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-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
12 tracked funds added or opened XTWY while 6 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
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 2026-Q1 and 2026-Q2, across 25 tracked filers holding XTWY, 19 increased or opened the position and 20 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 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 6
- Gradient Investments LLC$44M
- Mattson Financial Services, LLC$5M
- Brown Financial Advisors$3M
- Paladin Wealth, LLC$2M
- Sigma Planning Corp$1M
- Tower Research Capital LLC (TRC)$925K
Full exits 5
- Advyzon Investment Management, LLC$4M
- Ausdal Financial Partners, Inc.$4M
- FLOW TRADERS U.S. LLC$3M
- GatePass Capital, LLC$1M
- Maridea Wealth Management LLC$1M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$5M
- Richard P Slaughter Associates Inc$1M
- JANE STREET GROUP, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$956K
- Valtinson Bruner Financial Planning LLC$409K
- DUTCH ASSET Corp$357K
Largest trims
- BANK OF AMERICA CORP /DE/$10M
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 | 3,483,511 | $131M | 48.6% | 2026-Q2 |
| Gradient Investments LLC new | 1,180,913 | $44M | 16.5% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 603,424 | $23M | 8.4% | 2026-Q2 |
| DUTCH ASSET Corp added | 321,586 | $12M | 4.5% | 2026-Q2 |
| Mattson Financial Services, LLC new | 137,868 | $5M | 1.9% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 102,060 | $4M | 1.4% | 2026-Q2 |
| Brown Financial Advisors new | 83,222 | $3M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 82,787 | $3M | 1.2% | 2026-Q2 |
| Richard P Slaughter Associates Inc added | 60,065 | $2M | 0.8% | 2026-Q2 |
| Paladin Wealth, LLC new | 49,165 | $2M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 46,870 | $2M | 0.7% | 2026-Q2 |
| STAR Financial Bank trimmed | 41,832 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,986 | $1M | 0.4% | 2026-Q2 |
| Sigma Planning Corp new | 27,223 | $1M | 0.4% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 24,652 | $925K | 0.3% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 23,700 | $890K | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 12,368 | $464K | 0.2% | 2026-Q2 |
| Argyle Capital Partners, LLC trimmed | 8,721 | $327K | 0.1% | 2026-Q2 |
| FSA Investment Group, LLC added | 6,257 | $235K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 942 | $35K | 0.0% | 2026-Q2 |
| NBH Bank new | 88 | $3K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 75 | $3K | 0.0% | 2026-Q2 |
| FMR LLC new | 57 | $2K | 0.0% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 25 | $945 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $73 | 0.0% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 118,718 | $4M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Ausdal Financial Partners, Inc. added | 118,066 | $4M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 67,831 | $3M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| GatePass Capital, LLC new | 34,400 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Maridea Wealth Management LLC added | 33,149 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 5,984 | $225K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BlackRock, Inc. | 2,642 | $99K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Reyes Financial Architecture, Inc. trimmed | 1,790 | $67K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisor Network LLC new | 398 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 342 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Winch Advisory Services, LLC new | 306 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Investment Advisory Services, LLC new | 203 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Bank of Jackson Hole Trust | 88 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TUCKER ASSET MANAGEMENT LLC | 35 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Municipal Employees' Retirement System of Michigan | 420,244 | $16M | 5.9% | 2025-Q4 stale (2 quarters behind) |
| Mach-1 Financial Group, LLC trimmed | 19,748 | $747K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 9,951 | $377K | 0.1% | 2025-Q4 stale (2 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.