Who owns XSORX?
Institutional ownership of XSORX from SEC Form 13F filings across 38 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.
38
13F holders
$49.8M
value, 2026 filers
1.1M
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 XSORX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | DKM Wealth Management, Inc. | 313,096 | $14.4M | 9.4% | — | +3.9% |
| 2 | D.A. DAVIDSON & CO. | 166,920 | $7.7M | 0.0% | — | -1.4% |
| 3 | MORGAN STANLEY | 90,877 | $4.2M | 0.0% | — | +0.6% |
| 4 | FIRST TRUST ADVISORS LP | 75,554 | $3.5M | 0.0% | — | +1.4% |
| 5 | Mesirow Financial Investment Management, Inc. | 75,409 | $3.5M | 0.1% | — | +0.1% |
| 6 | WELLS FARGO & COMPANY/MN | 67,504 | $3.1M | 0.0% | — | -1.2% |
| 7 | RAYMOND JAMES FINANCIAL INC | 58,017 | $2.7M | 0.0% | — | -1.6% |
| 8 | Invesco Ltd. | 33,952 | $1.6M | 0.0% | — | +6.4% |
| 9 | US BANCORP \DE\ | 24,800 | $1.1M | 0.0% | — | 0.0% |
| 10 | Keating Financial Advisory Services, Inc. | 22,786 | $1.0M | 0.1% | — | -44.8% |
| 11 | LPL Financial LLC | 21,025 | $966,499 | 0.0% | — | -1.3% |
| 12 | &PARTNERS | 15,799 | $726,272 | 0.0% | — | +6.2% |
| 13 | OSAIC HOLDINGS, INC. | 15,115 | $694,963 | 0.0% | — | +121.2% |
| 14 | BANK OF AMERICA CORP /DE/ | 14,038 | $645,337 | 0.0% | — | +0.7% |
| 15 | READYSTATE ASSET MANAGEMENT LPNEW | 12,280 | $564,512 | 0.0% | — | new |
| 16 | AE Wealth Management LLCNEW | 11,760 | $540,607 | 0.0% | — | new |
| 17 | NWF Advisory Services Inc. | 11,751 | $540,194 | 0.1% | — | -1.5% |
| 18 | Pinnacle Financial Partners, Inc. | 10,334 | $475,062 | 0.0% | — | +105.4% |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | 9,812 | $451,058 | 0.0% | — | -48.8% |
| 20 | Janney Montgomery Scott LLC | 7,388 | $340 | 0.0% | — | +0.7% |
| 21 | Cetera Investment Advisers | 6,304 | $289,808 | 0.0% | — | +15.1% |
| 22 | UBS Group AG | 5,560 | $255,593 | 0.0% | — | -18.3% |
| 23 | NewEdge Advisors, LLCNEW | 5,120 | $235,345 | 0.0% | — | new |
| 24 | ASSETMARK, INC | 3,586 | $164,848 | 0.0% | — | 0.0% |
| 25 | JONES FINANCIAL COMPANIES LLLP | 2,766 | $124,216 | 0.0% | — | 0.0% |
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.