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-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.
How the tape is positioned
The tracked-fund tape on XWIAX is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 3 trimmed or exited — on balance reducing.
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 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp 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 2025-Q4 and 2026-Q1, across 52 tracked filers holding XWIAX, 22 increased or opened the position and 23 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 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.
Full exits 1
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
Largest adds
- Wakefield Asset Management LLLP$317K
Largest trims
- MORGAN STANLEY$857K
- GUGGENHEIM CAPITAL LLC$709K
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 | 8,346,410 | $67M | 67.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 485,564 | $4M | 3.9% | 2026-Q1 |
| Wakefield Asset Management LLLP added | 362,990 | $3M | 2.9% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 245,519 | $2M | 2.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 235,785 | $2M | 1.9% | 2026-Q1 |
| RHS Financial, LLC added | 201,065 | $2M | 1.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 173,191 | $1M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 163,965 | $1M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 111,788 | $903K | 0.9% | 2026-Q1 |
| Dakota Wealth Management added | 103,743 | $838K | 0.8% | 2026-Q1 |
| PenderFund Capital Management Ltd. added | 103,800 | $836K | 0.8% | 2026-Q1 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 98,562 | $796K | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 95,648 | $773K | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 91,963 | $743K | 0.7% | 2026-Q1 |
| Aviance Capital Partners, LLC added | 68,788 | $556K | 0.6% | 2026-Q1 |
| Rock Point Advisors, LLC added | 64,627 | $522K | 0.5% | 2026-Q1 |
| Almitas Capital LLC trimmed | 56,732 | $458K | 0.5% | 2026-Q1 |
| Matisse Capital | 53,254 | $430K | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 43,649 | $353K | 0.4% | 2026-Q1 |
| GRACE & WHITE INC /NY | 41,110 | $332K | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 40,237 | $325K | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 38,573 | $312K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC | 35,929 | $290K | 0.3% | 2026-Q1 |
| Mezzasalma Advisors, LLC added | 34,166 | $276K | 0.3% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 33,548 | $271K | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 33,416 | $270K | 0.3% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 31,111 | $254K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 29,232 | $236K | 0.2% | 2026-Q1 |
| Quadcap Wealth Management, LLC trimmed | 28,670 | $232K | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 20,750 | $168K | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 20,750 | $168K | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 18,121 | $146K | 0.1% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC trimmed | 17,818 | $144K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,453 | $133K | 0.1% | 2026-Q1 |
| &PARTNERS added | 16,452 | $133K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 15,228 | $123K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,775 | $111K | 0.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 12,298 | $99K | 0.1% | 2026-Q1 |
| Integrity Advisory Solutions, LLC new | 11,736 | $95K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 11,476 | $93K | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. | 11,372 | $92K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 5,200 | $42K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,867 | $31K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,695 | $22K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 2,000 | $16K | 0.0% | 2026-Q1 |
| Fortis Group Advisors, LLC | 866 | $7K | 0.0% | 2026-Q1 |
| CWM, LLC added | 750 | $6K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC | 400 | $3K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 200 | $2K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC new | 147 | $1K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 108 | $873 | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 71 | $574 | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 16,168 | $5M | 5.2% | 2025-Q4 stale |
| PFG Investments, LLC new | 24,000 | $202K | 0.2% | 2025-Q2 stale |
| Fiera Capital Corp trimmed | 20,107 | $166K | 0.2% | 2025-Q4 stale |
| TRANSCEND CAPITAL ADVISORS, LLC added | 19,150 | $160K | 0.2% | 2025-Q1 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 18,606 | $157K | 0.2% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP new | 13,680 | $115K | 0.1% | 2025-Q3 stale |
| CSS LLC/IL trimmed | 13,072 | $109K | 0.1% | 2025-Q1 stale |
| North Ground Capital trimmed | 10,892 | $90K | 0.1% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 10,056 | $84K | 0.1% | 2025-Q2 stale |
| Elequin Capital, LP trimmed | 1,907 | $16K | 0.0% | 2025-Q1 stale |
| COMERICA BANK trimmed | 161 | $1K | 0.0% | 2025-Q4 stale |
| Geneos Wealth Management Inc. trimmed | 67 | $559 | 0.0% | 2025-Q1 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 56 | $467 | 0.0% | 2025-Q4 stale |
| Pinnacle Wealth Planning Services, Inc. trimmed | 55 | $455 | 0.0% | 2025-Q4 stale |
| WPG Advisers, LLC trimmed | 29 | $242 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.