Who owns XWIAX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XWIAX from SEC Form 13F filings across 53 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, 53 institutions disclosed 12.3M shares of XWIAX worth $100.1M; the largest disclosed holder is Karpus Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
53
13F holders
$100.1M
value, 2026 filers
12.3M
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 XWIAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 8.6M | $70.3M | 2.0% | — | +3.6% |
| 2 | Baird Financial Group, Inc. | 489,169 | $4.0M | 0.0% | — | +0.7% |
| 3 | Atlas Wealth LLCNEW | 460,160 | $3.7M | 0.5% | — | new |
| 4 | Private Advisor Group, LLC | 246,350 | $2.0M | 0.0% | — | +4.5% |
| 5 | RHS Financial, LLC | 231,357 | $1.9M | 0.8% | — | +15.1% |
| 6 | STIFEL FINANCIAL CORP | 175,858 | $1.4M | 0.0% | — | +7.3% |
| 7 | Integrated Wealth Concepts LLC | 165,070 | $1.3M | 0.0% | — | -4.7% |
| 8 | Wakefield Asset Management LLLP | 157,757 | $1.3M | 0.3% | — | -56.5% |
| 9 | GUGGENHEIM CAPITAL LLC | 145,633 | $1.2M | 0.0% | — | -40.7% |
| 10 | Focus Partners WealthNEW | 133,147 | $1.1M | 0.0% | — | new |
| 11 | WELLS FARGO & COMPANY/MN | 112,932 | $918,138 | 0.0% | — | +1.0% |
| 12 | PenderFund Capital Management Ltd. | 103,800 | $842,856 | 0.1% | — | 0.0% |
| 13 | Dakota Wealth Management | 103,289 | $839,741 | 0.0% | — | -0.4% |
| 14 | BANK OF AMERICA CORP /DE/ | 98,455 | $800,439 | 0.0% | — | +2.9% |
| 15 | ROBERTS GLORE & CO INC /IL/ | 96,824 | $787,179 | 0.2% | — | -1.8% |
| 16 | MORGAN STANLEY | 91,804 | $746,385 | 0.0% | — | -0.2% |
| 17 | PFG Investments, LLCNEW | 73,300 | $595,929 | 0.0% | — | new |
| 18 | Aviance Capital Partners, LLC | 71,252 | $579,279 | 0.1% | — | +3.6% |
| 19 | Rock Point Advisors, LLC | 64,627 | $525,418 | 0.1% | — | 0.0% |
| 20 | Almitas Capital LLC | 56,732 | $461,231 | 0.1% | — | 0.0% |
| 21 | Matisse Capital | 53,254 | $432,955 | 0.2% | — | 0.0% |
| 22 | LPL Financial LLC | 44,555 | $362,229 | 0.0% | — | +33.3% |
| 23 | GRACE & WHITE INC /NY | 41,110 | $334,224 | 0.1% | — | 0.0% |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | 38,573 | $313,598 | 0.0% | — | 0.0% |
| 25 | UBS Group AG | 37,521 | $305,046 | 0.0% | — | -14.0% |
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.