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Who owns XTENWhat XTEN owns — n/a

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Institutional ownership of XTEN from SEC Form 13F filings across 99 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.

99

13F holders

$706.3M

value, 2026 filers

65.4%

of shares outstanding (15.5M sh)

11

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 XTEN's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Prime Capital Investment Advisors, LLC4.1M$188.5M1.8%17.4%+108.2%
2ENVESTNET ASSET MANAGEMENT INC2.6M$117.2M0.0%10.8%-14.4%
3FIFTH THIRD BANCORP2.2M$102.5M0.2%9.5%+2097.6%
4OneDigital Investment Advisors LLC1.7M$78.1M0.7%7.2%+11.2%
5JPMORGAN CHASE & CO1.2M$57.1M0.0%5.2%-25.2%
6Arax Advisory Partners435,819$19.9M0.1%1.8%+7.0%
7Cerity Partners LLC360,740$16.4M0.0%1.5%-31.3%
8Heck Capital Advisors, LLC239,985$10.9M0.7%1%+7.2%
9Cetera Investment Advisers213,495$9.7M0.0%0.9%+34.0%
10Vestmark Advisory Solutions, Inc.210,975$9.6M0.1%0.9%-46.4%
11AE Wealth Management LLC196,467$9.0M0.0%0.8%-21.8%
12JT Stratford LLC127,842$5.8M0.6%0.5%+16.3%
13West Wealth Group, LLC94,137$4.3M0.7%0.4%+9.0%
14MML INVESTORS SERVICES, LLC93,350$4.3M0.0%0.4%+21.9%
15Ashton Thomas Private Wealth, LLC92,696$4.2M0.1%0.4%-25.7%
16WEALTH ALLIANCE, LLC92,035$4.2M0.4%0.4%+109.0%
17PFG Advisors83,523$3.8M0.2%0.4%-30.9%
18Mutual Advisors, LLC66,011$3.0M0.1%0.3%+1.7%
19Tradition Wealth Management, LLC63,484$2.9M0.2%0.3%-30.3%
20&PARTNERS58,030$2.6M0.0%0.2%+35.3%
21SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW53,048$2.4M0.0%0.2%new
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC50,791$2.3M0.0%0.2%+84.1%
23Cypress Wealth Services, LLC49,229$2.2M0.3%0.2%+13.3%
24Tower Research Capital LLC (TRC)45,620$2.1M0.1%0.2%+725.9%
25BANK OF AMERICA CORP /DE/43,722$2.0M0.0%0.2%-94.6%

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.