Who owns XFFCX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of XFFCX from SEC Form 13F filings across 78 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.
As of the 2026-06-30 reporting period, 78 institutions disclosed 7.1M shares of XFFCX worth $101.8M; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
78
13F holders
$101.8M
value, 2026 filers
7.1M
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 XFFCX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 946,105 | $15.4M | 0.0% | — | +2.1% |
| 2 | MORGAN STANLEY | 739,237 | $12.0M | 0.0% | — | +9.6% |
| 3 | Invesco Ltd. | 685,902 | $11.2M | 0.0% | — | +1.1% |
| 4 | COHEN & STEERS, INC. | 612,296 | $9,968 | 0.0% | — | +4.3% |
| 5 | BANK OF AMERICA CORP /DE/ | 365,523 | $6.0M | 0.0% | — | -2.0% |
| 6 | Csenge Advisory Group | 322,022 | $5.2M | 0.2% | — | -3.4% |
| 7 | LPL Financial LLC | 313,683 | $5.1M | 0.0% | — | +1.4% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 290,360 | $4.7M | 0.0% | — | +203.4% |
| 9 | RAYMOND JAMES FINANCIAL INC | 236,627 | $3.9M | 0.0% | — | 0.0% |
| 10 | STIFEL FINANCIAL CORP | 199,914 | $3.3M | 0.0% | — | -28.6% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 184,674 | $3.0M | 0.0% | — | -2.2% |
| 12 | AMERIPRISE FINANCIAL INC | 179,825 | $2.9M | 0.0% | — | +4.6% |
| 13 | Gridiron Partners, LLC | 170,995 | $2.8M | 1.5% | — | +26.0% |
| 14 | Baird Financial Group, Inc. | 160,360 | $2.6M | 0.0% | — | -0.9% |
| 15 | ROYAL BANK OF CANADA | 154,725 | $2.5M | 0.0% | — | +2.9% |
| 16 | OSAIC HOLDINGS, INC. | 139,150 | $2.3M | 0.0% | — | -5.3% |
| 17 | Cetera Investment Advisers | 120,609 | $2.0M | 0.0% | — | -0.4% |
| 18 | Elevated Capital Advisors, LLC | 116,044 | $1.9M | 0.5% | — | +1.7% |
| 19 | UBS Group AG | 98,876 | $1.6M | 0.0% | — | +4.0% |
| 20 | Focus Partners Wealth | 86,667 | $1.4M | 0.0% | — | -0.1% |
| 21 | PARK AVENUE SECURITIES LLC | 79,917 | $1,301 | 0.0% | — | -1.3% |
| 22 | Cambridge Investment Research Advisors, Inc. | 79,840 | $1,300 | 0.0% | — | +97.9% |
| 23 | Mountain Capital Investment Advisors Inc. | 64,483 | $1.0M | 0.1% | — | -0.3% |
| 24 | Compound Planning, Inc. | 63,135 | $1.0M | 0.0% | — | -0.5% |
| 25 | &PARTNERS | 50,298 | $818,857 | 0.0% | — | +10.4% |
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.