Who owns XBOEX?
Institutional ownership of XBOEX from SEC Form 13F filings across 86 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.
86
13F holders
$182.1M
value, 2026 filers
15.8M
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 XBOEX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8.4M | $101.7M | 0.0% | — | +5.1% |
| 2 | LAZARD ASSET MANAGEMENT LLC | 886,755 | $10.7M | 0.0% | — | 0.0% |
| 3 | Invesco Ltd. | 811,529 | $9.8M | 0.0% | — | +3.6% |
| 4 | RAYMOND JAMES FINANCIAL INC | 674,791 | $8.2M | 0.0% | — | +4.5% |
| 5 | WELLS FARGO & COMPANY/MN | 638,049 | $7.7M | 0.0% | — | -14.4% |
| 6 | LPL Financial LLC | 521,982 | $6.3M | 0.0% | — | +6.6% |
| 7 | Allspring Global Investments Holdings, LLC | 459,281 | $5.6M | 0.0% | — | +14.0% |
| 8 | Cambridge Investment Research Advisors, Inc. | 275,584 | $3,332 | 0.0% | — | +295.4% |
| 9 | ROYAL BANK OF CANADA | 261,365 | $3.2M | 0.0% | — | -0.7% |
| 10 | BANK OF AMERICA CORP /DE/ | 198,180 | $2.4M | 0.0% | — | -6.8% |
| 11 | Thrivent Financial for Lutherans | 175,264 | $2,119 | 0.0% | — | 0.0% |
| 12 | OSAIC HOLDINGS, INC. | 163,163 | $2.0M | 0.0% | — | +26.4% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 154,756 | $1.9M | 0.0% | — | -17.4% |
| 14 | D.A. DAVIDSON & CO. | 148,917 | $1.8M | 0.0% | — | +0.6% |
| 15 | UBS Group AG | 138,378 | $1.7M | 0.0% | — | +3.7% |
| 16 | &PARTNERS | 137,577 | $1.7M | 0.0% | — | +20.0% |
| 17 | PARK AVENUE SECURITIES LLC | 135,816 | $1,642 | 0.0% | — | +1.9% |
| 18 | Janney Montgomery Scott LLC | 96,852 | $1,171 | 0.0% | — | +537.0% |
| 19 | Arkadios Wealth Advisors | 75,128 | $908,294 | 0.0% | — | +0.1% |
| 20 | AlphaCore Capital LLC | 71,915 | $869,447 | 0.0% | — | +1.2% |
| 21 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 70,456 | $851,813 | 0.1% | — | +9.1% |
| 22 | IHT Wealth Management, LLC | 69,541 | $840,755 | 0.0% | — | +2.9% |
| 23 | FIFTH THIRD BANCORP | 66,375 | $802,473 | 0.0% | — | +7.0% |
| 24 | AMERIPRISE FINANCIAL INC | 66,201 | $800,369 | 0.0% | — | -3.0% |
| 25 | LANARK FINANCIAL, INC. | 62,756 | $758,723 | 0.1% | — | +7.7% |
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.