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Institutional Ownership · SEC Form 13F

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.

267
Institutional holders
40,246,958
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Financial Engines Advisors L.L.C. trimmed32,408,021$2.2B80.1%2026-Q1
LPL Financial LLC trimmed619,351$42M1.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed612,314$42M1.5%2026-Q1
Baird Financial Group, Inc. added558,892$38M1.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added329,373$22M0.8%2026-Q1
UBS Group AG added282,691$19M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed280,916$19M0.7%2026-Q1
Wealthcare Advisory Partners LLC added255,848$17M0.6%2026-Q1
MORGAN STANLEY trimmed235,895$16M0.6%2026-Q1
New England Private Wealth Advisors LLC added215,732$15M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added208,178$14M0.5%2026-Q1
Wharton Business Group, LLC202,875$14M0.5%2026-Q1
CWM, LLC trimmed182,419$12M0.5%2026-Q1
Stratos Investment Management, LLC trimmed174,290$12M0.4%2026-Q1
Arkadios Wealth Advisors added134,859$9M0.3%2026-Q1
Betterment LLC added127,167$9M0.3%2026-Q1
Clearwater Capital Advisors, LLC added126,310$9M0.3%2026-Q1
CFS Investment Advisory Services, LLC trimmed110,233$8M0.3%2026-Q1
Mariner, LLC trimmed118,082$8M0.3%2026-Q1
Private Advisory Group LLC new113,286$8M0.3%2026-Q1
Kestra Advisory Services, LLC added107,352$7M0.3%2026-Q1
Brookstone Capital Management added106,103$7M0.3%2026-Q1
BARRETT & COMPANY, INC. trimmed93,972$6M0.2%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added91,532$6M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added91,501$6M0.2%2026-Q1
CIBC WORLD MARKET INC. trimmed90,317$6M0.2%2026-Q1
Savvy Advisors, Inc. trimmed89,543$6M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added80,557$5M0.2%2026-Q1
Valmark Advisers, Inc. added74,418$5M0.2%2026-Q1
MGO ONE SEVEN LLC added73,947$5M0.2%2026-Q1
Cetera Investment Advisers added72,000$5M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added73,904$5M0.2%2026-Q1
Mirae Asset Global Investments Co., Ltd. added65,420$4M0.2%2026-Q1
Orion Porfolio Solutions, LLC trimmed56,750$4M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed55,508$4M0.1%2026-Q1
TRUIST FINANCIAL CORP added50,081$3M0.1%2026-Q1
FMR LLC added45,623$3M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed45,170$3M0.1%2026-Q1
Atlas Private Wealth Advisors added44,210$3M0.1%2026-Q1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC trimmed39,521$3M0.1%2026-Q1
Dynamic Advisor Solutions LLC trimmed39,437$3M0.1%2026-Q1
RFG Advisory, LLC trimmed33,425$2M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed33,217$2M0.1%2026-Q1
Wealthcare Capital Partners, LLC trimmed30,359$2M0.1%2026-Q1
Destiny Wealth Partners, LLC30,209$2M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed29,109$2M0.1%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC trimmed28,274$2M0.1%2026-Q1
Gladstone Institutional Advisory LLC trimmed26,851$2M0.1%2026-Q1
Gotham Asset Management, LLC26,364$2M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added26,144$2M0.1%2026-Q1
Opus Financial Solutions LLC trimmed23,592$2M0.1%2026-Q1
Kingsview Wealth Management, LLC added23,277$2M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed23,178$2M0.1%2026-Q1
Berger Financial Group, Inc trimmed23,035$2M0.1%2026-Q1
BANK OF MONTREAL /CAN/ added22,283$2M0.1%2026-Q1
Strategic Wealth Investment Group, LLC trimmed22,225$2M0.1%2026-Q1
GWN SECURITIES INC. trimmed20,751$1M0.1%2026-Q1
Jaffetilchin Investment Partners, LLC20,483$1M0.1%2026-Q1
RITHOLTZ WEALTH MANAGEMENT trimmed19,566$1M0.0%2026-Q1
Rothschild Wealth LLC added19,233$1M0.0%2026-Q1
VALLEY NATIONAL ADVISERS INC trimmed18,487$1M0.0%2026-Q1
HighTower Advisors, LLC trimmed17,586$1M0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added16,586$1M0.0%2026-Q1
AlphaCore Capital LLC trimmed15,975$1M0.0%2026-Q1
SWEENEY & MICHEL, LLC added15,058$1M0.0%2026-Q1
Cerity Partners LLC trimmed15,721$1M0.0%2026-Q1
Traynor Capital Management, Inc. added15,562$1M0.0%2026-Q1
COURIER CAPITAL LLC added14,493$988K0.0%2026-Q1
Creative Planning added14,410$982K0.0%2026-Q1
AE Wealth Management LLC added14,390$981K0.0%2026-Q1
Qube Research & Technologies Ltd added13,925$949K0.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed13,815$942K0.0%2026-Q1
Ally Invest Advisors Inc. added13,758$938K0.0%2026-Q1
MAI Capital Management trimmed13,582$926K0.0%2026-Q1
Wealthspire Retirement, LLC trimmed13,452$917K0.0%2026-Q1
Crescent Grove Advisors, LLC trimmed13,285$905K0.0%2026-Q1
Farther Finance Advisors, LLC added13,099$905K0.0%2026-Q1
Glen Eagle Advisors, LLC trimmed12,835$875K0.0%2026-Q1
Wealthfront Advisers LLC trimmed12,428$847K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed11,763$802K0.0%2026-Q1
Pallas Capital Advisors LLC11,741$800K0.0%2026-Q1
SAX WEALTH ADVISORS, LLC11,278$787K0.0%2026-Q1
Focus Partners Wealth trimmed11,017$751K0.0%2026-Q1
CITADEL ADVISORS LLC added195,373$13M0.5%2025-Q2 stale
Stratos Wealth Advisors, LLC trimmed126,029$9M0.3%2025-Q3 stale
Orion Portfolio Solutions, LLC trimmed105,250$6M0.2%2025-Q1 stale
Segment Wealth Management, LLC trimmed73,631$5M0.2%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed60,335$4M0.2%2025-Q4 stale
JANE STREET GROUP, LLC trimmed50,300$4M0.1%2025-Q3 stale
Crossmark Global Holdings, Inc. trimmed38,867$3M0.1%2025-Q3 stale
Econ Financial Services Corp added33,248$2M0.1%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. trimmed28,476$2M0.1%2025-Q2 stale
GOLDMAN SACHS GROUP INC added23,171$2M0.1%2025-Q3 stale
Tidal Investments LLC new28,913$2M0.1%2025-Q1 stale
RENAISSANCE TECHNOLOGIES LLC trimmed24,700$2M0.1%2025-Q2 stale
Prospera Financial Services Inc added21,851$1M0.0%2025-Q1 stale
Christopher J. Hasenberg, Inc new19,020$1M0.0%2025-Q2 stale
SPC Financial, Inc. trimmed16,215$1M0.0%2025-Q3 stale
Advisor Resource Council trimmed16,559$953K0.0%2025-Q1 stale
Siligmueller & Norvid Wealth Advisors LLC new11,125$801K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership