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Institutional Ownership · SEC Form 13F

Who owns XSOE (XSOE)


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

235
Institutional holders
27,970,440
Shares held (tracked funds)

How the tape is positioned

39 tracked funds added or opened XSOE while 31 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

XSOE’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes XSOE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in XSOE 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 235 tracked filers holding XSOE, 98 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 XSOE 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 5

  • GOLDMAN SACHS GROUP INC$4M
  • NewEdge Wealth, LLC$2M
  • Independent Advisor Alliance$862K
  • Retirement Planning Group, LLC$739K
  • Baird Financial Group, Inc.$734K

Full exits 9

  • B. Riley Wealth Advisors, Inc.$4M
  • Insight Advisors, LLC/ PA$4M
  • FLOW TRADERS U.S. LLC$3M
  • JANE STREET GROUP, LLC$3M
  • Concurrent Investment Advisors, LLC$2M
  • Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$2M

Largest adds

  • MORGAN STANLEY$8M
  • UBS Group AG$4M
  • Encompass More Asset Management$3M
  • WELLS FARGO & COMPANY/MN$2M
  • HighTower Advisors, LLC$2M
  • INVENIO WEALTH PARTNERS LLC$2M

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
  • OneDigital Investment Advisors LLC$6M
  • ROYAL BANK OF CANADA$5M
  • LPL Financial LLC$5M
  • BANK OF AMERICA CORP /DE/$4M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M

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
MORGAN STANLEY added2,985,759$120M10.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,852,042$74M6.3%2026-Q1
Valmark Advisers, Inc. trimmed1,640,866$66M5.6%2026-Q1
UBS Group AG added1,432,837$57M4.9%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD1,408,892$56M4.8%2026-Q1
WELLS FARGO & COMPANY/MN added1,258,344$50M4.3%2026-Q1
LPL Financial LLC trimmed1,210,114$49M4.1%2026-Q1
ESL Trust Services, LLC added958,792$38M3.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed676,436$27M2.3%2026-Q1
Elwood & Goetz Wealth Advisory Group, LLC added619,075$25M2.1%2026-Q1
OneDigital Investment Advisors LLC trimmed599,440$24M2.0%2026-Q1
MEITAV INVESTMENT HOUSE LTD trimmed577,262$23M2.0%2026-Q1
Warren Street Wealth Advisors, LLC trimmed542,958$22M1.9%2026-Q1
Marathon Mission, Inc. added508,156$20M1.7%2026-Q1
Pallas Capital Advisors LLC trimmed492,666$20M1.7%2026-Q1
HighPoint Advisor Group LLC trimmed431,168$17M1.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed426,795$17M1.5%2026-Q1
HOWARD FINANCIAL SERVICES, LTD. added336,833$14M1.1%2026-Q1
Transamerica Financial Advisors, LLC trimmed329,777$13M1.1%2026-Q1
Cetera Investment Advisers trimmed319,498$13M1.1%2026-Q1
WEALTH MANAGEMENT RESOURCES, INC. trimmed316,459$13M1.1%2026-Q1
STIFEL FINANCIAL CORP added285,217$11M1.0%2026-Q1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD263,253$11M0.9%2026-Q1
CWM, LLC trimmed256,848$10M0.9%2026-Q1
INVENIO WEALTH PARTNERS LLC added249,542$10M0.9%2026-Q1
GOULD ASSET MANAGEMENT LLC /CA/ trimmed245,444$10M0.8%2026-Q1
AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed245,250$10M0.8%2026-Q1
Goldstein Advisors, LLC added230,340$9M0.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed229,149$9M0.8%2026-Q1
Sloy Dahl & Holst, LLC added228,676$9M0.8%2026-Q1
MGO ONE SEVEN LLC trimmed214,323$9M0.7%2026-Q1
Arax Advisory Partners added206,456$8M0.7%2026-Q1
LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed205,181$8M0.7%2026-Q1
Bank of New York Mellon Corp added202,510$8M0.7%2026-Q1
WESCAP Management Group, Inc. added186,500$7M0.6%2026-Q1
Betterment LLC trimmed176,918$7M0.6%2026-Q1
Pinnacle Financial Partners, Inc. added169,962$7M0.6%2026-Q1
Evergreen Private Wealth LLC trimmed168,738$7M0.6%2026-Q1
Focus Partners Wealth trimmed163,047$7M0.6%2026-Q1
Atria Investments, Inc trimmed162,113$7M0.6%2026-Q1
Stratos Wealth Partners, LTD. added160,798$6M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed153,152$6M0.5%2026-Q1
Merit Financial Group, LLC trimmed136,849$5M0.5%2026-Q1
Encompass More Asset Management added132,322$5M0.5%2026-Q1
Addison Capital Co added131,887$5M0.4%2026-Q1
IFP Advisors, Inc added129,306$5M0.4%2026-Q1
EVERMAY WEALTH MANAGEMENT LLC trimmed128,074$5M0.4%2026-Q1
Mariner, LLC trimmed121,181$5M0.4%2026-Q1
SENTINEL WEALTH MANAGEMENT, INC. added118,660$5M0.4%2026-Q1
D.A. DAVIDSON & CO. trimmed115,199$5M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed113,506$5M0.4%2026-Q1
Private Advisor Group, LLC added105,587$4M0.4%2026-Q1
Algorithmic Investment Models, LLC trimmed99,674$4M0.3%2026-Q1
Equitable Holdings, Inc. added102,212$4M0.3%2026-Q1
CASTLEKEEP INVESTMENT ADVISORS LLC added95,717$4M0.3%2026-Q1
Smartleaf Asset Management LLC trimmed98,011$4M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added94,410$4M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed84,837$3M0.3%2026-Q1
Leo Wealth, LLC added80,130$3M0.3%2026-Q1
SK Wealth Management, LLC trimmed79,057$3M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added74,330$3M0.3%2026-Q1
HighTower Advisors, LLC added72,610$3M0.2%2026-Q1
Lido Advisors, LLC added69,894$3M0.2%2026-Q1
Premier Path Wealth Partners, LLC trimmed69,809$3M0.2%2026-Q1
JOURNEY STRATEGIC WEALTH LLC trimmed65,882$3M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed63,570$3M0.2%2026-Q1
NewEdge Wealth, LLC new57,056$2M0.2%2026-Q1
Yoder Wealth Management, Inc. trimmed55,531$2M0.2%2026-Q1
DRIVE WEALTH MANAGEMENT, LLC added55,118$2M0.2%2026-Q1
OLD MISSION CAPITAL LLC trimmed50,553$2M0.2%2026-Q1
XML Financial, LLC trimmed49,175$2M0.2%2026-Q1
Karnit Road Accident Victims Compensation Fund47,241$2M0.2%2026-Q1
Blackhawk Capital Partners, LLC added45,704$2M0.2%2026-Q1
Kestra Advisory Services, LLC added42,115$2M0.1%2026-Q1
Per Stirling Capital Management, LLC. trimmed39,641$2M0.1%2026-Q1
Montecito Bank & Trust trimmed39,020$2M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed38,058$2M0.1%2026-Q1
Glen Eagle Advisors, LLC trimmed37,166$1M0.1%2026-Q1
CONDOR CAPITAL MANAGEMENT trimmed36,970$1M0.1%2026-Q1
MAI Capital Management added35,740$1M0.1%2026-Q1
CLIENT 1ST ADVISORY GROUP, LLC trimmed35,637$1M0.1%2026-Q1
Oxinas Partners, LLC trimmed35,520$1M0.1%2026-Q1
Robertson Stephens Wealth Management, LLC added33,135$1M0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed33,039$1M0.1%2026-Q1
Beaumont Financial Advisors, LLC trimmed32,020$1M0.1%2026-Q1
Clal Insurance Enterprises Holdings Ltd1,360,000$52M4.4%2025-Q3 stale
TOWNSQUARE CAPITAL LLC added582,284$18M1.5%2025-Q1 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed174,491$7M0.6%2025-Q3 stale
Pinnacle Financial Partners Inc added149,781$6M0.5%2025-Q3 stale
Defined Financial Planning LLC trimmed136,181$5M0.4%2025-Q3 stale
B. Riley Wealth Advisors, Inc. added111,542$4M0.4%2025-Q4 stale
Insight Advisors, LLC/ PA trimmed99,595$4M0.3%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed75,478$3M0.3%2025-Q4 stale
NorthCrest Asset Manangement, LLC added84,220$3M0.2%2025-Q2 stale
JANE STREET GROUP, LLC added69,796$3M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added73,084$3M0.2%2025-Q2 stale
Concurrent Investment Advisors, LLC trimmed50,423$2M0.2%2025-Q4 stale
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)47,241$2M0.2%2025-Q4 stale
Exchange Capital Management, Inc. added45,901$2M0.1%2025-Q2 stale
&PARTNERS new36,663$1M0.1%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