Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
33 tracked funds added or opened XTEN while 66 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, Prime Capital Investment Advisors, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 170 tracked filers holding XTEN, 72 increased or opened the position and 121 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 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 8
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- MERCER GLOBAL ADVISORS INC /ADV$2M
- Beacon Capital Management, LLC$971K
- Sigma Planning Corp$943K
- Balefire, LLC$879K
- Global Retirement Partners, LLC$612K
Full exits 18
- Janney Montgomery Scott LLC$9M
- PARK AVENUE SECURITIES LLC$9M
- U.S. Capital Wealth Advisors, LLC$5M
- Scarborough Advisors, LLC$5M
- OLD MISSION CAPITAL LLC$5M
- Redwood Investment Management, LLC$3M
Largest adds
- FIFTH THIRD BANCORP$98M
- Prime Capital Investment Advisors, LLC$97M
- Gradient Investments LLC$47M
- OneDigital Investment Advisors LLC$7M
- Mattson Financial Services, LLC$6M
- Brown Financial Advisors$4M
Largest trims
- BANK OF AMERICA CORP /DE/$35M
- ENVESTNET ASSET MANAGEMENT INC$21M
- JPMORGAN CHASE & CO$19M
- Vestmark Advisory Solutions, Inc.$8M
- Cerity Partners LLC$8M
- One Wealth Advisors, LLC$6M
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 |
|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC added | 4,136,120 | $189M | 19.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,571,729 | $117M | 12.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,248,566 | $102M | 10.6% | 2026-Q2 |
| Gradient Investments LLC added | 1,904,730 | $87M | 9.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 1,714,557 | $78M | 8.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,242,877 | $57M | 5.9% | 2026-Q2 |
| Northland Capital Management LLC added | 590,565 | $27M | 2.8% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 470,885 | $21M | 2.2% | 2026-Q2 |
| Arax Advisory Partners added | 435,819 | $20M | 2.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 360,740 | $16M | 1.7% | 2026-Q2 |
| Horst & Graben Wealth Management LLC trimmed | 318,296 | $14M | 1.5% | 2026-Q2 |
| Heck Capital Advisors, LLC added | 239,985 | $11M | 1.1% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 223,600 | $10M | 1.1% | 2026-Q2 |
| Mattson Financial Services, LLC added | 219,983 | $10M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 213,495 | $10M | 1.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 210,975 | $10M | 1.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 196,467 | $9M | 0.9% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC added | 156,236 | $7M | 0.7% | 2026-Q2 |
| DUTCH ASSET Corp trimmed | 153,386 | $7M | 0.7% | 2026-Q2 |
| TSA Wealth Managment LLC added | 144,708 | $7M | 0.7% | 2026-Q2 |
| Brown Financial Advisors added | 134,490 | $6M | 0.6% | 2026-Q2 |
| Mayflower Financial Advisors, LLC trimmed | 129,712 | $6M | 0.6% | 2026-Q2 |
| JT Stratford LLC added | 127,842 | $6M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 115,461 | $5M | 0.5% | 2026-Q2 |
| Daviman Financial, LLC trimmed | 95,132 | $4M | 0.4% | 2026-Q2 |
| West Wealth Group, LLC added | 94,137 | $4M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 93,350 | $4M | 0.4% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 92,696 | $4M | 0.4% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 92,035 | $4M | 0.4% | 2026-Q2 |
| PFG Advisors trimmed | 83,523 | $4M | 0.4% | 2026-Q2 |
| Paladin Wealth, LLC added | 77,742 | $4M | 0.4% | 2026-Q2 |
| Chatterton & Associates Inc. trimmed | 68,234 | $3M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 66,011 | $3M | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 63,484 | $3M | 0.3% | 2026-Q2 |
| EHRLICH FINANCIAL GROUP added | 61,326 | $3M | 0.3% | 2026-Q2 |
| Lifelong Wealth Advisors, Inc. trimmed | 58,350 | $3M | 0.3% | 2026-Q2 |
| &PARTNERS added | 58,030 | $3M | 0.3% | 2026-Q2 |
| THEORY FINANCIAL LLC trimmed | 55,634 | $3M | 0.3% | 2026-Q2 |
| Range Financial Group LLC added | 54,961 | $3M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,048 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 50,791 | $2M | 0.2% | 2026-Q2 |
| Maia Wealth LLC trimmed | 49,804 | $2M | 0.2% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 49,229 | $2M | 0.2% | 2026-Q2 |
| M1 Capital Management LLC trimmed | 47,829 | $2M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 45,620 | $2M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 45,357 | $2M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 43,722 | $2M | 0.2% | 2026-Q2 |
| Cassilly Financial Group LLC trimmed | 42,759 | $2M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 41,358 | $2M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 40,674 | $2M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 40,168 | $2M | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 39,271 | $2M | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 38,697 | $2M | 0.2% | 2026-Q2 |
| WealthPoint Financial, LLC trimmed | 38,263 | $2M | 0.2% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 36,537 | $2M | 0.2% | 2026-Q2 |
| Gen-Wealth Partners Inc trimmed | 34,288 | $2M | 0.2% | 2026-Q2 |
| Nemes Rush Group LLC added | 33,814 | $2M | 0.2% | 2026-Q2 |
| OMNI 360 Wealth, Inc. added | 33,240 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 33,240 | $2M | 0.2% | 2026-Q2 |
| Hopwood Nicholas Hunter trimmed | 33,032 | $2M | 0.2% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 32,998 | $2M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 32,272 | $1M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 31,545 | $1M | 0.1% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 30,370 | $1M | 0.1% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC trimmed | 30,263 | $1M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 28,853 | $1M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 28,229 | $1M | 0.1% | 2026-Q2 |
| CURTIS WEALTH MANAGEMENT LLC trimmed | 27,398 | $1M | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC added | 27,197 | $1M | 0.1% | 2026-Q2 |
| Apeiron RIA LLC trimmed | 26,914 | $1M | 0.1% | 2026-Q2 |
| Hobbs Wealth Management, LLC trimmed | 25,872 | $1M | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 25,845 | $1M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 25,442 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 24,682 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 24,617 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 24,466 | $1M | 0.1% | 2026-Q2 |
| Marks Group Wealth Management, Inc trimmed | 24,184 | $1M | 0.1% | 2026-Q2 |
| WealthTrak Capital Management LLC trimmed | 24,075 | $1M | 0.1% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC added | 23,025 | $1M | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 22,363 | $1M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 22,243 | $1M | 0.1% | 2026-Q2 |
| GatePass Capital, LLC added | 22,041 | $1M | 0.1% | 2026-Q2 |
| RDA Financial Network trimmed | 21,482 | $979K | 0.1% | 2026-Q2 |
| Beacon Capital Management, LLC new | 21,313 | $971K | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC trimmed | 21,258 | $969K | 0.1% | 2026-Q2 |
| Sigma Planning Corp new | 20,687 | $943K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 20,640 | $941K | 0.1% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. trimmed | 20,634 | $940K | 0.1% | 2026-Q2 |
| Merkkuri Wealth Advisors LLC trimmed | 20,587 | $938K | 0.1% | 2026-Q2 |
| S&A Financial Services, Inc. added | 20,255 | $923K | 0.1% | 2026-Q2 |
| MSH Capital Advisors LLC trimmed | 19,641 | $895K | 0.1% | 2026-Q2 |
| Balefire, LLC new | 19,275 | $879K | 0.1% | 2026-Q2 |
| SUTTON PLACE INVESTORS LLC trimmed | 17,502 | $798K | 0.1% | 2026-Q2 |
| Latitude Advisors, LLC added | 16,377 | $746K | 0.1% | 2026-Q2 |
| Spectrum Planning & Advisory Services Inc. trimmed | 13,495 | $615K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 13,437 | $612K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 13,341 | $608K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 13,012 | $593K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 12,737 | $581K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC new | 12,388 | $565K | 0.1% | 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.