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Institutional Ownership · SEC Form 13F

Who owns XSMO (XSMO)


Which tracked institutional funds hold XSMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XSMO 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.

291
Institutional holders
21,319,754
Shares held (tracked funds)

How the tape is positioned

86 tracked funds added or opened XSMO while 37 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

XSMO’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 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes XSMO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in XSMO 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 291 tracked filers holding XSMO, 175 increased or opened the position and 113 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 XSMO 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 15

  • Financial Partners Group, Inc$11M
  • Family Investment Center, Inc.$8M
  • Nvest Financial, LLC$4M
  • GOLDMAN SACHS GROUP INC$3M
  • FOUNDERS FINANCIAL SECURITIES LLC$1M
  • NATIXIS ADVISORS, LLC$1M

Full exits 16

  • Janney Montgomery Scott LLC$19M
  • CORE WEALTH ADVISORS, LLC$16M
  • NewEdge Advisors, LLC$6M
  • New Millennium Group LLC$2M
  • Tolleson Wealth Management, Inc.$2M
  • PLANWISER FINANCIAL, LLC$2M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22M
  • OSAIC HOLDINGS, INC.$18M
  • LPL Financial LLC$16M
  • ENVESTNET ASSET MANAGEMENT INC$13M
  • JONES FINANCIAL COMPANIES LLLP$8M
  • Cetera Investment Advisers$8M

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22M
  • Orion Porfolio Solutions, LLC$16M
  • BNP PARIBAS FINANCIAL MARKETS$13M
  • RAYMOND JAMES FINANCIAL INC$3M
  • MML INVESTORS SERVICES, LLC$3M
  • River Wealth Advisors LLC$2M

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added2,260,942$172M10.8%2026-Q1
OSAIC HOLDINGS, INC. added1,880,771$143M9.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,716,439$130M8.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,121,972$85M5.4%2026-Q1
MORGAN STANLEY trimmed906,214$69M4.3%2026-Q1
Cetera Investment Advisers added870,093$66M4.2%2026-Q1
WELLS FARGO & COMPANY/MN added840,309$64M4.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added609,649$46M2.9%2026-Q1
Gratus Wealth Advisors, LLC added520,253$40M2.5%2026-Q1
BANK OF AMERICA CORP /DE/ added474,699$36M2.3%2026-Q1
CWM, LLC added438,442$33M2.1%2026-Q1
Apollon Wealth Management, LLC added389,278$30M1.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP added388,961$29M1.8%2026-Q1
River Wealth Advisors LLC trimmed314,190$24M1.5%2026-Q1
HighTower Advisors, LLC added278,545$21M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added271,285$21M1.3%2026-Q1
STIFEL FINANCIAL CORP added255,832$19M1.2%2026-Q1
Thrivent Financial for Lutherans added243,847$19M1.2%2026-Q1
Focus Financial Network, Inc. added222,013$17M1.1%2026-Q1
Mariner, LLC added221,410$17M1.1%2026-Q1
Modern Wealth Management, LLC trimmed217,165$17M1.1%2026-Q1
Armbruster Capital Management, Inc. added202,501$15M1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added187,664$14M0.9%2026-Q1
Clark Wealth Partners trimmed187,619$14M0.9%2026-Q1
NBZ Investment Advisors LLC added184,296$14M0.9%2026-Q1
Sound Income Strategies, LLC added152,422$12M0.7%2026-Q1
Financial Partners Group, Inc new149,238$11M0.7%2026-Q1
Meridian Wealth Management, LLC trimmed147,335$11M0.7%2026-Q1
ROYAL BANK OF CANADA added143,914$11M0.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed129,973$10M0.6%2026-Q1
Sequoia Financial Advisors, LLC trimmed128,764$10M0.6%2026-Q1
VestGen Advisors, LLC trimmed112,459$10M0.6%2026-Q1
Seros Financial, LLC added125,274$10M0.6%2026-Q1
RFG Advisory, LLC added123,107$9M0.6%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed120,546$9M0.6%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added112,983$9M0.5%2026-Q1
Integrated Capital Management, LLC added110,662$8M0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed105,400$8M0.5%2026-Q1
USAdvisors Wealth Management, LLC added108,147$8M0.5%2026-Q1
Family Investment Center, Inc. new104,162$8M0.5%2026-Q1
Kingsview Wealth Management, LLC trimmed102,218$8M0.5%2026-Q1
Provident Wealth Management, LLC trimmed101,804$8M0.5%2026-Q1
Cooper Financial Group added99,429$8M0.5%2026-Q1
Anderson Financial Strategies, LLC trimmed82,617$7M0.5%2026-Q1
Private Advisor Group, LLC trimmed95,927$7M0.5%2026-Q1
TRUIST FINANCIAL CORP added95,568$7M0.5%2026-Q1
Arkadios Wealth Advisors trimmed94,526$7M0.5%2026-Q1
Snowden Capital Advisors LLC added92,627$7M0.4%2026-Q1
EPG Wealth Management LLC added88,887$7M0.4%2026-Q1
Independent Advisor Alliance added87,541$7M0.4%2026-Q1
Sanctuary Advisors, LLC trimmed84,643$6M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed81,000$6M0.4%2026-Q1
Fifth Third Securities, Inc. added77,822$6M0.4%2026-Q1
Prostatis Group LLC added76,782$6M0.4%2026-Q1
Redhawk Wealth Advisors, Inc. added69,776$5M0.3%2026-Q1
MFA WEALTH ADVISORS, LLC added69,137$5M0.3%2026-Q1
Fiduciary Alliance LLC trimmed62,286$5M0.3%2026-Q1
Geneos Wealth Management Inc. added66,897$5M0.3%2026-Q1
Atria Investments, Inc trimmed62,818$5M0.3%2026-Q1
THEORY FINANCIAL LLC added61,993$5M0.3%2026-Q1
SEAVIEW INVESTMENT MANAGERS LLC added59,529$5M0.3%2026-Q1
CITIGROUP INC added56,315$4M0.3%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC added55,774$4M0.3%2026-Q1
Nvest Financial, LLC new53,916$4M0.3%2026-Q1
Marmo Financial Group, LLC trimmed52,782$4M0.3%2026-Q1
Prime Capital Investment Advisors, LLC added50,505$4M0.2%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added46,042$4M0.2%2026-Q1
Financial Freedom, LLC trimmed45,726$3M0.2%2026-Q1
Beacon Pointe Advisors, LLC added41,565$3M0.2%2026-Q1
Equitable Holdings, Inc. added43,785$3M0.2%2026-Q1
Noble Wealth Management PBC added39,519$3M0.2%2026-Q1
Oxford Wealth Group, LLC trimmed39,475$3M0.2%2026-Q1
ArborFi Advisors, LLC added37,502$3M0.2%2026-Q1
GOLDMAN SACHS GROUP INC new35,419$3M0.2%2026-Q1
Integrated Wealth Concepts LLC trimmed33,751$3M0.2%2026-Q1
Brown Miller Wealth Management, LLC added33,625$3M0.2%2026-Q1
AE Wealth Management LLC added33,366$3M0.2%2026-Q1
Paragon Private Wealth Management, LLC added33,102$3M0.2%2026-Q1
Mascagni Wealth Management, Inc. added32,979$3M0.2%2026-Q1
Capital Investment Counsel, LLC added31,803$2M0.2%2026-Q1
Apollon Financial, LLC added31,336$2M0.2%2026-Q1
PFG Advisors trimmed30,171$2M0.1%2026-Q1
Perennial Investment Advisors, LLC added29,208$2M0.1%2026-Q1
PERSPECTIVE WEALTH ADVISORS LLC added29,102$2M0.1%2026-Q1
JBR Co Financial Management Inc30,210$2M0.1%2026-Q1
Chicago Partners Investment Group LLC added25,192$2M0.1%2026-Q1
Janney Montgomery Scott LLC trimmed261,483$19M1.2%2025-Q4 stale
CORE WEALTH ADVISORS, LLC new220,810$16M1.0%2025-Q4 stale
NewEdge Advisors, LLC trimmed82,844$6M0.4%2025-Q4 stale
Archvest Wealth Advisors, Inc. new77,091$5M0.3%2025-Q1 stale
ADAPT WEALTH ADVISORS, LLC added75,982$5M0.3%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added69,685$5M0.3%2025-Q2 stale
Sterling Financial Group, Inc. added62,384$5M0.3%2025-Q3 stale
SMITH, MOORE & CO. trimmed66,261$4M0.3%2025-Q1 stale
Systelligence, LLC trimmed55,663$4M0.3%2025-Q3 stale
Uniting Wealth Partners, LLC added56,648$4M0.2%2025-Q2 stale
CW Advisors, LLC added38,524$3M0.2%2025-Q2 stale
Cobblestone Asset Management LLC added40,987$3M0.2%2025-Q1 stale
New Millennium Group LLC trimmed32,135$2M0.1%2025-Q4 stale
Tolleson Wealth Management, Inc.29,468$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership