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-Q2 13F filings (latest filed 2026-08-26). 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
19 tracked funds added or opened XSVN while 8 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
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 2026-Q1 and 2026-Q2, across 62 tracked filers holding XSVN, 47 increased or opened the position and 17 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 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 6
- Blue Trust, Inc.$23M
- Empowered Funds, LLC$7M
- Cetera Investment Advisers$4M
- WEALTHCARE CAPITAL MANAGEMENT LLC$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Vident Advisory, LLC$2M
Full exits 3
- JDM Financial Group LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Thrivent Financial for Lutherans$878K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$20M
- Gradient Investments LLC$19M
- EP Wealth Advisors, LLC$6M
- Mattson Financial Services, LLC$3M
- Brown Financial Advisors$2M
- Dynamic Advisor Solutions LLC$1M
Largest trims
- AE Wealth Management LLC$4M
- Brookstone Capital Management$512K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$483K
- Able Wealth Management LLC$406K
- WESPAC Advisors SoCal, LLC$358K
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 | 2,289,661 | $108M | 28.9% | 2026-Q2 |
| Gradient Investments LLC added | 1,480,690 | $70M | 18.7% | 2026-Q2 |
| Blue Trust, Inc. new | 491,293 | $23M | 6.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 445,622 | $21M | 5.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 207,300 | $10M | 2.6% | 2026-Q2 |
| Mattson Financial Services, LLC added | 171,964 | $8M | 2.2% | 2026-Q2 |
| Empowered Funds, LLC new | 142,405 | $7M | 1.8% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 134,667 | $6M | 1.7% | 2026-Q2 |
| Lido Advisors, LLC added | 111,122 | $5M | 1.4% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 108,790 | $5M | 1.4% | 2026-Q2 |
| Brown Financial Advisors added | 104,423 | $5M | 1.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 103,982 | $5M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 87,691 | $4M | 1.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 80,769 | $4M | 1.0% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 79,224 | $4M | 1.0% | 2026-Q2 |
| WESPAC Advisors SoCal, LLC trimmed | 71,907 | $3M | 0.9% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC new | 70,731 | $3M | 0.9% | 2026-Q2 |
| Paladin Wealth, LLC added | 60,406 | $3M | 0.8% | 2026-Q2 |
| Dogwood Wealth Management LLC added | 57,800 | $3M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 52,596 | $2M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 43,353 | $2M | 0.5% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 42,349 | $2M | 0.5% | 2026-Q2 |
| Continuum Advisory, LLC added | 38,581 | $2M | 0.5% | 2026-Q2 |
| Nemes Rush Group LLC added | 37,960 | $2M | 0.5% | 2026-Q2 |
| Vident Advisory, LLC new | 34,671 | $2M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 31,490 | $1M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 31,321 | $1M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 28,037 | $1M | 0.4% | 2026-Q2 |
| Benchmark Financial, LLC trimmed | 25,360 | $1M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 20,497 | $969K | 0.3% | 2026-Q2 |
| Bucket List Wealth Management, LLC trimmed | 20,095 | $950K | 0.3% | 2026-Q2 |
| Encompass More Asset Management added | 14,549 | $688K | 0.2% | 2026-Q2 |
| Faithward Advisors, LLC added | 12,465 | $589K | 0.2% | 2026-Q2 |
| Tower Wealth Partners, Inc. added | 10,992 | $520K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 9,715 | $459K | 0.1% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 8,805 | $416K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,278 | $344K | 0.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 6,981 | $330K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 6,781 | $321K | 0.1% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 6,070 | $287K | 0.1% | 2026-Q2 |
| Legacy Capital Group California, Inc. trimmed | 5,657 | $267K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. new | 5,417 | $256K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC new | 5,026 | $238K | 0.1% | 2026-Q2 |
| RDA Financial Network added | 4,988 | $236K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 4,308 | $204K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,849 | $182K | 0.0% | 2026-Q2 |
| Beacon Capital Management, Inc. new | 2,840 | $134K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 476 | $23K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 363 | $17K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 315 | $15K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 182 | $9K | 0.0% | 2026-Q2 |
| Truvestments Capital LLC | 187 | $9K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 170 | $8K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 132 | $6K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 59 | $3K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 48 | $2K | 0.0% | 2026-Q2 |
| Key Capital Management, INC added | 48 | $2K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 30 | $1K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 28 | $1K | 0.0% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC trimmed | 26 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 25 | $1K | 0.0% | 2026-Q2 |
| Archer Investment Corp | 1 | $46 | 0.0% | 2026-Q2 |
| JDM Financial Group LLC trimmed | 32,626 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 20,984 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 18,407 | $878K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) trimmed | 7,981 | $381K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Purpose Unlimited Inc. trimmed | 298 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC new | 4 | $190 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Municipal Employees' Retirement System of Michigan | 403,857 | $19M | 5.2% | 2025-Q4 stale (2 quarters behind) |
| Safe Harbor Wealth Advisors, LLC new | 16,225 | $785K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 101 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Pineridge Advisors LLC added | 448,327 | $22M | 5.8% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC trimmed | 308 | $15K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 291 | $14K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Steward Partners Investment Advisory, LLC new | 79 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 129,101 | $6M | 1.7% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 607 | $29K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Allworth Financial LP new | 491 | $24K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.