Who owns XSVM
Which tracked institutional funds hold XSVM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XSVM 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 XSVM is one-sided between 2026-Q1 and 2026-Q2: 34 added or opened and 10 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
XSVM’s largest tracked holder by dollar value, LPL Financial LLC, 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 XSVM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XSVM 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 123 tracked filers holding XSVM, 56 increased or opened the position and 71 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 XSVM 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 3
- NEW WAVE WEALTH ADVISORS LLC$2M
- Savant Capital, LLC$2M
- BAROMETER CAPITAL MANAGEMENT INC.$571K
Full exits 5
- CWM, LLC$13M
- Janney Montgomery Scott LLC$8M
- Brightwater Advisory LLC$960K
- Cambridge Investment Research Advisors, Inc.$811K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$580K
Largest adds
- CIBC WORLD MARKET INC.$19M
- LPL Financial LLC$5M
- BANK OF AMERICA CORP /DE/$5M
- 360 Financial, Inc.$4M
- MORGAN STANLEY$3M
- MML INVESTORS SERVICES, LLC$2M
Largest trims
- Del-Sette Capital Management, LLC$2M
- ASSETMARK, INC$1M
- Independent Advisor Alliance$1M
- RAYMOND JAMES FINANCIAL INC$478K
- CREATIVE FINANCIAL DESIGNS INC /ADV$269K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 814,637 | $57M | 15.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 457,363 | $32M | 8.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 379,962 | $26M | 7.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 358,096 | $25M | 7.0% | 2026-Q2 |
| 360 Financial, Inc. added | 331,398 | $23M | 6.5% | 2026-Q2 |
| Banco Santander, S.A. added | 197,040 | $14M | 3.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 157,803 | $11M | 3.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 139,733 | $10M | 2.7% | 2026-Q2 |
| Altman Advisors, Inc. trimmed | 139,180 | $10M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 123,847 | $9M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 119,498 | $8M | 2.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 119,124 | $8M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 115,397 | $8M | 2.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 102,638 | $7M | 2.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 86,371 | $6M | 1.7% | 2026-Q2 |
| Cooper Financial Group added | 72,107 | $5M | 1.4% | 2026-Q2 |
| Kellett Wealth Advisors, LLC added | 71,282 | $5M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 61,141 | $4M | 1.2% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 54,532 | $4M | 1.1% | 2026-Q2 |
| Fermata Advisors, LLC added | 52,280 | $4M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 50,140 | $3M | 1.0% | 2026-Q2 |
| Premier Path Wealth Partners, LLC added | 49,922 | $3M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 49,673 | $3M | 1.0% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 46,343 | $3M | 0.9% | 2026-Q2 |
| DOPKINS WEALTH MANAGEMENT, LLC added | 45,814 | $3M | 0.9% | 2026-Q2 |
| CITIGROUP INC trimmed | 37,995 | $3M | 0.7% | 2026-Q2 |
| Williams & Novak, LLC added | 35,073 | $2M | 0.7% | 2026-Q2 |
| Apex Wealth Management, LLC added | 34,873 | $2M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 34,143 | $2M | 0.7% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 30,772 | $2M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 30,707 | $2M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 30,260 | $2M | 0.6% | 2026-Q2 |
| Tolleson Wealth Management, Inc. | 30,000 | $2M | 0.6% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC new | 29,121 | $2M | 0.6% | 2026-Q2 |
| Savant Capital, LLC new | 26,208 | $2M | 0.5% | 2026-Q2 |
| LOWERY THOMAS, LLC added | 26,088 | $2M | 0.5% | 2026-Q2 |
| Spire Wealth Management trimmed | 25,756 | $2M | 0.5% | 2026-Q2 |
| Bestgate Wealth Advisors, LLC trimmed | 24,275 | $2M | 0.5% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 24,094 | $2M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 21,574 | $2M | 0.4% | 2026-Q2 |
| Traction Financial Partners, LLC trimmed | 21,436 | $1M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 19,173 | $1M | 0.4% | 2026-Q2 |
| OxenFree Capital LLC trimmed | 18,423 | $1M | 0.4% | 2026-Q2 |
| SFM, LLC trimmed | 17,617 | $1M | 0.3% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 16,900 | $1M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC | 16,535 | $1M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 14,433 | $1M | 0.3% | 2026-Q2 |
| Eagle Strategies LLC added | 14,352 | $999K | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 14,300 | $995K | 0.3% | 2026-Q2 |
| Asset Allocation Strategies LLC trimmed | 14,249 | $992K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 14,204 | $988K | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 12,724 | $885K | 0.2% | 2026-Q2 |
| Del-Sette Capital Management, LLC trimmed | 12,298 | $856K | 0.2% | 2026-Q2 |
| Arax Advisory Partners trimmed | 10,978 | $764K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 10,781 | $750K | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 10,743 | $748K | 0.2% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 9,240 | $643K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 9,120 | $635K | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors added | 9,099 | $633K | 0.2% | 2026-Q2 |
| Armbruster Capital Management, Inc. | 9,094 | $633K | 0.2% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 8,938 | $622K | 0.2% | 2026-Q2 |
| Maia Wealth LLC added | 8,339 | $580K | 0.2% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. new | 8,200 | $571K | 0.2% | 2026-Q2 |
| Valued Wealth Advisors LLC trimmed | 7,625 | $531K | 0.1% | 2026-Q2 |
| &PARTNERS added | 7,507 | $522K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 7,381 | $514K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 6,870 | $478K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 6,561 | $457K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,517 | $454K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 6,370 | $443K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 6,189 | $431K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 6,075 | $423K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 6,001 | $418K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 5,871 | $409K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 5,642 | $393K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 5,428 | $378K | 0.1% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP new | 5,331 | $371K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,095 | $357K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 5,089 | $354K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC new | 4,834 | $336K | 0.1% | 2026-Q2 |
| Oath Planning, LLC trimmed | 4,825 | $336K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 4,794 | $334K | 0.1% | 2026-Q2 |
| Pacific Sun Financial Corp | 4,600 | $320K | 0.1% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 4,462 | $310K | 0.1% | 2026-Q2 |
| Evanson Financial, LLC new | 4,455 | $310K | 0.1% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 4,398 | $306K | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 3,807 | $265K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 3,797 | $264K | 0.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT | 3,740 | $260K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 3,405 | $237K | 0.1% | 2026-Q2 |
| Greenline Wealth Management LLC added | 3,333 | $232K | 0.1% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC trimmed | 3,195 | $222K | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc trimmed | 3,178 | $221K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 3,094 | $215K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 2,962 | $206K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 2,941 | $205K | 0.1% | 2026-Q2 |
| Swisher Financial Concepts, Inc. trimmed | 2,598 | $181K | 0.1% | 2026-Q2 |
| FMR LLC added | 2,455 | $171K | 0.0% | 2026-Q2 |
| SYM FINANCIAL Corp | 2,000 | $139K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,797 | $125K | 0.0% | 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.