% of shares outstanding is not shown for XJR: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for XJR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION/OH | — | — | — | — | — | 96K | $4M |
| Focus Partners Wealth | — | 53K | 87K | 89K | 92K | 93K | $4M |
| BAILARD, INC. | 60K | 70K | 67K | 71K | 69K | 78K | $3M |
| LPL Financial LLC | 33K | 29K | 33K | 55K | 54K | 60K | $3M |
| FRANKLIN RESOURCES INC | 60K | 59K | 56K | 56K | 56K | 56K | $2M |
| Invera Wealth Advisors, LLC | — | — | — | — | — | 54K | $2M |
| Highland Financial Advisors, LLC | — | 30K | 38K | 45K | 46K | 51K | $2M |
| Biltmore Family Office, LLC | 32K | 32K | 32K | 32K | 32K | 32K | $1M |
| BROWN ADVISORY INC | — | — | — | — | 5K | 31K | $1M |
| CITADEL ADVISORS LLC | — | — | — | — | — | 30K | $1M |
| Bank of New York Mellon Corp | — | — | — | — | — | 29K | $1M |
| JNBA Financial Advisors | 25K | 22K | 26K | 26K | 28K | 27K | $1M |
| Creative Planning | — | — | 7K | 7K | 7K | 25K | $1M |
| Atlantic Private Wealth, LLC | 16K | 16K | 16K | 16K | 16K | 16K | $718,064 |
| EP Wealth Advisors, LLC | — | — | — | — | 27K | 16K | $706,309 |
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 | |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION/OH | +96,340 | $4M | OPEN |
| Invera Wealth Advisors, LLC | +53,875 | $2M | OPEN |
| CITADEL ADVISORS LLC | +29,732 | $1M | OPEN |
| Bank of New York Mellon Corp | +29,044 | $1M | OPEN |
| BROWN ADVISORY INC | +26,141 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Thrivent Financial for Lutherans | −61,031 | $3M | CLOSE |
| NewEdge Advisors, LLC | −20,208 | $879,806 | CLOSE |
| SageView Advisory Group, LLC | −17,562 | $764,606 | CLOSE |
| EP Wealth Advisors, LLC | −11,051 | $481,133 | TRIM |
| Archer Investment Management, LLC | −6,191 | $269,541 | 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 | 95 | 1,144,260 | — | $50M |
| 2025-Q4 | 88 | 889,328 | — | $38M |
| 2025-Q3 | 81 | 795,722 | — | $34M |
| 2025-Q2 | 84 | 861,547 | — | $34M |
| 2025-Q1 | 80 | 787,691 | — | $30M |
| 2024-Q4 | 75 | 713,923 | — | $30M |
| 2024-Q3 | 64 | 626,484 | — | $26M |
| 2024-Q2 | 62 | 621,451 | — | $24M |
| 2024-Q1 | 53 | 540,370 | — | $21M |
| 2023-Q4 | 46 | 451,836 | — | $17M |
| 2023-Q3 | 42 | 330,985 | — | $11M |
| 2023-Q2 | 38 | 382,153 | — | $13M |
| 2023-Q1 | 36 | 337,790 | — | $11M |
| 2022-Q4 | 33 | 344,171 | — | $11M |
| 2022-Q3 | 24 | 339,591 | — | $10M |
| 2022-Q2 | 19 | 210,044 | — | $7M |
| 2022-Q1 | 17 | 125,776 | — | $5M |
| 2021-Q4 | 12 | 90,166 | — | $4M |
| 2021-Q3 | 12 | 136,670 | — | $5M |
| 2021-Q2 | 8 | 88,389 | — | $4M |
| 2021-Q1 | 5 | 83,079 | — | $3M |
| 2020-Q4 | 4 | 169,945 | — | $6M |
| 2020-Q3 | 2 | 199,997 | — | $5M |
