Who owns XSD
Which tracked institutional funds hold XSD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XSD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
The tracked-fund tape on XSD is one-sided between 2026-Q1 and 2026-Q2: 151 added or opened and 8 trimmed or exited — on balance accumulating.
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
XSD’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes XSD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XSD 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 292 tracked filers holding XSD, 142 increased or opened the position and 108 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 XSD 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 22
- TWO SIGMA INVESTMENTS, LP$30M
- SMI Advisory Services, LLC$21M
- Members Advisory Group LLC$7M
- Sage Capital Advisors,llc$7M
- FOCUS Wealth Advisors, LLC$5M
- American Trust Investment Advisors, LLC$4M
Full exits 5
- Janney Montgomery Scott LLC$8M
- Cambridge Investment Research Advisors, Inc.$5M
- HighTower Advisors, LLC$5M
- FRG Family Wealth Advisors LLC$773K
- PEAPACK GLADSTONE FINANCIAL CORP$652K
Largest adds
- MORGAN STANLEY$71M
- LPL Financial LLC$54M
- WELLS FARGO & COMPANY/MN$32M
- GOLDMAN SACHS GROUP INC$21M
- PNC Financial Services Group, Inc.$21M
- BANK OF AMERICA CORP /DE/$20M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$616K
- Rockefeller Capital Management L.P.$401K
- Vertex Investment Solutions Co., Ltd.$351K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 215,971 | $135M | 12.6% | 2026-Q2 |
| MORGAN STANLEY added | 199,207 | $124M | 11.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 96,798 | $60M | 5.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 75,343 | $47M | 4.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 71,774 | $45M | 4.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 61,463 | $38M | 3.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 55,848 | $35M | 3.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 48,640 | $30M | 2.8% | 2026-Q2 |
| UBS Group AG trimmed | 43,244 | $27M | 2.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 37,649 | $23M | 2.2% | 2026-Q2 |
| SMI Advisory Services, LLC new | 36,067 | $21M | 1.9% | 2026-Q2 |
| McGuire Investment Group, LLC trimmed | 33,795 | $21M | 2.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 33,205 | $21M | 1.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 31,152 | $19M | 1.8% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 31,016 | $19M | 1.8% | 2026-Q2 |
| CoreCap Advisors, LLC added | 29,770 | $19M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 26,169 | $16M | 1.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 25,345 | $16M | 1.5% | 2026-Q2 |
| First Interstate Bank trimmed | 25,137 | $16M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 21,512 | $13M | 1.3% | 2026-Q2 |
| Hobart Private Capital, LLC trimmed | 20,157 | $13M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 19,654 | $12M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 19,562 | $12M | 1.1% | 2026-Q2 |
| JMAC ENTERPRISES LLC trimmed | 18,839 | $12M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 18,479 | $12M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 18,220 | $11M | 1.1% | 2026-Q2 |
| CacheTech Inc. trimmed | 17,713 | $11M | 1.0% | 2026-Q2 |
| ALTFEST L J & CO INC added | 17,606 | $11M | 1.0% | 2026-Q2 |
| Adams Wealth Management trimmed | 16,822 | $10M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 16,676 | $10M | 1.0% | 2026-Q2 |
| Warner Group LLC added | 15,678 | $10M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,249 | $10M | 0.9% | 2026-Q2 |
| Members Advisory Group LLC new | 11,786 | $7M | 0.7% | 2026-Q2 |
| Beaumont Asset Management, L.L.C. added | 11,434 | $7M | 0.7% | 2026-Q2 |
| Sage Capital Advisors,llc new | 10,504 | $7M | 0.6% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 10,501 | $7M | 0.6% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 9,067 | $6M | 0.5% | 2026-Q2 |
| VICUS CAPITAL added | 9,005 | $6M | 0.5% | 2026-Q2 |
| Dale Q Rice Investment Management Ltd trimmed | 8,803 | $5M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 8,732 | $5M | 0.5% | 2026-Q2 |
| Game Plan Financial Advisors, LLC trimmed | 8,398 | $5M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 8,159 | $5M | 0.5% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC new | 7,506 | $5M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 7,358 | $5M | 0.4% | 2026-Q2 |
| Yarbrough Capital, LLC | 7,096 | $4M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 6,954 | $4M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 6,728 | $4M | 0.4% | 2026-Q2 |
| American Trust Investment Advisors, LLC new | 6,379 | $4M | 0.4% | 2026-Q2 |
| HARBOR ADVISORY CORP /MA/ trimmed | 6,375 | $4M | 0.4% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 5,924 | $4M | 0.3% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. | 5,767 | $4M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 5,525 | $3M | 0.3% | 2026-Q2 |
| Sharper & Granite LLC trimmed | 5,090 | $3M | 0.3% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 4,845 | $3M | 0.3% | 2026-Q2 |
| Global Assets Advisory, LLC added | 4,295 | $3M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,196 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 4,080 | $3M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 4,037 | $2M | 0.2% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC new | 3,987 | $2M | 0.2% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 3,858 | $2M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 3,740 | $2M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 3,712 | $2M | 0.2% | 2026-Q2 |
| Creative Planning added | 3,647 | $2M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 3,545 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS added | 3,524 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 3,513 | $2M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 3,508 | $2M | 0.2% | 2026-Q2 |
| Almanack Investment Partners, LLC. new | 3,393 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 3,354 | $2M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 3,307 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,286 | $2M | 0.2% | 2026-Q2 |
| Global Financial Private Client, LLC trimmed | 3,164 | $2M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 3,106 | $2M | 0.2% | 2026-Q2 |
| World Investment Advisors added | 3,099 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 3,026 | $2M | 0.2% | 2026-Q2 |
| Regent Peak Wealth Advisors LLC | 2,937 | $2M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 2,922 | $2M | 0.2% | 2026-Q2 |
| Conservest Capital Advisors, Inc. added | 2,920 | $2M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 2,894 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 2,885 | $2M | 0.2% | 2026-Q2 |
| Keystone Financial Group trimmed | 2,746 | $2M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 2,652 | $2M | 0.2% | 2026-Q2 |
| Rathbones Group PLC | 2,568 | $2M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 2,559 | $2M | 0.1% | 2026-Q2 |
| Bawa N Mallick Trust added | 2,510 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,479 | $1M | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 2,445 | $1M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 2,427 | $2M | 0.1% | 2026-Q2 |
| Junk Investment Group, LLC | 2,379 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 2,354 | $1M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 2,338 | $1M | 0.1% | 2026-Q2 |
| United Asset Strategies, Inc. new | 2,336 | $1M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 2,300 | $1M | 0.1% | 2026-Q2 |
| Odyssey Capital Advisors, Inc. trimmed | 2,076 | $1M | 0.1% | 2026-Q2 |
| Kaizen Financial Strategies trimmed | 2,040 | $1M | 0.1% | 2026-Q2 |
| M3 Advisory Group, LLC added | 2,028 | $1M | 0.1% | 2026-Q2 |
| J. Safra Sarasin Holding AG new | 2,018 | $1M | 0.1% | 2026-Q2 |
| RASP WEALTH SOLUTIONS, LLC new | 2,014 | $1M | 0.1% | 2026-Q2 |
| EJMK Ventures LLC trimmed | 1,971 | $1M | 0.1% | 2026-Q2 |
| ATX Financial Planning, LLC trimmed | 1,847 | $1M | 0.1% | 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.