XEADX

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$7.08

+0.01 (+0.14%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding XEADX · 2026-Q1 methodology → sources →

93 holders

% of shares outstanding held

—

Shares held (13F)

16,397,058

Reporting holders

Top holders

largest 93 of 93 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,932,3393.9M	$25M	—	—
2	SIT INVESTMENT ASSOCIATES INC	1,735,0831.7M	$11M	—	ADD 7%
3	Pathstone Holdings, LLC	1,558,0611.6M	$10M	—	ADD 2%
4	Peak Planning Group, LLC	1,142,7661.1M	$7M	—	TRIM -4%
5	Invesco Ltd.	1,044,4941.0M	$7M	—	ADD 8%
6	GUGGENHEIM CAPITAL LLC	898,819898,819	$6M	—	TRIM -14%
7	COHEN & STEERS, INC.	864,743864,743	$6M	—	—
8	Shaker Financial Services, LLC	567,595567,595	$4M	—	TRIM -3%
9	UBS Group AG	393,980393,980	$3M	—	ADD 7%
10	LPL Financial LLC	385,978385,978	$3M	—	ADD 11%
11	Thrivent Financial for Lutherans	326,901326,901	$2M	—	ADD 6%
12	Advisors Asset Management, Inc.	305,177305,177	$2M	—	ADD 149%
13	ENVESTNET ASSET MANAGEMENT INC	224,084224,084	$1M	—	ADD 63%
14	BROWN ADVISORY INC	204,649204,649	$1M	—	—
15	PRINCIPAL SECURITIES, INC.	173,542173,542	$1M	—	ADD 3%
16	Cambridge Investment Research Advisors, Inc.	168,990168,990	$1M	—	—
17	Fiera Capital Corp	166,605166,605	$1M	—	TRIM -4%
18	Marks Group Wealth Management, Inc	162,945162,945	$1M	—	TRIM -8%
19	EASTERLY INVESTMENT PARTNERS LLC	158,861158,861	$1M	—	—
20	Luken Investment Analytics, LLC	143,441143,441	$929,498	—	—
21	ADAPT WEALTH ADVISORS, LLC	120,904120,904	$783,458	—	—
22	Corient Private Wealth LLC	117,234117,234	$759,675	—	TRIM -51%
23	WOLVERINE ASSET MANAGEMENT LLC	111,048111,048	$719,591	—	ADD 30%
24	Sowell Financial Services LLC	103,500103,500	$670,680	—	—
25	OSAIC HOLDINGS, INC.	100,927100,927	$654,005	—	—
26	RAYMOND JAMES FINANCIAL INC	87,99287,992	$570,186	—	—
27	COMMONWEALTH EQUITY SERVICES, LLC	84,41284,412	$546,990	—	TRIM -4%
28	RIVERNORTH CAPITAL MANAGEMENT, LLC	83,03083,030	$538,034	—	TRIM -71%
29	Cetera Investment Advisers	77,37277,372	$501,369	—	ADD 400%
30	ROYAL BANK OF CANADA	72,16672,166	$468,000	—	ADD 3%
31	PFG Investments, LLC	69,98569,985	$453,504	—	—
32	Lido Advisors, LLC	66,78066,780	$436,228	—	ADD 2%
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	64,11264,112	$415,443	—	TRIM -4%
34	Rareview Capital LLC	55,90055,900	$394,654	—	—
35	Stratos Wealth Partners, LTD.	41,49041,490	$268,855	—	—
36	Logan Stone Capital, LLC	41,44541,445	$268,564	—	ADD 4%
37	JANE STREET GROUP, LLC	28,07528,075	$181,926	—	TRIM -42%
38	CHOREO, LLC	25,55425,554	$166,960	—	—
39	AMERIPRISE FINANCIAL INC	22,57822,578	$146,304	—	TRIM -4%
40	Merit Financial Group, LLC	21,94221,942	$142,184	—	—
41	NOMURA HOLDINGS INC	21,33521,335	$138,251	—	NEW
42	Fingerlakes Wealth Management, Inc.	21,25021,250	$137,701	—	ADD 2%
43	ACCREDITED INVESTOR SERVICES, LLC	21,11621,116	$136,832	—	TRIM -5%
44	Capital Investment Advisors, LLC	20,79520,795	$134,752	—	TRIM -3%
45	BANK OF AMERICA CORP /DE/	20,14220,142	$130,521	—	TRIM -6%
46	Mariner, LLC	18,92718,927	$119,822	—	TRIM -8%
47	MELFA WEALTH MANAGEMENT, INC.	17,92317,923	$116,138	—	—
48	NWF Advisory Services Inc.	17,30017,300	$112,104	—	—
49	GC Wealth Management RIA, LLC	16,93716,937	$109,752	—	TRIM -10%
50	OPPENHEIMER & CO INC	16,64816,648	$107,879	—	—
51	Allworth Financial LP	16,00016,000	$103,680	—	—
52	PARK AVENUE SECURITIES LLC	15,55415,554	$101,000	—	TRIM -10%
53	Collaborative Wealth Managment Inc.	15,44015,440	$100,052	—	—
54	WEST MICHIGAN ADVISORS, LLC	13,67613,676	$89,349	—	ADD 2%
55	Rothschild Wealth LLC	13,25013,250	$85,860	—	—
56	Focus Partners Wealth	13,14613,146	$85,186	—	—
57	CITADEL ADVISORS LLC	13,02913,029	$84,428	—	NEW
58	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11,90011,900	$77,112	—	TRIM -25%
59	VSM Wealth Advisory, LLC	11,48011,480	$74,392	—	NEW
60	SUSQUEHANNA INTERNATIONAL GROUP, LLP	11,36511,365	$73,645	—	NEW
61	KESTRA PRIVATE WEALTH SERVICES, LLC	10,96610,966	$71,060	—	—
62	RETIREMITTEN FINANCIAL LLC	10,00010,000	$64,800	—	NEW
63	Pinnacle Wealth Planning Services, Inc.	6,5026,502	$42,133	—	TRIM -9%
64	NewEdge Advisors, LLC	40,90040,900	$40,900	—	TRIM -14%
65	Rockefeller Capital Management L.P.	5,6695,669	$36,741	—	ADD 7%
66	PNC FINANCIAL SERVICES GROUP, INC.	4,4834,483	$29,048	—	—
67	IFG Advisory, LLC	4,0004,000	$25,920	—	NEW
68	HARBOUR INVESTMENTS, INC.	3,4343,434	$22,252	—	ADD 5720%
69	CoreCap Advisors, LLC	3,3303,330	$21,578	—	TRIM -47%
70	Advisory Services Network, LLC	3,0783,078	$19,942	—	NEW
71	TD Waterhouse Canada Inc.	3,0003,000	$19,590	—	NEW
72	Axiom Investment Management LLC	2,9012,901	$18,798	—	NEW
73	Noble Wealth Management PBC	2,9002,900	$18,792	—	—
74	WPG Advisers, LLC	2,8142,814	$18,235	—	ADD 5%
75	FNY Investment Advisers, LLC	1,8001,800	$11,000	—	NEW
76	FIFTH THIRD BANCORP	1,3391,339	$8,677	—	NEW
77	HHM Wealth Advisors, LLC	1,2101,210	$7,841	—	—
78	BlackRock, Inc.	1,1191,119	$7,251	—	NEW
79	Arax Advisory Partners	1,0001,000	$6,480	—	—
80	WHITTIER TRUST CO OF NEVADA INC	850850	$5,508	—	NEW
81	Farther Finance Advisors, LLC	798798	$5,211	—	NEW
82	CWM, LLC	631631	$4,089	—	—
83	HIGHLINE WEALTH PARTNERS LLC	440440	$2,851	—	ADD 10%
84	US BANCORP \DE\	409409	$2,650	—	—
85	IFP Advisors, Inc	300300	$1,944	—	—
86	Wilmington Savings Fund Society, FSB	200200	$1,296	—	NEW
87	JONES FINANCIAL COMPANIES LLLP	144144	$906	—	NEW
88	MATHER GROUP, LLC.	5454	$350	—	NEW
89	Tower Research Capital LLC (TRC)	4646	$298	—	NEW
90	Cheviot Value Management, LLC	1919	$123	—	—
91	ASSETMARK, INC	99	$58	—	—
92	Advocate Investing Services LLC	11	$6	—	—
93	WELLS FARGO & COMPANY/MN	00	$1	—	EXIT

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

3.8M

4.0M

3.9M

$25M

SIT INVESTMENT ASSOCIATES INC

1.3M

1.0M

1.3M

1.6M

1.7M

$11M

Pathstone Holdings, LLC

1.5M

1.8M

1.9M

1.4M

1.5M

1.6M

$10M

Peak Planning Group, LLC

715K

—

1.2M

1.1M

$7M

Invesco Ltd.

784K

810K

897K

951K

963K

1.0M

$7M

GUGGENHEIM CAPITAL LLC

859K

939K

996K

981K

1.0M

899K

$6M

COHEN & STEERS, INC.

968K

865K

$6M

Shaker Financial Services, LLC

636K

563K

587K

504K

587K

568K

$4M

UBS Group AG

352K

335K

360K

369K

368K

394K

$3M

LPL Financial LLC

337K

323K

293K

309K

347K

386K

$3M

Thrivent Financial for Lutherans

310K

327K

$2M

Advisors Asset Management, Inc.

—

123K

305K

$2M

ENVESTNET ASSET MANAGEMENT INC

281K

292K

301K

133K

137K

224K

$1M

BROWN ADVISORY INC

221K

205K

$1M

PRINCIPAL SECURITIES, INC.

156K

161K

164K

168K

174K

$1M

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.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	93	16,397,058	—	$106M
2025-Q4	85	16,431,550	—	$111M
2025-Q3	81	14,447,496	—	$101M
2025-Q2	78	15,234,160	—	$108M
2025-Q1	82	15,217,498	—	$104M
2024-Q4	78	15,834,253

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.

Institutional ownership· 13F filers holding XEADX · 2026-Q1 methodology → sources →

93 holders

% of shares outstanding held

—

Shares held (13F)

16,397,058

Reporting holders

Top holders

largest 93 of 93 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,932,3393.9M	$25M	—	—
2	SIT INVESTMENT ASSOCIATES INC	1,735,0831.7M	$11M	—	ADD 7%
3	Pathstone Holdings, LLC	1,558,0611.6M	$10M	—	ADD 2%
4	Peak Planning Group, LLC	1,142,7661.1M	$7M	—	TRIM -4%
5	Invesco Ltd.	1,044,4941.0M	$7M	—	ADD 8%
6	GUGGENHEIM CAPITAL LLC	898,819898,819	$6M	—	TRIM -14%
7	COHEN & STEERS, INC.	864,743864,743	$6M	—	—
8	Shaker Financial Services, LLC	567,595567,595	$4M	—	TRIM -3%
9	UBS Group AG	393,980393,980	$3M	—	ADD 7%
10	LPL Financial LLC	385,978385,978	$3M	—	ADD 11%
11	Thrivent Financial for Lutherans	326,901326,901	$2M	—	ADD 6%
12	Advisors Asset Management, Inc.	305,177305,177	$2M	—	ADD 149%
13	ENVESTNET ASSET MANAGEMENT INC	224,084224,084	$1M	—	ADD 63%
14	BROWN ADVISORY INC	204,649204,649	$1M	—	—
15	PRINCIPAL SECURITIES, INC.	173,542173,542	$1M	—	ADD 3%
16	Cambridge Investment Research Advisors, Inc.	168,990168,990	$1M	—	—
17	Fiera Capital Corp	166,605166,605	$1M	—	TRIM -4%
18	Marks Group Wealth Management, Inc	162,945162,945	$1M	—	TRIM -8%
19	EASTERLY INVESTMENT PARTNERS LLC	158,861158,861	$1M	—	—
20	Luken Investment Analytics, LLC	143,441143,441	$929,498	—	—
21	ADAPT WEALTH ADVISORS, LLC	120,904120,904	$783,458	—	—
22	Corient Private Wealth LLC	117,234117,234	$759,675	—	TRIM -51%
23	WOLVERINE ASSET MANAGEMENT LLC	111,048111,048	$719,591	—	ADD 30%
24	Sowell Financial Services LLC	103,500103,500	$670,680	—	—
25	OSAIC HOLDINGS, INC.	100,927100,927	$654,005	—	—
26	RAYMOND JAMES FINANCIAL INC	87,99287,992	$570,186	—	—
27	COMMONWEALTH EQUITY SERVICES, LLC	84,41284,412	$546,990	—	TRIM -4%
28	RIVERNORTH CAPITAL MANAGEMENT, LLC	83,03083,030	$538,034	—	TRIM -71%
29	Cetera Investment Advisers	77,37277,372	$501,369	—	ADD 400%
30	ROYAL BANK OF CANADA	72,16672,166	$468,000	—	ADD 3%
31	PFG Investments, LLC	69,98569,985	$453,504	—	—
32	Lido Advisors, LLC	66,78066,780	$436,228	—	ADD 2%
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	64,11264,112	$415,443	—	TRIM -4%
34	Rareview Capital LLC	55,90055,900	$394,654	—	—
35	Stratos Wealth Partners, LTD.	41,49041,490	$268,855	—	—
36	Logan Stone Capital, LLC	41,44541,445	$268,564	—	ADD 4%
37	JANE STREET GROUP, LLC	28,07528,075	$181,926	—	TRIM -42%
38	CHOREO, LLC	25,55425,554	$166,960	—	—
39	AMERIPRISE FINANCIAL INC	22,57822,578	$146,304	—	TRIM -4%
40	Merit Financial Group, LLC	21,94221,942	$142,184	—	—
41	NOMURA HOLDINGS INC	21,33521,335	$138,251	—	NEW
42	Fingerlakes Wealth Management, Inc.	21,25021,250	$137,701	—	ADD 2%
43	ACCREDITED INVESTOR SERVICES, LLC	21,11621,116	$136,832	—	TRIM -5%
44	Capital Investment Advisors, LLC	20,79520,795	$134,752	—	TRIM -3%
45	BANK OF AMERICA CORP /DE/	20,14220,142	$130,521	—	TRIM -6%
46	Mariner, LLC	18,92718,927	$119,822	—	TRIM -8%
47	MELFA WEALTH MANAGEMENT, INC.	17,92317,923	$116,138	—	—
48	NWF Advisory Services Inc.	17,30017,300	$112,104	—	—
49	GC Wealth Management RIA, LLC	16,93716,937	$109,752	—	TRIM -10%
50	OPPENHEIMER & CO INC	16,64816,648	$107,879	—	—
51	Allworth Financial LP	16,00016,000	$103,680	—	—
52	PARK AVENUE SECURITIES LLC	15,55415,554	$101,000	—	TRIM -10%
53	Collaborative Wealth Managment Inc.	15,44015,440	$100,052	—	—
54	WEST MICHIGAN ADVISORS, LLC	13,67613,676	$89,349	—	ADD 2%
55	Rothschild Wealth LLC	13,25013,250	$85,860	—	—
56	Focus Partners Wealth	13,14613,146	$85,186	—	—
57	CITADEL ADVISORS LLC	13,02913,029	$84,428	—	NEW
58	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11,90011,900	$77,112	—	TRIM -25%
59	VSM Wealth Advisory, LLC	11,48011,480	$74,392	—	NEW
60	SUSQUEHANNA INTERNATIONAL GROUP, LLP	11,36511,365	$73,645	—	NEW
61	KESTRA PRIVATE WEALTH SERVICES, LLC	10,96610,966	$71,060	—	—
62	RETIREMITTEN FINANCIAL LLC	10,00010,000	$64,800	—	NEW
63	Pinnacle Wealth Planning Services, Inc.	6,5026,502	$42,133	—	TRIM -9%
64	NewEdge Advisors, LLC	40,90040,900	$40,900	—	TRIM -14%
65	Rockefeller Capital Management L.P.	5,6695,669	$36,741	—	ADD 7%
66	PNC FINANCIAL SERVICES GROUP, INC.	4,4834,483	$29,048	—	—
67	IFG Advisory, LLC	4,0004,000	$25,920	—	NEW
68	HARBOUR INVESTMENTS, INC.	3,4343,434	$22,252	—	ADD 5720%
69	CoreCap Advisors, LLC	3,3303,330	$21,578	—	TRIM -47%
70	Advisory Services Network, LLC	3,0783,078	$19,942	—	NEW
71	TD Waterhouse Canada Inc.	3,0003,000	$19,590	—	NEW
72	Axiom Investment Management LLC	2,9012,901	$18,798	—	NEW
73	Noble Wealth Management PBC	2,9002,900	$18,792	—	—
74	WPG Advisers, LLC	2,8142,814	$18,235	—	ADD 5%
75	FNY Investment Advisers, LLC	1,8001,800	$11,000	—	NEW
76	FIFTH THIRD BANCORP	1,3391,339	$8,677	—	NEW
77	HHM Wealth Advisors, LLC	1,2101,210	$7,841	—	—
78	BlackRock, Inc.	1,1191,119	$7,251	—	NEW
79	Arax Advisory Partners	1,0001,000	$6,480	—	—
80	WHITTIER TRUST CO OF NEVADA INC	850850	$5,508	—	NEW
81	Farther Finance Advisors, LLC	798798	$5,211	—	NEW
82	CWM, LLC	631631	$4,089	—	—
83	HIGHLINE WEALTH PARTNERS LLC	440440	$2,851	—	ADD 10%
84	US BANCORP \DE\	409409	$2,650	—	—
85	IFP Advisors, Inc	300300	$1,944	—	—
86	Wilmington Savings Fund Society, FSB	200200	$1,296	—	NEW
87	JONES FINANCIAL COMPANIES LLLP	144144	$906	—	NEW
88	MATHER GROUP, LLC.	5454	$350	—	NEW
89	Tower Research Capital LLC (TRC)	4646	$298	—	NEW
90	Cheviot Value Management, LLC	1919	$123	—	—
91	ASSETMARK, INC	99	$58	—	—
92	Advocate Investing Services LLC	11	$6	—	—
93	WELLS FARGO & COMPANY/MN	00	$1	—	EXIT

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

3.8M

4.0M

3.9M

$25M

SIT INVESTMENT ASSOCIATES INC

1.3M

1.0M

1.3M

1.6M

1.7M

$11M

Pathstone Holdings, LLC

1.5M

1.8M

1.9M

1.4M

1.5M

1.6M

$10M

Peak Planning Group, LLC

715K

—

1.2M

1.1M

$7M

Invesco Ltd.

784K

810K

897K

951K

963K

1.0M

$7M

GUGGENHEIM CAPITAL LLC

859K

939K

996K

981K

1.0M

899K

$6M

COHEN & STEERS, INC.

968K

865K

$6M

Shaker Financial Services, LLC

636K

563K

587K

504K

587K

568K

$4M

UBS Group AG

352K

335K

360K

369K

368K

394K

$3M

LPL Financial LLC

337K

323K

293K

309K

347K

386K

$3M

Thrivent Financial for Lutherans

310K

327K

$2M

Advisors Asset Management, Inc.

—

123K

305K

$2M

ENVESTNET ASSET MANAGEMENT INC

281K

292K

301K

133K

137K

224K

$1M

BROWN ADVISORY INC

221K

205K

$1M

PRINCIPAL SECURITIES, INC.

156K

161K

164K

168K

174K

$1M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	93	16,397,058	—	$106M
2025-Q4	85	16,431,550	—	$111M
2025-Q3	81	14,447,496	—	$101M
2025-Q2	78	15,234,160	—	$108M
2025-Q1	82	15,217,498	—	$104M
2024-Q4	78	15,834,253

Short interest has its own tab now — open SI →

XEADX☆

Institutional ownership· 13F filers holding XEADX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding XEADX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

XEADX