Who owns XT (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-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
16 tracked funds added or opened XT while 23 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
XT’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp 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 2025-Q4 and 2026-Q1, across 267 tracked filers holding XT, 90 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 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 3
- Private Advisory Group LLC$8M
- FLOW TRADERS U.S. LLC$623K
- WNY Asset Management, LLC$513K
Full exits 4
- Segment Wealth Management, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- MGB Wealth Management, LLC$718K
- Janney Montgomery Scott LLC$507K
Largest adds
- UBS Group AG$4M
- Arkadios Wealth Advisors$2M
- Betterment LLC$2M
- Steward Partners Investment Advisory, LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Qube Research & Technologies Ltd$740K
Largest trims
- MORGAN STANLEY$89M
- Financial Engines Advisors L.L.C.$76M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$68M
- Lido Advisors, LLC$2M
- LPL Financial LLC$1M
- Orion Porfolio Solutions, LLC$1M
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 |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 32,408,021 | $2.2B | 80.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 619,351 | $42M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 612,314 | $42M | 1.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 558,892 | $38M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 329,373 | $22M | 0.8% | 2026-Q1 |
| UBS Group AG added | 282,691 | $19M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 280,916 | $19M | 0.7% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 255,848 | $17M | 0.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 235,895 | $16M | 0.6% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 215,732 | $15M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 208,178 | $14M | 0.5% | 2026-Q1 |
| Wharton Business Group, LLC | 202,875 | $14M | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 182,419 | $12M | 0.5% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 174,290 | $12M | 0.4% | 2026-Q1 |
| Arkadios Wealth Advisors added | 134,859 | $9M | 0.3% | 2026-Q1 |
| Betterment LLC added | 127,167 | $9M | 0.3% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 126,310 | $9M | 0.3% | 2026-Q1 |
| CFS Investment Advisory Services, LLC trimmed | 110,233 | $8M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 118,082 | $8M | 0.3% | 2026-Q1 |
| Private Advisory Group LLC new | 113,286 | $8M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 107,352 | $7M | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 106,103 | $7M | 0.3% | 2026-Q1 |
| BARRETT & COMPANY, INC. trimmed | 93,972 | $6M | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 91,532 | $6M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 91,501 | $6M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 90,317 | $6M | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 89,543 | $6M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 80,557 | $5M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 74,418 | $5M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 73,947 | $5M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 72,000 | $5M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 73,904 | $5M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 65,420 | $4M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 56,750 | $4M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 55,508 | $4M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 50,081 | $3M | 0.1% | 2026-Q1 |
| FMR LLC added | 45,623 | $3M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 45,170 | $3M | 0.1% | 2026-Q1 |
| Atlas Private Wealth Advisors added | 44,210 | $3M | 0.1% | 2026-Q1 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC trimmed | 39,521 | $3M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 39,437 | $3M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 33,425 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 33,217 | $2M | 0.1% | 2026-Q1 |
| Wealthcare Capital Partners, LLC trimmed | 30,359 | $2M | 0.1% | 2026-Q1 |
| Destiny Wealth Partners, LLC | 30,209 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 29,109 | $2M | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 28,274 | $2M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 26,851 | $2M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC | 26,364 | $2M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 26,144 | $2M | 0.1% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 23,592 | $2M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 23,277 | $2M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 23,178 | $2M | 0.1% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 23,035 | $2M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 22,283 | $2M | 0.1% | 2026-Q1 |
| Strategic Wealth Investment Group, LLC trimmed | 22,225 | $2M | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 20,751 | $1M | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC | 20,483 | $1M | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 19,566 | $1M | 0.0% | 2026-Q1 |
| Rothschild Wealth LLC added | 19,233 | $1M | 0.0% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC trimmed | 18,487 | $1M | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 17,586 | $1M | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 16,586 | $1M | 0.0% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 15,975 | $1M | 0.0% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 15,058 | $1M | 0.0% | 2026-Q1 |
| Cerity Partners LLC trimmed | 15,721 | $1M | 0.0% | 2026-Q1 |
| Traynor Capital Management, Inc. added | 15,562 | $1M | 0.0% | 2026-Q1 |
| COURIER CAPITAL LLC added | 14,493 | $988K | 0.0% | 2026-Q1 |
| Creative Planning added | 14,410 | $982K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 14,390 | $981K | 0.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 13,925 | $949K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 13,815 | $942K | 0.0% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 13,758 | $938K | 0.0% | 2026-Q1 |
| MAI Capital Management trimmed | 13,582 | $926K | 0.0% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 13,452 | $917K | 0.0% | 2026-Q1 |
| Crescent Grove Advisors, LLC trimmed | 13,285 | $905K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 13,099 | $905K | 0.0% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 12,835 | $875K | 0.0% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 12,428 | $847K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 11,763 | $802K | 0.0% | 2026-Q1 |
| Pallas Capital Advisors LLC | 11,741 | $800K | 0.0% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 11,278 | $787K | 0.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 11,017 | $751K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 195,373 | $13M | 0.5% | 2025-Q2 stale |
| Stratos Wealth Advisors, LLC trimmed | 126,029 | $9M | 0.3% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 105,250 | $6M | 0.2% | 2025-Q1 stale |
| Segment Wealth Management, LLC trimmed | 73,631 | $5M | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 60,335 | $4M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 50,300 | $4M | 0.1% | 2025-Q3 stale |
| Crossmark Global Holdings, Inc. trimmed | 38,867 | $3M | 0.1% | 2025-Q3 stale |
| Econ Financial Services Corp added | 33,248 | $2M | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 28,476 | $2M | 0.1% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 23,171 | $2M | 0.1% | 2025-Q3 stale |
| Tidal Investments LLC new | 28,913 | $2M | 0.1% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 24,700 | $2M | 0.1% | 2025-Q2 stale |
| Prospera Financial Services Inc added | 21,851 | $1M | 0.0% | 2025-Q1 stale |
| Christopher J. Hasenberg, Inc new | 19,020 | $1M | 0.0% | 2025-Q2 stale |
| SPC Financial, Inc. trimmed | 16,215 | $1M | 0.0% | 2025-Q3 stale |
| Advisor Resource Council trimmed | 16,559 | $953K | 0.0% | 2025-Q1 stale |
| Siligmueller & Norvid Wealth Advisors LLC new | 11,125 | $801K | 0.0% | 2025-Q3 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.