Who owns XAIX?
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48 institutions reported holding XAIX, worth $26.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XAIX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $4.8M | 83,145 | +61,034 shares |
| LPL Financial LLC | Fort Mill, SC | $2.6M | 45,927 | +19,520 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.6M | 28,460 | +1,450 shares |
| Pinnacle Associates Ltd. | New York, NY | $1.5M | 26,895 | +15 shares |
| CAP Partners, LLC | Franklin, TN | $1.4M | 25,098 | −1,031 shares |
| Citadel Advisors LLC | Miami, FL | $1.3M | 22,165 | +7,507 shares |
| Flow Traders U.S. LLC | New York, NY | $1.2M | 20,950 | New position |
| Pinnacle Wealth Management Advisory Group, LLC | Red Bank, NJ | $1.2M | 20,070 | +15 shares |
| RFG Advisory, LLC | Birmingham, AL | $1.1M | 19,660 | +651 shares |
| Soltis Investment Advisors LLC | St. George, UT | $1.1M | 18,807 | +13,305 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XAIX?
48 institutional managers reported holding XAIX in Form 13F filings for June 30, 2026, worth $26.3M in total. The largest reported position was held by Raymond James Financial Inc., at $4.8M.
Did institutions buy or sell XAIX last quarter?
Reported 13F value rose 134.5% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XAIX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.