% 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 XSORX 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 |
|---|---|---|---|---|---|---|---|
| DKM Wealth Management, Inc. | — | 276K | 281K | 286K | 295K | 301K | $14M |
| D.A. DAVIDSON & CO. | — | 171K | 172K | 170K | 170K | 169K | $8M |
| DIVERSIFIED MANAGEMENT INC | — | — | — | — | 117K | 118K | $5M |
| MORGAN STANLEY | — | 81K | 82K | 89K | 92K | 90K | $4M |
| Mesirow Financial Investment Management, Inc. | — | 78K | 77K | 77K | 38K | 75K | $3M |
| FIRST TRUST ADVISORS LP | — | 68K | 69K | 73K | 71K | 75K | $3M |
| WELLS FARGO & COMPANY/MN | — | 69K | 55K | 56K | 61K | 68K | $3M |
| Hara Capital LLC | — | 72K | 108K | 109K | 90K | 65K | $3M |
| RAYMOND JAMES FINANCIAL INC | — | 44K | 46K | 46K | 51K | 59K | $3M |
| Keating Financial Advisory Services, Inc. | — | — | — | — | 26K | 41K | $2M |
| Hennion & Walsh Asset Management, Inc. | — | 32K | 33K | 33K | 33K | 32K | $1M |
| Anchor Investment Management, LLC | — | 30K | 32K | 31K | 32K | 32K | $1M |
| Invesco Ltd. | — | 26K | 26K | 28K | 30K | 32K | $1M |
| Shaker Financial Services, LLC | — | 27K | 61K | 9K | 19K | 30K | $1M |
| Smith Asset Management Co., LLC | — | 27K | 28K | 28K | 28K | 28K | $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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 55 | 1,473,491 | — | $68M |
| 2025-Q4 | 60 | 1,615,924 | — | $67M |
| 2025-Q3 | 51 | 1,348,525 | — | $61M |
| 2025-Q2 | 46 | 1,411,307 | — | $61M |
| 2025-Q1 | 43 | 1,277,261 | — | $53M |
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 | |
|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | +37,598 | $2M | ADD |
| Keating Financial Advisory Services, Inc. | +15,690 | $738,685 | ADD |
| CARY STREET PARTNERS FINANCIAL LLC | +13,207 | $621,786 | ADD |
| Shaker Financial Services, LLC | +10,881 | $512,277 | ADD |
| RAYMOND JAMES FINANCIAL INC | +8,116 | $382,101 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Align Financial, LLC | −149,747 | $7M | TRIM |
| Hara Capital LLC | −25,726 | $1M | TRIM |
| ENVESTNET ASSET MANAGEMENT INC | −18,407 | $866,602 | CLOSE |
| PARK AVENUE SECURITIES LLC | −15,532 | $731,247 | CLOSE |
| AMERIPRISE FINANCIAL INC | −11,653 | $548,623 | 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).
