Who owns XSPI?
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8 institutions reported holding XSPI, worth $2.5M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of XSPI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wellington Grp LLC | Indianapolis, IN | $1.8M | 35,998 | New position |
| Chung Wu Investment Group, LLC | Sugar Land, TX | $428K | 8,600 | New position |
| Farther Finance Advisors, LLC | San Francisco, CA | $125K | 2,508 | New position |
| Bank of Montreal | Toronto, Ontario, Canada | $75K | 1,506 | New position |
| UBS Group AG | Zurich, Switzerland | $30K | 598 | New position |
| Integrated Wealth Concepts LLC | Waltham, MA | $26K | 516 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $1K | 18 | New position |
| Morgan Stanley | New York, NY | $56 | 1 | New position |
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 XSPI?
8 institutional managers reported holding XSPI in Form 13F filings for June 30, 2026, worth $2.5M in total. The largest reported position was held by Wellington Grp LLC, at $1.8M.
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 XSPI 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.