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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 2,260,942 | $172M | 10.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,880,771 | $143M | 9.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,716,439 | $130M | 8.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,121,972 | $85M | 5.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 906,214 | $69M | 4.3% | 2026-Q1 |
| Cetera Investment Advisers added | 870,093 | $66M | 4.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 840,309 | $64M | 4.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 609,649 | $46M | 2.9% | 2026-Q1 |
| Gratus Wealth Advisors, LLC added | 520,253 | $40M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 474,699 | $36M | 2.3% | 2026-Q1 |
| CWM, LLC added | 438,442 | $33M | 2.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 389,278 | $30M | 1.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 388,961 | $29M | 1.8% | 2026-Q1 |
| River Wealth Advisors LLC trimmed | 314,190 | $24M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 278,545 | $21M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 271,285 | $21M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 255,832 | $19M | 1.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 243,847 | $19M | 1.2% | 2026-Q1 |
| Focus Financial Network, Inc. added | 222,013 | $17M | 1.1% | 2026-Q1 |
| Mariner, LLC added | 221,410 | $17M | 1.1% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 217,165 | $17M | 1.1% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 202,501 | $15M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 187,664 | $14M | 0.9% | 2026-Q1 |
| Clark Wealth Partners trimmed | 187,619 | $14M | 0.9% | 2026-Q1 |
| NBZ Investment Advisors LLC added | 184,296 | $14M | 0.9% | 2026-Q1 |
| Sound Income Strategies, LLC added | 152,422 | $12M | 0.7% | 2026-Q1 |
| Financial Partners Group, Inc new | 149,238 | $11M | 0.7% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 147,335 | $11M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 143,914 | $11M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 129,973 | $10M | 0.6% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 128,764 | $10M | 0.6% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 112,459 | $10M | 0.6% | 2026-Q1 |
| Seros Financial, LLC added | 125,274 | $10M | 0.6% | 2026-Q1 |
| RFG Advisory, LLC added | 123,107 | $9M | 0.6% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 120,546 | $9M | 0.6% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 112,983 | $9M | 0.5% | 2026-Q1 |
| Integrated Capital Management, LLC added | 110,662 | $8M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 105,400 | $8M | 0.5% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 108,147 | $8M | 0.5% | 2026-Q1 |
| Family Investment Center, Inc. new | 104,162 | $8M | 0.5% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 102,218 | $8M | 0.5% | 2026-Q1 |
| Provident Wealth Management, LLC trimmed | 101,804 | $8M | 0.5% | 2026-Q1 |
| Cooper Financial Group added | 99,429 | $8M | 0.5% | 2026-Q1 |
| Anderson Financial Strategies, LLC trimmed | 82,617 | $7M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 95,927 | $7M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 95,568 | $7M | 0.5% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 94,526 | $7M | 0.5% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 92,627 | $7M | 0.4% | 2026-Q1 |
| EPG Wealth Management LLC added | 88,887 | $7M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 87,541 | $7M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 84,643 | $6M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 81,000 | $6M | 0.4% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 77,822 | $6M | 0.4% | 2026-Q1 |
| Prostatis Group LLC added | 76,782 | $6M | 0.4% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 69,776 | $5M | 0.3% | 2026-Q1 |
| MFA WEALTH ADVISORS, LLC added | 69,137 | $5M | 0.3% | 2026-Q1 |
| Fiduciary Alliance LLC trimmed | 62,286 | $5M | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 66,897 | $5M | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 62,818 | $5M | 0.3% | 2026-Q1 |
| THEORY FINANCIAL LLC added | 61,993 | $5M | 0.3% | 2026-Q1 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 59,529 | $5M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 56,315 | $4M | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 55,774 | $4M | 0.3% | 2026-Q1 |
| Nvest Financial, LLC new | 53,916 | $4M | 0.3% | 2026-Q1 |
| Marmo Financial Group, LLC trimmed | 52,782 | $4M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 50,505 | $4M | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 46,042 | $4M | 0.2% | 2026-Q1 |
| Financial Freedom, LLC trimmed | 45,726 | $3M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 41,565 | $3M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 43,785 | $3M | 0.2% | 2026-Q1 |
| Noble Wealth Management PBC added | 39,519 | $3M | 0.2% | 2026-Q1 |
| Oxford Wealth Group, LLC trimmed | 39,475 | $3M | 0.2% | 2026-Q1 |
| ArborFi Advisors, LLC added | 37,502 | $3M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 35,419 | $3M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 33,751 | $3M | 0.2% | 2026-Q1 |
| Brown Miller Wealth Management, LLC added | 33,625 | $3M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 33,366 | $3M | 0.2% | 2026-Q1 |
| Paragon Private Wealth Management, LLC added | 33,102 | $3M | 0.2% | 2026-Q1 |
| Mascagni Wealth Management, Inc. added | 32,979 | $3M | 0.2% | 2026-Q1 |
| Capital Investment Counsel, LLC added | 31,803 | $2M | 0.2% | 2026-Q1 |
| Apollon Financial, LLC added | 31,336 | $2M | 0.2% | 2026-Q1 |
| PFG Advisors trimmed | 30,171 | $2M | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 29,208 | $2M | 0.1% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 29,102 | $2M | 0.1% | 2026-Q1 |
| JBR Co Financial Management Inc | 30,210 | $2M | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 25,192 | $2M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 261,483 | $19M | 1.2% | 2025-Q4 stale |
| CORE WEALTH ADVISORS, LLC new | 220,810 | $16M | 1.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 82,844 | $6M | 0.4% | 2025-Q4 stale |
| Archvest Wealth Advisors, Inc. new | 77,091 | $5M | 0.3% | 2025-Q1 stale |
| ADAPT WEALTH ADVISORS, LLC added | 75,982 | $5M | 0.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 69,685 | $5M | 0.3% | 2025-Q2 stale |
| Sterling Financial Group, Inc. added | 62,384 | $5M | 0.3% | 2025-Q3 stale |
| SMITH, MOORE & CO. trimmed | 66,261 | $4M | 0.3% | 2025-Q1 stale |
| Systelligence, LLC trimmed | 55,663 | $4M | 0.3% | 2025-Q3 stale |
| Uniting Wealth Partners, LLC added | 56,648 | $4M | 0.2% | 2025-Q2 stale |
| CW Advisors, LLC added | 38,524 | $3M | 0.2% | 2025-Q2 stale |
| Cobblestone Asset Management LLC added | 40,987 | $3M | 0.2% | 2025-Q1 stale |
| New Millennium Group LLC trimmed | 32,135 | $2M | 0.1% | 2025-Q4 stale |
| Tolleson Wealth Management, Inc. | 29,468 | $2M | 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.