Who owns XRMMX
Which tracked institutional funds hold XRMMX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XRMMX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
7 tracked funds added or opened XRMMX while 4 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
XRMMX’s largest tracked holder by dollar value, ROBINSON CAPITAL MANAGEMENT, LLC, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XRMMX 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 52 tracked filers holding XRMMX, 24 increased or opened the position and 26 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 XRMMX 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
- Arkadios Wealth Advisors$1M
- GUGGENHEIM CAPITAL LLC$1M
Full exits 2
- Balyasny Asset Management L.P.$622K
- Logan Stone Capital, LLC$531K
Largest adds
- Gateway Wealth Partners, LLC$1M
- ROBINSON CAPITAL MANAGEMENT, LLC$737K
- Rockefeller Capital Management L.P.$511K
- RAYMOND JAMES FINANCIAL INC$477K
- LPL Financial LLC$375K
Largest trims
- MORGAN STANLEY$1M
- STIFEL FINANCIAL CORP$284K
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 |
|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC added | 431,397 | $6M | 11.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 395,336 | $5M | 10.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 239,842 | $3M | 6.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 229,863 | $3M | 5.8% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 226,459 | $3M | 5.7% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 179,728 | $2M | 4.6% | 2026-Q1 |
| UBS Group AG added | 168,540 | $2M | 4.3% | 2026-Q1 |
| ProVise Management Group, LLC trimmed | 167,888 | $2M | 4.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 132,982 | $2M | 3.4% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 115,380 | $2M | 2.9% | 2026-Q1 |
| Wagner Wealth Management, LLC trimmed | 107,967 | $1M | 2.7% | 2026-Q1 |
| Arkadios Wealth Advisors new | 107,967 | $1M | 2.7% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC new | 106,317 | $1M | 2.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 105,918 | $1M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 88,696 | $1M | 2.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 59,865 | $816K | 1.5% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 54,560 | $744K | 1.4% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 54,300 | $740K | 1.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 53,860 | $734K | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 50,518 | $689K | 1.3% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 44,430 | $606K | 1.1% | 2026-Q1 |
| Estate Planners Group, LLC trimmed | 42,103 | $574K | 1.1% | 2026-Q1 |
| XML Financial, LLC added | 41,200 | $562K | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 33,633 | $458K | 0.9% | 2026-Q1 |
| &PARTNERS added | 32,738 | $446K | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 26,100 | $356K | 0.7% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 24,985 | $341K | 0.6% | 2026-Q1 |
| Abel Hall, LLC | 20,000 | $273K | 0.5% | 2026-Q1 |
| River Street Advisors LLC | 19,727 | $269K | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,681 | $255K | 0.5% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC new | 13,382 | $182K | 0.3% | 2026-Q1 |
| AE Wealth Management LLC | 13,300 | $181K | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 12,893 | $177K | 0.3% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. | 11,904 | $162K | 0.3% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. added | 10,981 | $150K | 0.3% | 2026-Q1 |
| PFG Investments, LLC added | 10,430 | $142K | 0.3% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 6,828 | $93K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 6,000 | $82K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 5,960 | $81K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 1,745 | $75K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 4,760 | $65K | 0.1% | 2026-Q1 |
| Advocate Investing Services LLC | 2,500 | $34K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ | 2,000 | $27K | 0.1% | 2026-Q1 |
| Osbon Capital Management LLC new | 1,919 | $26K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 17,850 | $18K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 1,250 | $17K | 0.0% | 2026-Q1 |
| West Branch Capital LLC | 500 | $7K | 0.0% | 2026-Q1 |
| Bank of New Hampshire | 500 | $7K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC | 450 | $6K | 0.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 245 | $3K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 0 | $6 | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 0 | $6 | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC new | 68,053 | $975K | 1.8% | 2025-Q1 stale |
| Balyasny Asset Management L.P. added | 45,708 | $622K | 1.2% | 2025-Q4 stale |
| Logan Stone Capital, LLC trimmed | 39,029 | $531K | 1.0% | 2025-Q4 stale |
| TRUIST FINANCIAL CORP trimmed | 34,348 | $486K | 0.9% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP added | 27,030 | $368K | 0.7% | 2025-Q4 stale |
| Avidian Wealth Enterprises, LLC | 24,000 | $339K | 0.6% | 2025-Q3 stale |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 20,447 | $278K | 0.5% | 2025-Q4 stale |
| World Investment Advisors trimmed | 20,000 | $268K | 0.5% | 2025-Q2 stale |
| CANTOR FITZGERALD, L. P. new | 19,393 | $260K | 0.5% | 2025-Q2 stale |
| B. Riley Wealth Advisors, Inc. | 16,206 | $229K | 0.4% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,581 | $226K | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 14,769 | $201K | 0.4% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 14,233 | $194K | 0.4% | 2025-Q4 stale |
| Twelve Points Wealth Management LLC | 13,697 | $194K | 0.4% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 13,859 | $185K | 0.3% | 2025-Q2 stale |
| Atala Financial Inc new | 11,003 | $148K | 0.3% | 2025-Q2 stale |
| Cetera Investment Advisers added | 10,725 | $146K | 0.3% | 2025-Q4 stale |
| COMERICA BANK | 6,000 | $82K | 0.2% | 2025-Q4 stale |
| SouthState Corp new | 5,000 | $72K | 0.1% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 4,923 | $67K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 2,000 | $27K | 0.1% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. | 1,500 | $21K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.