Who owns XSVN
Which tracked institutional funds hold XSVN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XSVN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 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
18 tracked funds added or opened XSVN while 9 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
XSVN’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XSVN 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 49 tracked filers holding XSVN, 35 increased or opened the position and 18 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 XSVN 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 4
- WESPAC Advisors SoCal, LLC$4M
- Beacon Financial Advisory LLC$2M
- Brookstone Capital Management$842K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$827K
Full exits 2
- Municipal Employees' Retirement System of Michigan$19M
- Safe Harbor Wealth Advisors, LLC$785K
Largest adds
- Gradient Investments LLC$8M
- AE Wealth Management LLC$6M
- ENVESTNET ASSET MANAGEMENT INC$5M
- BANK OF AMERICA CORP /DE/$2M
- Brown Financial Advisors$781K
- JANE STREET GROUP, LLC$650K
Largest trims
- GOLDMAN SACHS GROUP INC$2M
- Purpose Unlimited Inc.$2M
- Bucket List Wealth Management, LLC$1M
- JDM Financial Group LLC$860K
- CITADEL ADVISORS LLC$544K
- ARMSTRONG ADVISORY GROUP, INC$465K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 1,851,093 | $88M | 31.3% | 2026-Q1 |
| Gradient Investments LLC added | 1,066,490 | $51M | 18.1% | 2026-Q1 |
| AE Wealth Management LLC added | 515,315 | $25M | 8.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 191,754 | $9M | 3.2% | 2026-Q1 |
| Mattson Financial Services, LLC added | 114,439 | $5M | 1.9% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 107,146 | $5M | 1.8% | 2026-Q1 |
| Lido Advisors, LLC added | 105,410 | $5M | 1.8% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC new | 78,732 | $4M | 1.3% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 75,874 | $4M | 1.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 75,507 | $4M | 1.3% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 72,996 | $3M | 1.2% | 2026-Q1 |
| Brown Financial Advisors added | 70,944 | $3M | 1.2% | 2026-Q1 |
| Dogwood Wealth Management LLC added | 50,291 | $2M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 38,621 | $2M | 0.7% | 2026-Q1 |
| Beacon Financial Advisory LLC new | 38,397 | $2M | 0.7% | 2026-Q1 |
| Paladin Wealth, LLC added | 37,785 | $2M | 0.6% | 2026-Q1 |
| Continuum Advisory, LLC added | 33,471 | $2M | 0.6% | 2026-Q1 |
| JDM Financial Group LLC trimmed | 32,626 | $2M | 0.6% | 2026-Q1 |
| Nemes Rush Group LLC added | 29,296 | $1M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 28,329 | $1M | 0.5% | 2026-Q1 |
| Benchmark Financial, LLC added | 25,937 | $1M | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 23,716 | $1M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 23,518 | $1M | 0.4% | 2026-Q1 |
| Bucket List Wealth Management, LLC trimmed | 23,166 | $1M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 20,984 | $1M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 18,407 | $878K | 0.3% | 2026-Q1 |
| Brookstone Capital Management new | 17,649 | $842K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,335 | $827K | 0.3% | 2026-Q1 |
| Able Wealth Management LLC trimmed | 14,518 | $693K | 0.2% | 2026-Q1 |
| Encompass More Asset Management added | 12,303 | $587K | 0.2% | 2026-Q1 |
| Faithward Advisors, LLC added | 11,741 | $560K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC new | 10,359 | $494K | 0.2% | 2026-Q1 |
| Tower Wealth Partners, Inc. added | 9,815 | $468K | 0.2% | 2026-Q1 |
| Diversified Enterprises, LLC trimmed | 9,233 | $441K | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 7,981 | $381K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,770 | $371K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 7,051 | $336K | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 6,532 | $312K | 0.1% | 2026-Q1 |
| TOUNJIAN ADVISORY PARTNERS, LLC added | 4,918 | $235K | 0.1% | 2026-Q1 |
| RDA Financial Network added | 4,720 | $225K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,170 | $56K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. | 363 | $17K | 0.0% | 2026-Q1 |
| Purpose Unlimited Inc. trimmed | 298 | $14K | 0.0% | 2026-Q1 |
| Truvestments Capital LLC new | 187 | $9K | 0.0% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC trimmed | 51 | $2K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 48 | $2K | 0.0% | 2026-Q1 |
| Key Capital Management, INC trimmed | 4 | $191 | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC new | 4 | $190 | 0.0% | 2026-Q1 |
| Archer Investment Corp | 1 | $46 | 0.0% | 2026-Q1 |
| Pineridge Advisors LLC added | 448,327 | $22M | 7.7% | 2025-Q3 stale |
| Municipal Employees' Retirement System of Michigan | 403,857 | $19M | 6.9% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 129,101 | $6M | 2.2% | 2025-Q2 stale |
| Safe Harbor Wealth Advisors, LLC new | 16,225 | $785K | 0.3% | 2025-Q4 stale |
| Cetera Investment Advisers trimmed | 4,255 | $205K | 0.1% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 607 | $29K | 0.0% | 2025-Q2 stale |
| Allworth Financial LP new | 491 | $24K | 0.0% | 2025-Q2 stale |
| Advisory Services Network, LLC trimmed | 308 | $15K | 0.0% | 2025-Q3 stale |
| JPMORGAN CHASE & CO trimmed | 291 | $14K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC new | 247 | $12K | 0.0% | 2025-Q4 stale |
| UBS Group AG new | 126 | $6K | 0.0% | 2025-Q1 stale |
| HANTZ FINANCIAL SERVICES, INC. new | 101 | $5K | 0.0% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC new | 79 | $4K | 0.0% | 2025-Q3 stale |
| Capital A Wealth Management, LLC new | 12 | $573 | 0.0% | 2025-Q1 stale |
| Beacon Capital Management, LLC new | 9 | $430 | 0.0% | 2025-Q1 stale |
| Signature Equity Partners, LLC new | 6 | $307 | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $24 | 0.0% | 2025-Q1 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.