% 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 XRMMX 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 | ROBINSON CAPITAL MANAGEMENT, LLC | 431,397431,397 | $6M | — | ADD 9% |
| 2 | WELLS FARGO & COMPANY/MN | 395,336395,336 | $5M | — | — |
| 3 | ROYAL BANK OF CANADA | 239,842239,842 | $3M | — | — |
| 4 | MORGAN STANLEY | 229,863229,863 | $3M | — | TRIM -28% |
| 5 | Advisors Asset Management, Inc. | 226,459226,459 | $3M | — | — |
| 6 | U.S. Capital Wealth Advisors, LLC | 179,728179,728 | $2M | — | ADD 8% |
| 7 | UBS Group AG | 168,540168,540 | $2M | — | ADD 5% |
| 8 | ProVise Management Group, LLC | 167,888167,888 | $2M | — | — |
| 9 | Rockefeller Capital Management L.P. | 132,982132,982 | $2M | — | ADD 39% |
| 10 | Gateway Wealth Partners, LLC | 115,380115,380 | $2M | — | ADD 174% |
| 11 | Wagner Wealth Management, LLC | 107,967107,967 | $1M | — | — |
| 12 | Arkadios Wealth Advisors | 107,967107,967 | $1M | — | NEW |
| 13 | GUGGENHEIM CAPITAL LLC | 106,317106,317 | $1M | — | NEW |
| 14 | RAYMOND JAMES FINANCIAL INC | 105,918105,918 | $1M | — | ADD 49% |
| 15 | LPL Financial LLC | 88,69688,696 | $1M | — | ADD 45% |
| 16 | STIFEL FINANCIAL CORP | 59,86559,865 | $815,906 | — | TRIM -26% |
| 17 | Samalin Investment Counsel, LLC | 54,56054,560 | $743,656 | — | TRIM -11% |
| 18 | WEDBUSH SECURITIES INC | 54,30054,300 | $740,000 | — | TRIM -8% |
| 19 | OPPENHEIMER & CO INC | 53,86053,860 | $734,112 | — | ADD 11% |
| 20 | OSAIC HOLDINGS, INC. | 50,51850,518 | $688,564 | — | ADD 8% |
| 21 | Apollon Wealth Management, LLC | 44,43044,430 | $605,581 | — | — |
| 22 | Estate Planners Group, LLC | 42,10342,103 | $573,864 | — | TRIM -4% |
| 23 | XML Financial, LLC | 41,20041,200 | $561,556 | — | ADD 26% |
| 24 | HighTower Advisors, LLC | 33,63333,633 | $458,418 | — | ADD 72% |
| 25 | &PARTNERS | 32,73832,738 | $446,217 | — | — |
| 26 | Janney Montgomery Scott LLC | 26,10026,100 | $356,000 | — | ADD 6% |
| 27 | Stratos Wealth Partners, LTD. | 24,98524,985 | $340,555 | — | ADD 2% |
| 28 | Abel Hall, LLC | 20,00020,000 | $272,600 | — | — |
| 29 | River Street Advisors LLC | 19,72719,727 | $268,880 | — | — |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 18,68118,681 | $254,620 | — | TRIM -7% |
| 31 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 13,38213,382 | $182,397 | — | NEW |
| 32 | AE Wealth Management LLC | 13,30013,300 | $181,279 | — | — |
| 33 | CreativeOne Wealth, LLC | 12,89312,893 | $177,233 | — | — |
| 34 | Closed-End Fund Advisors, Inc. | 11,90411,904 | $162,252 | — | — |
| 35 | MELFA WEALTH MANAGEMENT, INC. | 10,98110,981 | $149,675 | — | — |
| 36 | PFG Investments, LLC | 10,43010,430 | $142,161 | — | — |
| 37 | Noble Wealth Management PBC | 6,8286,828 | $93,066 | — | TRIM -6% |
| 38 | FIFTH THIRD BANCORP | 6,0006,000 | $81,780 | — | NEW |
| 39 | EverSource Wealth Advisors, LLC | 6,0006,000 | $81,780 | — | — |
| 40 | Steward Partners Investment Advisory, LLC | 5,9605,960 | $81,230 | — | TRIM -31% |
| 41 | Advisory Services Network, LLC | 4,7604,760 | $64,879 | — | NEW |
| 42 | Advocate Investing Services LLC | 2,5002,500 | $34,075 | — | — |
| 43 | US BANCORP \DE\ | 2,0002,000 | $27,260 | — | — |
| 44 | Osbon Capital Management LLC | 1,9191,919 | $26,156 | — | NEW |
| 45 | NewEdge Advisors, LLC | 17,85017,850 | $17,850 | — | ADD 11% |
| 46 | HARBOUR INVESTMENTS, INC. | 1,2501,250 | $17,038 | — | — |
| 47 | West Branch Capital LLC | 500500 | $6,815 | — | — |
| 48 | Bank of New Hampshire | 500500 | $6,815 | — | — |
| 49 | HIGHLINE WEALTH PARTNERS LLC | 450450 | $6,134 | — | — |
| 50 | HOLLENCREST CAPITAL MANAGEMENT | 245245 | $3,339 | — | — |
| 51 | JPMORGAN CHASE & CO | 00 | $6 | — | EXIT |
| 52 | Allworth Financial LP | 00 | $6 | — | 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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 66K | 230K | 424K | 144K | 395K | 431K | $6M |
| WELLS FARGO & COMPANY/MN | 479K | 531K | 557K | 512K | 399K | 395K | $5M |
| ROYAL BANK OF CANADA | 242K | 268K | 537K | 252K | 240K | 240K | $3M |
| MORGAN STANLEY | 256K | 272K | 270K | 286K | 320K | 230K | $3M |
| Advisors Asset Management, Inc. | 113K | 111K | 111K | 105K | 228K | 226K | $3M |
| U.S. Capital Wealth Advisors, LLC | 98K | 97K | 163K | 167K | 166K | 180K | $2M |
| UBS Group AG | 323K | 342K | 302K | 209K | 160K | 169K | $2M |
| ProVise Management Group, LLC | 164K | 165K | 169K | 169K | 169K | 168K | $2M |
| Rockefeller Capital Management L.P. | 24K | 23K | 42K | 48K | 96K | 133K | $2M |
| Gateway Wealth Partners, LLC | — | — | — | 40K | 42K | 115K | $2M |
| Wagner Wealth Management, LLC | — | — | 22K | 72K | 110K | 108K | $1M |
| Arkadios Wealth Advisors | — | — | — | — | — | 108K | $1M |
| GUGGENHEIM CAPITAL LLC | — | — | — | — | — | 106K | $1M |
| RAYMOND JAMES FINANCIAL INC | 62K | 71K | 65K | 73K | 71K | 106K | $1M |
| LPL Financial LLC | 79K | 79K | 64K | 57K | 61K | 89K | $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.
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 | |
|---|---|---|---|
| Arkadios Wealth Advisors | +107,967 | $2M | OPEN |
| GUGGENHEIM CAPITAL LLC | +106,317 | $2M | OPEN |
| Gateway Wealth Partners, LLC | +73,345 | $1M | ADD |
| Rockefeller Capital Management L.P. | +37,377 | $549,068 | ADD |
| ROBINSON CAPITAL MANAGEMENT, LLC | +36,540 | $536,773 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | −89,726 | $1M | TRIM |
| Balyasny Asset Management L.P. | −45,708 | $671,451 | CLOSE |
| Logan Stone Capital, LLC | −39,029 | $573,336 | CLOSE |
| READYSTATE ASSET MANAGEMENT LP | −27,030 | $397,071 | CLOSE |
| STIFEL FINANCIAL CORP | −20,981 | $308,211 | 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 | 52 | 3,510,632 | — | $48M |
| 2025-Q4 | 57 | 3,341,994 | — | $45M |
| 2025-Q3 | 51 | 2,929,170 | — | $41M |
| 2025-Q2 | 51 | 4,102,088 | — | $55M |
| 2025-Q1 | 43 | 3,643,195 | — | $52M |
| 2024-Q4 | 46 | 3,212,636 | — | $46M |
| 2024-Q3 | 39 | 3,203,614 | — | $51M |
| 2024-Q2 | 43 | 3,213,707 | — | $49M |
| 2024-Q1 | 43 | 3,808,337 | — | $57M |
| 2023-Q4 | 40 | 3,242,328 | — | $46M |
| 2023-Q3 | 31 | 2,446,276 | — | $34M |
| 2023-Q2 | 31 | 2,463,095 | — | $37M |
| 2023-Q1 | 34 | 2,026,635 | — | $31M |
| 2022-Q4 | 33 | 2,197,490 | — | $32M |
| 2022-Q3 | 28 | 1,988,132 | — | $29M |
| 2022-Q2 | 28 | 1,896,275 | — | $30M |
| 2022-Q1 | 30 | 1,951,071 | — | $34M |
| 2021-Q4 | 27 | 2,183,493 | — | $44M |
| 2021-Q3 | 25 | 2,588,937 | — | $51M |
| 2021-Q2 | 29 | 2,781,105 | — | $56M |
| 2021-Q1 | 29 | 3,151,817 | — | $59M |
| 2020-Q4 | 33 | 3,001,803 | — | $53M |
| 2020-Q3 | 23 | 1,855,470 | — | $31M |
| 2020-Q2 | 16 | 1,459,805 | — | $25M |
| 2020-Q1 | 16 | 1,292,608 | — | $23M |
| 2019-Q4 | 15 | 967,642 | — | $19M |
| 2019-Q3 | 6 | 699,711 | — | $14M |
