Who owns XBMNX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XBMNX from SEC Form 13F filings across 21 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.
As of the 2026-06-30 reporting period, 21 institutions disclosed 1.6M shares of XBMNX worth $40.9M; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
21
13F holders
$40.9M
value, 2026 filers
1.6M
shares disclosed
2
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 XBMNX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 866,222 | $22.3M | 0.0% | — | +3.3% |
| 2 | Hennion & Walsh Asset Management, Inc. | 132,064 | $3.4M | 0.1% | — | +0.5% |
| 3 | BANK OF AMERICA CORP /DE/ | 115,251 | $3.0M | 0.0% | — | -6.0% |
| 4 | RAYMOND JAMES FINANCIAL INC | 75,438 | $1.9M | 0.0% | — | +2.4% |
| 5 | UBS Group AG | 72,958 | $1.9M | 0.0% | — | +3.8% |
| 6 | WELLS FARGO & COMPANY/MN | 67,896 | $1.7M | 0.0% | — | +4.6% |
| 7 | GUGGENHEIM CAPITAL LLC | 55,223 | $1.4M | 0.0% | — | -56.1% |
| 8 | VAN ECK ASSOCIATES CORP | 36,239 | $931,342 | 0.0% | — | +6.3% |
| 9 | ROYAL BANK OF CANADA | 31,912 | $820,000 | 0.0% | — | 0.0% |
| 10 | TRUIST FINANCIAL CORP | 26,826 | $689,428 | 0.0% | — | +12.5% |
| 11 | Jacobi Capital Management LLC | 24,000 | $616,800 | 0.0% | — | 0.0% |
| 12 | Invesco Ltd. | 17,813 | $457,794 | 0.0% | — | -2.2% |
| 13 | DUTCH ASSET Corp | 12,781 | $328,493 | 0.2% | — | +10.6% |
| 14 | Dorsey & Whitney Trust CO LLC | 12,000 | $308,400 | 0.0% | — | 0.0% |
| 15 | &PARTNERS | 11,087 | $284,929 | 0.0% | — | 0.0% |
| 16 | CITADEL ADVISORS LLCNEW | 8,465 | $217,551 | 0.0% | — | new |
| 17 | Noble Wealth Management PBC | 6,941 | $178,384 | 0.1% | — | -20.1% |
| 18 | FARMERS & MERCHANTS INVESTMENTS INC | 6,091 | $156,539 | 0.0% | — | 0.0% |
| 19 | BlackRock, Inc. | 4,000 | $102,800 | 0.0% | — | 0.0% |
| 20 | OSAIC HOLDINGS, INC. | 3,609 | $92,751 | 0.0% | — | +3.1% |
| 21 | Clear Street Group Inc.NEW | 2,815 | $72,346 | 0.0% | — | new |
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.