XMVM

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$74.77

-0.28 (-0.37%)

USD · as of 2026-07-29 · marketstack

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

95 holders

% of shares outstanding held

—

Shares held (13F)

4,297,523

Reporting holders

Top holders

largest 95 of 95 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	611,601611,601	$40M	—	ADD 9%
2	BANK OF AMERICA CORP /DE/	566,191566,191	$37M	—	—
3	Avior Wealth Management, LLC	525,711525,711	$34M	—	ADD 4%
4	Foundations Investment Advisors, LLC	282,198282,198	$18M	—	NEW
5	RAYMOND JAMES FINANCIAL INC	239,226239,226	$16M	—	ADD 61%
6	Whitaker-Myers Wealth Managers, LTD.	216,781216,781	$14M	—	—
7	AMERIPRISE FINANCIAL INC	193,544193,544	$13M	—	ADD 8%
8	MORGAN STANLEY	187,056187,056	$12M	—	ADD 5%
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	161,365161,365	$11M	—	ADD 9%
10	Anfield Capital Management, LLC	117,148117,148	$8M	—	NEW
11	ROYAL BANK OF CANADA	76,20176,201	$5M	—	TRIM -4%
12	INDEPENDENT FINANCIAL GROUP, LLC	73,62273,622	$5M	—	ADD 9%
13	Cetera Investment Advisers	72,69872,698	$5M	—	ADD 12%
14	COMMONWEALTH EQUITY SERVICES, LLC	70,23070,230	$5M	—	ADD 5%
15	OSAIC HOLDINGS, INC.	63,17863,178	$4M	—	TRIM -17%
16	CAPTRUST FINANCIAL ADVISORS	56,46256,462	$4M	—	TRIM -3%
17	Equitable Holdings, Inc.	47,29747,297	$3M	—	ADD 122%
18	Thrivent Financial for Lutherans	45,70145,701	$3M	—	—
19	WELLS FARGO & COMPANY/MN	45,10045,100	$3M	—	ADD 74%
20	CITIGROUP INC	43,53643,536	$3M	—	ADD 11%
21	Cambridge Investment Research Advisors, Inc.	37,29337,293	$2M	—	ADD 17%
22	JONES FINANCIAL COMPANIES LLLP	37,68437,684	$2M	—	ADD 129%
23	Everest Financial Group LLC	35,25435,254	$2M	—	ADD 6%
24	Tactive Advisors, LLC	31,63331,633	$2M	—	NEW
25	MONEY CONCEPTS CAPITAL CORP	31,04031,040	$2M	—	—
26	ROMAN BUTLER FULLERTON & CO	24,80824,808	$2M	—	ADD 21%
27	WESCAP Management Group, Inc.	24,79824,798	$2M	—	ADD 400%
28	Sanctuary Advisors, LLC	23,61123,611	$2M	—	—
29	ENVESTNET ASSET MANAGEMENT INC	23,32623,326	$2M	—	TRIM -66%
30	Mariner, LLC	19,50019,500	$1M	—	—
31	Breakwater Capital Group	17,98317,983	$1M	—	ADD 2%
32	Ausdal Financial Partners, Inc.	17,06117,061	$1M	—	ADD 69%
33	THOROUGHBRED FINANCIAL SERVICES, LLC	14,35714,357	$934,000	—	TRIM -6%
34	Solutions 4 Wealth, Ltd	14,15914,159	$922,059	—	ADD 169%
35	Sovran Advisors, LLC	12,66012,660	$882,361	—	NEW
36	MML INVESTORS SERVICES, LLC	13,27313,273	$864,320	—	TRIM -79%
37	Betterment LLC	10,55410,554	$687,000	—	ADD 66%
38	LexAurum Advisors, LLC	9,5849,584	$624,122	—	NEW
39	National Wealth Management Group, LLC	9,5169,516	$619,686	—	NEW
40	GUIDANCE CAPITAL, INC	8,9348,934	$617,601	—	TRIM -77%
41	Institute for Wealth Management, LLC.	9,3839,383	$611,012	—	—
42	J.M. Arbour, LLC	8,7768,776	$571,493	—	NEW
43	Armbruster Capital Management, Inc.	8,7498,749	$569,735	—	—
44	Waverly Advisors, LLC	8,3538,353	$543,947	—	—
45	STIFEL FINANCIAL CORP	8,2648,264	$538,096	—	NEW
46	SUSQUEHANNA INTERNATIONAL GROUP, LLP	8,0188,018	$522,132	—	ADD 155%
47	CITADEL ADVISORS LLC	7,8737,873	$512,690	—	NEW
48	Cornerstone Wealth Management, LLC	7,0177,017	$456,958	—	ADD 3%
49	Key Client Fiduciary Advisors, LLC	6,7606,760	$440,204	—	NEW
50	Sigma Planning Corp	6,6776,677	$434,812	—	TRIM -10%
51	Pacific Sun Financial Corp	6,5236,523	$424,778	—	ADD 3%
52	PRINCIPAL SECURITIES, INC.	6,4266,426	$418,461	—	ADD 6%
53	Keating Financial Advisory Services, Inc.	6,1346,134	$399,446	—	TRIM -9%
54	Comprehensive Financial Planning, Inc./PA	5,8905,890	$383,595	—	—
55	Independent Advisor Alliance	5,7185,718	$372,356	—	NEW
56	USAdvisors Wealth Management, LLC	5,7795,779	$370,000	—	NEW
57	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5,5105,510	$358,816	—	ADD 3%
58	AVAII WEALTH MANAGEMENT, LLC	5,0485,048	$328,726	—	NEW
59	Janney Montgomery Scott LLC	4,7864,786	$312,000	—	—
60	Golden State Wealth Management, LLC	4,1624,162	$271,046	—	TRIM -30%
61	SILVERLAKE WEALTH MANAGEMENT LLC	4,0004,000	$260,480	—	—
62	CreativeOne Wealth, LLC	3,8993,899	$253,875	—	—
63	Ullmann Wealth Partners Group, LLC	3,6453,645	$237,362	—	TRIM -31%
64	BENJAMIN EDWARDS INC	3,5073,507	$228,375	—	—
65	BESSEMER GROUP INC	3,3393,339	$217,000	—	NEW
66	Westover Capital Advisors, LLC	3,3323,332	$216,979	—	NEW
67	RFG Advisory, LLC	3,2673,267	$212,730	—	TRIM -10%
68	Kestra Advisory Services, LLC	3,1503,150	$205,107	—	ADD 51%
69	SHP Wealth Management	2,6542,654	$172,828	—	ADD 65%
70	US BANCORP \DE\	2,6312,631	$171,331	—	ADD 30%
71	Advisory Services Network, LLC	2,1012,101	$136,817	—	NEW
72	AdvisorNet Financial, Inc	1,6691,669	$108,685	—	NEW
73	True Wealth Design, LLC	1,6651,665	$108,425	—	—
74	FMR LLC	1,5941,594	$103,784	—	ADD 151%
75	Steward Partners Investment Advisory, LLC	1,3391,339	$87,196	—	—
76	IFP Advisors, Inc	1,2051,205	$78,470	—	ADD 80%
77	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1,1921,192	$78,067	—	—
78	Geneos Wealth Management Inc.	1,1081,108	$72,141	—	—
79	HARBOR INVESTMENT ADVISORY, LLC	825825	$53,724	—	—
80	Western Wealth Management, LLC	573573	$37,317	—	NEW
81	HARBOUR INVESTMENTS, INC.	528528	$34,430	—	ADD 22%
82	Ascentis Wealth Management, LLC	498498	$32,492	—	—
83	Beacon Capital Management, Inc.	382382	$24,876	—	—
84	HANTZ FINANCIAL SERVICES, INC.	337337	$22,000	—	—
85	Nova Wealth Management, Inc.	306306	$21,132	—	—
86	MAI Capital Management	296296	$19,276	—	—
87	Tanglewood Legacy Advisors, LLC	295295	$19,210	—	—
88	Sunbelt Securities, Inc.	101101	$6,577	—	—
89	Sound Income Strategies, LLC	8686	$5,631	—	—
90	VANGUARD ADVISERS INC	8383	$5,405	—	NEW
91	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	6565	$4,232	—	—
92	GeoWealth Management, LLC	5555	$3,581	—	NEW
93	Allworth Financial LP	5050	$3,256	—	—
94	Central Pacific Bank - Trust Division	2525	$1,628	—	NEW
95	Founders Financial Alliance, LLC	11	$65	—	—

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

LPL Financial LLC

414K

427K

446K

545K

563K

612K

$40M

BANK OF AMERICA CORP /DE/

267K

274K

260K

261K

560K

566K

$37M

Avior Wealth Management, LLC

521K

508K

521K

516K

508K

526K

$34M

Foundations Investment Advisors, LLC

—

282K

$18M

RAYMOND JAMES FINANCIAL INC

133K

144K

139K

149K

148K

239K

$16M

Whitaker-Myers Wealth Managers, LTD.

189K

209K

220K

228K

214K

217K

$14M

AMERIPRISE FINANCIAL INC

180K

193K

184K

180K

179K

194K

$13M

MORGAN STANLEY

237K

238K

229K

208K

178K

187K

$12M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

21K

80K

121K

130K

149K

161K

$11M

Anfield Capital Management, LLC

—

117K

$8M

ROYAL BANK OF CANADA

75K

147K

74K

79K

76K

$5M

INDEPENDENT FINANCIAL GROUP, LLC

—

49K

52K

50K

68K

74K

$5M

Cetera Investment Advisers

26K

24K

26K

65K

73K

$5M

COMMONWEALTH EQUITY SERVICES, LLC

92K

91K

70K

110K

67K

70K

$5M

OSAIC HOLDINGS, INC.

36K

20K

34K

38K

76K

63K

$4M

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	95	4,297,523	—	$280M
2025-Q4	80	3,583,847	—	$230M
2025-Q3	67	3,112,972	—	$192M
2025-Q2	68	3,011,724	—	$167M
2025-Q1	65	2,857,089	—	$151M
2024-Q4	66	2,853,344	—	$158M
2024-Q3	62	2,811,666	—	$156M
2024-Q2	63	2,457,842	—	$127M
2024-Q1	57	2,705,240	—	$147M
2023-Q4	57	2,431,598	—	$122M

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 XMVM · 2026-Q1 methodology → sources →

95 holders

% of shares outstanding held

—

Shares held (13F)

4,297,523

Reporting holders

Top holders

largest 95 of 95 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	611,601611,601	$40M	—	ADD 9%
2	BANK OF AMERICA CORP /DE/	566,191566,191	$37M	—	—
3	Avior Wealth Management, LLC	525,711525,711	$34M	—	ADD 4%
4	Foundations Investment Advisors, LLC	282,198282,198	$18M	—	NEW
5	RAYMOND JAMES FINANCIAL INC	239,226239,226	$16M	—	ADD 61%
6	Whitaker-Myers Wealth Managers, LTD.	216,781216,781	$14M	—	—
7	AMERIPRISE FINANCIAL INC	193,544193,544	$13M	—	ADD 8%
8	MORGAN STANLEY	187,056187,056	$12M	—	ADD 5%
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	161,365161,365	$11M	—	ADD 9%
10	Anfield Capital Management, LLC	117,148117,148	$8M	—	NEW
11	ROYAL BANK OF CANADA	76,20176,201	$5M	—	TRIM -4%
12	INDEPENDENT FINANCIAL GROUP, LLC	73,62273,622	$5M	—	ADD 9%
13	Cetera Investment Advisers	72,69872,698	$5M	—	ADD 12%
14	COMMONWEALTH EQUITY SERVICES, LLC	70,23070,230	$5M	—	ADD 5%
15	OSAIC HOLDINGS, INC.	63,17863,178	$4M	—	TRIM -17%
16	CAPTRUST FINANCIAL ADVISORS	56,46256,462	$4M	—	TRIM -3%
17	Equitable Holdings, Inc.	47,29747,297	$3M	—	ADD 122%
18	Thrivent Financial for Lutherans	45,70145,701	$3M	—	—
19	WELLS FARGO & COMPANY/MN	45,10045,100	$3M	—	ADD 74%
20	CITIGROUP INC	43,53643,536	$3M	—	ADD 11%
21	Cambridge Investment Research Advisors, Inc.	37,29337,293	$2M	—	ADD 17%
22	JONES FINANCIAL COMPANIES LLLP	37,68437,684	$2M	—	ADD 129%
23	Everest Financial Group LLC	35,25435,254	$2M	—	ADD 6%
24	Tactive Advisors, LLC	31,63331,633	$2M	—	NEW
25	MONEY CONCEPTS CAPITAL CORP	31,04031,040	$2M	—	—
26	ROMAN BUTLER FULLERTON & CO	24,80824,808	$2M	—	ADD 21%
27	WESCAP Management Group, Inc.	24,79824,798	$2M	—	ADD 400%
28	Sanctuary Advisors, LLC	23,61123,611	$2M	—	—
29	ENVESTNET ASSET MANAGEMENT INC	23,32623,326	$2M	—	TRIM -66%
30	Mariner, LLC	19,50019,500	$1M	—	—
31	Breakwater Capital Group	17,98317,983	$1M	—	ADD 2%
32	Ausdal Financial Partners, Inc.	17,06117,061	$1M	—	ADD 69%
33	THOROUGHBRED FINANCIAL SERVICES, LLC	14,35714,357	$934,000	—	TRIM -6%
34	Solutions 4 Wealth, Ltd	14,15914,159	$922,059	—	ADD 169%
35	Sovran Advisors, LLC	12,66012,660	$882,361	—	NEW
36	MML INVESTORS SERVICES, LLC	13,27313,273	$864,320	—	TRIM -79%
37	Betterment LLC	10,55410,554	$687,000	—	ADD 66%
38	LexAurum Advisors, LLC	9,5849,584	$624,122	—	NEW
39	National Wealth Management Group, LLC	9,5169,516	$619,686	—	NEW
40	GUIDANCE CAPITAL, INC	8,9348,934	$617,601	—	TRIM -77%
41	Institute for Wealth Management, LLC.	9,3839,383	$611,012	—	—
42	J.M. Arbour, LLC	8,7768,776	$571,493	—	NEW
43	Armbruster Capital Management, Inc.	8,7498,749	$569,735	—	—
44	Waverly Advisors, LLC	8,3538,353	$543,947	—	—
45	STIFEL FINANCIAL CORP	8,2648,264	$538,096	—	NEW
46	SUSQUEHANNA INTERNATIONAL GROUP, LLP	8,0188,018	$522,132	—	ADD 155%
47	CITADEL ADVISORS LLC	7,8737,873	$512,690	—	NEW
48	Cornerstone Wealth Management, LLC	7,0177,017	$456,958	—	ADD 3%
49	Key Client Fiduciary Advisors, LLC	6,7606,760	$440,204	—	NEW
50	Sigma Planning Corp	6,6776,677	$434,812	—	TRIM -10%
51	Pacific Sun Financial Corp	6,5236,523	$424,778	—	ADD 3%
52	PRINCIPAL SECURITIES, INC.	6,4266,426	$418,461	—	ADD 6%
53	Keating Financial Advisory Services, Inc.	6,1346,134	$399,446	—	TRIM -9%
54	Comprehensive Financial Planning, Inc./PA	5,8905,890	$383,595	—	—
55	Independent Advisor Alliance	5,7185,718	$372,356	—	NEW
56	USAdvisors Wealth Management, LLC	5,7795,779	$370,000	—	NEW
57	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5,5105,510	$358,816	—	ADD 3%
58	AVAII WEALTH MANAGEMENT, LLC	5,0485,048	$328,726	—	NEW
59	Janney Montgomery Scott LLC	4,7864,786	$312,000	—	—
60	Golden State Wealth Management, LLC	4,1624,162	$271,046	—	TRIM -30%
61	SILVERLAKE WEALTH MANAGEMENT LLC	4,0004,000	$260,480	—	—
62	CreativeOne Wealth, LLC	3,8993,899	$253,875	—	—
63	Ullmann Wealth Partners Group, LLC	3,6453,645	$237,362	—	TRIM -31%
64	BENJAMIN EDWARDS INC	3,5073,507	$228,375	—	—
65	BESSEMER GROUP INC	3,3393,339	$217,000	—	NEW
66	Westover Capital Advisors, LLC	3,3323,332	$216,979	—	NEW
67	RFG Advisory, LLC	3,2673,267	$212,730	—	TRIM -10%
68	Kestra Advisory Services, LLC	3,1503,150	$205,107	—	ADD 51%
69	SHP Wealth Management	2,6542,654	$172,828	—	ADD 65%
70	US BANCORP \DE\	2,6312,631	$171,331	—	ADD 30%
71	Advisory Services Network, LLC	2,1012,101	$136,817	—	NEW
72	AdvisorNet Financial, Inc	1,6691,669	$108,685	—	NEW
73	True Wealth Design, LLC	1,6651,665	$108,425	—	—
74	FMR LLC	1,5941,594	$103,784	—	ADD 151%
75	Steward Partners Investment Advisory, LLC	1,3391,339	$87,196	—	—
76	IFP Advisors, Inc	1,2051,205	$78,470	—	ADD 80%
77	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1,1921,192	$78,067	—	—
78	Geneos Wealth Management Inc.	1,1081,108	$72,141	—	—
79	HARBOR INVESTMENT ADVISORY, LLC	825825	$53,724	—	—
80	Western Wealth Management, LLC	573573	$37,317	—	NEW
81	HARBOUR INVESTMENTS, INC.	528528	$34,430	—	ADD 22%
82	Ascentis Wealth Management, LLC	498498	$32,492	—	—
83	Beacon Capital Management, Inc.	382382	$24,876	—	—
84	HANTZ FINANCIAL SERVICES, INC.	337337	$22,000	—	—
85	Nova Wealth Management, Inc.	306306	$21,132	—	—
86	MAI Capital Management	296296	$19,276	—	—
87	Tanglewood Legacy Advisors, LLC	295295	$19,210	—	—
88	Sunbelt Securities, Inc.	101101	$6,577	—	—
89	Sound Income Strategies, LLC	8686	$5,631	—	—
90	VANGUARD ADVISERS INC	8383	$5,405	—	NEW
91	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	6565	$4,232	—	—
92	GeoWealth Management, LLC	5555	$3,581	—	NEW
93	Allworth Financial LP	5050	$3,256	—	—
94	Central Pacific Bank - Trust Division	2525	$1,628	—	NEW
95	Founders Financial Alliance, LLC	11	$65	—	—

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

LPL Financial LLC

414K

427K

446K

545K

563K

612K

$40M

BANK OF AMERICA CORP /DE/

267K

274K

260K

261K

560K

566K

$37M

Avior Wealth Management, LLC

521K

508K

521K

516K

508K

526K

$34M

Foundations Investment Advisors, LLC

—

282K

$18M

RAYMOND JAMES FINANCIAL INC

133K

144K

139K

149K

148K

239K

$16M

Whitaker-Myers Wealth Managers, LTD.

189K

209K

220K

228K

214K

217K

$14M

AMERIPRISE FINANCIAL INC

180K

193K

184K

180K

179K

194K

$13M

MORGAN STANLEY

237K

238K

229K

208K

178K

187K

$12M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

21K

80K

121K

130K

149K

161K

$11M

Anfield Capital Management, LLC

—

117K

$8M

ROYAL BANK OF CANADA

75K

147K

74K

79K

76K

$5M

INDEPENDENT FINANCIAL GROUP, LLC

—

49K

52K

50K

68K

74K

$5M

Cetera Investment Advisers

26K

24K

26K

65K

73K

$5M

COMMONWEALTH EQUITY SERVICES, LLC

92K

91K

70K

110K

67K

70K

$5M

OSAIC HOLDINGS, INC.

36K

20K

34K

38K

76K

63K

$4M

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	95	4,297,523	—	$280M
2025-Q4	80	3,583,847	—	$230M
2025-Q3	67	3,112,972	—	$192M
2025-Q2	68	3,011,724	—	$167M
2025-Q1	65	2,857,089	—	$151M
2024-Q4	66	2,853,344	—	$158M
2024-Q3	62	2,811,666	—	$156M
2024-Q2	63	2,457,842	—	$127M
2024-Q1	57	2,705,240	—	$147M
2023-Q4	57	2,431,598	—	$122M

Short interest has its own tab now — open SI →

XMVM☆

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

Top holders

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

Institutional footprint by quarter

XMVM