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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,985,759 | $120M | 10.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,852,042 | $74M | 6.3% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 1,640,866 | $66M | 5.6% | 2026-Q1 |
| UBS Group AG added | 1,432,837 | $57M | 4.9% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | 1,408,892 | $56M | 4.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,258,344 | $50M | 4.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,210,114 | $49M | 4.1% | 2026-Q1 |
| ESL Trust Services, LLC added | 958,792 | $38M | 3.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 676,436 | $27M | 2.3% | 2026-Q1 |
| Elwood & Goetz Wealth Advisory Group, LLC added | 619,075 | $25M | 2.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 599,440 | $24M | 2.0% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 577,262 | $23M | 2.0% | 2026-Q1 |
| Warren Street Wealth Advisors, LLC trimmed | 542,958 | $22M | 1.9% | 2026-Q1 |
| Marathon Mission, Inc. added | 508,156 | $20M | 1.7% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 492,666 | $20M | 1.7% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 431,168 | $17M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 426,795 | $17M | 1.5% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 336,833 | $14M | 1.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 329,777 | $13M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 319,498 | $13M | 1.1% | 2026-Q1 |
| WEALTH MANAGEMENT RESOURCES, INC. trimmed | 316,459 | $13M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 285,217 | $11M | 1.0% | 2026-Q1 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 263,253 | $11M | 0.9% | 2026-Q1 |
| CWM, LLC trimmed | 256,848 | $10M | 0.9% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC added | 249,542 | $10M | 0.9% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ trimmed | 245,444 | $10M | 0.8% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 245,250 | $10M | 0.8% | 2026-Q1 |
| Goldstein Advisors, LLC added | 230,340 | $9M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 229,149 | $9M | 0.8% | 2026-Q1 |
| Sloy Dahl & Holst, LLC added | 228,676 | $9M | 0.8% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 214,323 | $9M | 0.7% | 2026-Q1 |
| Arax Advisory Partners added | 206,456 | $8M | 0.7% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 205,181 | $8M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 202,510 | $8M | 0.7% | 2026-Q1 |
| WESCAP Management Group, Inc. added | 186,500 | $7M | 0.6% | 2026-Q1 |
| Betterment LLC trimmed | 176,918 | $7M | 0.6% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 169,962 | $7M | 0.6% | 2026-Q1 |
| Evergreen Private Wealth LLC trimmed | 168,738 | $7M | 0.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 163,047 | $7M | 0.6% | 2026-Q1 |
| Atria Investments, Inc trimmed | 162,113 | $7M | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 160,798 | $6M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 153,152 | $6M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 136,849 | $5M | 0.5% | 2026-Q1 |
| Encompass More Asset Management added | 132,322 | $5M | 0.5% | 2026-Q1 |
| Addison Capital Co added | 131,887 | $5M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 129,306 | $5M | 0.4% | 2026-Q1 |
| EVERMAY WEALTH MANAGEMENT LLC trimmed | 128,074 | $5M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 121,181 | $5M | 0.4% | 2026-Q1 |
| SENTINEL WEALTH MANAGEMENT, INC. added | 118,660 | $5M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 115,199 | $5M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 113,506 | $5M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 105,587 | $4M | 0.4% | 2026-Q1 |
| Algorithmic Investment Models, LLC trimmed | 99,674 | $4M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 102,212 | $4M | 0.3% | 2026-Q1 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 95,717 | $4M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 98,011 | $4M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 94,410 | $4M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 84,837 | $3M | 0.3% | 2026-Q1 |
| Leo Wealth, LLC added | 80,130 | $3M | 0.3% | 2026-Q1 |
| SK Wealth Management, LLC trimmed | 79,057 | $3M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 74,330 | $3M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 72,610 | $3M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 69,894 | $3M | 0.2% | 2026-Q1 |
| Premier Path Wealth Partners, LLC trimmed | 69,809 | $3M | 0.2% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 65,882 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 63,570 | $3M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC new | 57,056 | $2M | 0.2% | 2026-Q1 |
| Yoder Wealth Management, Inc. trimmed | 55,531 | $2M | 0.2% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC added | 55,118 | $2M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 50,553 | $2M | 0.2% | 2026-Q1 |
| XML Financial, LLC trimmed | 49,175 | $2M | 0.2% | 2026-Q1 |
| Karnit Road Accident Victims Compensation Fund | 47,241 | $2M | 0.2% | 2026-Q1 |
| Blackhawk Capital Partners, LLC added | 45,704 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 42,115 | $2M | 0.1% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 39,641 | $2M | 0.1% | 2026-Q1 |
| Montecito Bank & Trust trimmed | 39,020 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 38,058 | $2M | 0.1% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 37,166 | $1M | 0.1% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 36,970 | $1M | 0.1% | 2026-Q1 |
| MAI Capital Management added | 35,740 | $1M | 0.1% | 2026-Q1 |
| CLIENT 1ST ADVISORY GROUP, LLC trimmed | 35,637 | $1M | 0.1% | 2026-Q1 |
| Oxinas Partners, LLC trimmed | 35,520 | $1M | 0.1% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 33,135 | $1M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 33,039 | $1M | 0.1% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 32,020 | $1M | 0.1% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd | 1,360,000 | $52M | 4.4% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC added | 582,284 | $18M | 1.5% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 174,491 | $7M | 0.6% | 2025-Q3 stale |
| Pinnacle Financial Partners Inc added | 149,781 | $6M | 0.5% | 2025-Q3 stale |
| Defined Financial Planning LLC trimmed | 136,181 | $5M | 0.4% | 2025-Q3 stale |
| B. Riley Wealth Advisors, Inc. added | 111,542 | $4M | 0.4% | 2025-Q4 stale |
| Insight Advisors, LLC/ PA trimmed | 99,595 | $4M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 75,478 | $3M | 0.3% | 2025-Q4 stale |
| NorthCrest Asset Manangement, LLC added | 84,220 | $3M | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 69,796 | $3M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 73,084 | $3M | 0.2% | 2025-Q2 stale |
| Concurrent Investment Advisors, LLC trimmed | 50,423 | $2M | 0.2% | 2025-Q4 stale |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 47,241 | $2M | 0.2% | 2025-Q4 stale |
| Exchange Capital Management, Inc. added | 45,901 | $2M | 0.1% | 2025-Q2 stale |
| &PARTNERS new | 36,663 | $1M | 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.