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Institutional Ownership · SEC Form 13F

Who owns XTWY


Which tracked institutional funds hold XTWY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XTWY company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

28
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

7 tracked funds added or opened XTWY while 3 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

XTWY’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 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in XTWY 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 28 tracked filers holding XTWY, 20 increased or opened the position and 9 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 XTWY 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 2

  • FLOW TRADERS U.S. LLC$3M
  • GatePass Capital, LLC$1M

Full exits 2

  • Municipal Employees' Retirement System of Michigan$16M
  • Mach-1 Financial Group, LLC$747K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$2M
  • Valtinson Bruner Financial Planning LLC$1M
  • BANK OF AMERICA CORP /DE/$1M
  • DUTCH ASSET Corp$1M
  • AE Wealth Management LLC$704K

Largest trims

  • STAR Financial Bank$2M

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 added3,346,226$126M58.1%2026-Q1
Valtinson Bruner Financial Planning LLC added591,669$22M10.3%2026-Q1
BANK OF AMERICA CORP /DE/ added357,168$13M6.2%2026-Q1
DUTCH ASSET Corp added311,606$12M5.4%2026-Q1
Advyzon Investment Management, LLC trimmed118,718$4M2.1%2026-Q1
Ausdal Financial Partners, Inc. added118,066$4M2.1%2026-Q1
AE Wealth Management LLC added104,914$4M1.8%2026-Q1
FLOW TRADERS U.S. LLC trimmed67,831$3M1.2%2026-Q1
STAR Financial Bank trimmed45,408$2M0.8%2026-Q1
GatePass Capital, LLC new34,400$1M0.6%2026-Q1
Maridea Wealth Management LLC added33,149$1M0.6%2026-Q1
Richard P Slaughter Associates Inc added30,892$1M0.5%2026-Q1
HBW ADVISORY SERVICES LLC added21,059$792K0.4%2026-Q1
JANE STREET GROUP, LLC trimmed18,125$681K0.3%2026-Q1
LPL Financial LLC added10,974$413K0.2%2026-Q1
Argyle Capital Partners, LLC9,096$342K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed6,499$244K0.1%2026-Q1
FSA Investment Group, LLC new6,253$235K0.1%2026-Q1
Thrivent Financial for Lutherans trimmed5,984$225K0.1%2026-Q1
BlackRock, Inc.2,642$99K0.0%2026-Q1
Reyes Financial Architecture, Inc. trimmed1,790$67K0.0%2026-Q1
UBS Group AG trimmed1,089$41K0.0%2026-Q1
Capital Advisor Network LLC new398$15K0.0%2026-Q1
Blue Trust, Inc. new342$13K0.0%2026-Q1
Winch Advisory Services, LLC new306$12K0.0%2026-Q1
Capital Investment Advisory Services, LLC new203$8K0.0%2026-Q1
Bank of Jackson Hole Trust88$3K0.0%2026-Q1
Elevated Capital Advisors, LLC new49$2K0.0%2026-Q1
Municipal Employees' Retirement System of Michigan420,244$16M7.3%2025-Q4 stale
Lido Advisors, LLC added36,188$1M0.7%2025-Q1 stale
BlackDiamond Wealth Management, LLC new22,519$855K0.4%2025-Q1 stale
Mach-1 Financial Group, LLC trimmed19,748$747K0.3%2025-Q4 stale
CITADEL ADVISORS LLC added9,951$377K0.2%2025-Q4 stale
TUCKER ASSET MANAGEMENT LLC new35$1K0.0%2025-Q4 stale
MORGAN STANLEY1$740.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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