Who owns XSHQ
Which tracked institutional funds hold XSHQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XSHQ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 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
18 tracked funds added or opened XSHQ while 12 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
XSHQ’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 XSHQ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XSHQ 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 68 tracked filers holding XSHQ, 24 increased or opened the position and 47 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 XSHQ 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 4
- Coppell Advisory Solutions LLC$9M
- Fifth Third Wealth Advisors LLC$2M
- BNP PARIBAS FINANCIAL MARKETS$1M
- NewEdge Advisors, LLC$1M
Full exits 6
- Independent Advisor Alliance$10M
- Westmount Partners, LLC$2M
- HighTower Advisors, LLC$945K
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$892K
- Family Manage LLC$744K
- Cambridge Investment Research Advisors, Inc.$735K
Largest adds
- Larson Financial Group LLC$3M
- Mariner, LLC$2M
- JONES FINANCIAL COMPANIES LLLP$1M
- GOLDMAN SACHS GROUP INC$1M
- RAYMOND JAMES FINANCIAL INC$1M
- HighPoint Advisor Group LLC$766K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10M
- LPL Financial LLC$1M
- Breakwater Capital Group$704K
- ROYAL BANK OF CANADA$398K
- Madison Asset Management, LLC$394K
- DHJJ Financial Advisors, Ltd.$311K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 622,416 | $30M | 12.8% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 570,428 | $28M | 11.7% | 2026-Q2 |
| Coppell Advisory Solutions LLC new | 1,419 | $9M | 3.9% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 164,234 | $8M | 3.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 154,071 | $7M | 3.2% | 2026-Q2 |
| Breakwater Capital Group trimmed | 139,859 | $7M | 2.9% | 2026-Q2 |
| Private Advisory Group LLC trimmed | 130,384 | $6M | 2.7% | 2026-Q2 |
| BEACON FINANCIAL PLANNING, INC trimmed | 125,141 | $6M | 2.6% | 2026-Q2 |
| Mariner, LLC added | 124,598 | $6M | 2.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 114,968 | $6M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 103,818 | $5M | 2.1% | 2026-Q2 |
| PlanVest Financial, Inc trimmed | 83,180 | $4M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 79,677 | $4M | 1.6% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 78,730 | $4M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 78,035 | $4M | 1.6% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 65,853 | $3M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 66,460 | $3M | 1.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 56,753 | $3M | 1.2% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 46,341 | $2M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 42,972 | $2M | 0.9% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC new | 31,603 | $2M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 30,000 | $1M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 22,654 | $1M | 0.5% | 2026-Q2 |
| Fortune Financial Group, Inc. added | 19,912 | $963K | 0.4% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 19,682 | $952K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 19,582 | $947K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 18,982 | $918K | 0.4% | 2026-Q2 |
| TAGStone Capital, Inc. added | 17,629 | $852K | 0.4% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 16,512 | $798K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 15,477 | $748K | 0.3% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO trimmed | 15,386 | $728K | 0.3% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 12,317 | $596K | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 11,410 | $552K | 0.2% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 10,428 | $504K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 10,213 | $494K | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 9,483 | $459K | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 7,560 | $366K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 7,516 | $363K | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 6,655 | $322K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC | 6,503 | $314K | 0.1% | 2026-Q2 |
| Fox Financial, Inc trimmed | 6,320 | $306K | 0.1% | 2026-Q2 |
| Nikulski Financial, Inc. trimmed | 6,045 | $292K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 6,012 | $291K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 5,878 | $284K | 0.1% | 2026-Q2 |
| CARLSON FINANCIAL, INC. added | 5,824 | $281K | 0.1% | 2026-Q2 |
| Mascagni Wealth Management, Inc. added | 5,580 | $270K | 0.1% | 2026-Q2 |
| CONNORS INVESTOR SERVICES INC added | 5,560 | $269K | 0.1% | 2026-Q2 |
| Foundry Financial Group, Inc. trimmed | 5,213 | $252K | 0.1% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 5,187 | $251K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 4,949 | $239K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 4,638 | $224K | 0.1% | 2026-Q2 |
| Firestone Capital Management trimmed | 4,250 | $205K | 0.1% | 2026-Q2 |
| Focus Partners Wealth new | 4,171 | $202K | 0.1% | 2026-Q2 |
| EFG International AG | 3,939 | $191K | 0.1% | 2026-Q2 |
| MCF Advisors LLC | 3,851 | $186K | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 2,204 | $107K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 2,050 | $99K | 0.0% | 2026-Q2 |
| TFC Financial Management, Inc. new | 1,837 | $89K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 800 | $39K | 0.0% | 2026-Q2 |
| TD Capital Management LLC | 675 | $33K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 549 | $27K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 500 | $24K | 0.0% | 2026-Q2 |
| FMR LLC added | 301 | $15K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC | 300 | $15K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 247 | $12K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 203 | $10K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 65 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $34 | 0.0% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 233,731 | $10M | 4.2% | 2026-Q1 stale (1 quarter behind) |
| Westmount Partners, LLC new | 40,000 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 22,421 | $945K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 21,164 | $892K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Family Manage LLC trimmed | 17,636 | $744K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 17,423 | $735K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Sigma Planning Corp trimmed | 9,561 | $403K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 5,999 | $253K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Northwest Financial Advisors added | 5,984 | $252K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Hunter Perkins Capital Management, LLC new | 5,493 | $232K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 19,049 | $802K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Thrivent Financial for Lutherans added | 11,089 | $467K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Sanctuary Advisors, LLC trimmed | 8,957 | $377K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,937 | $334K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Narus Financial Partners, LLC added | 5,375 | $226K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SeaCrest Wealth Management, LLC trimmed | 5,098 | $219K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Donor Advised Charitable Giving, Inc. new | 4,994 | $210K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Alaska Wealth Advisors added | 118,955 | $5M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| Employees' Retirement Fund of the City of Fort Worth added | 109,900 | $5M | 2.0% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 30,635 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Consolidated Portfolio Review Corp added | 17,933 | $772K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| IHT Wealth Management, LLC added | 7,854 | $338K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Alaska Permanent Capital Management, LLC trimmed | 7,837 | $338K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Private Advisor Group, LLC trimmed | 5,066 | $218K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC added | 620,881 | $25M | 10.8% | 2025-Q2 stale (4 quarters behind) |
| SPX Gestao de Recursos Ltda trimmed | 189,080 | $8M | 3.3% | 2025-Q2 stale (4 quarters behind) |
| Perigon Wealth Management, LLC trimmed | 58,586 | $2M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| Schwallier Wealth Management LLC trimmed | 12,499 | $509K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Good Life Advisors, LLC trimmed | 9,933 | $405K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Financial Advocates Investment Management trimmed | 9,032 | $368K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 6,160 | $251K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| MML INVESTORS SERVICES, LLC added | 5,673 | $231K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.