Who owns XTEN (XTEN)
Which tracked institutional funds hold XTEN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XTEN 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
47 tracked funds added or opened XTEN while 28 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
XTEN’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 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes XTEN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XTEN 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 183 tracked filers holding XTEN, 134 increased or opened the position and 63 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 XTEN 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 12
- Virtue Capital Management, LLC$28M
- Northland Capital Management LLC$26M
- Cerity Partners LLC$24M
- Vestmark Advisory Solutions, Inc.$18M
- Janney Montgomery Scott LLC$9M
- OLD MISSION CAPITAL LLC$5M
Full exits 15
- Austin Private Wealth, LLC$23M
- Municipal Employees' Retirement System of Michigan$19M
- WESPAC Advisors SoCal, LLC$9M
- COMERICA BANK$5M
- MERCER GLOBAL ADVISORS INC /ADV$3M
- Newport Capital Group, LLC$2M
Largest adds
- Prime Capital Investment Advisors, LLC$23M
- Arax Advisory Partners$19M
- ENVESTNET ASSET MANAGEMENT INC$9M
- JPMORGAN CHASE & CO$7M
- Gradient Investments LLC$5M
- Scarborough Advisors, LLC$5M
Largest trims
- Focus Financial Network, Inc.$3M
- NewEdge Advisors, LLC$2M
- JDM Financial Group LLC$1M
- CWM, LLC$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$954K
- JANE STREET GROUP, LLC$906K
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 | 3,003,789 | $138M | 14.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 1,987,051 | $91M | 9.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,661,825 | $76M | 7.9% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 1,542,545 | $71M | 7.4% | 2026-Q1 |
| Gradient Investments LLC added | 858,750 | $39M | 4.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 815,133 | $37M | 3.9% | 2026-Q1 |
| Virtue Capital Management, LLC new | 602,802 | $28M | 2.9% | 2026-Q1 |
| Northland Capital Management LLC new | 566,174 | $26M | 2.7% | 2026-Q1 |
| Cerity Partners LLC new | 525,258 | $24M | 2.5% | 2026-Q1 |
| Horst & Graben Wealth Management LLC added | 441,933 | $20M | 2.1% | 2026-Q1 |
| Arax Advisory Partners added | 407,452 | $19M | 1.9% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 393,966 | $18M | 1.9% | 2026-Q1 |
| One Wealth Advisors, LLC added | 362,782 | $17M | 1.7% | 2026-Q1 |
| AE Wealth Management LLC added | 251,297 | $12M | 1.2% | 2026-Q1 |
| Heck Capital Advisors, LLC added | 223,886 | $10M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 198,672 | $9M | 0.9% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 186,040 | $9M | 0.9% | 2026-Q1 |
| DUTCH ASSET Corp trimmed | 182,459 | $8M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 159,335 | $7M | 0.8% | 2026-Q1 |
| Daviman Financial, LLC added | 158,626 | $7M | 0.8% | 2026-Q1 |
| Mayflower Financial Advisors, LLC added | 158,397 | $7M | 0.8% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC added | 156,234 | $7M | 0.7% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 124,698 | $6M | 0.6% | 2026-Q1 |
| PFG Advisors added | 120,935 | $6M | 0.6% | 2026-Q1 |
| TSA Wealth Managment LLC trimmed | 117,602 | $5M | 0.6% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 114,777 | $5M | 0.5% | 2026-Q1 |
| JT Stratford LLC added | 109,889 | $5M | 0.5% | 2026-Q1 |
| Scarborough Advisors, LLC added | 107,081 | $5M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC new | 102,855 | $5M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 102,320 | $5M | 0.5% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 96,652 | $4M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 94,401 | $4M | 0.4% | 2026-Q1 |
| Mattson Financial Services, LLC added | 92,841 | $4M | 0.4% | 2026-Q1 |
| Chatterton & Associates Inc. added | 91,909 | $4M | 0.4% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 91,087 | $4M | 0.4% | 2026-Q1 |
| THEORY FINANCIAL LLC added | 89,028 | $4M | 0.4% | 2026-Q1 |
| West Wealth Group, LLC trimmed | 86,342 | $4M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 76,575 | $4M | 0.4% | 2026-Q1 |
| CFS Investment Advisory Services, LLC trimmed | 74,290 | $3M | 0.4% | 2026-Q1 |
| Redwood Investment Management, LLC added | 74,006 | $3M | 0.4% | 2026-Q1 |
| Lifelong Wealth Advisors, Inc. added | 70,616 | $3M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 67,179 | $3M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 64,938 | $3M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 60,366 | $3M | 0.3% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 59,561 | $3M | 0.3% | 2026-Q1 |
| EHRLICH FINANCIAL GROUP trimmed | 58,919 | $3M | 0.3% | 2026-Q1 |
| M1 Capital Management LLC trimmed | 58,682 | $3M | 0.3% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 58,442 | $3M | 0.3% | 2026-Q1 |
| Cassilly Financial Group LLC trimmed | 57,964 | $3M | 0.3% | 2026-Q1 |
| Brown Financial Advisors added | 57,064 | $3M | 0.3% | 2026-Q1 |
| Maia Wealth LLC added | 55,568 | $3M | 0.3% | 2026-Q1 |
| Range Financial Group LLC trimmed | 52,458 | $2M | 0.3% | 2026-Q1 |
| WealthPoint Financial, LLC | 51,526 | $2M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 51,274 | $2M | 0.2% | 2026-Q1 |
| Apeiron RIA LLC added | 44,804 | $2M | 0.2% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 44,032 | $2M | 0.2% | 2026-Q1 |
| CURTIS WEALTH MANAGEMENT LLC added | 43,763 | $2M | 0.2% | 2026-Q1 |
| Cypress Wealth Services, LLC added | 43,451 | $2M | 0.2% | 2026-Q1 |
| &PARTNERS new | 42,881 | $2M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 42,841 | $2M | 0.2% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. added | 41,169 | $2M | 0.2% | 2026-Q1 |
| Gen-Wealth Partners Inc added | 40,923 | $2M | 0.2% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 39,046 | $2M | 0.2% | 2026-Q1 |
| Vertex Planning Partners, LLC added | 37,975 | $2M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 37,184 | $2M | 0.2% | 2026-Q1 |
| XY Planning Network, Inc. added | 37,312 | $2M | 0.2% | 2026-Q1 |
| Marks Group Wealth Management, Inc new | 36,978 | $2M | 0.2% | 2026-Q1 |
| JDM Financial Group LLC trimmed | 35,597 | $2M | 0.2% | 2026-Q1 |
| Hobbs Wealth Management, LLC added | 35,313 | $2M | 0.2% | 2026-Q1 |
| Tempus Wealth Planning, LLC added | 33,728 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC new | 33,231 | $2M | 0.2% | 2026-Q1 |
| OMNI 360 Wealth, Inc. added | 33,171 | $2M | 0.2% | 2026-Q1 |
| WealthTrak Capital Management LLC added | 33,029 | $2M | 0.2% | 2026-Q1 |
| Merkkuri Wealth Advisors LLC added | 32,485 | $1M | 0.2% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 32,251 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 32,167 | $1M | 0.2% | 2026-Q1 |
| RDA Financial Network trimmed | 32,017 | $1M | 0.2% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC trimmed | 31,255 | $1M | 0.1% | 2026-Q1 |
| Richard P Slaughter Associates Inc added | 31,077 | $1M | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 30,594 | $1M | 0.1% | 2026-Q1 |
| Paladin Wealth, LLC added | 30,511 | $1M | 0.1% | 2026-Q1 |
| Nemes Rush Group LLC added | 30,283 | $1M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 28,229 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 27,596 | $1M | 0.1% | 2026-Q1 |
| SUTTON PLACE INVESTORS LLC added | 26,823 | $1M | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 26,251 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 25,586 | $1M | 0.1% | 2026-Q1 |
| Morningstar Investment Management LLC | 572,996 | $27M | 2.8% | 2025-Q1 stale |
| Austin Private Wealth, LLC trimmed | 499,775 | $23M | 2.4% | 2025-Q4 stale |
| Municipal Employees' Retirement System of Michigan | 403,452 | $19M | 1.9% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. new | 230,392 | $11M | 1.1% | 2025-Q1 stale |
| WESPAC Advisors SoCal, LLC added | 191,409 | $9M | 0.9% | 2025-Q4 stale |
| COMERICA BANK added | 106,325 | $5M | 0.5% | 2025-Q4 stale |
| My Legacy Advisors, LLC added | 60,744 | $3M | 0.3% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 59,799 | $3M | 0.3% | 2025-Q4 stale |
| Newport Capital Group, LLC new | 2,147 | $2M | 0.2% | 2025-Q4 stale |
| Clearview Wealth Advisors LLC added | 44,306 | $2M | 0.2% | 2025-Q4 stale |
| BUSH INVESTMENT GROUP, LLC trimmed | 42,996 | $2M | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 41,151 | $2M | 0.2% | 2025-Q4 stale |
| Elios Financial Group Inc. new | 27,362 | $1M | 0.1% | 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.