Who owns XVV
Which tracked institutional funds hold XVV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XVV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 XVV is one-sided between 2026-Q1 and 2026-Q2: 29 added or opened and 7 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
XVV’s largest tracked holder by dollar value, LPL Financial LLC, 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 gap the other way — the median holder sizes XVV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XVV 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 152 tracked filers holding XVV, 82 increased or opened the position and 53 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 XVV 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 4
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- M&T Bank Corp$934K
- Heritage Family Offices, LLP$890K
- Pacific Excel Wealth Advisors, Inc.$890K
Full exits 5
- SUN LIFE FINANCIAL INC$41M
- Thrivent Financial for Lutherans$4M
- HighTower Advisors, LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- LPL Financial LLC$4M
- BECKER CAPITAL MANAGEMENT INC$2M
- BROWN ADVISORY INC$2M
- KEYBANK NATIONAL ASSOCIATION/OH$2M
- RETIREMENT CAPITAL STRATEGIES$953K
- Tarbox Family Office, Inc.$810K
Largest trims
- MORGAN STANLEY$6M
- JANE STREET GROUP, LLC$426K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 306,206 | $17M | 10.5% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC added | 255,669 | $15M | 8.8% | 2026-Q2 |
| BROWN ADVISORY INC added | 227,661 | $13M | 7.8% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 175,276 | $10M | 6.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 75,998 | $4M | 2.6% | 2026-Q2 |
| Wharton Business Group, LLC trimmed | 75,920 | $4M | 2.6% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 75,662 | $4M | 2.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 74,207 | $4M | 2.5% | 2026-Q2 |
| Alpine Bank Wealth Management added | 72,621 | $4M | 2.5% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 67,627 | $4M | 2.3% | 2026-Q2 |
| BSW Wealth Partners trimmed | 57,656 | $3M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 56,515 | $3M | 1.9% | 2026-Q2 |
| Biltmore Family Office, LLC | 56,201 | $3M | 1.9% | 2026-Q2 |
| NorthRock Partners, LLC added | 47,634 | $3M | 1.6% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 44,968 | $3M | 1.5% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 44,053 | $3M | 1.5% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 39,984 | $2M | 1.4% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 37,530 | $2M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 32,248 | $2M | 1.1% | 2026-Q2 |
| MAI Capital Management trimmed | 31,548 | $2M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 30,222 | $2M | 1.0% | 2026-Q2 |
| Wick Capital Partners, LLC trimmed | 30,129 | $2M | 1.0% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES added | 30,106 | $2M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 29,470 | $2M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 29,218 | $2M | 1.0% | 2026-Q2 |
| Napier Financial, LLC trimmed | 28,651 | $2M | 1.0% | 2026-Q2 |
| Financial Council, LLC trimmed | 28,114 | $2M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 27,822 | $2M | 1.0% | 2026-Q2 |
| Tarbox Family Office, Inc. added | 27,445 | $2M | 0.9% | 2026-Q2 |
| NerdWallet Wealth Partners, LLC added | 26,929 | $2M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 25,372 | $1M | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 23,442 | $1M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,020 | $1M | 0.8% | 2026-Q2 |
| Cornerstone Financial Management LLC added | 21,718 | $1M | 0.7% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 20,207 | $1M | 0.7% | 2026-Q2 |
| Cresset Asset Management, LLC added | 19,074 | $1M | 0.7% | 2026-Q2 |
| Mariner, LLC added | 18,461 | $1M | 0.6% | 2026-Q2 |
| Human Investing LLC | 17,756 | $874K | 0.5% | 2026-Q2 |
| Sage Mountain Advisors LLC | 17,386 | $987K | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 17,197 | $977K | 0.6% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 17,064 | $969K | 0.6% | 2026-Q2 |
| M&T Bank Corp trimmed | 16,452 | $934K | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 16,241 | $922K | 0.6% | 2026-Q2 |
| Sound Stewardship, LLC added | 16,074 | $913K | 0.6% | 2026-Q2 |
| Magnus Financial Group LLC trimmed | 16,054 | $912K | 0.6% | 2026-Q2 |
| Pacific Excel Wealth Advisors, Inc. new | 15,668 | $890K | 0.5% | 2026-Q2 |
| Heritage Family Offices, LLP added | 15,668 | $890K | 0.5% | 2026-Q2 |
| Ferguson Shapiro LLC added | 14,936 | $848K | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,561 | $827K | 0.5% | 2026-Q2 |
| Highland Financial Advisors, LLC trimmed | 14,285 | $811K | 0.5% | 2026-Q2 |
| Savant Capital, LLC | 12,574 | $714K | 0.4% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 11,931 | $678K | 0.4% | 2026-Q2 |
| COLTON GROOME FINANCIAL ADVISORS, LLC trimmed | 11,845 | $673K | 0.4% | 2026-Q2 |
| Emergent Wealth Advisors, LLC | 11,627 | $660K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,548 | $656K | 0.4% | 2026-Q2 |
| Asset Dedication, LLC | 11,454 | $650K | 0.4% | 2026-Q2 |
| Cambridge Financial Group, LLC | 11,454 | $650K | 0.4% | 2026-Q2 |
| RMR Wealth Builders added | 11,050 | $628K | 0.4% | 2026-Q2 |
| Archer Investment Corp added | 10,936 | $621K | 0.4% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT | 10,905 | $619K | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 10,862 | $617K | 0.4% | 2026-Q2 |
| Freedom Financial Partners LLC trimmed | 10,298 | $585K | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC | 10,173 | $578K | 0.3% | 2026-Q2 |
| Veridan Wealth LLC trimmed | 10,164 | $577K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 9,914 | $563K | 0.3% | 2026-Q2 |
| KWB Wealth added | 9,877 | $561K | 0.3% | 2026-Q2 |
| Tribridge Partners Financial LLC added | 9,681 | $546K | 0.3% | 2026-Q2 |
| Black Diamond Financial, LLC | 9,265 | $526K | 0.3% | 2026-Q2 |
| Measured Risk Portfolios, Inc. | 9,056 | $514K | 0.3% | 2026-Q2 |
| Navalign, LLC | 8,902 | $506K | 0.3% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 8,880 | $504K | 0.3% | 2026-Q2 |
| CAHABA WEALTH MANAGEMENT, INC. new | 8,720 | $495K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,631 | $490K | 0.3% | 2026-Q2 |
| ST GERMAIN D J CO INC | 7,649 | $434K | 0.3% | 2026-Q2 |
| Wingate Wealth Advisors, Inc. added | 7,342 | $417K | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 7,272 | $413K | 0.2% | 2026-Q2 |
| VOISARD ASSET MANAGEMENT GROUP, INC. trimmed | 7,189 | $408K | 0.2% | 2026-Q2 |
| Ellenbecker Investment Group added | 7,188 | $408K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 7,101 | $403K | 0.2% | 2026-Q2 |
| GAINLINE FINANCIAL PARTNERS, LLC new | 6,904 | $392K | 0.2% | 2026-Q2 |
| Peak Retirement Planning, Inc. added | 6,885 | $391K | 0.2% | 2026-Q2 |
| Pettinga Financial Advisors LLC | 6,867 | $390K | 0.2% | 2026-Q2 |
| Curtis Advisory Group, LLC trimmed | 6,773 | $385K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 6,608 | $375K | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 6,602 | $375K | 0.2% | 2026-Q2 |
| Montecito Bank & Trust | 6,364 | $361K | 0.2% | 2026-Q2 |
| Dakota Wealth Management added | 6,350 | $361K | 0.2% | 2026-Q2 |
| Gray Private Wealth, LLC | 6,283 | $357K | 0.2% | 2026-Q2 |
| Elwood & Goetz Wealth Advisory Group, LLC added | 6,220 | $353K | 0.2% | 2026-Q2 |
| Wealth Group Ltd added | 6,149 | $349K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,125 | $348K | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 6,114 | $347K | 0.2% | 2026-Q2 |
| Crane Advisory, LLC trimmed | 5,763 | $331K | 0.2% | 2026-Q2 |
| Armor Investment Advisors, LLC trimmed | 5,714 | $324K | 0.2% | 2026-Q2 |
| Sculati Wealth Management, LLC new | 5,332 | $303K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 5,263 | $299K | 0.2% | 2026-Q2 |
| Whitegate Investment Counselors, Inc. added | 5,231 | $297K | 0.2% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC | 5,225 | $297K | 0.2% | 2026-Q2 |
| Topel & Distasi Wealth Management, LLC trimmed | 5,153 | $293K | 0.2% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 5,056 | $287K | 0.2% | 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.