Who owns XEVVX?
Institutional ownership of XEVVX from SEC Form 13F filings across 106 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.
106
13F holders
$272.1M
value, 2026 filers
30.6M
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 XEVVX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10.1M | $94.6M | 0.0% | — | +2.9% |
| 2 | AMERIPRISE FINANCIAL INC | 5.1M | $47.7M | 0.0% | — | +5.4% |
| 3 | Invesco Ltd. | 1.7M | $15.8M | 0.0% | — | +0.3% |
| 4 | LPL Financial LLC | 1.2M | $11.4M | 0.0% | — | +10.9% |
| 5 | Chicago Partners Investment Group LLC | 1.0M | $9.5M | 0.2% | — | -2.0% |
| 6 | Cetera Investment Advisers | 983,948 | $9.2M | 0.0% | — | +5.4% |
| 7 | ROYAL BANK OF CANADA | 935,817 | $8.8M | 0.0% | — | -6.0% |
| 8 | UBS Group AG | 725,540 | $6.8M | 0.0% | — | +1.1% |
| 9 | RAYMOND JAMES FINANCIAL INC | 630,916 | $5.9M | 0.0% | — | +6.7% |
| 10 | Janney Montgomery Scott LLC | 600,267 | $5,625 | 0.0% | — | +15.3% |
| 11 | Focus Partners Wealth | 594,778 | $5.6M | 0.0% | — | +616.2% |
| 12 | Capital Investment Advisors, LLC | 580,562 | $5.4M | 0.1% | — | -53.9% |
| 13 | WELLS FARGO & COMPANY/MN | 419,238 | $3.9M | 0.0% | — | +15.2% |
| 14 | OSAIC HOLDINGS, INC. | 409,060 | $3.8M | 0.0% | — | +9.7% |
| 15 | Cyndeo Wealth Partners, LLC | 391,237 | $3.7M | 0.2% | — | -2.5% |
| 16 | COHEN & STEERS, INC. | 375,463 | $3,518 | 0.0% | — | 0.0% |
| 17 | STIFEL FINANCIAL CORP | 354,382 | $3.3M | 0.0% | — | +9.7% |
| 18 | Kestra Advisory Services, LLC | 329,156 | $3.1M | 0.0% | — | +15.8% |
| 19 | BANK OF AMERICA CORP /DE/ | 256,234 | $2.4M | 0.0% | — | -3.8% |
| 20 | NewEdge Advisors, LLC | 251,894 | $2.4M | 0.0% | — | +2.4% |
| 21 | Creative Planning | 228,190 | $2.1M | 0.0% | — | -0.2% |
| 22 | Baird Financial Group, Inc. | 226,485 | $2.1M | 0.0% | — | +11.5% |
| 23 | Thrivent Financial for Lutherans | 225,187 | $2,110 | 0.0% | — | 0.0% |
| 24 | Summit Financial, LLC | 218,078 | $2.0M | 0.0% | — | +4.7% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 202,962 | $1.9M | 0.0% | — | +5.1% |
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.