Evid Invest
Who owns XSCDXWhat XSCDX owns — n/a

Who owns XSCDX?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of XSCDX from SEC Form 13F filings across 59 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, 59 institutions disclosed 7.8M shares of XSCDX worth $73.3M; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.

59

13F holders

$73.3M

value, 2026 filers

7.8M

shares disclosed

14

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 XSCDX's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1SIT INVESTMENT ASSOCIATES INC2.6M$41,2530.8%-5.2%
2RAYMOND JAMES FINANCIAL INC1.3M$19.6M0.0%-29.2%
3Z3 Capital Partners, LLC425,705$6.7M1.4%+1.3%
4MORGAN STANLEY411,785$6.4M0.0%-4.9%
5Penserra Capital Management LLC400,669$6,2700.0%+4.0%
6Shaker Financial Services, LLCNEW333,414$5.2M1.6%new
7WELLS FARGO & COMPANY/MN327,370$5.1M0.0%+8.9%
8Allspring Global Investments Holdings, LLC234,388$3.7M0.0%+251.4%
9Steward Partners Investment Advisory, LLC169,835$2.7M0.0%-32.3%
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC169,537$2.6M0.0%+16.5%
11Advisors Asset Management, Inc.148,994$2.3M0.0%+19.5%
12WOLVERINE ASSET MANAGEMENT LLC142,755$2.2M0.0%+71.8%
13OSAIC HOLDINGS, INC.111,980$1.8M0.0%+39.2%
14ROYAL BANK OF CANADA83,818$1.3M0.0%+3.9%
15Yakira Capital Management, Inc.73,285$1.1M0.3%0.0%
16LPL Financial LLC60,235$942,6830.0%-26.5%
17CHAPIN DAVIS, INC.52,416$820,3290.1%+0.8%
18Wealth Care LLC49,813$779,5690.6%+1.1%
19NewEdge Advisors, LLC47,911$749,8070.0%+3.8%
20Calamos Advisors LLC44,362$694,2650.0%+7.1%
21AMERIPRISE FINANCIAL INC37,966$594,1750.0%+12.5%
22READYSTATE ASSET MANAGEMENT LP37,940$593,7610.0%+279.4%
23Logan Stone Capital, LLCNEW32,089$502,1930.1%new
24LANDSCAPE CAPITAL MANAGEMENT, L.L.C.31,914$499,4540.0%-40.9%
25INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC31,126$486,1880.0%+1.6%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.