% of shares outstanding is not shown for XMMO: 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 XMMO 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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 2.7M | 2.7M | 2.8M | 3.1M | 3.5M | 3.7M | $537M |
| MORGAN STANLEY | 1.7M | 1.7M | 1.7M | 1.9M | 1.8M | 2.0M | $290M |
| Cetera Investment Advisers | 616K | 491K | 547K | 1.1M | 1.3M | 1.4M | $198M |
| WELLS FARGO & COMPANY/MN | 837K | 876K | 879K | 933K | 1.1M | 1.2M | $172M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 633K | 807K | 707K | 851K | 928K | 1.2M | $169M |
| RAYMOND JAMES FINANCIAL INC | 537K | 636K | 668K | 733K | 837K | 1.1M | $163M |
| ENVESTNET ASSET MANAGEMENT INC | 3.7M | 224K | 295K | 373K | 373K | 1.1M | $154M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | — | — | — | 1.2M | 1.1M | 944K | $137M |
| BANK OF AMERICA CORP /DE/ | 501K | 556K | 598K | 643K | 693K | 786K | $114M |
| AMERIPRISE FINANCIAL INC | 506K | 691K | 650K | 673K | 761K | 760K | $110M |
| OSAIC HOLDINGS, INC. | 451K | 376K | 454K | 545K | 594K | 745K | $108M |
| JONES FINANCIAL COMPANIES LLLP | 133K | 204K | 262K | 358K | 418K | 560K | $80M |
| ROYAL BANK OF CANADA | 172K | 211K | 489K | 224K | 256K | 373K | $54M |
| COMMONWEALTH EQUITY SERVICES, LLC | 241K | 292K | 308K | 351K | 320K | 362K | $53M |
| STIFEL FINANCIAL CORP | 233K | 303K | 316K | 329K | 362K | 356K | $52M |
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 | |
|---|---|---|---|
| Oasis Advisors, LLC | +4,522,725 | $656M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +688,467 | $100M | ADD |
| RAYMOND JAMES FINANCIAL INC | +283,914 | $41M | ADD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +237,920 | $35M | ADD |
| LPL Financial LLC | +226,829 | $33M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | −470,170 | $68M | TRIM |
| Davidson Capital Management Inc. | −249,528 | $36M | TRIM |
| Orion Porfolio Solutions, LLC | −159,487 | $23M | TRIM |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | −143,684 | $21M | TRIM |
| CWM, LLC | −81,820 | $12M | TRIM |
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 | 421 | 30,523,542 | — | $3.8B |
| 2025-Q4 | 405 | 24,209,401 | — | $3.4B |
| 2025-Q3 | 354 | 21,299,364 | — | $2.9B |
| 2025-Q2 | 351 | 19,210,544 | — | $2.5B |
| 2025-Q1 | 334 | 18,818,611 | — | $2.1B |
| 2024-Q4 | 371 | 22,969,216 | — | $2.8B |
| 2024-Q3 | 261 | 11,666,576 | — | $1.4B |
| 2024-Q2 | 242 | 11,612,855 | — | $1.3B |
| 2024-Q1 | 210 | 13,252,255 | — | $1.5B |
| 2023-Q4 | 170 | 8,348,505 | — | $751M |
| 2023-Q3 | 155 | 8,483,452 | — | $683M |
| 2023-Q2 | 153 | 6,421,366 | — | $511M |
| 2023-Q1 | 151 | 6,862,699 | — | $518M |
| 2022-Q4 | 158 | 6,775,474 | — | $500M |
| 2022-Q3 | 143 | 5,872,742 | — | $409M |
| 2022-Q2 | 138 | 5,306,522 | — | $376M |
| 2022-Q1 | 139 | 5,477,528 | — | $470M |
| 2021-Q4 | 146 | 5,095,273 | — | $459M |
| 2021-Q3 | 127 | 4,672,015 | — | $393M |
| 2021-Q2 | 129 | 4,784,973 | — | $409M |
| 2021-Q1 | 122 | 5,499,551 | — | $462M |
| 2020-Q4 | 115 | 5,867,175 | — | $463M |
| 2020-Q3 | 101 | 5,558,401 | — | $378M |
| 2020-Q2 | 91 | 5,457,438 | — | $334M |
| 2020-Q1 | 94 | 4,823,752 | — | $248M |
| 2019-Q4 | 104 | 4,992,176 | — | $313M |
| 2019-Q3 | 82 | 4,291,611 | — | $259M |
| 2019-Q2 | 86 | 4,766,094 | — | $290M |
| 2019-Q1 | 73 | 4,813,906 | — | $283M |
| 2018-Q4 | 56 | 2,096,346 | — | $94M |
| 2018-Q3 | 48 | 2,460,737 | — | $135M |
| 2018-Q2 | 42 | 1,630,634 | — | $80M |
