Who owns XPCQX (XPCQX)
Which tracked institutional funds hold XPCQX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XPCQX 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
11 tracked funds added or opened XPCQX while 10 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
XPCQX’s largest tracked holder by dollar value, RIVERNORTH CAPITAL MANAGEMENT, LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XPCQX 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 88 tracked filers holding XPCQX, 44 increased or opened the position and 38 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 XPCQX 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 3
- TORONTO DOMINION BANK$10M
- Integrated Wealth Concepts LLC$705K
- Summit Trail Advisors, LLC$674K
Full exits 2
- JANE STREET GROUP, LLC$845K
- WOLVERINE ASSET MANAGEMENT LLC$775K
Largest adds
- Advisors Asset Management, Inc.$2M
- ROBINSON CAPITAL MANAGEMENT, LLC$2M
- GUGGENHEIM CAPITAL LLC$2M
- Karpus Management, Inc.$2M
- WHITEBOX ADVISORS LLC$734K
- Summit Financial, LLC$667K
Largest trims
- Saba Capital Management, L.P.$4M
- Logan Stone Capital, LLC$2M
- Fiera Capital Corp$1M
- Thomas J. Herzfeld Advisors, Inc.$1M
- Verition Fund Management LLC$1M
- Hennion & Walsh Asset Management, Inc.$979K
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 |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 2,512,000 | $22M | 13.0% | 2026-Q1 |
| Karpus Management, Inc. added | 1,778,933 | $15M | 9.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 1,442,771 | $12M | 7.5% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 1,213,649 | $10M | 6.3% | 2026-Q1 |
| TORONTO DOMINION BANK added | 1,136,640 | $10M | 5.9% | 2026-Q1 |
| Matisse Capital trimmed | 866,413 | $7M | 4.5% | 2026-Q1 |
| Saba Capital Management, L.P. trimmed | 692,065 | $6M | 3.6% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 690,484 | $6M | 3.6% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 637,240 | $5M | 3.3% | 2026-Q1 |
| Almitas Capital LLC trimmed | 617,015 | $5M | 3.2% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 587,469 | $5M | 3.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 471,607 | $4M | 2.4% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 416,952 | $4M | 2.2% | 2026-Q1 |
| Williams & Novak, LLC trimmed | 403,583 | $3M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 343,966 | $3M | 1.8% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 338,158 | $3M | 1.8% | 2026-Q1 |
| Altium Capital Management LLC added | 333,093 | $3M | 1.7% | 2026-Q1 |
| WHITEBOX ADVISORS LLC added | 284,471 | $2M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 246,050 | $2M | 1.3% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS added | 224,269 | $2M | 1.2% | 2026-Q1 |
| Professional Financial Management, Inc. added | 206,231 | $2M | 1.1% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 201,590 | $2M | 1.0% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 200,176 | $2M | 1.0% | 2026-Q1 |
| Fiera Capital Corp trimmed | 181,207 | $2M | 0.9% | 2026-Q1 |
| Core Wealth Partners LLC added | 163,735 | $1M | 0.8% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 161,861 | $1M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 145,728 | $1M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 121,374 | $1M | 0.6% | 2026-Q1 |
| Summit Financial, LLC added | 109,220 | $941K | 0.6% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 109,259 | $937K | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 101,671 | $872K | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 82,135 | $705K | 0.4% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 79,226 | $680K | 0.4% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 78,946 | $677K | 0.4% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 78,597 | $674K | 0.4% | 2026-Q1 |
| UBS Group AG added | 77,403 | $664K | 0.4% | 2026-Q1 |
| Ackerman Capital Advisors, LLC added | 71,696 | $615K | 0.4% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 71,579 | $614K | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 68,470 | $587K | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 59,928 | $514K | 0.3% | 2026-Q1 |
| PFG Investments, LLC added | 57,854 | $496K | 0.3% | 2026-Q1 |
| Rareview Capital LLC added | 55,652 | $478K | 0.3% | 2026-Q1 |
| Dakota Wealth Management added | 50,885 | $437K | 0.3% | 2026-Q1 |
| EVOKE WEALTH, LLC trimmed | 45,484 | $392K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 36,584 | $314K | 0.2% | 2026-Q1 |
| Intellectus Partners, LLC | 36,072 | $311K | 0.2% | 2026-Q1 |
| Ducere Wealth Management LLC | 35,288 | $303K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 34,000 | $292K | 0.2% | 2026-Q1 |
| Catalina Capital Group, LLC added | 32,700 | $281K | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 32,295 | $277K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 31,610 | $271K | 0.2% | 2026-Q1 |
| Vivaldi Capital Management LP added | 30,883 | $265K | 0.2% | 2026-Q1 |
| Financially in Tune, LLC | 29,980 | $257K | 0.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 28,713 | $246K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 28,416 | $244K | 0.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 26,239 | $225K | 0.1% | 2026-Q1 |
| NORDEN GROUP LLC | 24,946 | $214K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 24,132 | $207K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 23,328 | $200K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 23,135 | $198K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 22,792 | $196K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 21,464 | $184K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC added | 21,084 | $181K | 0.1% | 2026-Q1 |
| Whipplewood Advisors, LLC added | 20,479 | $176K | 0.1% | 2026-Q1 |
| MAI Capital Management | 20,100 | $172K | 0.1% | 2026-Q1 |
| Choate Investment Advisors | 18,404 | $158K | 0.1% | 2026-Q1 |
| Morse Asset Management, Inc added | 17,544 | $151K | 0.1% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC | 17,000 | $146K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 14,756 | $127K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 14,754 | $127K | 0.1% | 2026-Q1 |
| SEAMOUNT FINANCIAL GROUP INC new | 14,436 | $124K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 13,133 | $113K | 0.1% | 2026-Q1 |
| Pasadena Private Wealth, LLC | 12,500 | $107K | 0.1% | 2026-Q1 |
| Pure Financial Advisors, LLC | 12,379 | $106K | 0.1% | 2026-Q1 |
| Granite Investment Partners, LLC | 12,108 | $104K | 0.1% | 2026-Q1 |
| Marex Group plc trimmed | 11,000 | $94K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 10,566 | $91K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 96,764 | $845K | 0.5% | 2025-Q4 stale |
| WOLVERINE ASSET MANAGEMENT LLC added | 88,740 | $775K | 0.5% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 75,364 | $657K | 0.4% | 2025-Q3 stale |
| Level Wealth Management LLC new | 38,713 | $333K | 0.2% | 2025-Q2 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 37,587 | $328K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,924 | $322K | 0.2% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP trimmed | 36,457 | $318K | 0.2% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 32,913 | $287K | 0.2% | 2025-Q4 stale |
| XTX Topco Ltd added | 30,102 | $263K | 0.2% | 2025-Q4 stale |
| IEQ CAPITAL, LLC added | 28,578 | $249K | 0.2% | 2025-Q4 stale |
| DAVIDSON TRUST CO | 26,140 | $228K | 0.1% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC | 24,946 | $221K | 0.1% | 2025-Q1 stale |
| AQR Arbitrage LLC trimmed | 25,397 | $217K | 0.1% | 2025-Q2 stale |
| NOMURA HOLDINGS INC trimmed | 20,623 | $180K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 16,197 | $139K | 0.1% | 2025-Q2 stale |
| D.A. DAVIDSON & CO. added | 14,467 | $126K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 14,110 | $125K | 0.1% | 2025-Q1 stale |
| ABOUND FINANCIAL, LLC new | 13,036 | $114K | 0.1% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. | 12,524 | $109K | 0.1% | 2025-Q4 stale |
| Creative Planning added | 12,060 | $104K | 0.1% | 2025-Q2 stale |
| Permanent Capital Management, LP new | 10,998 | $96K | 0.1% | 2025-Q3 stale |
| Northwest Financial Advisors | 10,787 | $94K | 0.1% | 2025-Q3 stale |
| Tortoise Investment Management, LLC new | 6,264 | $55K | 0.0% | 2025-Q3 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.