Who owns XRT (XRT)
Which tracked institutional funds hold XRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XRT 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
32 tracked funds added or opened XRT while 51 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
XRT’s largest tracked holder by dollar value, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XRT 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 122 tracked filers holding XRT, 54 increased or opened the position and 85 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 XRT 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 14
- Phoenix Financial Ltd.$101M
- Jefferies Financial Group Inc.$99M
- Employees Retirement System of Texas$42M
- Banco BTG Pactual S.A.$12M
- Point72 Asset Management, L.P.$7M
- Quantitative Investment Management, LLC$6M
Full exits 27
- STATE OF WISCONSIN INVESTMENT BOARD$54M
- MEITAV INVESTMENT HOUSE LTD$48M
- Rokos Capital Management LLP$31M
- J. Goldman & Co LP$26M
- Squarepoint Ops LLC$15M
- Quadrature Capital Ltd$11M
Largest adds
- MORGAN STANLEY$272M
- CITADEL ADVISORS LLC$117M
- GOLDMAN SACHS GROUP INC$101M
- BNP PARIBAS FINANCIAL MARKETS$99M
- JPMORGAN CHASE & CO$50M
- Clear Street Group Inc.$42M
Largest trims
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$367M
- UBS Group AG$16M
- MARSHALL WACE, LLP$8M
- ROYAL BANK OF CANADA$7M
- CANADA PENSION PLAN INVESTMENT BOARD$7M
- Qube Research & Technologies Ltd$7M
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 |
|---|---|---|---|---|
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 7,221,000 | $581M | 17.1% | 2026-Q1 |
| MORGAN STANLEY added | 5,315,081 | $428M | 12.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,023,872 | $163M | 4.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,770,200 | $142M | 4.2% | 2026-Q1 |
| UBS Group AG trimmed | 1,487,674 | $120M | 3.5% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,400,000 | $113M | 3.3% | 2026-Q1 |
| CITIGROUP INC added | 1,311,934 | $106M | 3.1% | 2026-Q1 |
| MIRAE ASSET SECURITIES (USA) INC. | 1,300,000 | $105M | 3.1% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 1,259,000 | $101M | 3.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,234,823 | $99M | 2.9% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 1,230,000 | $99M | 2.9% | 2026-Q1 |
| BARCLAYS PLC added | 1,170,227 | $94M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,133,562 | $91M | 2.7% | 2026-Q1 |
| Clear Street Group Inc. added | 1,000,000 | $80M | 2.4% | 2026-Q1 |
| Cartenna Capital, LP | 750,000 | $60M | 1.8% | 2026-Q1 |
| SUSQUEHANNA ADVISORS GROUP, INC. | 750,000 | $60M | 1.8% | 2026-Q1 |
| TORONTO DOMINION BANK | 750,000 | $60M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 643,791 | $50M | 1.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 576,753 | $46M | 1.4% | 2026-Q1 |
| Employees Retirement System of Texas new | 526,600 | $42M | 1.2% | 2026-Q1 |
| NATIXIS added | 500,422 | $40M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 400,000 | $32M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 159,832 | $13M | 0.4% | 2026-Q1 |
| Banco BTG Pactual S.A. new | 150,000 | $12M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 90,000 | $7M | 0.2% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 89,773 | $7M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 78,821 | $6M | 0.2% | 2026-Q1 |
| Twin Tree Management, LP added | 71,270 | $6M | 0.2% | 2026-Q1 |
| Quantitative Investment Management, LLC added | 70,422 | $6M | 0.2% | 2026-Q1 |
| Broad Peak Investment Advisers Pte Ltd trimmed | 67,500 | $5M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 63,935 | $5M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 62,855 | $5M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 56,624 | $5M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 54,700 | $4M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 51,184 | $4M | 0.1% | 2026-Q1 |
| Global Assets Advisory, LLC new | 11,256 | $3M | 0.1% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. new | 33,500 | $3M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 31,203 | $3M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 26,224 | $2M | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC added | 24,428 | $2M | 0.1% | 2026-Q1 |
| Ellis Investment Partners, LLC trimmed | 21,624 | $2M | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. trimmed | 21,400 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 18,739 | $2M | 0.0% | 2026-Q1 |
| Fairvoy Private Wealth, LLC added | 18,098 | $1M | 0.0% | 2026-Q1 |
| Aster Capital Management (DIFC) Ltd added | 21,016 | $1M | 0.0% | 2026-Q1 |
| SummitTX Capital, L.P. trimmed | 16,381 | $1M | 0.0% | 2026-Q1 |
| Tidal Investments LLC trimmed | 16,118 | $1M | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 14,303 | $1M | 0.0% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 13,359 | $1M | 0.0% | 2026-Q1 |
| DRW Securities, LLC added | 11,802 | $950K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 11,691 | $941K | 0.0% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 10,716 | $862K | 0.0% | 2026-Q1 |
| Parallax Volatility Advisers, L.P. trimmed | 9,013 | $786K | 0.0% | 2026-Q1 |
| CLEAR STREET LLC added | 1,250,000 | $96M | 2.8% | 2025-Q2 stale |
| MIZUHO SECURITIES USA LLC new | 850,000 | $66M | 1.9% | 2025-Q2 stale |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 633,318 | $54M | 1.6% | 2025-Q4 stale |
| MEITAV INVESTMENT HOUSE LTD added | 560,000 | $48M | 1.4% | 2025-Q4 stale |
| BANK OF NOVA SCOTIA trimmed | 500,000 | $43M | 1.3% | 2025-Q3 stale |
| MIZUHO SECURITIES USA LLC trimmed | 500,000 | $35M | 1.0% | 2025-Q1 stale |
| Rokos Capital Management LLP new | 366,470 | $31M | 0.9% | 2025-Q4 stale |
| J. Goldman & Co LP added | 305,658 | $26M | 0.8% | 2025-Q4 stale |
| CASTLEARK MANAGEMENT LLC added | 188,220 | $16M | 0.5% | 2025-Q3 stale |
| Squarepoint Ops LLC added | 179,535 | $15M | 0.5% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 143,625 | $12M | 0.4% | 2025-Q3 stale |
| Polar Asset Management Partners Inc. new | 170,100 | $12M | 0.3% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 131,999 | $11M | 0.3% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 130,811 | $11M | 0.3% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 80,348 | $7M | 0.2% | 2025-Q4 stale |
| Walleye Trading LLC added | 76,500 | $7M | 0.2% | 2025-Q3 stale |
| Lighthouse Investment Partners, LLC trimmed | 74,856 | $6M | 0.2% | 2025-Q4 stale |
| GROUP ONE TRADING LLC added | 70,879 | $6M | 0.2% | 2025-Q4 stale |
| Bank of New York Mellon Corp new | 64,424 | $5M | 0.2% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 67,547 | $5M | 0.1% | 2025-Q1 stale |
| Perbak Capital Partners LLP new | 52,663 | $4M | 0.1% | 2025-Q4 stale |
| Jain Global LLC new | 52,382 | $4M | 0.1% | 2025-Q2 stale |
| Q3 Asset Management trimmed | 41,765 | $4M | 0.1% | 2025-Q3 stale |
| HAP Trading, LLC new | 40,925 | $4M | 0.1% | 2025-Q3 stale |
| GTS SECURITIES LLC trimmed | 40,180 | $3M | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 40,273 | $3M | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd added | 37,550 | $3M | 0.1% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 34,673 | $3M | 0.1% | 2025-Q4 stale |
| Caption Management, LLC trimmed | 32,400 | $3M | 0.1% | 2025-Q4 stale |
| Sage Advisory Services, Ltd.Co. trimmed | 32,202 | $3M | 0.1% | 2025-Q4 stale |
| PFM Health Sciences, LP new | 36,471 | $3M | 0.1% | 2025-Q1 stale |
| GARDA CAPITAL PARTNERS LP trimmed | 30,862 | $2M | 0.1% | 2025-Q2 stale |
| SANDLER CAPITAL MANAGEMENT new | 27,300 | $2M | 0.1% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 21,678 | $2M | 0.1% | 2025-Q4 stale |
| Atria Investments, Inc new | 20,880 | $2M | 0.1% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC added | 16,964 | $1M | 0.0% | 2025-Q3 stale |
| Empowered Funds, LLC trimmed | 16,171 | $1M | 0.0% | 2025-Q4 stale |
| FDx Advisors, Inc. trimmed | 16,377 | $1M | 0.0% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 17,000 | $1M | 0.0% | 2025-Q2 stale |
| Schonfeld Strategic Advisors LLC added | 15,188 | $1M | 0.0% | 2025-Q3 stale |
| Maven Securities LTD trimmed | 14,634 | $1M | 0.0% | 2025-Q4 stale |
| Econ Financial Services Corp added | 14,961 | $1M | 0.0% | 2025-Q1 stale |
| Headlands Technologies LLC trimmed | 10,990 | $937K | 0.0% | 2025-Q4 stale |
| Governors Lane LP new | 12,697 | $877K | 0.0% | 2025-Q1 stale |
| FSA WEALTH PARTNERS, INC. trimmed | 9,787 | $843K | 0.0% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. added | 9,844 | $840K | 0.0% | 2025-Q4 stale |
| ARMISTICE CAPITAL, LLC added | 9,262 | $798K | 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.