Who owns XAODX?
Institutional ownership of XAODX from SEC Form 13F filings across 115 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
115
13F holders
$214.6M
value, 2026 filers
24.0M
shares disclosed
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XAODX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9.2M | $95.3M | 0.0% | — | -5.4% |
| 2 | WELLS FARGO & COMPANY/MN | 3.3M | $34.4M | 0.0% | — | +9.8% |
| 3 | Penserra Capital Management LLC | 2.5M | $25,470 | 0.2% | — | +4.0% |
| 4 | RAYMOND JAMES FINANCIAL INC | 1.7M | $17.5M | 0.0% | — | +70.3% |
| 5 | LPL Financial LLC | 1.0M | $10.5M | 0.0% | — | -4.5% |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 437,596 | $4.5M | 0.3% | — | -0.5% |
| 7 | ROYAL BANK OF CANADA | 389,090 | $4.0M | 0.0% | — | +4.0% |
| 8 | BANK OF AMERICA CORP /DE/ | 370,654 | $3.8M | 0.0% | — | -27.0% |
| 9 | OPPENHEIMER & CO INC | 268,140 | $2.8M | 0.0% | — | -1.1% |
| 10 | WEDBUSH SECURITIES INC | 267,408 | $2,757 | 0.1% | — | +2.9% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 261,940 | $2.7M | 0.0% | — | -7.8% |
| 12 | OSAIC HOLDINGS, INC. | 254,088 | $2.6M | 0.0% | — | +31.2% |
| 13 | AMERIPRISE FINANCIAL INC | 232,325 | $2.4M | 0.0% | — | +3.5% |
| 14 | UBS Group AG | 229,520 | $2.4M | 0.0% | — | +1.8% |
| 15 | STIFEL FINANCIAL CORP | 203,570 | $2.1M | 0.0% | — | -0.1% |
| 16 | Janney Montgomery Scott LLC | 180,584 | $1,862 | 0.0% | — | -7.3% |
| 17 | Merit Financial Group, LLC | 143,846 | $1.5M | 0.0% | — | +93.7% |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | 141,967 | $1.5M | 0.0% | — | -23.4% |
| 19 | NewEdge Advisors, LLCNEW | 131,397 | $1.4M | 0.0% | — | new |
| 20 | &PARTNERS | 115,691 | $1.2M | 0.0% | — | +10.2% |
| 21 | Cambridge Investment Research Advisors, Inc. | 112,214 | $1,156 | 0.0% | — | -41.1% |
| 22 | Lido Advisors, LLC | 107,210 | $1.1M | 0.0% | — | +46.4% |
| 23 | Thrivent Financial for Lutherans | 105,000 | $1,083 | 0.0% | — | 0.0% |
| 24 | Summit Financial, LLC | 104,170 | $1.1M | 0.0% | — | +1.2% |
| 25 | Kestra Advisory Services, LLC | 99,928 | $1.0M | 0.0% | — | +9.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.