Who owns XEFRX?
Institutional ownership of XEFRX from SEC Form 13F filings across 65 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.
65
13F holders
$59.2M
value, 2026 filers
6.1M
shares disclosed
8
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 XEFRX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | 631,630 | $6.7M | 0.0% | — | -28.3% |
| 2 | AMERIPRISE FINANCIAL INC | 593,268 | $6.3M | 0.0% | — | +4.7% |
| 3 | Invesco Ltd. | 569,237 | $6.0M | 0.0% | — | +1.6% |
| 4 | BANK OF AMERICA CORP /DE/ | 468,927 | $5.0M | 0.0% | — | -2.7% |
| 5 | MORGAN STANLEY | 468,678 | $5.0M | 0.0% | — | -6.1% |
| 6 | WELLS FARGO & COMPANY/MN | 445,785 | $4.7M | 0.0% | — | +157.8% |
| 7 | COHEN & STEERS, INC. | 352,902 | $3,741 | 0.0% | — | 0.0% |
| 8 | Baird Financial Group, Inc. | 309,856 | $3.3M | 0.0% | — | +23.3% |
| 9 | Balyasny Asset Management L.P. | 220,390 | $2.3M | 0.0% | — | -1.1% |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 202,768 | $2.1M | 0.0% | — | +10.2% |
| 11 | Ethos Financial Group, LLC | 193,316 | $2.0M | 0.1% | — | -5.9% |
| 12 | WHITE PINE CAPITAL LLC | 191,126 | $2.0M | 0.5% | — | -5.7% |
| 13 | LPL Financial LLC | 175,008 | $1.9M | 0.0% | — | +19.9% |
| 14 | OSAIC HOLDINGS, INC. | 151,159 | $1.6M | 0.0% | — | +60.2% |
| 15 | Verity Asset Management, Inc. | 144,928 | $1.5M | 0.6% | — | +1.4% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 132,565 | $1.4M | 0.0% | — | +642.3% |
| 17 | PARK AVENUE SECURITIES LLCNEW | 100,827 | $1,069 | 0.0% | — | new |
| 18 | Cambridge Investment Research Advisors, Inc. | 92,502 | $980 | 0.0% | — | +100.9% |
| 19 | GOLDMAN SACHS GROUP INC | 81,752 | $866,571 | 0.0% | — | 0.0% |
| 20 | Capital Investment Advisors, LLC | 46,568 | $493,619 | 0.0% | — | -51.2% |
| 21 | UBS Group AG | 42,009 | $445,296 | 0.0% | — | -7.1% |
| 22 | OPPENHEIMER & CO INC | 40,963 | $434,208 | 0.0% | — | +2.6% |
| 23 | SIMON QUICK ADVISORS, LLC | 39,094 | $414,394 | 0.0% | — | +1.9% |
| 24 | Cetera Investment Advisers | 39,007 | $413,481 | 0.0% | — | +50.9% |
| 25 | RAYMOND JAMES FINANCIAL INC | 32,050 | $339,733 | 0.0% | — | -1.8% |
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.