Who owns XWIAX
Which tracked institutional funds hold XWIAX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XWIAX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
5 tracked funds added or opened XWIAX while 3 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
XWIAX’s largest tracked holder by dollar value, Karpus Management, Inc., sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in XWIAX 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 50 tracked filers holding XWIAX, 15 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 XWIAX 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 3
- Atlas Wealth LLC$4M
- Focus Partners Wealth$1M
- PFG Investments, LLC$596K
Full exits 1
- Integrated Wealth Concepts LLC$1M
Largest adds
- Karpus Management, Inc.$3M
- RHS Financial, LLC$256K
Largest trims
- Wakefield Asset Management LLLP$2M
- GUGGENHEIM CAPITAL LLC$800K
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 |
|---|---|---|---|---|
| Karpus Management, Inc. added | 8,648,798 | $70M | 66.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 489,169 | $4M | 3.7% | 2026-Q2 |
| Atlas Wealth LLC new | 460,160 | $4M | 3.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 246,350 | $2M | 1.9% | 2026-Q2 |
| RHS Financial, LLC added | 231,357 | $2M | 1.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 175,858 | $1M | 1.3% | 2026-Q2 |
| Wakefield Asset Management LLLP trimmed | 157,757 | $1M | 1.2% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 145,633 | $1M | 1.1% | 2026-Q2 |
| Focus Partners Wealth new | 133,147 | $1M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 112,932 | $918K | 0.9% | 2026-Q2 |
| PenderFund Capital Management Ltd. | 103,800 | $843K | 0.8% | 2026-Q2 |
| Dakota Wealth Management trimmed | 103,289 | $840K | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 98,455 | $800K | 0.8% | 2026-Q2 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 96,824 | $787K | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 91,804 | $746K | 0.7% | 2026-Q2 |
| PFG Investments, LLC added | 73,300 | $596K | 0.6% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 71,252 | $579K | 0.5% | 2026-Q2 |
| Rock Point Advisors, LLC | 64,627 | $525K | 0.5% | 2026-Q2 |
| Almitas Capital LLC | 56,732 | $461K | 0.4% | 2026-Q2 |
| Matisse Capital | 53,254 | $433K | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 44,555 | $362K | 0.3% | 2026-Q2 |
| GRACE & WHITE INC /NY | 41,110 | $334K | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 38,573 | $314K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 37,521 | $305K | 0.3% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 33,548 | $273K | 0.3% | 2026-Q2 |
| Mezzasalma Advisors, LLC trimmed | 32,791 | $267K | 0.3% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 31,111 | $253K | 0.2% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 27,245 | $222K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 25,370 | $206K | 0.2% | 2026-Q2 |
| &PARTNERS added | 25,370 | $206K | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 20,750 | $169K | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 20,750 | $169K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 18,429 | $150K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC | 18,121 | $147K | 0.1% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC trimmed | 17,779 | $145K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 15,557 | $126K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 13,693 | $111K | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 12,962 | $105K | 0.1% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 12,298 | $100K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. | 11,372 | $92K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. new | 10,234 | $83K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 5,200 | $42K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 3,023 | $25K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,695 | $22K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 2,000 | $16K | 0.0% | 2026-Q2 |
| Fortis Group Advisors, LLC | 866 | $7K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 400 | $3K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 147 | $1K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 108 | $878 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 71 | $577 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 173,191 | $1M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 13,775 | $111K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Integrity Advisory Solutions, LLC new | 11,736 | $95K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 11,476 | $93K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 750 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 200 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 16,168 | $5M | 4.9% | 2025-Q4 stale (2 quarters behind) |
| Fiera Capital Corp trimmed | 20,107 | $166K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| North Ground Capital trimmed | 10,892 | $90K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 161 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 56 | $467 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Pinnacle Wealth Planning Services, Inc. new | 55 | $455 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 18,606 | $157K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| READYSTATE ASSET MANAGEMENT LP new | 13,680 | $115K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 10,056 | $84K | 0.1% | 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.