Who owns XSSPX
Which tracked institutional funds hold XSSPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XSSPX 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
55 tracked funds added or opened XSSPX while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
XSSPX’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes XSSPX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XSSPX 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 222 tracked filers holding XSSPX, 87 increased or opened the position and 118 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 XSSPX 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 9
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3M
- NewEdge Advisors, LLC$3M
- PUFF WEALTH MANAGEMENT, LLC$956K
- IMC-Chicago, LLC$937K
- Diversify Advisory Services, LLC$687K
- Turner Financial Group, Inc.$611K
Full exits 10
- Cambridge Investment Research Advisors, Inc.$10M
- HighTower Advisors, LLC$10M
- Janney Montgomery Scott LLC$5M
- Independent Advisor Alliance$4M
- PARK AVENUE SECURITIES LLC$3M
- Thomas J. Herzfeld Advisors, Inc.$2M
Largest adds
- MORGAN STANLEY$36M
- Saba Capital Management, L.P.$19M
- Allspring Global Investments Holdings, LLC$10M
- Invesco Ltd.$8M
- GatePass Capital, LLC$6M
- LPL Financial LLC$5M
Largest trims
- WOLVERINE ASSET MANAGEMENT LLC$5M
- Shaker Financial Services, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Kestra Advisory Services, LLC$1M
- Ionic Capital Management LLC$681K
- Richmond Investment Services, LLC$572K
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 added | 12,472,863 | $232M | 30.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,440,231 | $45M | 5.9% | 2026-Q2 |
| Saba Capital Management, L.P. added | 2,368,022 | $44M | 5.7% | 2026-Q2 |
| LPL Financial LLC added | 1,997,074 | $37M | 4.8% | 2026-Q2 |
| Invesco Ltd. added | 1,987,730 | $37M | 4.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,951,647 | $36M | 4.7% | 2026-Q2 |
| UBS Group AG trimmed | 1,809,938 | $34M | 4.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,786,820 | $33M | 4.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,297,471 | $24M | 3.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 1,233,884 | $23M | 3.0% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 937,141 | $17M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 600,563 | $11M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 450,007 | $8M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 436,736 | $8M | 1.1% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC trimmed | 421,986 | $8M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 420,868 | $8M | 1.0% | 2026-Q2 |
| GatePass Capital, LLC added | 369,950 | $7M | 0.9% | 2026-Q2 |
| Twelve Points Wealth Management LLC added | 345,118 | $6M | 0.8% | 2026-Q2 |
| Almitas Capital LLC added | 326,907 | $6M | 0.8% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 296,331 | $6M | 0.7% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 257,328 | $5M | 0.6% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 254,177 | $5M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 242,536 | $5M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 229,454 | $4M | 0.6% | 2026-Q2 |
| Logan Stone Capital, LLC added | 228,792 | $4M | 0.6% | 2026-Q2 |
| &PARTNERS trimmed | 205,568 | $4M | 0.5% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 202,473 | $4M | 0.5% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 198,750 | $4M | 0.5% | 2026-Q2 |
| Bulldog Investors, LLP added | 187,572 | $3M | 0.5% | 2026-Q2 |
| Quarry LP trimmed | 177,171 | $3M | 0.4% | 2026-Q2 |
| Sage Capital Management, LLC trimmed | 166,576 | $3M | 0.4% | 2026-Q2 |
| Altium Capital Management LLC | 157,395 | $3M | 0.4% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 155,989 | $3M | 0.4% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 151,552 | $3M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 150,694 | $3M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 141,506 | $3M | 0.3% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 139,466 | $3M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 139,122 | $3M | 0.3% | 2026-Q2 |
| Advisory Advocates, LLC trimmed | 134,599 | $3M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 134,295 | $3M | 0.3% | 2026-Q2 |
| FORTEM FINANCIAL GROUP, LLC trimmed | 125,998 | $2M | 0.3% | 2026-Q2 |
| PMG Family Office LLC added | 111,852 | $2M | 0.3% | 2026-Q2 |
| Cypress Capital Management LLC (WY) added | 110,380 | $2M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 109,643 | $2M | 0.3% | 2026-Q2 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV trimmed | 108,498 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 104,219 | $2M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 101,811 | $2M | 0.2% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 98,545 | $2M | 0.2% | 2026-Q2 |
| TPG Advisors LLC trimmed | 97,348 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 94,669 | $2M | 0.2% | 2026-Q2 |
| FORTERIS WEALTH MANAGEMENT INC. added | 90,315 | $2M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 89,622 | $2M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 77,911 | $1M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 76,502 | $1M | 0.2% | 2026-Q2 |
| Ionic Capital Management LLC trimmed | 76,369 | $1M | 0.2% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 75,984 | $1M | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. added | 75,106 | $1M | 0.2% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC | 68,250 | $1M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 66,356 | $1M | 0.2% | 2026-Q2 |
| Patten Group, Inc. added | 65,767 | $1M | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 65,417 | $1M | 0.2% | 2026-Q2 |
| Tyche Wealth Partners LLC added | 64,905 | $1M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 61,372 | $1M | 0.1% | 2026-Q2 |
| High Point Wealth Management, LLC added | 60,120 | $1M | 0.1% | 2026-Q2 |
| Blake Schutter Theil Wealth Advisors, LLC trimmed | 57,377 | $1M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 57,198 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 57,118 | $1M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 55,824 | $1M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 52,520 | $979K | 0.1% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC new | 51,264 | $956K | 0.1% | 2026-Q2 |
| SIMS INVESTMENT MANAGEMENT, LLC | 50,462 | $941K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC new | 50,253 | $937K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 47,458 | $885K | 0.1% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 46,104 | $859K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 44,963 | $838K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 44,113 | $822K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 43,397 | $809K | 0.1% | 2026-Q2 |
| Alteri Wealth LLC added | 43,258 | $806K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 42,037 | $784K | 0.1% | 2026-Q2 |
| Venture Visionary Partners LLC | 41,704 | $777K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 40,537 | $756K | 0.1% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 39,825 | $742K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 37,958 | $708K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 37,904 | $707K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 37,429 | $698K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 37,084 | $687K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 37,084 | $687K | 0.1% | 2026-Q2 |
| Calamos Advisors LLC added | 36,822 | $686K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 36,682 | $684K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 36,494 | $680K | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. | 36,350 | $678K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 35,955 | $611K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 35,913 | $674K | 0.1% | 2026-Q2 |
| Focused Wealth Management, Inc | 35,071 | $654K | 0.1% | 2026-Q2 |
| CHOREO, LLC trimmed | 34,753 | $663K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 34,394 | $641K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 33,230 | $619K | 0.1% | 2026-Q2 |
| Turner Financial Group, Inc. new | 32,791 | $611K | 0.1% | 2026-Q2 |
| Pflug Koory, LLC | 32,688 | $609K | 0.1% | 2026-Q2 |
| DECISION INVESTMENTS, INC trimmed | 32,547 | $607K | 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.