Who owns XSORX
Which tracked institutional funds hold XSORX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XSORX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
7 tracked funds added or opened XSORX while 4 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
XSORX’s largest tracked holder by dollar value, DKM Wealth Management, Inc., sizes it at 10.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XSORX 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 55 tracked filers holding XSORX, 25 increased or opened the position and 28 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 XSORX 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.
Full exits 3
- ENVESTNET ASSET MANAGEMENT INC$842K
- PARK AVENUE SECURITIES LLC$711K
- AMERIPRISE FINANCIAL INC$533K
Largest adds
- Mesirow Financial Investment Management, Inc.$2M
- Keating Financial Advisory Services, Inc.$741K
- CARY STREET PARTNERS FINANCIAL LLC$615K
- Shaker Financial Services, LLC$515K
- DKM Wealth Management, Inc.$470K
- RAYMOND JAMES FINANCIAL INC$404K
Largest trims
- Hara Capital LLC$1M
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 |
|---|---|---|---|---|
| DKM Wealth Management, Inc. added | 301,449 | $14M | 19.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 169,289 | $8M | 10.8% | 2026-Q1 |
| DIVERSIFIED MANAGEMENT INC added | 117,969 | $5M | 7.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 90,319 | $4M | 5.8% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 75,349 | $3M | 4.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 74,530 | $3M | 4.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 68,318 | $3M | 4.4% | 2026-Q1 |
| Hara Capital LLC trimmed | 64,739 | $3M | 4.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 58,958 | $3M | 3.8% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 41,273 | $2M | 2.6% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 32,236 | $1M | 2.1% | 2026-Q1 |
| Anchor Investment Management, LLC added | 31,977 | $1M | 2.0% | 2026-Q1 |
| Invesco Ltd. added | 31,921 | $1M | 2.0% | 2026-Q1 |
| Shaker Financial Services, LLC added | 30,205 | $1M | 1.9% | 2026-Q1 |
| Smith Asset Management Co., LLC trimmed | 28,226 | $1M | 1.8% | 2026-Q1 |
| US BANCORP \DE\ | 24,800 | $1M | 1.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 21,312 | $987K | 1.4% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 19,171 | $888K | 1.2% | 2026-Q1 |
| Chemistry Wealth Management LLC trimmed | 15,696 | $727K | 1.0% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. | 14,955 | $693K | 1.0% | 2026-Q1 |
| &PARTNERS trimmed | 14,874 | $686K | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 13,938 | $646K | 0.9% | 2026-Q1 |
| PECAUT & CO. added | 13,453 | $623K | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 12,651 | $586K | 0.8% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 11,930 | $553K | 0.8% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 11,366 | $526K | 0.7% | 2026-Q1 |
| Capital Investment Counsel, Inc | 9,000 | $417K | 0.6% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 7,803 | $361K | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 7,338 | $340K | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 6,838 | $317K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 6,833 | $317K | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 6,802 | $315K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 5,478 | $254K | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. new | 5,032 | $233K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,319 | $200K | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 3,586 | $166K | 0.2% | 2026-Q1 |
| Align Financial, LLC trimmed | 3,346 | $155K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 2,766 | $123K | 0.2% | 2026-Q1 |
| Colonial Trust Co / SC added | 2,642 | $122K | 0.2% | 2026-Q1 |
| Manchester Capital Management LLC added | 1,500 | $69K | 0.1% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 1,399 | $65K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC | 1,308 | $60K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO | 1,317 | $59K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. added | 1,100 | $51K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,000 | $46K | 0.1% | 2026-Q1 |
| WHI TRUST Co LLC | 912 | $42K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc | 669 | $31K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 525 | $24K | 0.0% | 2026-Q1 |
| MAI Capital Management | 510 | $24K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. | 234 | $11K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 200 | $9K | 0.0% | 2026-Q1 |
| CWM, LLC | 67 | $3K | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 40 | $2K | 0.0% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC new | 20 | $927 | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 3 | $139 | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,407 | $842K | 1.2% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC trimmed | 15,532 | $711K | 1.0% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC trimmed | 11,653 | $533K | 0.7% | 2025-Q4 stale |
| Beacon Pointe Advisors, LLC new | 8,153 | $367K | 0.5% | 2025-Q3 stale |
| Waypoint Wealth Partners Inc. | 7,154 | $310K | 0.4% | 2025-Q2 stale |
| Uptown Financial Advisors LLC new | 6,042 | $276K | 0.4% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 5,923 | $271K | 0.4% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP new | 5,318 | $231K | 0.3% | 2025-Q2 stale |
| EverSource Wealth Advisors, LLC new | 4,916 | $221K | 0.3% | 2025-Q3 stale |
| Mraz, Amerine & Associates, Inc. trimmed | 4,667 | $210K | 0.3% | 2025-Q3 stale |
| Cornerstone Advisors, LLC trimmed | 3,672 | $168K | 0.2% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 1,863 | $85K | 0.1% | 2025-Q4 stale |
| LAZARD ASSET MANAGEMENT LLC | 1,087 | $47K | 0.1% | 2025-Q2 stale |
| Garde Capital, Inc. | 427 | $19K | 0.0% | 2025-Q2 stale |
| CX Institutional new | 378 | $17K | 0.0% | 2025-Q3 stale |
| Kilter Group LLC added | 294 | $13K | 0.0% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC | 200 | $9K | 0.0% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. | 116 | $5K | 0.0% | 2025-Q3 stale |
| Motiv8 Investments LLC new | 109 | $5K | 0.0% | 2025-Q4 stale |
| HIGHLINE WEALTH PARTNERS LLC new | 60 | $3K | 0.0% | 2025-Q3 stale |
| FMR LLC trimmed | 1 | $46 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.