Who owns XXGRFXX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of XXGRFXX from SEC Form 13F filings across 15 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, 15 institutions disclosed 75,404 shares of XXGRFXX worth $768,173; the largest disclosed holder is OSAIC HOLDINGS, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
15
13F holders
$768,173
value, 2026 filers
75,404
shares disclosed
1
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 XXGRFXX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 21,761 | $221,855 | 0.0% | — | +24.5% |
| 2 | Mariner, LLC | 20,074 | $204,554 | 0.0% | — | 0.0% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,844 | $120,690 | 0.0% | — | -13.7% |
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9,012 | $91,832 | 0.0% | — | +92.6% |
| 5 | Basepoint Wealth LLC | 3,616 | $36,850 | 0.0% | — | 0.0% |
| 6 | MORGAN STANLEY | 3,066 | $31,244 | 0.0% | — | 0.0% |
| 7 | JONES FINANCIAL COMPANIES LLLP | 1,699 | $17,007 | 0.0% | — | 0.0% |
| 8 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 1,400 | $14,266 | 0.0% | — | 0.0% |
| 9 | DiNuzzo Private Wealth, Inc. | 1,222 | $12,448 | 0.0% | — | 0.0% |
| 10 | Allworth Financial LP | 1,127 | $11,485 | 0.0% | — | 0.0% |
| 11 | MERCER GLOBAL ADVISORS INC /ADVNEW | 398 | $4,055 | 0.0% | — | new |
| 12 | WINMILL & CO. INC | 100 | $1,019 | 0.0% | — | 0.0% |
| 13 | Steward Partners Investment Advisory, LLC | 83 | $846 | 0.0% | — | 0.0% |
| 14 | Ancora Advisors LLC | 2 | $20 | 0.0% | — | -99.7% |
| 15 | WELLS FARGO & COMPANY/MN | 0 | $2 | 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.