Who owns XIMR?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XIMR from SEC Form 13F filings across 24 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, 24 institutions disclosed 836,770 shares of XIMR worth $26.3M; the largest disclosed holder is Cetera Investment Advisers. Source: SEC Form 13F filings, parsed by EvidInvest.
24
13F holders
$26.3M
value, 2026 filers
836,770
shares disclosed
3
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 XIMR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 388,677 | $12.2M | 0.0% | — | -11.9% |
| 2 | STEPHENS INC /AR/ | 98,533 | $3.1M | 0.0% | — | -4.0% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53,643 | $1.7M | 0.0% | — | +261.9% |
| 4 | Advisory Resource Group | 42,987 | $1.4M | 0.2% | — | +49.2% |
| 5 | Rockefeller Capital Management L.P. | 24,597 | $774,318 | 0.0% | — | -9.5% |
| 6 | Castleview Partners, LLC | 23,117 | $727,723 | 0.3% | — | -15.5% |
| 7 | LVZ, Inc. | 21,773 | $685,414 | 0.1% | — | +34.3% |
| 8 | OLD MISSION CAPITAL LLC | 21,320 | $671,153 | 0.0% | — | +61.2% |
| 9 | Kestra Advisory Services, LLC | 21,061 | $663,011 | 0.0% | — | -16.5% |
| 10 | CITADEL ADVISORS LLC | 19,052 | $599,757 | 0.0% | — | +191.6% |
| 11 | MML INVESTORS SERVICES, LLC | 18,951 | $596,563 | 0.0% | — | +29.3% |
| 12 | UPTICK PARTNERS, LLC | 15,999 | $503,649 | 0.1% | — | +86.1% |
| 13 | HARBOUR INVESTMENTS, INC. | 13,988 | $440,342 | 0.0% | — | +44.3% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 13,614 | $428,569 | 0.0% | — | +11.1% |
| 15 | Triad Wealth Partners, LLC | 12,558 | $393,255 | 0.0% | — | +22.2% |
| 16 | Accel Wealth Management | 12,208 | $384,314 | 0.1% | — | -14.3% |
| 17 | Focus Financial Network, Inc. | 10,232 | $322,093 | 0.0% | — | +0.4% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 7,836 | $246,670 | 0.0% | — | +1.2% |
| 19 | MONEY CONCEPTS CAPITAL CORPNEW | 6,570 | $206,824 | 0.0% | — | new |
| 20 | BARCLAYS PLC | 6,452 | $203,109 | 0.0% | — | 0.0% |
| 21 | OSAIC HOLDINGS, INC.NEW | 1,844 | $58,049 | 0.0% | — | new |
| 22 | Capital Investment Advisory Services, LLC | 1,000 | $31,480 | 0.0% | — | -41.2% |
| 23 | Farther Finance Advisors, LLC | 601 | $18,925 | 0.0% | — | +0.5% |
| 24 | Global Retirement Partners, LLCNEW | 157 | $4,942 | 0.0% | — | new |
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.