Who owns XSSPX (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-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
The tracked-fund tape on XSSPX is one-sided between 2025-Q4 and 2026-Q1: 103 added or opened and 0 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
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 2025-Q4 and 2026-Q1, across 226 tracked filers holding XSSPX, 222 increased or opened the position and 8 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 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 65
- Saba Capital Management, L.P.$25M
- HighTower Advisors, LLC$10M
- ABSOLUTE INVESTMENT ADVISERS, LLC$7M
- Shaker Financial Services, LLC$7M
- Twelve Points Wealth Management LLC$5M
- STIFEL FINANCIAL CORP$5M
Largest adds
- MORGAN STANLEY$192M
- WELLS FARGO & COMPANY/MN$30M
- Allspring Global Investments Holdings, LLC$25M
- LPL Financial LLC$25M
- UBS Group AG$23M
- RAYMOND JAMES FINANCIAL INC$23M
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 | 12,227,809 | $197M | 29.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,626,954 | $42M | 6.3% | 2026-Q1 |
| LPL Financial LLC added | 1,974,296 | $32M | 4.7% | 2026-Q1 |
| UBS Group AG added | 1,884,150 | $30M | 4.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,836,213 | $30M | 4.4% | 2026-Q1 |
| Invesco Ltd. added | 1,820,202 | $29M | 4.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 1,621,647 | $26M | 3.9% | 2026-Q1 |
| Saba Capital Management, L.P. new | 1,537,423 | $25M | 3.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,326,539 | $21M | 3.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 1,194,048 | $19M | 2.9% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 1,049,466 | $17M | 2.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 593,941 | $10M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC new | 592,916 | $10M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 590,763 | $9M | 1.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 549,588 | $9M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 528,707 | $8M | 1.3% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 430,433 | $7M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 430,893 | $7M | 1.0% | 2026-Q1 |
| Shaker Financial Services, LLC added | 407,322 | $7M | 1.0% | 2026-Q1 |
| Twelve Points Wealth Management LLC new | 325,501 | $5M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 324,292 | $5M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 287,314 | $5M | 0.7% | 2026-Q1 |
| Capital Investment Advisors, LLC new | 285,535 | $5M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 262,227 | $4M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance added | 247,485 | $4M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 246,272 | $4M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 245,116 | $4M | 0.6% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 210,579 | $3M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 209,707 | $3M | 0.5% | 2026-Q1 |
| &PARTNERS new | 208,680 | $3M | 0.5% | 2026-Q1 |
| MONECO ADVISORS, LLC new | 203,365 | $3M | 0.5% | 2026-Q1 |
| Quarry LP new | 201,584 | $3M | 0.5% | 2026-Q1 |
| Sage Capital Management, LLC new | 197,501 | $3M | 0.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 181,127 | $3M | 0.4% | 2026-Q1 |
| Shulman DeMeo Asset Management LLC added | 157,720 | $3M | 0.4% | 2026-Q1 |
| Altium Capital Management LLC new | 157,395 | $3M | 0.4% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. new | 149,092 | $2M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 141,506 | $2M | 0.3% | 2026-Q1 |
| Advisory Advocates, LLC new | 136,490 | $2M | 0.3% | 2026-Q1 |
| Ionic Capital Management LLC added | 130,987 | $2M | 0.3% | 2026-Q1 |
| FORTEM FINANCIAL GROUP, LLC added | 130,912 | $2M | 0.3% | 2026-Q1 |
| Bulldog Investors, LLP new | 125,415 | $2M | 0.3% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 118,391 | $2M | 0.3% | 2026-Q1 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV new | 109,192 | $2M | 0.3% | 2026-Q1 |
| PMG Family Office LLC added | 111,427 | $2M | 0.3% | 2026-Q1 |
| Focus Partners Wealth new | 108,914 | $2M | 0.3% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC new | 99,335 | $2M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 98,953 | $2M | 0.2% | 2026-Q1 |
| TPG Advisors LLC new | 98,917 | $2M | 0.2% | 2026-Q1 |
| Cypress Capital Management LLC (WY) new | 94,482 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 92,005 | $1M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 91,536 | $1M | 0.2% | 2026-Q1 |
| Richmond Investment Services, LLC new | 89,052 | $1M | 0.2% | 2026-Q1 |
| Almitas Capital LLC new | 88,552 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 85,582 | $1M | 0.2% | 2026-Q1 |
| FORTERIS WEALTH MANAGEMENT INC. new | 85,297 | $1M | 0.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 80,204 | $1M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 74,952 | $1M | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. added | 74,395 | $1M | 0.2% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC new | 68,250 | $1M | 0.2% | 2026-Q1 |
| ISLAY CAPITAL MANAGEMENT, LLC new | 66,611 | $1M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 66,309 | $1M | 0.2% | 2026-Q1 |
| Tyche Wealth Partners LLC added | 64,783 | $1M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 63,048 | $1M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 60,930 | $979K | 0.1% | 2026-Q1 |
| High Point Wealth Management, LLC added | 60,031 | $965K | 0.1% | 2026-Q1 |
| Blake Schutter Theil Wealth Advisors, LLC new | 57,379 | $922K | 0.1% | 2026-Q1 |
| GatePass Capital, LLC new | 52,563 | $845K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 52,163 | $838K | 0.1% | 2026-Q1 |
| Logan Stone Capital, LLC added | 51,308 | $825K | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC new | 51,232 | $823K | 0.1% | 2026-Q1 |
| SIMS INVESTMENT MANAGEMENT, LLC new | 50,462 | $811K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 50,384 | $810K | 0.1% | 2026-Q1 |
| Leo Wealth, LLC new | 49,854 | $801K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC new | 49,651 | $798K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. new | 49,590 | $797K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC new | 47,702 | $767K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 46,544 | $748K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 45,572 | $732K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 45,100 | $725K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 44,639 | $717K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. new | 43,841 | $705K | 0.1% | 2026-Q1 |
| Alteri Wealth LLC new | 42,941 | $690K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 42,076 | $686K | 0.1% | 2026-Q1 |
| Venture Visionary Partners LLC new | 41,704 | $670K | 0.1% | 2026-Q1 |
| World Investment Advisors new | 40,816 | $656K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 40,499 | $651K | 0.1% | 2026-Q1 |
| CHOREO, LLC new | 40,321 | $648K | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 37,084 | $645K | 0.1% | 2026-Q1 |
| Patten Group, Inc. new | 39,918 | $641K | 0.1% | 2026-Q1 |
| UMB Bank, n.a. new | 39,827 | $640K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 38,104 | $612K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 36,321 | $592K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. added | 36,787 | $591K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 36,510 | $587K | 0.1% | 2026-Q1 |
| Investment Partners Asset Management, Inc. new | 36,350 | $584K | 0.1% | 2026-Q1 |
| Spire Wealth Management new | 36,051 | $579K | 0.1% | 2026-Q1 |
| Summit Financial, LLC new | 35,965 | $579K | 0.1% | 2026-Q1 |
| Focused Wealth Management, Inc new | 35,071 | $564K | 0.1% | 2026-Q1 |
| Atria Wealth Solutions, Inc. trimmed | 233,072 | $4M | 0.6% | 2025-Q1 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.