Who owns XCHYX?
Institutional ownership of XCHYX from SEC Form 13F filings across 98 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.
98
13F holders
$124.7M
value, 2026 filers
10.2M
shares disclosed
16
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 XCHYX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.5M | $19.9M | 0.0% | — | +1.4% |
| 2 | BANK OF AMERICA CORP /DE/ | 1.3M | $17.2M | 0.0% | — | +0.7% |
| 3 | WELLS FARGO & COMPANY/MN | 1.3M | $17.1M | 0.0% | — | -3.3% |
| 4 | MORGAN STANLEY | 1.1M | $14.9M | 0.0% | — | +12.0% |
| 5 | COHEN & STEERS, INC. | 542,484 | $7,389 | 0.0% | — | +8.0% |
| 6 | RAYMOND JAMES FINANCIAL INC | 359,069 | $4.9M | 0.0% | — | +6.5% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 317,109 | $4.3M | 0.0% | — | +1726.3% |
| 8 | Cambridge Investment Research Advisors, Inc. | 314,514 | $4,284 | 0.0% | — | +102.1% |
| 9 | Thomas J. Herzfeld Advisors, Inc.NEW | 245,638 | $3.3M | 1.0% | — | new |
| 10 | ROYAL BANK OF CANADA | 237,019 | $3.2M | 0.0% | — | +2.7% |
| 11 | OSAIC HOLDINGS, INC. | 221,918 | $3.0M | 0.0% | — | -26.3% |
| 12 | Morse Asset Management, Inc | 221,656 | $3.0M | 0.5% | — | +4.9% |
| 13 | Corient Private Wealth LP | 170,928 | $2.3M | 0.0% | — | 0.0% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 166,540 | $2.3M | 0.0% | — | +2.1% |
| 15 | Cetera Investment Advisers | 151,512 | $2.1M | 0.0% | — | +1.4% |
| 16 | Baird Financial Group, Inc. | 151,082 | $2.1M | 0.0% | — | +29.7% |
| 17 | UBS Group AG | 137,942 | $1.9M | 0.0% | — | -25.0% |
| 18 | Janney Montgomery Scott LLC | 120,210 | $1,637 | 0.0% | — | +2.6% |
| 19 | AMERIPRISE FINANCIAL INC | 119,235 | $1.6M | 0.0% | — | +9.2% |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 110,076 | $1.5M | 0.0% | — | -1.0% |
| 21 | Cornerstone Advisory, LLC | 104,500 | $1.4M | 0.1% | — | -62.5% |
| 22 | NewEdge Advisors, LLC | 94,848 | $1.3M | 0.0% | — | +35.5% |
| 23 | Compound Planning, Inc. | 75,566 | $1.0M | 0.0% | — | +4.5% |
| 24 | Rockefeller Capital Management L.P. | 64,227 | $874,772 | 0.0% | — | -13.4% |
| 25 | STIFEL FINANCIAL CORP | 58,378 | $795,112 | 0.0% | — | -2.3% |
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.