Who owns XNCMX?
Institutional ownership of XNCMX from SEC Form 13F filings across 65 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.
65
13F holders
$82.7M
value, 2026 filers
6.7M
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 XNCMX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.3M | $41.6M | 0.0% | — | +2.3% |
| 2 | WELLS FARGO & COMPANY/MN | 529,470 | $6.6M | 0.0% | — | -6.6% |
| 3 | LPL Financial LLC | 305,531 | $3.8M | 0.0% | — | +6.7% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 296,330 | $3.7M | 0.0% | — | +2.2% |
| 5 | UBS Group AG | 232,754 | $2.9M | 0.0% | — | -3.1% |
| 6 | DKM Wealth Management, Inc. | 212,592 | $2.7M | 1.7% | — | 0.0% |
| 7 | MAI Capital Management | 132,000 | $1.7M | 0.0% | — | +340.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 111,837 | $1.4M | 0.0% | — | +9.4% |
| 9 | BANK OF AMERICA CORP /DE/ | 107,606 | $1.3M | 0.0% | — | +90.4% |
| 10 | AMERIPRISE FINANCIAL INC | 102,283 | $1.3M | 0.0% | — | -2.8% |
| 11 | Integrated Wealth Concepts LLC | 96,653 | $1.2M | 0.0% | — | +75.6% |
| 12 | WEDBUSH SECURITIES INC | 79,581 | $997 | 0.0% | — | +3.4% |
| 13 | JANE STREET GROUP, LLC | 74,710 | $936,116 | 0.0% | — | +130.2% |
| 14 | Allianz Asset Management GmbH | 70,100 | $878,353 | 0.0% | — | 0.0% |
| 15 | J.W. COLE ADVISORS, INC.NEW | 66,000 | $826,980 | 0.0% | — | new |
| 16 | D.A. DAVIDSON & CO. | 64,841 | $812,458 | 0.0% | — | +6.7% |
| 17 | ROYAL BANK OF CANADA | 49,686 | $623,000 | 0.0% | — | +3.4% |
| 18 | MATHER GROUP, LLC. | 47,458 | $594,649 | 0.0% | — | -12.4% |
| 19 | Apriem Advisors | 45,436 | $569,314 | 0.0% | — | +4.6% |
| 20 | Blue Zone Wealth Advisors, LLC | 43,703 | $547,599 | 0.1% | — | -5.0% |
| 21 | PNC Financial Services Group, Inc. | 40,618 | $508,944 | 0.0% | — | 0.0% |
| 22 | Mariner, LLC | 35,138 | $440,279 | 0.0% | — | -77.5% |
| 23 | Diligent Investors, LLC | 35,076 | $439,506 | 0.1% | — | -2.8% |
| 24 | STIFEL FINANCIAL CORP | 34,728 | $435,148 | 0.0% | — | +18.8% |
| 25 | Western Wealth Management, LLC | 32,529 | $407,589 | 0.0% | — | -14.6% |
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.