Who owns XUSP
Which tracked institutional funds hold XUSP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XUSP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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 XUSP is one-sided between 2026-Q1 and 2026-Q2: 4 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
XUSP’s largest tracked holder by dollar value, Farther Finance Advisors, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XUSP 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 21 tracked filers holding XUSP, 9 increased or opened the position and 15 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 XUSP 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.
Largest adds
- Farther Finance Advisors, LLC$3M
- NewCorp Financial Services, Inc.$2M
- ATX Financial Planning, LLC$755K
- YARGER WEALTH STRATEGIES, LLC$349K
Largest trims
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$307K
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 |
|---|---|---|---|---|
| Farther Finance Advisors, LLC added | 278,850 | $15M | 35.3% | 2026-Q2 |
| NewCorp Financial Services, Inc. added | 163,464 | $9M | 20.7% | 2026-Q2 |
| ATX Financial Planning, LLC trimmed | 89,058 | $5M | 11.3% | 2026-Q2 |
| Arax Advisory Partners trimmed | 32,607 | $2M | 4.1% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC added | 25,572 | $1M | 3.3% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 22,209 | $1M | 2.8% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 21,169 | $1M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 13,400 | $706K | 1.7% | 2026-Q2 |
| HFG Wealth Management, LLC trimmed | 11,343 | $597K | 1.4% | 2026-Q2 |
| Brookstone Capital Management added | 9,961 | $525K | 1.3% | 2026-Q2 |
| Trek Financial, LLC added | 9,709 | $511K | 1.2% | 2026-Q2 |
| Navis Wealth Advisors, LLC trimmed | 6,766 | $356K | 0.9% | 2026-Q2 |
| Maia Wealth LLC trimmed | 6,480 | $341K | 0.8% | 2026-Q2 |
| Regatta Research & Money Management new | 4,167 | $219K | 0.5% | 2026-Q2 |
| ALERUS FINANCIAL NA | 3,157 | $166K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,364 | $124K | 0.3% | 2026-Q2 |
| IFS Advisors, LLC trimmed | 2,025 | $107K | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 1,711 | $90K | 0.2% | 2026-Q2 |
| Luminist Capital LLC added | 756 | $39K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 618 | $33K | 0.1% | 2026-Q2 |
| COUNTRY TRUST BANK new | 274 | $14K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 8,756 | $387K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 3,935 | $174K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 3,762 | $166K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC new | 2,289 | $101K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. trimmed | 933 | $41K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 36,205 | $2M | 4.1% | 2025-Q4 stale (2 quarters behind) |
| WealthPlan Investment Management, LLC | 7,358 | $349K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Seros Financial, LLC trimmed | 6,079 | $289K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO new | 555 | $26K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY new | 6 | $285 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 4,422 | $206K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,916 | $501K | 1.2% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG added | 5,566 | $234K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Capasso Planning Partners LLC trimmed | 5,376 | $226K | 0.5% | 2025-Q2 stale (4 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.