Who owns XPCQX?
Institutional ownership of XPCQX from SEC Form 13F filings across 46 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.
46
13F holders
$42.4M
value, 2026 filers
4.9M
shares disclosed
5
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 XPCQX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | TORONTO DOMINION BANK | 1.2M | $10.4M | 0.0% | — | +1.8% |
| 2 | MORGAN STANLEY | 434,930 | $3.9M | 0.0% | — | -7.8% |
| 3 | LPL Financial LLC | 422,807 | $3.8M | 0.0% | — | +22.9% |
| 4 | Bank of New York Mellon Corp | 246,042 | $2.2M | 0.0% | — | 0.0% |
| 5 | FIRST FOUNDATION ADVISORS | 223,993 | $2.0M | 0.1% | — | -0.1% |
| 6 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 201,590 | $1.8M | 0.1% | — | 0.0% |
| 7 | MELFA WEALTH MANAGEMENT, INC. | 193,424 | $1.7M | 0.9% | — | -3.4% |
| 8 | Thomas J. Herzfeld Advisors, Inc. | 185,469 | $1.7M | 0.5% | — | +134.1% |
| 9 | Rockefeller Capital Management L.P. | 165,869 | $1.5M | 0.0% | — | +13.8% |
| 10 | Core Wealth Partners LLC | 163,762 | $1.5M | 0.6% | — | 0.0% |
| 11 | WELLS FARGO & COMPANY/MN | 125,369 | $1.1M | 0.0% | — | +3.3% |
| 12 | BANK OF AMERICA CORP /DE/ | 114,175 | $1.0M | 0.0% | — | +12.3% |
| 13 | UBS Group AG | 95,756 | $858,931 | 0.0% | — | +23.7% |
| 14 | WEDBUSH SECURITIES INC | 88,333 | $792 | 0.0% | — | +11.9% |
| 15 | Baird Financial Group, Inc. | 84,115 | $754,512 | 0.0% | — | +22.8% |
| 16 | Summit Financial, LLC | 80,106 | $721,635 | 0.0% | — | -26.7% |
| 17 | Integrated Wealth Concepts LLC | 78,189 | $701,357 | 0.0% | — | -4.8% |
| 18 | Summit Trail Advisors, LLC | 75,766 | $679,618 | 0.0% | — | -3.6% |
| 19 | Stonebridge Financial Group, LLC/CANEW | 71,576 | $644 | 0.1% | — | new |
| 20 | OSAIC HOLDINGS, INC. | 70,057 | $628,412 | 0.0% | — | +202.8% |
| 21 | RAYMOND JAMES FINANCIAL INC | 69,894 | $626,949 | 0.0% | — | +16.6% |
| 22 | Dakota Wealth Management | 59,585 | $534,478 | 0.0% | — | +17.1% |
| 23 | JANE STREET GROUP, LLCNEW | 53,776 | $482,371 | 0.0% | — | new |
| 24 | PFG Investments, LLC | 52,557 | $471,439 | 0.0% | — | -9.2% |
| 25 | MAI Capital Management | 43,554 | $391,524 | 0.0% | — | +116.7% |
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.