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-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
8 tracked funds added or opened XRNPX while 12 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
XRNPX’s largest tracked holder by dollar value, Ellis Investment Partners, LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp 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 2025-Q4 and 2026-Q1, across 118 tracked filers holding XRNPX, 44 increased or opened the position and 58 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 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.
Full exits 1
- Shaker Financial Services, LLC$802K
Largest adds
- XML Financial, LLC$3M
- Cambridge Investment Research Advisors, Inc.$1M
- BANK OF AMERICA CORP /DE/$966K
- RAYMOND JAMES FINANCIAL INC$669K
- Ellis Investment Partners, LLC$532K
- INDEPENDENT FINANCIAL GROUP, LLC$531K
Largest trims
- READYSTATE ASSET MANAGEMENT LP$4M
- MORGAN STANLEY$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- AMERIPRISE FINANCIAL INC$3M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1M
- COMMONWEALTH EQUITY SERVICES, LLC$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 |
|---|---|---|---|---|
| Ellis Investment Partners, LLC added | 1,259,914 | $25M | 12.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,161,453 | $23M | 11.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 743,010 | $15M | 7.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 689,438 | $14M | 7.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 678,179 | $13M | 6.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 600,823 | $12M | 6.1% | 2026-Q1 |
| XML Financial, LLC added | 561,075 | $11M | 5.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 318,964 | $6M | 3.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 313,200 | $6M | 3.2% | 2026-Q1 |
| UBS Group AG trimmed | 254,023 | $5M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 157,517 | $3M | 1.6% | 2026-Q1 |
| Johnson Financial Group, Inc. trimmed | 147,273 | $3M | 1.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 147,240 | $3M | 1.5% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 138,541 | $3M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 128,450 | $3M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 123,985 | $2M | 1.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 121,884 | $2M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 118,406 | $2M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 117,587 | $2M | 1.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 71,376 | $1M | 0.7% | 2026-Q1 |
| SHUFRO ROSE & CO LLC added | 62,000 | $1M | 0.6% | 2026-Q1 |
| Future Financial Wealth Managment LLC trimmed | 57,270 | $1M | 0.6% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 46,885 | $982K | 0.5% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 47,207 | $933K | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 47,110 | $931K | 0.5% | 2026-Q1 |
| Smith Asset Management Co., LLC added | 45,170 | $893K | 0.5% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 42,836 | $846K | 0.4% | 2026-Q1 |
| OARSMAN CAPITAL, INC. | 42,350 | $837K | 0.4% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 39,799 | $786K | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 38,334 | $757K | 0.4% | 2026-Q1 |
| &PARTNERS added | 37,583 | $743K | 0.4% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 29,915 | $596K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 27,879 | $551K | 0.3% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 27,676 | $547K | 0.3% | 2026-Q1 |
| Everstar Asset Management, LLC trimmed | 26,560 | $525K | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 26,400 | $522K | 0.3% | 2026-Q1 |
| Secure Asset Management, LLC added | 25,889 | $512K | 0.3% | 2026-Q1 |
| Creative Planning added | 25,324 | $500K | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 24,915 | $492K | 0.3% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC | 23,800 | $470K | 0.2% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 23,158 | $458K | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 22,553 | $446K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC | 21,962 | $434K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 21,050 | $416K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 20,855 | $415K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 18,990 | $382K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,893 | $354K | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,649 | $349K | 0.2% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 17,409 | $344K | 0.2% | 2026-Q1 |
| Investment Planning Advisors, Inc. trimmed | 17,014 | $336K | 0.2% | 2026-Q1 |
| WealthBridge Capital Management, LLC trimmed | 16,950 | $335K | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 16,814 | $332K | 0.2% | 2026-Q1 |
| Intellus Advisors LLC added | 16,451 | $325K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 15,434 | $305K | 0.2% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC added | 15,402 | $304K | 0.2% | 2026-Q1 |
| RB Capital Management, LLC trimmed | 15,159 | $300K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 14,934 | $295K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 14,728 | $291K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC | 14,586 | $288K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 14,357 | $284K | 0.1% | 2026-Q1 |
| LexAurum Advisors, LLC added | 14,117 | $279K | 0.1% | 2026-Q1 |
| HUB Investment Partners, LLC | 14,000 | $277K | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 13,503 | $267K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 13,427 | $265K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 12,072 | $239K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 11,920 | $236K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 11,550 | $228K | 0.1% | 2026-Q1 |
| WEALTH EFFECTS LLC | 11,300 | $223K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 11,263 | $223K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 10,952 | $218K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 11,025 | $218K | 0.1% | 2026-Q1 |
| one8zero8, LLC | 11,000 | $217K | 0.1% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 10,749 | $212K | 0.1% | 2026-Q1 |
| Venture Visionary Partners LLC added | 10,224 | $202K | 0.1% | 2026-Q1 |
| Consolidated Portfolio Review Corp trimmed | 94,445 | $2M | 1.1% | 2025-Q3 stale |
| FIRST TRUST ADVISORS LP trimmed | 80,097 | $2M | 0.9% | 2025-Q2 stale |
| Cornerstone Advisors, LLC added | 76,442 | $2M | 0.9% | 2025-Q1 stale |
| CAMPBELL CAPITAL MANAGEMENT INC trimmed | 56,478 | $1M | 0.7% | 2025-Q3 stale |
| Advisors Asset Management, Inc. trimmed | 42,228 | $949K | 0.5% | 2025-Q3 stale |
| Shaker Financial Services, LLC added | 40,372 | $802K | 0.4% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC added | 19,071 | $429K | 0.2% | 2025-Q3 stale |
| Virtu Financial LLC added | 20,283 | $403K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 18,129 | $400K | 0.2% | 2025-Q1 stale |
| QTR Family Wealth, LLC new | 17,000 | $382K | 0.2% | 2025-Q3 stale |
| Invesco Ltd. trimmed | 16,859 | $379K | 0.2% | 2025-Q3 stale |
| COMERICA BANK trimmed | 15,932 | $316K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 12,312 | $277K | 0.1% | 2025-Q3 stale |
| Oregon Pacific Wealth Management, LLC trimmed | 13,702 | $272K | 0.1% | 2025-Q4 stale |
| TFG Advisers LLC trimmed | 11,919 | $271K | 0.1% | 2025-Q2 stale |
| HBK Sorce Advisory LLC added | 10,687 | $243K | 0.1% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC | 10,725 | $241K | 0.1% | 2025-Q3 stale |
| Equitable Holdings, Inc. new | 11,308 | $225K | 0.1% | 2025-Q4 stale |
| NWF Advisory Services Inc. trimmed | 9,867 | $222K | 0.1% | 2025-Q3 stale |
| Lakeridge Wealth Management LLC | 9,770 | $220K | 0.1% | 2025-Q3 stale |
| Monterey Private Wealth, Inc. | 9,902 | $219K | 0.1% | 2025-Q1 stale |
| Murphy, Middleton, Hinkle & Parker, Inc. new | 2,986 | $214K | 0.1% | 2025-Q4 stale |
| Modern Wealth Management, LLC | 9,520 | $214K | 0.1% | 2025-Q3 stale |
| IHT Wealth Management, LLC trimmed | 9,305 | $209K | 0.1% | 2025-Q3 stale |
| Annex Advisory Services, LLC added | 8,827 | $201K | 0.1% | 2025-Q2 stale |
| Camelot Portfolios, LLC trimmed | 9,319 | $185K | 0.1% | 2025-Q4 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.