55,997 | $1M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 52,488 | $1M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 52,261 | $1M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 50,368 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 48,211 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 48,034 | $1M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 46,527 | $979K | 0.1% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC | 46,414 | $977K | 0.1% | 2026-Q2 |
| LYNX CAPITAL GROUP LTD /ADV new | 45,165 | $951K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 43,757 | $921K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 40,695 | $857K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC new | 40,404 | $851K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC new | 40,273 | $848K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 40,116 | $844K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 39,616 | $834K | 0.1% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP new | 39,500 | $831K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. new | 37,617 | $792K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 35,265 | $742K | 0.1% | 2026-Q2 |
| Thrive Capital Management, LLC new | 35,061 | $738K | 0.1% | 2026-Q2 |
| Virtus Family Office LLC new | 31,746 | $668K | 0.1% | 2026-Q2 |
| CITIGROUP INC new | 31,649 | $666K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 30,485 | $644K | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. new | 30,000 | $632K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 29,623 | $624K | 0.1% | 2026-Q2 |
| Carter Financial Group, INC. trimmed | 29,514 | $621K | 0.1% | 2026-Q2 |
| Convergence Financial, LLC new | 29,200 | $615K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 26,877 | $566K | 0.0% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC new | 26,507 | $558K | 0.0% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 25,916 | $546K | 0.0% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. trimmed | 24,195 | $509K | 0.0% | 2026-Q2 |
| CEERA INVESTMENTS, LLC new | 24,164 | $509K | 0.0% | 2026-Q2 |
| Sigma Planning Corp new | 23,478 | $494K | 0.0% | 2026-Q2 |
| Benson Wealth Management INC added | 22,788 | $480K | 0.0% | 2026-Q2 |
| Creative Planning added | 22,555 | $475K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 21,461 | $452K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 20,184 | $425K | 0.0% | 2026-Q2 |
| Fox Hill Wealth Management added | 19,510 | $411K | 0.0% | 2026-Q2 |
| Keystone Financial Group new | 19,479 | $410K | 0.0% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC new | 19,315 | $407K | 0.0% | 2026-Q2 |
| Vanguard Capital Wealth Advisors new | 19,300 | $406K | 0.0% | 2026-Q2 |
| SHARPEPOINT LLC trimmed | 19,234 | $405K | 0.0% | 2026-Q2 |
| Cerity Partners LLC new | 19,102 | $402K | 0.0% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC new | 19,090 | $402K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 18,597 | $391K | 0.0% | 2026-Q2 |
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.