Who owns XT
Which tracked institutional funds hold XT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 XT is one-sided between 2026-Q1 and 2026-Q2: 62 added or opened and 19 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
XT’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XT 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 277 tracked filers holding XT, 110 increased or opened the position and 122 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 XT 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 7
- GTS SECURITIES LLC$2M
- JANE STREET GROUP, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- GOLDMAN SACHS GROUP INC$973K
- Savant Capital, LLC$743K
- Mission Financial Group, LLC$691K
Full exits 12
- CWM, LLC$12M
- Betterment LLC$9M
- Cambridge Investment Research Advisors, Inc.$2M
- Jaffetilchin Investment Partners, LLC$1M
- HighTower Advisors, LLC$1M
- MOSELEY INVESTMENT MANAGEMENT INC$673K
Largest adds
- Financial Engines Advisors L.L.C.$227M
- LPL Financial LLC$9M
- Baird Financial Group, Inc.$8M
- RAYMOND JAMES FINANCIAL INC$5M
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- Wealthcare Advisory Partners LLC$4M
Largest trims
- Mirae Asset Global Investments Co., Ltd.$2M
- Kestra Advisory Services, LLC$2M
- Destiny Wealth Partners, LLC$2M
- Strategic Wealth Investment Group, LLC$1M
- TRUIST FINANCIAL CORP$1M
- ENVESTNET ASSET MANAGEMENT INC$384K
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 |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 29,474,371 | $2.4B | 81.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 616,361 | $51M | 1.7% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 557,561 | $46M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 544,882 | $45M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 326,745 | $27M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 276,028 | $23M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 264,698 | $22M | 0.7% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 264,664 | $22M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 240,445 | $20M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 234,347 | $19M | 0.6% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 216,534 | $17M | 0.6% | 2026-Q2 |
| Wharton Business Group, LLC | 202,875 | $17M | 0.6% | 2026-Q2 |
| Stratos Investment Management, LLC trimmed | 155,271 | $13M | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors added | 138,057 | $11M | 0.4% | 2026-Q2 |
| Private Advisory Group LLC added | 134,343 | $11M | 0.4% | 2026-Q2 |
| Clearwater Capital Advisors, LLC trimmed | 121,987 | $10M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 111,596 | $9M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 111,331 | $9M | 0.3% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 109,236 | $9M | 0.3% | 2026-Q2 |
| BARRETT & COMPANY, INC. added | 102,727 | $8M | 0.3% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 92,019 | $8M | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. added | 91,405 | $8M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 86,556 | $7M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 86,293 | $7M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 84,743 | $7M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 81,302 | $7M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 73,768 | $6M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 73,484 | $6M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 70,825 | $6M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 62,923 | $5M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 60,053 | $5M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 57,054 | $5M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 53,705 | $4M | 0.1% | 2026-Q2 |
| Atlas Private Wealth Advisors added | 51,659 | $4M | 0.1% | 2026-Q2 |
| FMR LLC added | 47,832 | $4M | 0.1% | 2026-Q2 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC added | 40,158 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 36,851 | $3M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 35,099 | $3M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 31,998 | $3M | 0.1% | 2026-Q2 |
| Wealthcare Capital Partners, LLC trimmed | 29,056 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 28,393 | $2M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 28,279 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 27,406 | $2M | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC added | 26,628 | $2M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 26,596 | $2M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 26,364 | $2M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 25,796 | $2M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 24,820 | $2M | 0.1% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 23,401 | $2M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 23,314 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 22,819 | $2M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 21,932 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 21,112 | $2M | 0.1% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 20,353 | $2M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 19,773 | $2M | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 19,194 | $2M | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 19,130 | $2M | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 18,717 | $2M | 0.1% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC added | 18,489 | $2M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 18,303 | $2M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 15,788 | $1M | 0.0% | 2026-Q2 |
| Traynor Capital Management, Inc. added | 15,628 | $1M | 0.0% | 2026-Q2 |
| Cerity Partners LLC trimmed | 15,354 | $1M | 0.0% | 2026-Q2 |
| COURIER CAPITAL LLC added | 14,783 | $1M | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 14,637 | $1M | 0.0% | 2026-Q2 |
| SWEENEY & MICHEL, LLC trimmed | 14,544 | $1M | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 14,319 | $1M | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 13,776 | $1M | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 13,663 | $1M | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 13,645 | $1M | 0.0% | 2026-Q2 |
| Wealthspire Retirement, LLC | 13,452 | $1M | 0.0% | 2026-Q2 |
| Focus Partners Wealth added | 13,436 | $1M | 0.0% | 2026-Q2 |
| MAI Capital Management trimmed | 13,312 | $1M | 0.0% | 2026-Q2 |
| Ally Invest Advisors Inc. trimmed | 13,283 | $1M | 0.0% | 2026-Q2 |
| Crescent Grove Advisors, LLC trimmed | 13,173 | $1M | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 12,854 | $1M | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC trimmed | 12,602 | $1M | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 12,393 | $1M | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 11,773 | $973K | 0.0% | 2026-Q2 |
| Pallas Capital Advisors LLC trimmed | 11,731 | $969K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 11,287 | $933K | 0.0% | 2026-Q2 |
| Curran Financial Partners, LLC added | 11,049 | $913K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 10,746 | $888K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 10,450 | $863K | 0.0% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 10,184 | $842K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 10,131 | $837K | 0.0% | 2026-Q2 |
| Clay Northam Wealth Management, LLC added | 9,914 | $819K | 0.0% | 2026-Q2 |
| Family Office Research LLC | 9,913 | $819K | 0.0% | 2026-Q2 |
| Cannon Advisors, Inc. added | 9,761 | $797K | 0.0% | 2026-Q2 |
| Mezzasalma Advisors, LLC | 9,731 | $804K | 0.0% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 9,610 | $655K | 0.0% | 2026-Q2 |
| Evolution Wealth Advisors, LLC | 9,535 | $788K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 9,341 | $770K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP added | 9,224 | $762K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 9,196 | $760K | 0.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 9,192 | $760K | 0.0% | 2026-Q2 |
| Savant Capital, LLC new | 9,035 | $743K | 0.0% | 2026-Q2 |
| CHECK CAPITAL MANAGEMENT INC/CA | 8,800 | $727K | 0.0% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 8,403 | $689K | 0.0% | 2026-Q2 |
| Mission Financial Group, LLC added | 8,363 | $691K | 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.