% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for XBXMX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | IFP Advisors, Inc | 18,94718,947 | $284,773 | — | TRIM -35% |
| 2 | PRIVATE TRUST CO NA | 2,0002,000 | $26,520 | — | — |
| 3 | Triumph Capital Management | 00 | $4,941 | — | EXIT |
| 4 | Ameliora Wealth Management Ltd. | 200200 | $2,652 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| IFP Advisors, Inc | 3K | 6K | 5K | 4K | 29K | 19K | $284,773 |
| PRIVATE TRUST CO NA | 4K | 2K | 2K | 2K | 2K | 2K | $26,520 |
| Triumph Capital Management | 17K | 17K | 17K | 17K | 18K | 0 | $4,941 |
| Ameliora Wealth Management Ltd. | 200 | 200 | 200 | 200 | 200 | 200 | $2,652 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| No filer increased its position this quarter. | |||
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | −12,037,265 | $181M | CLOSE |
| LPL Financial LLC | −1,722,466 | $26M | CLOSE |
| WELLS FARGO & COMPANY/MN | −1,707,328 | $26M | CLOSE |
| Invesco Ltd. | −1,445,343 | $22M | CLOSE |
| UBS Group AG | −1,433,452 | $22M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 4 | 21,147 | — | $318,886 |
| 2025-Q4 | 176 | 32,732,135 | — | $481M |
| 2025-Q3 | 157 | 32,359,427 | — | $467M |
| 2025-Q2 | 158 | 32,063,624 | — | $445M |
| 2025-Q1 | 163 | 32,021,132 | — | $420M |
| 2024-Q4 | 170 | 32,624,421 | — | $456M |
| 2024-Q3 | 153 | 31,982,280 | — | $468M |
| 2024-Q2 | 155 | 31,176,750 | — | $421M |
| 2024-Q1 | 148 | 52,056,796 | — | $689M |
| 2023-Q4 | 148 | 41,147,455 | — | $528M |
| 2023-Q3 | 136 | 28,521,692 | — | $361M |
| 2023-Q2 | 133 | 27,334,995 | — | $366M |
| 2023-Q1 | 127 | 26,898,826 | — | $352M |
| 2022-Q4 | 133 | 26,570,117 | — | $336M |
| 2022-Q3 | 123 | 25,826,601 | — | $307M |
| 2022-Q2 | 126 | 25,761,572 | — | $318M |
| 2022-Q1 | 118 | 25,328,404 | — | $361M |
| 2021-Q4 | 114 | 25,271,180 | — | $370M |
| 2021-Q3 | 107 | 24,331,843 | — | $346M |
| 2021-Q2 | 111 | 24,172,519 | — | $347M |
| 2021-Q1 | 121 | 25,307,128 | — | $341M |
| 2020-Q4 | 122 | 25,567,873 | — | $329M |
| 2020-Q3 | 119 | 24,310,261 | — | $274M |
| 2020-Q2 | 113 | 23,814,863 | — | $262M |
| 2020-Q1 | 121 | 23,098,637 | — | $233M |
| 2019-Q4 | 106 | 21,741,668 | — | $299M |
| 2019-Q3 | 100 | 20,827,626 | — | $272M |
| 2019-Q2 | 102 | 20,129,909 | — | $268M |
| 2019-Q1 | 109 | 19,925,722 | — | $263M |
| 2018-Q4 | 109 | 19,923,783 | — | $241M |
| 2018-Q3 | 103 | 19,518,898 | — | $283M |
| 2018-Q2 | 102 | 19,607,996 | — | $278M |
| 2018-Q1 | 94 | 19,276,597 | — | $257M |
| 2017-Q4 | 101 | 19,990,204 | — | $285M |
| 2017-Q3 | 92 | 19,308,208 | — | $270M |
| 2017-Q2 | 95 | 19,106,536 | — | $265M |
| 2017-Q1 | 85 | 26,863,459 | — | $356M |
| 2016-Q4 | 87 | 25,973,911 | — | $330M |
| 2016-Q3 | 72 | 17,362,655 | — | $230M |
| 2016-Q2 | 83 | 16,996,568 | — | $222M |
| 2016-Q1 | 78 | 17,358,828 | — | $221M |
| 2015-Q4 | 80 | 17,573,233 | — | $236M |
| 2015-Q3 | 78 | 15,717,170 | — | $190M |
| 2015-Q2 | 76 | 15,235,459 | — | $195M |
| 2015-Q1 | 73 | 14,495,521 | — | $185M |
| 2014-Q4 | 79 | 13,649,365 | — | $165M |
| 2014-Q3 | 51 | 5,093,242 | — | $65M |
| 2014-Q2 | 55 | 4,753,476 | — | $62M |
| 2014-Q1 | 58 | 4,384,789 | — | $55M |
| 2013-Q4 | 59 | 4,318,809 | — | $54M |
| 2013-Q3 | 53 | 3,855,186 | — | $47M |
| 2013-Q2 | 47 | 3,726,379 | — | $47M |
| 2013-Q1 | 3 | 329,113 | — | $4M |
