Who owns XMAG?
Defiance Large Cap ex-Mag 7 ETF · Defiance
40 institutions reported holding XMAG, worth $34.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XMAG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| TTP Investments, Inc. | San Jose, CA | $17.7M | 678,583 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.2M | 84,912 | −632 shares |
| Pinnacle Financial Partners, Inc. | Atlanta, GA | $1.6M | 62,286 | −2,964 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $1.2M | 47,504 | No change |
| Brookstone Capital Management | Wheaton, IL | $1.2M | 44,625 | New position |
| Cresset Asset Management, LLC | Chicago, IL | $1.2M | 44,500 | No change |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $862K | 33,026 | New position |
| Mather Group, LLC. | Chicago, IL | $702K | 26,924 | No change |
| Steel Grove Capital Advisors, LLC | Memphis, TN | $679K | 26,030 | No change |
| Strategic Blueprint, LLC | Atlanta, GA | $678K | 25,992 | −288 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 XMAG?
40 institutional managers reported holding XMAG in Form 13F filings for June 30, 2026, worth $34.3M in total. The largest reported position was held by TTP Investments, Inc., at $17.7M.
Did institutions buy or sell XMAG last quarter?
Reported 13F value rose 131.3% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 7 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 XMAG 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.