Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

183
Institutional holders
19,442,060
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added3,003,789$138M14.3%2026-Q1
Prime Capital Investment Advisors, LLC added1,987,051$91M9.5%2026-Q1
JPMORGAN CHASE & CO added1,661,825$76M7.9%2026-Q1
OneDigital Investment Advisors LLC trimmed1,542,545$71M7.4%2026-Q1
Gradient Investments LLC added858,750$39M4.1%2026-Q1
BANK OF AMERICA CORP /DE/ added815,133$37M3.9%2026-Q1
Virtue Capital Management, LLC new602,802$28M2.9%2026-Q1
Northland Capital Management LLC new566,174$26M2.7%2026-Q1
Cerity Partners LLC new525,258$24M2.5%2026-Q1
Horst & Graben Wealth Management LLC added441,933$20M2.1%2026-Q1
Arax Advisory Partners added407,452$19M1.9%2026-Q1
Vestmark Advisory Solutions, Inc. new393,966$18M1.9%2026-Q1
One Wealth Advisors, LLC added362,782$17M1.7%2026-Q1
AE Wealth Management LLC added251,297$12M1.2%2026-Q1
Heck Capital Advisors, LLC added223,886$10M1.1%2026-Q1
Janney Montgomery Scott LLC new198,672$9M0.9%2026-Q1
PARK AVENUE SECURITIES LLC added186,040$9M0.9%2026-Q1
DUTCH ASSET Corp trimmed182,459$8M0.9%2026-Q1
Cetera Investment Advisers added159,335$7M0.8%2026-Q1
Daviman Financial, LLC added158,626$7M0.8%2026-Q1
Mayflower Financial Advisors, LLC added158,397$7M0.8%2026-Q1
FFG RETIREMENT ADVISORS LLC added156,234$7M0.7%2026-Q1
Ashton Thomas Private Wealth, LLC added124,698$6M0.6%2026-Q1
PFG Advisors added120,935$6M0.6%2026-Q1
TSA Wealth Managment LLC trimmed117,602$5M0.6%2026-Q1
U.S. Capital Wealth Advisors, LLC trimmed114,777$5M0.5%2026-Q1
JT Stratford LLC added109,889$5M0.5%2026-Q1
Scarborough Advisors, LLC added107,081$5M0.5%2026-Q1
OLD MISSION CAPITAL LLC new102,855$5M0.5%2026-Q1
FIFTH THIRD BANCORP new102,320$5M0.5%2026-Q1
Patriot Financial Group Insurance Agency, LLC added96,652$4M0.5%2026-Q1
Empowered Funds, LLC added94,401$4M0.4%2026-Q1
Mattson Financial Services, LLC added92,841$4M0.4%2026-Q1
Chatterton & Associates Inc. added91,909$4M0.4%2026-Q1
Tradition Wealth Management, LLC added91,087$4M0.4%2026-Q1
THEORY FINANCIAL LLC added89,028$4M0.4%2026-Q1
West Wealth Group, LLC trimmed86,342$4M0.4%2026-Q1
MML INVESTORS SERVICES, LLC added76,575$4M0.4%2026-Q1
CFS Investment Advisory Services, LLC trimmed74,290$3M0.4%2026-Q1
Redwood Investment Management, LLC added74,006$3M0.4%2026-Q1
Lifelong Wealth Advisors, Inc. added70,616$3M0.3%2026-Q1
JANE STREET GROUP, LLC trimmed67,179$3M0.3%2026-Q1
Mutual Advisors, LLC added64,938$3M0.3%2026-Q1
Farther Finance Advisors, LLC trimmed60,366$3M0.3%2026-Q1
Focus Financial Network, Inc. trimmed59,561$3M0.3%2026-Q1
EHRLICH FINANCIAL GROUP trimmed58,919$3M0.3%2026-Q1
M1 Capital Management LLC trimmed58,682$3M0.3%2026-Q1
WealthPLAN Partners, LLC added58,442$3M0.3%2026-Q1
Cassilly Financial Group LLC trimmed57,964$3M0.3%2026-Q1
Brown Financial Advisors added57,064$3M0.3%2026-Q1
Maia Wealth LLC added55,568$3M0.3%2026-Q1
Range Financial Group LLC trimmed52,458$2M0.3%2026-Q1
WealthPoint Financial, LLC51,526$2M0.2%2026-Q1
LPL Financial LLC added51,274$2M0.2%2026-Q1
Apeiron RIA LLC added44,804$2M0.2%2026-Q1
WEALTH ALLIANCE, LLC added44,032$2M0.2%2026-Q1
CURTIS WEALTH MANAGEMENT LLC added43,763$2M0.2%2026-Q1
Cypress Wealth Services, LLC added43,451$2M0.2%2026-Q1
&PARTNERS new42,881$2M0.2%2026-Q1
EP Wealth Advisors, LLC trimmed42,841$2M0.2%2026-Q1
KICKSTAND VENTURES, LLC. added41,169$2M0.2%2026-Q1
Gen-Wealth Partners Inc added40,923$2M0.2%2026-Q1
VERUS CAPITAL PARTNERS, LLC added39,046$2M0.2%2026-Q1
Vertex Planning Partners, LLC added37,975$2M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added37,184$2M0.2%2026-Q1
XY Planning Network, Inc. added37,312$2M0.2%2026-Q1
Marks Group Wealth Management, Inc new36,978$2M0.2%2026-Q1
JDM Financial Group LLC trimmed35,597$2M0.2%2026-Q1
Hobbs Wealth Management, LLC added35,313$2M0.2%2026-Q1
Tempus Wealth Planning, LLC added33,728$2M0.2%2026-Q1
Focus Partners Advisor Solutions, LLC new33,231$2M0.2%2026-Q1
OMNI 360 Wealth, Inc. added33,171$2M0.2%2026-Q1
WealthTrak Capital Management LLC added33,029$2M0.2%2026-Q1
Merkkuri Wealth Advisors LLC added32,485$1M0.2%2026-Q1
Syntegra Private Wealth Group, LLC trimmed32,251$1M0.2%2026-Q1
CITADEL ADVISORS LLC added32,167$1M0.2%2026-Q1
RDA Financial Network trimmed32,017$1M0.2%2026-Q1
Avidian Wealth Enterprises, LLC trimmed31,255$1M0.1%2026-Q1
Richard P Slaughter Associates Inc added31,077$1M0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added30,594$1M0.1%2026-Q1
Paladin Wealth, LLC added30,511$1M0.1%2026-Q1
Nemes Rush Group LLC added30,283$1M0.1%2026-Q1
Smartleaf Asset Management LLC added28,229$1M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed27,596$1M0.1%2026-Q1
SUTTON PLACE INVESTORS LLC added26,823$1M0.1%2026-Q1
Beacon Financial Advisory LLC added26,251$1M0.1%2026-Q1
Kestra Advisory Services, LLC added25,586$1M0.1%2026-Q1
Morningstar Investment Management LLC572,996$27M2.8%2025-Q1 stale
Austin Private Wealth, LLC trimmed499,775$23M2.4%2025-Q4 stale
Municipal Employees' Retirement System of Michigan403,452$19M1.9%2025-Q4 stale
INTEGRITY ALLIANCE, LLC. new230,392$11M1.1%2025-Q1 stale
WESPAC Advisors SoCal, LLC added191,409$9M0.9%2025-Q4 stale
COMERICA BANK added106,325$5M0.5%2025-Q4 stale
My Legacy Advisors, LLC added60,744$3M0.3%2025-Q2 stale
MERCER GLOBAL ADVISORS INC /ADV new59,799$3M0.3%2025-Q4 stale
Newport Capital Group, LLC new2,147$2M0.2%2025-Q4 stale
Clearview Wealth Advisors LLC added44,306$2M0.2%2025-Q4 stale
BUSH INVESTMENT GROUP, LLC trimmed42,996$2M0.2%2025-Q4 stale
GOLDMAN SACHS GROUP INC added41,151$2M0.2%2025-Q4 stale
Elios Financial Group Inc. new27,362$1M0.1%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.

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