Who owns XTOC
Which tracked institutional funds hold XTOC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XTOC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on XTOC is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 1 trimmed or exited — on balance accumulating.
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
XTOC’s largest tracked holder by dollar value, Regatta Research & Money Management, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XTOC 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 18 tracked filers holding XTOC, 5 increased or opened the position and 10 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 XTOC 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 2
- Regatta Research & Money Management$3M
- Andina Capital Management, LLC$558K
Full exits 1
- Sunbelt Securities, Inc.$752K
Largest adds
- Welch Financial Planning, LLC$417K
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 |
|---|---|---|---|---|
| Regatta Research & Money Management new | 79,344 | $3M | 18.8% | 2026-Q2 |
| Welch Financial Planning, LLC added | 53,644 | $2M | 12.7% | 2026-Q2 |
| Millington Financial Advisors, LLC trimmed | 33,348 | $1M | 7.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 27,098 | $979K | 6.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,898 | $827K | 5.4% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 22,248 | $804K | 5.3% | 2026-Q2 |
| Andina Capital Management, LLC trimmed | 15,442 | $558K | 3.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 9,208 | $333K | 2.2% | 2026-Q2 |
| Garden State Investment Advisory Services LLC | 6,615 | $239K | 1.6% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,700 | $98K | 0.6% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 2,140 | $77K | 0.5% | 2026-Q2 |
| Arax Advisory Partners added | 1,822 | $66K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,684 | $61K | 0.4% | 2026-Q2 |
| MORGAN STANLEY | 190 | $7K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 80 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 19 | $687 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 11 | $397 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 10 | $361 | 0.0% | 2026-Q2 |
| Bullseye Investment Management, LLC | 48,618 | $1M | 9.1% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 27,669 | $926K | 6.1% | 2025-Q4 stale (2 quarters behind) |
| Sunbelt Securities, Inc. trimmed | 23,231 | $752K | 4.9% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 16,928 | $552K | 3.6% | 2025-Q3 stale (3 quarters behind) |
| Wood Tarver Financial Group, LLC | 12,050 | $390K | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Snowden Capital Advisors LLC | 8,600 | $281K | 1.8% | 2025-Q3 stale (3 quarters behind) |
| HighTower Advisors, LLC trimmed | 8,370 | $271K | 1.8% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC new | 7,500 | $245K | 1.6% | 2025-Q3 stale (3 quarters behind) |
| Insight Wealth Partners, LLC new | 7,090 | $231K | 1.5% | 2025-Q3 stale (3 quarters behind) |
| Kestra Advisory Services, LLC new | 2,522 | $84K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| BARCLAYS PLC trimmed | 494 | $16K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC new | 333 | $11K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 280 | $9K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.