% of shares outstanding is not shown for XSD: 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 XSD 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 | 271K | 215K | 215K | 232K | 244K | 247K | $81M |
| MORGAN STANLEY | 195K | 189K | 247K | 244K | 153K | 163K | $53M |
| WELLS FARGO & COMPANY/MN | 96K | 77K | 77K | 81K | 87K | 87K | $28M |
| BANK OF AMERICA CORP /DE/ | 115K | 88K | 87K | 85K | 83K | 82K | $27M |
| PNC FINANCIAL SERVICES GROUP, INC. | 68K | 74K | 67K | 78K | 78K | 73K | $24M |
| RAYMOND JAMES FINANCIAL INC | 56K | 48K | 43K | 41K | 40K | 71K | $23M |
| Kingsview Wealth Management, LLC | 53K | 59K | 48K | 6K | 25K | 54K | $17M |
| GOLDMAN SACHS GROUP INC | 56K | 66K | 50K | 65K | 56K | 52K | $17M |
| UBS Group AG | 48K | 47K | 63K | 52K | 48K | 51K | $17M |
| BNP PARIBAS FINANCIAL MARKETS | 51K | 51K | 76K | 50K | 25K | 50K | $16M |
| OSAIC HOLDINGS, INC. | 30K | 33K | 34K | 34K | 32K | 35K | $11M |
| McGuire Investment Group, LLC | 41K | 41K | 42K | 42K | 40K | 34K | $11M |
| Hobart Private Capital, LLC | 45K | 45K | 39K | 35K | 34K | 33K | $11M |
| Cetera Investment Advisers | 38K | 45K | 49K | 30K | 33K | 32K | $11M |
| CoreCap Advisors, LLC | 19K | 20K | 65K | 26K | 28K | 29K | $9M |
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 | |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +30,652 | $10M | ADD |
| Kingsview Wealth Management, LLC | +28,839 | $9M | ADD |
| BNP PARIBAS FINANCIAL MARKETS | +25,086 | $8M | ADD |
| ALTFEST L J & CO INC | +13,962 | $5M | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +13,748 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MGB Wealth Management, LLC | −31,571 | $10M | CLOSE |
| Align Financial, LLC | −28,854 | $9M | TRIM |
| CITADEL ADVISORS LLC | −18,700 | $6M | CLOSE |
| VICUS CAPITAL | −12,866 | $4M | TRIM |
| Baird Financial Group, Inc. | −8,441 | $3M | 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 | 247 | 1,761,598 | — | $576M |
| 2025-Q4 | 244 | 1,740,882 | — | $551M |
| 2025-Q3 | 228 | 1,867,059 | — | $591M |
| 2025-Q2 | 219 | 2,096,398 | — | $538M |
| 2025-Q1 | 202 | 1,955,027 | — | $392M |
| 2024-Q4 | 226 | 2,146,544 | — | $534M |
| 2024-Q3 | 205 | 4,220,113 | — | $543M |
| 2024-Q2 | 219 | 2,482,447 | — | $598M |
| 2024-Q1 | 222 | 3,894,176 | — | $641M |
| 2023-Q4 | 228 | 2,720,710 | — | $611M |
| 2023-Q3 | 219 | 2,677,403 | — | $525M |
| 2023-Q2 | 215 | 2,744,029 | — | $607M |
| 2023-Q1 | 208 | 4,089,405 | — | $652M |
| 2022-Q4 | 179 | 2,060,985 | — | $344M |
| 2022-Q3 | 164 | 2,089,098 | — | $317M |
| 2022-Q2 | 173 | 2,205,993 | — | $334M |
| 2022-Q1 | 179 | 2,563,745 | — | $529M |
| 2021-Q4 | 187 | 2,267,292 | — | $550M |
| 2021-Q3 | 147 | 2,202,750 | — | $436M |
| 2021-Q2 | 143 | 2,006,516 | — | $386M |
| 2021-Q1 | 130 | 2,191,889 | — | $401M |
| 2020-Q4 | 131 | 2,217,175 | — | $379M |
| 2020-Q3 | 91 | 2,126,357 | — | $268M |
| 2020-Q2 | 98 | 2,268,207 | — | $254M |
| 2020-Q1 | 83 | 2,155,434 | — | $181M |
| 2019-Q4 | 92 | 2,126,347 | — | $225M |
| 2019-Q3 | 66 | 1,652,317 | — | $147M |
| 2019-Q2 | 67 | 1,390,456 | — | $117M |
| 2019-Q1 | 76 | 1,805,490 | — | $142M |
| 2018-Q4 | 64 | 1,876,836 | — | $121M |
| 2018-Q3 | 72 | 2,462,238 | — | $187M |
| 2018-Q2 | 65 | 2,456,123 | — | $177M |
| 2018-Q1 | 63 | 2,614,966 | — | $183M |
| 2017-Q4 | 66 | 2,631,606 | — | $184M |
| 2017-Q3 | 56 | 2,714,075 | — | $178M |
| 2017-Q2 | 57 | 2,923,973 | — | $180M |
| 2017-Q1 | 59 | 3,436,433 | — | $207M |
| 2016-Q4 | 56 | 4,571,304 | — | $256M |
| 2016-Q3 | 53 | 4,224,180 | — | $224M |
| 2016-Q2 | 44 | 3,814,553 | — | $169M |
| 2016-Q1 | 54 | 4,002,230 | — | $178M |
| 2015-Q4 | 49 | 3,954,081 | — | $172M |
| 2015-Q3 | 41 | 2,121,204 | — | $80M |
| 2015-Q2 | 55 | 1,766,551 | — | $152M |
| 2015-Q1 | 50 | 1,286,471 | — | $113M |
| 2014-Q4 | 46 | 1,652,802 | — | $132M |
| 2014-Q3 | 41 | 1,827,215 | — | $134M |
| 2014-Q2 | 36 | 2,006,248 | — | $151M |
| 2014-Q1 | 19 | 1,566,262 | — | $108M |
| 2013-Q4 | 21 | 1,421,275 | — | $87M |
| 2013-Q3 | 13 | 1,147,547 | — | $66M |
| 2013-Q2 | 19 | 695,896 | — | $37M |
| 2013-Q1 | 2 | 142,790 | — | $7M |
