Who owns XRNPX
Which tracked institutional funds hold XRNPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XRNPX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 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
14 tracked funds added or opened XRNPX 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
XRNPX’s largest tracked holder by dollar value, Ellis Investment Partners, LLC, sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XRNPX 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 122 tracked filers holding XRNPX, 62 increased or opened the position and 44 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 XRNPX 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 2
- Logan Stone Capital, LLC$729K
- Invesco Ltd.$548K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- WELLS FARGO & COMPANY/MN$2M
- WOLVERINE ASSET MANAGEMENT LLC$2M
- Ellis Investment Partners, LLC$2M
- XML Financial, LLC$1M
- UBS Group AG$771K
Largest trims
- AMERIPRISE FINANCIAL INC$5M
- ROYAL BANK OF CANADA$432K
- COMMONWEALTH EQUITY SERVICES, LLC$404K
- Koshinski Asset Management, Inc.$373K
- RAYMOND JAMES FINANCIAL INC$309K
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 |
|---|---|---|---|---|
| Ellis Investment Partners, LLC added | 1,303,466 | $26M | 14.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,131,723 | $23M | 12.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 769,904 | $16M | 8.4% | 2026-Q2 |
| LPL Financial LLC added | 745,719 | $15M | 8.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 616,337 | $13M | 6.7% | 2026-Q2 |
| XML Financial, LLC added | 598,747 | $12M | 6.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 403,050 | $8M | 4.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 295,247 | $6M | 3.2% | 2026-Q2 |
| UBS Group AG added | 285,252 | $6M | 3.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 283,644 | $6M | 3.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 195,731 | $4M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 176,293 | $4M | 1.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 147,035 | $3M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 145,876 | $3M | 1.6% | 2026-Q2 |
| Johnson Financial Group, Inc. trimmed | 143,872 | $3M | 1.6% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 136,023 | $3M | 1.5% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 126,878 | $3M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 106,572 | $2M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 100,775 | $2M | 1.1% | 2026-Q2 |
| SHUFRO ROSE & CO LLC | 62,000 | $1M | 0.7% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 51,093 | $1M | 0.6% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 47,925 | $973K | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 47,157 | $957K | 0.5% | 2026-Q2 |
| Future Financial Wealth Managment LLC trimmed | 46,770 | $953K | 0.5% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 45,464 | $923K | 0.5% | 2026-Q2 |
| Smith Asset Management Co., LLC added | 45,341 | $920K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 44,878 | $911K | 0.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 43,034 | $874K | 0.5% | 2026-Q2 |
| OARSMAN CAPITAL, INC. | 42,350 | $860K | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 39,255 | $797K | 0.4% | 2026-Q2 |
| &PARTNERS added | 38,158 | $775K | 0.4% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 36,807 | $747K | 0.4% | 2026-Q2 |
| Logan Stone Capital, LLC new | 35,922 | $729K | 0.4% | 2026-Q2 |
| Samalin Investment Counsel, LLC trimmed | 31,207 | $634K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 28,136 | $571K | 0.3% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 27,797 | $564K | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 27,135 | $551K | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 27,004 | $548K | 0.3% | 2026-Q2 |
| Everstar Asset Management, LLC | 26,560 | $539K | 0.3% | 2026-Q2 |
| Secure Asset Management, LLC added | 25,903 | $526K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 24,979 | $507K | 0.3% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 23,800 | $483K | 0.3% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 23,480 | $477K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,069 | $468K | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 22,938 | $466K | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC added | 22,783 | $462K | 0.2% | 2026-Q2 |
| Magnus Financial Group LLC trimmed | 22,187 | $450K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 20,917 | $425K | 0.2% | 2026-Q2 |
| Abel Hall, LLC new | 20,000 | $406K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 19,474 | $395K | 0.2% | 2026-Q2 |
| Intellus Advisors LLC added | 19,356 | $393K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 18,601 | $383K | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 18,319 | $372K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 17,724 | $360K | 0.2% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 17,145 | $348K | 0.2% | 2026-Q2 |
| WealthBridge Capital Management, LLC added | 17,050 | $346K | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 16,871 | $342K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 16,123 | $327K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 15,932 | $323K | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 15,842 | $322K | 0.2% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC added | 15,457 | $314K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 15,385 | $312K | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 15,383 | $312K | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC | 14,000 | $284K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 13,010 | $264K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 12,652 | $257K | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 12,257 | $249K | 0.1% | 2026-Q2 |
| RB Capital Management, LLC trimmed | 11,968 | $243K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 11,920 | $242K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. added | 11,502 | $233K | 0.1% | 2026-Q2 |
| WEALTH EFFECTS LLC | 11,300 | $229K | 0.1% | 2026-Q2 |
| one8zero8, LLC | 11,000 | $223K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 10,725 | $218K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 10,633 | $216K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 10,442 | $215K | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC new | 10,000 | $203K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 6,351 | $129K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 6,153 | $125K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 6,119 | $124K | 0.1% | 2026-Q2 |
| Triumph Capital Management trimmed | 4,225 | $86K | 0.0% | 2026-Q2 |
| Manchester Capital Management LLC | 4,000 | $81K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 3,808 | $77K | 0.0% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC | 3,000 | $61K | 0.0% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. new | 3,000 | $61K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 2,709 | $55K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 2,550 | $52K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 2,214 | $45K | 0.0% | 2026-Q2 |
| Investors Research Corp | 2,200 | $45K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,182 | $44K | 0.0% | 2026-Q2 |
| Heritage Wealth Advisors | 1,758 | $36K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC added | 1,650 | $33K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 1,639 | $33K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 1,300 | $26K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 1,261 | $26K | 0.0% | 2026-Q2 |
| Kilter Group LLC | 1,200 | $24K | 0.0% | 2026-Q2 |
| Main Street Group, LTD | 1,040 | $21K | 0.0% | 2026-Q2 |
| Hurley Capital, LLC | 1,000 | $20K | 0.0% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP | 920 | $19K | 0.0% | 2026-Q2 |
| Truvestments Capital LLC | 916 | $19K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 818 | $17K | 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.