Who owns Large Cap Ex-Mag 7 ETF?
Institutional ownership of XMAG from SEC Form 13F filings across 29 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.
29
13F holders
$29.7M
value, 2026 filers
17.4%
of shares outstanding (1.2M sh)
12
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 XMAG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | TTP Investments, Inc.NEW | 678,583 | $17.7M | 7.2% | 10.1% | new |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 84,912 | $2.2M | 0.0% | 1.3% | -0.7% |
| 3 | Pinnacle Financial Partners, Inc. | 62,286 | $1.6M | 0.0% | 0.9% | -4.5% |
| 4 | Wealthcare Advisory Partners LLC | 47,504 | $1.2M | 0.0% | 0.7% | 0.0% |
| 5 | Brookstone Capital ManagementNEW | 44,625 | $1.2M | 0.0% | 0.7% | new |
| 6 | Cresset Asset Management, LLC | 44,500 | $1.2M | 0.0% | 0.7% | 0.0% |
| 7 | Cambridge Investment Research Advisors, Inc.NEW | 33,026 | $862 | 0.0% | 0.5% | new |
| 8 | MATHER GROUP, LLC. | 26,924 | $702,178 | 0.0% | 0.4% | 0.0% |
| 9 | Strategic Blueprint, LLC | 25,992 | $677,871 | 0.0% | 0.4% | -1.1% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,357 | $530,911 | 0.0% | 0.3% | -52.6% |
| 11 | PRINCIPAL SECURITIES, INC. | 20,331 | $530,232 | 0.0% | 0.3% | +7.5% |
| 12 | HighTower Advisors, LLC | 14,280 | $372,411 | 0.0% | 0.2% | 0.0% |
| 13 | TD Waterhouse Canada Inc.NEW | 10,989 | $282,747 | 0.0% | 0.2% | new |
| 14 | CAPTRUST FINANCIAL ADVISORSNEW | 10,221 | $266,564 | 0.0% | 0.2% | new |
| 15 | NewEdge Advisors, LLCNEW | 10,049 | $262,078 | 0.0% | 0.1% | new |
| 16 | Corient Private Wealth LPNEW | 9,500 | $247,760 | 0.0% | 0.1% | new |
| 17 | Madison Wealth Partners, IncNEW | 8,088 | $210,945 | 0.0% | 0.1% | new |
| 18 | OSAIC HOLDINGS, INC. | 6,251 | $163,023 | 0.0% | 0.1% | +308.0% |
| 19 | NATIONAL BANK OF CANADA /FI/ | 5,200 | $135,304 | 0.0% | 0.1% | 0.0% |
| 20 | Financial Perspectives, Inc | 2,447 | $63,818 | 0.0% | 0% | 0.0% |
| 21 | IFP Advisors, Inc | 1,806 | $47,100 | 0.0% | 0% | 0.0% |
| 22 | Cape Investment Advisory, Inc.NEW | 1,348 | $35,156 | 0.0% | 0% | new |
| 23 | POM Investment Strategies, LLC | 1,084 | $28,271 | 0.0% | 0% | 0.0% |
| 24 | Ameritas Advisory Services, LLCNEW | 1,000 | $26,080 | 0.0% | 0% | new |
| 25 | FIDUCIARY FINANCIAL ADVISORSNEW | 664 | $17,317 | 0.0% | 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.