Who owns XLGIX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XLGIX from SEC Form 13F filings across 44 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, 44 institutions disclosed 2.0M shares of XLGIX worth $36.6M; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
44
13F holders
$36.6M
value, 2026 filers
2.0M
shares disclosed
9
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 XLGIX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 461,527 | $8.5M | 0.0% | — | -0.1% |
| 2 | GUGGENHEIM CAPITAL LLC | 215,269 | $4.0M | 0.0% | — | +9.8% |
| 3 | RAYMOND JAMES FINANCIAL INC | 184,988 | $3.4M | 0.0% | — | -0.7% |
| 4 | LPL Financial LLC | 180,552 | $3.3M | 0.0% | — | +4.7% |
| 5 | STIFEL FINANCIAL CORP | 125,772 | $2.3M | 0.0% | — | +1.3% |
| 6 | WELLS FARGO & COMPANY/MN | 124,685 | $2.3M | 0.0% | — | +2.1% |
| 7 | ROYAL BANK OF CANADA | 115,659 | $2.1M | 0.0% | — | +3.3% |
| 8 | OSAIC HOLDINGS, INC. | 93,070 | $1.7M | 0.0% | — | -3.9% |
| 9 | Steward Partners Investment Advisory, LLC | 49,010 | $905,706 | 0.0% | — | +2.8% |
| 10 | UBS Group AG | 38,175 | $705,474 | 0.0% | — | -10.0% |
| 11 | EVOLVE PRIVATE WEALTH, LLC | 35,111 | $648,851 | 0.0% | — | -6.8% |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | 33,364 | $616,569 | 0.0% | — | +8.0% |
| 13 | BENJAMIN EDWARDS INC | 32,194 | $595,070 | 0.0% | — | -5.2% |
| 14 | &PARTNERS | 31,711 | $586,019 | 0.0% | — | +38.4% |
| 15 | BANK OF AMERICA CORP /DE/ | 31,565 | $583,323 | 0.0% | — | -0.7% |
| 16 | Mezzasalma Advisors, LLC | 30,048 | $555,292 | 0.1% | — | -8.1% |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,123 | $452,065 | 0.0% | — | +40.9% |
| 18 | AMERIPRISE FINANCIAL INC | 21,331 | $394,195 | 0.0% | — | +10.3% |
| 19 | PMG Family Office LLC | 19,525 | $360,822 | 0.3% | — | +5.3% |
| 20 | Cetera Investment AdvisersNEW | 15,933 | $294,442 | 0.0% | — | new |
| 21 | CoreCap Advisors, LLC | 15,815 | $292,261 | 0.0% | — | +3.9% |
| 22 | Wilmington Savings Fund Society, FSB | 14,353 | $265,243 | 0.0% | — | 0.0% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 14,073 | $260,070 | 0.0% | — | +32.0% |
| 24 | Waverly Advisors, LLC | 13,435 | $248,286 | 0.0% | — | -10.2% |
| 25 | Kovack Advisors, Inc. | 13,080 | $242,634 | 0.0% | — | +0.6% |
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.