Who owns XFOFX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XFOFX from SEC Form 13F filings across 61 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, 61 institutions disclosed 5.2M shares of XFOFX worth $71.7M; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
61
13F holders
$71.7M
value, 2026 filers
5.2M
shares disclosed
13
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 XFOFX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.4M | $20.1M | 0.0% | — | +1.2% |
| 2 | LPL Financial LLC | 623,849 | $8.7M | 0.0% | — | -1.4% |
| 3 | BANK OF AMERICA CORP /DE/ | 539,030 | $7.5M | 0.0% | — | -2.3% |
| 4 | RAYMOND JAMES FINANCIAL INC | 385,461 | $5.4M | 0.0% | — | +7.1% |
| 5 | OSAIC HOLDINGS, INC. | 334,001 | $4.6M | 0.0% | — | +44.9% |
| 6 | WELLS FARGO & COMPANY/MN | 311,831 | $4.3M | 0.0% | — | -1.8% |
| 7 | UBS Group AG | 257,576 | $3.6M | 0.0% | — | +2.4% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 204,942 | $2.8M | 0.0% | — | -1.5% |
| 9 | Mariner, LLC | 166,354 | $2.3M | 0.0% | — | 0.0% |
| 10 | ROYAL BANK OF CANADA | 120,572 | $1.7M | 0.0% | — | -48.4% |
| 11 | Private Advisor Group, LLC | 77,222 | $1.1M | 0.0% | — | +10.2% |
| 12 | Cetera Investment Advisers | 64,731 | $898,471 | 0.0% | — | +21.8% |
| 13 | HighTower Advisors, LLC | 64,101 | $889,721 | 0.0% | — | -3.3% |
| 14 | Clearstead Advisors, LLC | 52,116 | $723,373 | 0.0% | — | -1.3% |
| 15 | NWF Advisory Services Inc. | 50,468 | $700,500 | 0.1% | — | -0.2% |
| 16 | Financial Alternatives, Inc | 43,796 | $607,889 | 0.3% | — | 0.0% |
| 17 | FIFTH THIRD BANCORP | 33,580 | $466,090 | 0.0% | — | +1.1% |
| 18 | WEDBUSH SECURITIES INC | 31,795 | $441 | 0.0% | — | +26.1% |
| 19 | Saxony Capital Management, LLC | 26,002 | $360,910 | 0.2% | — | 0.0% |
| 20 | Kestra Advisory Services, LLC | 24,359 | $338,109 | 0.0% | — | -28.1% |
| 21 | Kapstone Financial Advisors LLC | 23,690 | $328,817 | 0.1% | — | 0.0% |
| 22 | LEVEL FOUR ADVISORY SERVICES, LLC | 22,223 | $308,468 | 0.0% | — | +0.9% |
| 23 | Strategic Wealth Partners, Ltd. | 21,147 | $293,520 | 0.0% | — | 0.0% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20,774 | $288,343 | 0.0% | — | -41.7% |
| 25 | AMERIPRISE FINANCIAL INC | 19,935 | $276,698 | 0.0% | — | 0.0% |
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.