Who owns XEADX?
Institutional ownership of XEADX from SEC Form 13F filings across 70 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.
70
13F holders
$69.6M
value, 2026 filers
12.3M
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 XEADX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.9M | $25.4M | 0.0% | — | -0.5% |
| 2 | Pathstone Holdings, LLC | 2.0M | $12.9M | 0.0% | — | +27.7% |
| 3 | Peak Planning Group, LLC | 1.1M | $7.1M | 1.6% | — | -4.6% |
| 4 | Invesco Ltd. | 961,400 | $6.2M | 0.0% | — | -8.0% |
| 5 | COHEN & STEERS, INC. | 864,743 | $5,621 | 0.0% | — | 0.0% |
| 6 | LPL Financial LLC | 390,696 | $2.5M | 0.0% | — | +1.2% |
| 7 | UBS Group AG | 359,655 | $2.3M | 0.0% | — | -8.7% |
| 8 | Cambridge Investment Research Advisors, Inc. | 338,992 | $2,204 | 0.0% | — | +100.6% |
| 9 | Thrivent Financial for Lutherans | 326,901 | $2,125 | 0.0% | — | 0.0% |
| 10 | BROWN ADVISORY INC | 204,649 | $1.3M | 0.0% | — | 0.0% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 193,730 | $1.3M | 0.0% | — | -13.5% |
| 12 | PRINCIPAL SECURITIES, INC. | 190,103 | $1.2M | 0.0% | — | +9.5% |
| 13 | OSAIC HOLDINGS, INC. | 126,064 | $819,423 | 0.0% | — | +24.9% |
| 14 | JANE STREET GROUP, LLC | 116,742 | $758,823 | 0.0% | — | +315.8% |
| 15 | READYSTATE ASSET MANAGEMENT LPNEW | 96,167 | $625,086 | 0.0% | — | new |
| 16 | Marex Group LtdNEW | 91,443 | $594,380 | 0.0% | — | new |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 84,402 | $548,610 | 0.0% | — | 0.0% |
| 18 | ROYAL BANK OF CANADA | 72,687 | $473,000 | 0.0% | — | +0.7% |
| 19 | PFG Investments, LLC | 70,081 | $455,529 | 0.0% | — | +0.1% |
| 20 | Lido Advisors, LLC | 66,816 | $437,791 | 0.0% | — | +0.1% |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 63,010 | $405,154 | 0.0% | — | -1.7% |
| 22 | RAYMOND JAMES FINANCIAL INC | 59,219 | $384,926 | 0.0% | — | -32.7% |
| 23 | Merit Financial Group, LLC | 45,088 | $293,072 | 0.0% | — | +105.5% |
| 24 | Stratos Wealth Partners, LTD. | 41,490 | $269,685 | 0.0% | — | 0.0% |
| 25 | NewEdge Advisors, LLC | 41,000 | $266,500 | 0.0% | — | +0.2% |
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.