Who owns 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-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 XSMO is one-sided between 2026-Q1 and 2026-Q2: 141 added or opened and 24 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
XSMO’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.3pp 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 2026-Q1 and 2026-Q2, across 311 tracked filers holding XSMO, 191 increased or opened the position and 117 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 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 13
- Markowski Investments$18M
- INSIGNEO ADVISORY SERVICES, LLC$13M
- Savvy Advisors, Inc.$11M
- Retirement Planning Group, LLC$5M
- COMPASS FINANCIAL MANAGEMENT LLC$4M
- NewEdge Advisors, LLC$3M
Full exits 14
- CWM, LLC$33M
- HighTower Advisors, LLC$21M
- Cambridge Investment Research Advisors, Inc.$21M
- Thrivent Financial for Lutherans$19M
- USAdvisors Wealth Management, LLC$8M
- VectorGlobal IAG, Inc.$5M
Largest adds
- RAYMOND JAMES FINANCIAL INC$73M
- LPL Financial LLC$66M
- OSAIC HOLDINGS, INC.$50M
- BANK OF AMERICA CORP /DE/$41M
- MORGAN STANLEY$37M
- ENVESTNET ASSET MANAGEMENT INC$37M
Largest trims
- Mariner, LLC$16M
- Independent Advisor Alliance$6M
- RFG Advisory, LLC$5M
- D. E. Shaw & Co., Inc.$1M
- GOLDMAN SACHS GROUP INC$1M
- Equitable Holdings, Inc.$895K
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 added | 2,543,390 | $238M | 11.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,064,849 | $193M | 9.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,785,627 | $167M | 8.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,695,098 | $159M | 7.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,132,140 | $106M | 5.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 928,275 | $87M | 4.3% | 2026-Q2 |
| Cetera Investment Advisers added | 927,946 | $87M | 4.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 826,186 | $77M | 3.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 723,942 | $68M | 3.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 554,308 | $52M | 2.6% | 2026-Q2 |
| Gratus Wealth Advisors, LLC added | 527,440 | $49M | 2.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 525,103 | $48M | 2.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 333,599 | $31M | 1.5% | 2026-Q2 |
| River Wealth Advisors LLC | 314,190 | $24M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 263,205 | $25M | 1.2% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 220,755 | $21M | 1.0% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 210,637 | $20M | 1.0% | 2026-Q2 |
| Armbruster Capital Management, Inc. trimmed | 198,166 | $19M | 0.9% | 2026-Q2 |
| Markowski Investments new | 195,594 | $18M | 0.9% | 2026-Q2 |
| Clark Wealth Partners trimmed | 179,445 | $17M | 0.8% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 178,992 | $17M | 0.8% | 2026-Q2 |
| Sound Income Strategies, LLC added | 175,245 | $16M | 0.8% | 2026-Q2 |
| Seros Financial, LLC added | 174,671 | $16M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 162,027 | $15M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 161,854 | $15M | 0.8% | 2026-Q2 |
| Financial Partners Group, Inc added | 151,054 | $14M | 0.7% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 142,592 | $13M | 0.7% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 135,692 | $13M | 0.6% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 130,561 | $12M | 0.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 122,014 | $11M | 0.6% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 120,337 | $11M | 0.6% | 2026-Q2 |
| Savvy Advisors, Inc. new | 120,231 | $11M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 115,945 | $10M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 111,950 | $10M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 111,491 | $10M | 0.5% | 2026-Q2 |
| Integrated Capital Management, LLC added | 111,269 | $10M | 0.5% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 110,840 | $10M | 0.5% | 2026-Q2 |
| Family Investment Center, Inc. added | 110,454 | $10M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 105,608 | $10M | 0.5% | 2026-Q2 |
| Provident Wealth Management, LLC trimmed | 100,205 | $9M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 99,037 | $9M | 0.5% | 2026-Q2 |
| Arkadios Wealth Advisors added | 95,481 | $9M | 0.4% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 92,868 | $9M | 0.4% | 2026-Q2 |
| EPG Wealth Management LLC added | 90,058 | $8M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 84,404 | $8M | 0.4% | 2026-Q2 |
| Prostatis Group LLC added | 79,618 | $7M | 0.4% | 2026-Q2 |
| Cooper Financial Group trimmed | 78,204 | $7M | 0.4% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 77,443 | $7M | 0.4% | 2026-Q2 |
| Anderson Financial Strategies, LLC trimmed | 77,279 | $7M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 74,319 | $7M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 71,208 | $7M | 0.3% | 2026-Q2 |
| MFA WEALTH ADVISORS, LLC added | 69,658 | $7M | 0.3% | 2026-Q2 |
| Fiduciary Alliance LLC added | 63,961 | $6M | 0.3% | 2026-Q2 |
| THEORY FINANCIAL LLC added | 63,567 | $6M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 62,457 | $6M | 0.3% | 2026-Q2 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 61,072 | $6M | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 59,425 | $6M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 57,221 | $5M | 0.3% | 2026-Q2 |
| Nvest Financial, LLC added | 55,243 | $5M | 0.3% | 2026-Q2 |
| Retirement Planning Group, LLC new | 51,051 | $5M | 0.2% | 2026-Q2 |
| ArborFi Advisors, LLC added | 50,403 | $5M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 48,500 | $5M | 0.2% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 47,309 | $4M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 46,421 | $4M | 0.2% | 2026-Q2 |
| Financial Freedom, LLC trimmed | 45,532 | $4M | 0.2% | 2026-Q2 |
| Oxford Wealth Group, LLC added | 43,016 | $4M | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC added | 42,652 | $4M | 0.2% | 2026-Q2 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC added | 41,603 | $4M | 0.2% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 41,188 | $4M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC added | 40,436 | $4M | 0.2% | 2026-Q2 |
| JBR Co Financial Management Inc added | 39,904 | $4M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 36,585 | $3M | 0.2% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 35,405 | $3M | 0.2% | 2026-Q2 |
| Brown Miller Wealth Management, LLC added | 35,367 | $3M | 0.2% | 2026-Q2 |
| Paragon Private Wealth Management, LLC added | 34,553 | $3M | 0.2% | 2026-Q2 |
| Apollon Financial, LLC added | 34,428 | $3M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 34,111 | $3M | 0.2% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 33,843 | $3M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 33,069 | $3M | 0.2% | 2026-Q2 |
| PFG Advisors added | 32,901 | $3M | 0.2% | 2026-Q2 |
| Mascagni Wealth Management, Inc. trimmed | 32,096 | $3M | 0.1% | 2026-Q2 |
| Capital Investment Counsel, LLC trimmed | 31,278 | $3M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 31,122 | $3M | 0.1% | 2026-Q2 |
| New Insight Wealth Advisors added | 30,300 | $3M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 29,830 | $3M | 0.1% | 2026-Q2 |
| Tolleson Wealth Management, Inc. | 29,468 | $3M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 28,043 | $3M | 0.1% | 2026-Q2 |
| Greenline Wealth Management LLC added | 27,218 | $3M | 0.1% | 2026-Q2 |
| Concorde Asset Management, LLC added | 27,167 | $3M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC added | 26,233 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 25,826 | $2M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 25,659 | $2M | 0.1% | 2026-Q2 |
| Colonial River Investments, LLC added | 25,547 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS added | 25,411 | $2M | 0.1% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC trimmed | 24,849 | $2M | 0.1% | 2026-Q2 |
| Providence First Trust Co added | 24,806 | $2M | 0.1% | 2026-Q2 |
| Carolina Wealth Management Inc new | 24,700 | $2M | 0.1% | 2026-Q2 |
| Argent Trust Co added | 24,577 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 24,136 | $2M | 0.1% | 2026-Q2 |
| Virginia Estate & Retirement Planning Advisors Inc. new | 12,839 | $3M | 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.