Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
10 tracked funds added or opened XPCQX while 6 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
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 2026-Q1 and 2026-Q2, across 76 tracked filers holding XPCQX, 33 increased or opened the position and 45 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 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.
Full exits 3
- SIT INVESTMENT ASSOCIATES INC$4M
- Verition Fund Management LLC$3M
- WEDBUSH SECURITIES INC$677K
Largest adds
- Advisors Asset Management, Inc.$4M
- Karpus Management, Inc.$3M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- Almitas Capital LLC$1M
- Thomas J. Herzfeld Advisors, Inc.$984K
- LPL Financial LLC$841K
Largest trims
- GUGGENHEIM CAPITAL LLC$2M
- Logan Stone Capital, LLC$1M
- Hennion & Walsh Asset Management, Inc.$1M
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 | 2,575,012 | $23M | 13.1% | 2026-Q2 |
| Karpus Management, Inc. added | 2,031,479 | $18M | 10.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 1,652,372 | $15M | 8.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,180,693 | $11M | 6.0% | 2026-Q2 |
| TORONTO DOMINION BANK added | 1,157,410 | $10M | 5.9% | 2026-Q2 |
| Matisse Capital trimmed | 848,717 | $8M | 4.3% | 2026-Q2 |
| Saba Capital Management, L.P. added | 725,010 | $7M | 3.7% | 2026-Q2 |
| Almitas Capital LLC added | 710,604 | $6M | 3.6% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 637,256 | $6M | 3.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 538,721 | $5M | 2.7% | 2026-Q2 |
| Logan Stone Capital, LLC trimmed | 476,434 | $4M | 2.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 434,930 | $4M | 2.2% | 2026-Q2 |
| LPL Financial LLC added | 422,807 | $4M | 2.2% | 2026-Q2 |
| Williams & Novak, LLC trimmed | 365,198 | $3M | 1.9% | 2026-Q2 |
| Altium Capital Management LLC | 333,093 | $3M | 1.7% | 2026-Q2 |
| WHITEBOX ADVISORS LLC | 284,471 | $3M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 246,042 | $2M | 1.3% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 223,993 | $2M | 1.1% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 201,590 | $2M | 1.0% | 2026-Q2 |
| Professional Financial Management, Inc. trimmed | 200,576 | $2M | 1.0% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 193,424 | $2M | 1.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 185,469 | $2M | 0.9% | 2026-Q2 |
| Fiera Capital Corp trimmed | 174,853 | $2M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 165,869 | $1M | 0.8% | 2026-Q2 |
| Core Wealth Partners LLC added | 163,762 | $1M | 0.8% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 161,369 | $1M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 125,369 | $1M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 114,175 | $1M | 0.6% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 104,576 | $938K | 0.5% | 2026-Q2 |
| UBS Group AG added | 95,756 | $859K | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. added | 84,115 | $755K | 0.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 80,106 | $722K | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 78,189 | $701K | 0.4% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 75,766 | $680K | 0.4% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 71,579 | $642K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 70,057 | $628K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 69,894 | $627K | 0.4% | 2026-Q2 |
| Dakota Wealth Management added | 59,585 | $534K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 53,776 | $482K | 0.3% | 2026-Q2 |
| Rareview Capital LLC added | 55,690 | $478K | 0.3% | 2026-Q2 |
| PFG Investments, LLC trimmed | 52,557 | $471K | 0.3% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 49,735 | $446K | 0.3% | 2026-Q2 |
| MAI Capital Management added | 43,554 | $392K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 43,032 | $386K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 42,030 | $377K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 37,755 | $339K | 0.2% | 2026-Q2 |
| Intellectus Partners, LLC | 36,072 | $325K | 0.2% | 2026-Q2 |
| Ducere Wealth Management LLC | 35,288 | $317K | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC | 32,295 | $290K | 0.2% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 28,713 | $258K | 0.1% | 2026-Q2 |
| NORDEN GROUP LLC | 24,946 | $224K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,992 | $215K | 0.1% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 22,237 | $200K | 0.1% | 2026-Q2 |
| Whipplewood Advisors, LLC added | 21,442 | $192K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 20,569 | $185K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 19,921 | $179K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 19,591 | $176K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 19,489 | $175K | 0.1% | 2026-Q2 |
| Morse Asset Management, Inc added | 18,715 | $168K | 0.1% | 2026-Q2 |
| Choate Investment Advisors | 18,404 | $165K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,838 | $160K | 0.1% | 2026-Q2 |
| Wellspring Financial Advisors, LLC new | 17,460 | $157K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 14,835 | $133K | 0.1% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC | 14,436 | $129K | 0.1% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 13,864 | $124K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 13,654 | $122K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. | 12,524 | $112K | 0.1% | 2026-Q2 |
| Pasadena Private Wealth, LLC | 12,500 | $112K | 0.1% | 2026-Q2 |
| Pure Financial Advisors, LLC | 12,379 | $111K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 10,802 | $97K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 3,120 | $28K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 1,630 | $15K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 701 | $6K | 0.0% | 2026-Q2 |
| Ascentis Independent Advisors trimmed | 601 | $5K | 0.0% | 2026-Q2 |
| Mascoma Wealth Management LLC | 252 | $2K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 1 | $5 | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 416,952 | $4M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Verition Fund Management LLC trimmed | 338,158 | $3M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC added | 78,946 | $677K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| EVOKE WEALTH, LLC trimmed | 45,484 | $392K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 36,584 | $314K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Stratos Wealth Partners, LTD. new | 34,000 | $292K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Catalina Capital Group, LLC added | 32,700 | $281K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Vivaldi Capital Management LP added | 30,883 | $265K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Financially in Tune, LLC | 29,980 | $257K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 24,132 | $207K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC | 17,000 | $146K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC added | 88,740 | $775K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 37,587 | $328K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| READYSTATE ASSET MANAGEMENT LP trimmed | 36,457 | $318K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP added | 32,913 | $287K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| IEQ CAPITAL, LLC added | 28,578 | $249K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| DAVIDSON TRUST CO | 26,140 | $228K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NOMURA HOLDINGS INC trimmed | 20,623 | $180K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| D.A. DAVIDSON & CO. added | 14,467 | $126K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. new | 75,364 | $657K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| ABOUND FINANCIAL, LLC new | 13,036 | $114K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Level Wealth Management LLC new | 38,713 | $333K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AQR Arbitrage LLC trimmed | 25,397 | $217K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 16,197 | $139K | 0.1% | 2025-Q2 stale (4 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.