Who owns XEVTXWhat XEVTX owns — n/a
Who owns XEVTX?
Institutional ownership of XEVTX from SEC Form 13F filings across 99 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.
$242.8M
value, 2026 filers
19
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 XEVTX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 1.0M | $28.3M | 0.0% | — | +0.7% |
| 2 | MORGAN STANLEY | 991,440 | $27.4M | 0.0% | — | +1.9% |
| 3 | UBS Group AG | 902,526 | $25.0M | 0.0% | — | +1.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 817,695 | $22.6M | 0.0% | — | -7.5% |
| 5 | WELLS FARGO & COMPANY/MN | 763,634 | $21.1M | 0.0% | — | +4.8% |
| 6 | LPL Financial LLC | 538,364 | $14.9M | 0.0% | — | +2.9% |
| 7 | Stratos Wealth Partners, LTD. | 433,686 | $12.0M | 0.1% | — | -5.5% |
| 8 | OSAIC HOLDINGS, INC. | 314,076 | $8.7M | 0.0% | — | +5.3% |
| 9 | AMERIPRISE FINANCIAL INC | 229,857 | $6.4M | 0.0% | — | -10.0% |
| 10 | Rockefeller Capital Management L.P. | 208,410 | $5.8M | 0.0% | — | +7.7% |
| 11 | ROYAL BANK OF CANADA | 196,431 | $5.4M | 0.0% | — | +3.6% |
| 12 | Cetera Investment Advisers | 172,878 | $4.8M | 0.0% | — | +14.6% |
| 13 | Steward Partners Investment Advisory, LLC | 159,161 | $4.4M | 0.0% | — | +4.7% |
| 14 | FIRST TRUST ADVISORS LP | 156,281 | $4.3M | 0.0% | — | +2.0% |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 153,941 | $4.2M | 0.0% | — | +5.3% |
| 16 | Cambridge Investment Research Advisors, Inc. | 152,388 | $4,218 | 0.0% | — | +101.1% |
| 17 | &PARTNERS | 146,491 | $4.1M | 0.0% | — | +4.5% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 120,199 | $3.3M | 0.0% | — | -5.7% |
| 19 | NewEdge Advisors, LLCNEW | 120,137 | $3.3M | 0.0% | — | new |
| 20 | Allspring Global Investments Holdings, LLC | 98,412 | $2.7M | 0.0% | — | +40.6% |
| 21 | Sanctuary Advisors, LLC | 93,032 | $2.6M | 0.0% | — | +8.9% |
| 22 | Accel Wealth Management | 74,654 | $2.1M | 0.5% | — | -9.7% |
| 23 | HighTower Advisors, LLC | 71,694 | $2.0M | 0.0% | — | +24.3% |
| 24 | Janney Montgomery Scott LLC | 56,486 | $1,564 | 0.0% | — | +8.3% |
| 25 | PNC Financial Services Group, Inc. | 56,082 | $1.6M | 0.0% | — | -0.3% |
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.
