Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 XSOE is one-sided between 2026-Q1 and 2026-Q2: 76 added or opened and 25 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
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 2026-Q1 and 2026-Q2, across 226 tracked filers holding XSOE, 90 increased or opened the position and 126 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 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
- JANE STREET GROUP, LLC$7M
- FIDUCIARY FINANCIAL ADVISORS$2M
- Keel Point, LLC$2M
- AXXCESS WEALTH MANAGEMENT, LLC$590K
Full exits 14
- CWM, LLC$10M
- Bank of New York Mellon Corp$8M
- Betterment LLC$7M
- GOLDMAN SACHS GROUP INC$4M
- Leo Wealth, LLC$3M
- HighTower Advisors, LLC$3M
Largest adds
- LPL Financial LLC$31M
- MORGAN STANLEY$26M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$17M
- BANK OF AMERICA CORP /DE/$13M
- STATE OF WISCONSIN INVESTMENT BOARD$13M
- HighPoint Advisor Group LLC$12M
Largest trims
- Elwood & Goetz Wealth Advisory Group, LLC$15M
- Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$5M
- MEITAV INVESTMENT HOUSE LTD$3M
- Merit Financial Group, LLC$2M
- Private Advisor Group, LLC$2M
- OSAIC HOLDINGS, INC.$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 2,953,394 | $145M | 11.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,777,872 | $87M | 7.0% | 2026-Q2 |
| LPL Financial LLC added | 1,614,270 | $79M | 6.3% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 1,511,642 | $74M | 5.9% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD | 1,408,892 | $69M | 5.5% | 2026-Q2 |
| UBS Group AG trimmed | 1,393,826 | $69M | 5.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,048,200 | $52M | 4.1% | 2026-Q2 |
| ESL Trust Services, LLC added | 958,864 | $47M | 3.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 652,209 | $32M | 2.6% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 592,603 | $29M | 2.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 586,910 | $29M | 2.3% | 2026-Q2 |
| Warren Street Wealth Advisors, LLC trimmed | 537,433 | $26M | 2.1% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 525,395 | $26M | 2.1% | 2026-Q2 |
| Marathon Mission, Inc. added | 511,198 | $25M | 2.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 480,219 | $24M | 1.9% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 418,672 | $21M | 1.6% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 372,715 | $18M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 313,863 | $15M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 294,864 | $15M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 283,853 | $14M | 1.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 265,023 | $13M | 1.0% | 2026-Q2 |
| WEALTH MANAGEMENT RESOURCES, INC. trimmed | 257,460 | $13M | 1.0% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC trimmed | 249,481 | $12M | 1.0% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 243,709 | $12M | 1.0% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 241,520 | $12M | 0.9% | 2026-Q2 |
| Sloy Dahl & Holst, LLC added | 233,875 | $12M | 0.9% | 2026-Q2 |
| Goldstein Advisors, LLC trimmed | 226,328 | $11M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 224,459 | $11M | 0.9% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ trimmed | 221,964 | $11M | 0.9% | 2026-Q2 |
| Arax Advisory Partners added | 220,764 | $11M | 0.9% | 2026-Q2 |
| Elwood & Goetz Wealth Advisory Group, LLC trimmed | 194,788 | $10M | 0.8% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 183,570 | $9M | 0.7% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 178,086 | $9M | 0.7% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 176,341 | $9M | 0.7% | 2026-Q2 |
| Evergreen Private Wealth LLC trimmed | 164,755 | $8M | 0.6% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 162,840 | $8M | 0.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 157,261 | $8M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 141,540 | $7M | 0.6% | 2026-Q2 |
| Encompass More Asset Management added | 139,500 | $7M | 0.5% | 2026-Q2 |
| Addison Capital Co added | 136,849 | $7M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 127,200 | $6M | 0.5% | 2026-Q2 |
| SENTINEL WEALTH MANAGEMENT, INC. added | 120,549 | $6M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 114,908 | $6M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 110,258 | $5M | 0.4% | 2026-Q2 |
| Atria Investments, Inc trimmed | 110,106 | $5M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 108,936 | $5M | 0.4% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD trimmed | 104,763 | $5M | 0.4% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 102,226 | $5M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 101,006 | $5M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 98,011 | $5M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 91,312 | $4M | 0.4% | 2026-Q2 |
| Algorithmic Investment Models, LLC trimmed | 90,817 | $4M | 0.4% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC trimmed | 88,858 | $4M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 79,500 | $4M | 0.3% | 2026-Q2 |
| Premier Path Wealth Partners, LLC added | 79,063 | $4M | 0.3% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 77,358 | $4M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC added | 70,543 | $3M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 66,955 | $3M | 0.3% | 2026-Q2 |
| Yoder Wealth Management, Inc. trimmed | 55,515 | $3M | 0.2% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 53,032 | $3M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 52,609 | $3M | 0.2% | 2026-Q2 |
| XML Financial, LLC added | 50,522 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 49,618 | $2M | 0.2% | 2026-Q2 |
| Blackhawk Capital Partners, LLC added | 48,293 | $2M | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 47,696 | $2M | 0.2% | 2026-Q2 |
| Karnit Road Accident Victims Compensation Fund | 47,241 | $2M | 0.2% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 46,291 | $2M | 0.2% | 2026-Q2 |
| BigSur Wealth Management LLC added | 44,500 | $2M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 40,079 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 39,991 | $2M | 0.2% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT added | 37,232 | $2M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 36,363 | $2M | 0.1% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC | 35,637 | $2M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 35,463 | $2M | 0.1% | 2026-Q2 |
| Montecito Bank & Trust trimmed | 35,393 | $2M | 0.1% | 2026-Q2 |
| ETF Store, Inc. added | 35,339 | $2M | 0.1% | 2026-Q2 |
| Oxinas Partners, LLC trimmed | 33,414 | $2M | 0.1% | 2026-Q2 |
| Keel Point, LLC new | 33,348 | $2M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 33,174 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 32,442 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 31,704 | $2M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 31,673 | $2M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 31,512 | $2M | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 30,780 | $2M | 0.1% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 30,464 | $1M | 0.1% | 2026-Q2 |
| Sherry Group, Inc. trimmed | 29,824 | $1M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 29,637 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 29,626 | $1M | 0.1% | 2026-Q2 |
| FIRST FINANCIAL CORP /IN/ trimmed | 28,602 | $1M | 0.1% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 28,188 | $1M | 0.1% | 2026-Q2 |
| Beckerman Institutional, LLC trimmed | 27,879 | $1M | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 25,662 | $1M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 24,615 | $1M | 0.1% | 2026-Q2 |
| Fischer Financial Services, Inc. trimmed | 24,202 | $1M | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 23,566 | $1M | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. added | 22,844 | $1M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 21,789 | $1M | 0.1% | 2026-Q2 |
| Summit Wealth Partners, LLC trimmed | 21,752 | $1M | 0.1% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 21,578 | $1M | 0.1% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 21,494 | $1M | 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.