Who owns XBGYX?
Institutional ownership of XBGYX from SEC Form 13F filings across 68 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.
68
13F holders
$147.8M
value, 2026 filers
26.2M
shares disclosed
9
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 XBGYX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9.2M | $52.6M | 0.0% | — | +1.9% |
| 2 | Allspring Global Investments Holdings, LLC | 6.0M | $34.4M | 0.1% | — | -6.0% |
| 3 | LAZARD ASSET MANAGEMENT LLC | 1.8M | $10.5M | 0.0% | — | +32.7% |
| 4 | Invesco Ltd. | 1.3M | $7.3M | 0.0% | — | +11.7% |
| 5 | Baird Financial Group, Inc. | 1.2M | $6.9M | 0.0% | — | +11.9% |
| 6 | WELLS FARGO & COMPANY/MN | 989,656 | $5.7M | 0.0% | — | -22.7% |
| 7 | Arete Wealth Advisors, LLC | 661,325 | $3.8M | 0.3% | — | +0.5% |
| 8 | BANK OF AMERICA CORP /DE/ | 538,307 | $3.1M | 0.0% | — | -3.3% |
| 9 | LPL Financial LLC | 474,916 | $2.7M | 0.0% | — | +13.9% |
| 10 | RAYMOND JAMES FINANCIAL INC | 472,146 | $2.7M | 0.0% | — | +1.3% |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | 437,241 | $2.5M | 0.1% | — | -47.4% |
| 12 | OSAIC HOLDINGS, INC. | 349,425 | $2.0M | 0.0% | — | +13.4% |
| 13 | ROYAL BANK OF CANADA | 300,370 | $1.7M | 0.0% | — | +4.2% |
| 14 | &PARTNERS | 289,913 | $1.7M | 0.0% | — | +2.4% |
| 15 | Janney Montgomery Scott LLC | 215,511 | $1,237 | 0.0% | — | +406.4% |
| 16 | UBS Group AG | 190,084 | $1.1M | 0.0% | — | -39.4% |
| 17 | AMERIPRISE FINANCIAL INC | 171,217 | $982,787 | 0.0% | — | -7.6% |
| 18 | IHT Wealth Management, LLC | 145,365 | $834,397 | 0.0% | — | +0.4% |
| 19 | Cambridge Investment Research Advisors, Inc.NEW | 143,906 | $826 | 0.0% | — | new |
| 20 | FIFTH THIRD BANCORP | 121,880 | $699,591 | 0.0% | — | +1.7% |
| 21 | Thrivent Financial for Lutherans | 121,515 | $697 | 0.0% | — | +19.7% |
| 22 | READYSTATE ASSET MANAGEMENT LP | 102,943 | $590,893 | 0.0% | — | -34.1% |
| 23 | Concurrent Investment Advisors, LLC | 87,906 | $504,582 | 0.0% | — | 0.0% |
| 24 | Kestra Advisory Services, LLC | 81,826 | $469,682 | 0.0% | — | +15.2% |
| 25 | Dakota Wealth Management | 73,040 | $419,250 | 0.0% | — | +1.7% |
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.