XSW

—

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$182.57

+2.45 (+1.36%)

USD · as of 2026-07-29 · marketstack

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

113 holders

% of shares outstanding held

—

Shares held (13F)

1,566,065

Reporting holders

113

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	CWM, LLC	442,316442,316	$63M	—	NEW
2	MORGAN STANLEY	244,439244,439	$35M	—	ADD 32%
3	Kingsview Wealth Management, LLC	107,185107,185	$15M	—	NEW
4	LPL Financial LLC	100,465100,465	$14M	—	TRIM -15%
5	McGuire Investment Group, LLC	66,28666,286	$9M	—	—
6	BANK OF AMERICA CORP /DE/	65,43965,439	$9M	—	TRIM -83%
7	UBS Group AG	40,94440,944	$6M	—	ADD 5%
8	Thrivent Financial for Lutherans	39,43939,439	$6M	—	NEW
9	Fifth Third Securities, Inc.	30,49930,499	$4M	—	ADD 32%
10	RAYMOND JAMES FINANCIAL INC	27,56327,563	$4M	—	TRIM -17%
11	Performa Ltd (US), LLC	27,00027,000	$4M	—	NEW
12	ROYAL BANK OF CANADA	24,55824,558	$3M	—	ADD 301%
13	WELLS FARGO & COMPANY/MN	23,46023,460	$3M	—	TRIM -56%
14	IEQ CAPITAL, LLC	20,84420,844	$3M	—	—
15	Tandem Financial, LLC	19,35519,355	$3M	—	ADD 265%
16	MML INVESTORS SERVICES, LLC	15,49215,492	$2M	—	TRIM -17%
17	Essex LLC	15,35615,356	$2M	—	TRIM -42%
18	STIFEL FINANCIAL CORP	13,55513,555	$2M	—	TRIM -7%
19	Composition Wealth, LLC	13,47113,471	$2M	—	ADD 853%
20	HighTower Advisors, LLC	13,30913,309	$2M	—	ADD 4%
21	Rockefeller Capital Management L.P.	12,76312,763	$2M	—	ADD 25426%
22	JPMORGAN CHASE & CO	11,91111,911	$2M	—	TRIM -36%
23	JANE STREET GROUP, LLC	10,30910,309	$1M	—	NEW
24	GOLDMAN SACHS GROUP INC	10,26610,266	$1M	—	—
25	ENVESTNET ASSET MANAGEMENT INC	10,02110,021	$1M	—	ADD 36%
26	BNP PARIBAS FINANCIAL MARKETS	9,9209,920	$1M	—	NEW
27	Corient Private Wealth LLC	9,5419,541	$1M	—	TRIM -75%
28	OSAIC HOLDINGS, INC.	8,1188,118	$1M	—	TRIM -29%
29	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	8,0008,000	$1M	—	NEW
30	NFSG Corp	7,0717,071	$1M	—	TRIM -4%
31	Arax Advisory Partners	6,6926,692	$952,177	—	ADD 21%
32	HSBC HOLDINGS PLC	5,9005,900	$842,099	—	NEW
33	Clear Harbor Asset Management, LLC	4,9354,935	$702,201	—	NEW
34	Bawa N Mallick Trust	4,1604,160	$591,926	—	—
35	LOWE BROCKENBROUGH & CO INC	4,1454,145	$589,792	—	NEW
36	High Point Wealth Management, LLC	4,0674,067	$578,672	—	TRIM -80%
37	AMERIPRISE FINANCIAL INC	3,9183,918	$557,533	—	TRIM -86%
38	Steward Partners Investment Advisory, LLC	3,8433,843	$546,820	—	ADD 6%
39	Belvedere Trading LLC	3,7993,799	$540,560	—	NEW
40	Cetera Investment Advisers	3,7003,700	$526,470	—	ADD 23%
41	Dale Q Rice Investment Management Ltd	3,5963,596	$511,718	—	TRIM -12%
42	VestGen Advisors, LLC	3,1063,106	$484,629	—	NEW
43	Grant Private Wealth Management Inc	3,3793,379	$480,798	—	TRIM -8%
44	AMICA MUTUAL INSURANCE CO	3,0243,024	$430,000	—	—
45	Kaizen Financial Strategies	2,7352,735	$414,079	—	—
46	IHT Wealth Management, LLC	2,8752,875	$409,113	—	NEW
47	Kestra Advisory Services, LLC	2,8312,831	$402,772	—	ADD 3%
48	NTV Asset Management LLC	2,8232,823	$401,685	—	ADD 10%
49	MAI Capital Management	2,7502,750	$391,298	—	TRIM -35%
50	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,5352,535	$360,705	—	TRIM -25%
51	KINGSWOOD WEALTH ADVISORS, LLC	2,3602,360	$335,804	—	TRIM -12%
52	Creative Planning	2,2422,242	$319,014	—	—
53	Beacon Financial Advisory LLC	2,1562,156	$306,823	—	ADD 7%
54	&PARTNERS	2,1212,121	$301,086	—	TRIM -9%
55	Sunbelt Securities, Inc.	2,0432,043	$290,694	—	—
56	Greenspring Advisors, LLC	2,0102,010	$286,003	—	NEW
57	JONES FINANCIAL COMPANIES LLLP	2,0232,023	$279,680	—	TRIM -39%
58	V2 Financial group LLC	1,9001,900	$270,351	—	—
59	LEVEL FOUR ADVISORY SERVICES, LLC	1,7831,783	$253,703	—	—
60	RETIREMENT INCOME SOLUTIONS, INC	1,7041,704	$242,462	—	TRIM -14%
61	MWA Asset Management	1,6141,614	$229,709	—	TRIM -12%
62	CITIGROUP INC	1,6081,608	$228,802	—	ADD 40%
63	Arkadios Wealth Advisors	1,5341,534	$218,273	—	ADD 7%
64	Sharper & Granite LLC	1,5251,525	$216,993	—	NEW
65	D. E. Shaw & Co., Inc.	1,5191,519	$216,139	—	ADD 18%
66	Focus Partners Wealth	1,5151,515	$215,571	—	TRIM -7%
67	BlackRock, Inc.	1,1301,130	$160,788	—	ADD 4%
68	GGM Financial LLC	1,1141,114	$158,511	—	NEW
69	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,0341,034	$147,128	—	ADD 113%
70	IFP Advisors, Inc	847847	$120,520	—	TRIM -25%
71	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	806806	$114,686	—	NEW
72	TD PRIVATE CLIENT WEALTH LLC	776776	$110,417	—	NEW
73	Advisory Services Network, LLC	716716	$101,880	—	NEW
74	Atlantic Union Bankshares Corp	673673	$95,761	—	—
75	Ramirez Asset Management, Inc.	600600	$85,374	—	TRIM -40%
76	FMR LLC	480480	$68,275	—	ADD 56%
77	BANK OF MONTREAL /CAN/	472472	$67,160	—	—
78	Canton Hathaway, LLC	423423	$60,189	—	—
79	NATIXIS	390390	$54,807	—	NEW
80	FIFTH THIRD BANCORP	375375	$53,358	—	NEW
81	TD Waterhouse Canada Inc.	250250	$35,626	—	NEW
82	Miller Capital Partners, Inc.	225225	$32,016	—	NEW
83	NATIONAL BANK OF CANADA /FI/	200200	$28,470	—	—
84	WHITTIER TRUST CO	182182	$26,548	—	TRIM -13%
85	AdvisorNet Financial, Inc	177177	$25,185	—	—
86	Western Wealth Management, LLC	124124	$17,653	—	NEW
87	Tidemark, LLC	120120	$17,075	—	—
88	Sherman Asset Management, Inc.	118118	$16,790	—	TRIM -16%
89	Sound Income Strategies, LLC	117117	$16,702	—	—
90	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	112112	$15,988	—	NEW
91	Financial Life Planners	109109	$15,544	—	NEW
92	BLAIR WILLIAM & CO/IL	100100	$14,229	—	—
93	Qube Research & Technologies Ltd	100100	$14,229	—	TRIM -78%
94	Fourth Dimension Wealth, LLC	100100	$14,229	—	—
95	Triumph Capital Management	9797	$13,802	—	TRIM -19%
96	Bank of Jackson Hole Trust	9090	$12,806	—	—
97	Spire Wealth Management	8989	$12,731	—	—
98	PRIVATE TRUST CO NA	7979	$11,241	—	NEW
99	VISION FINANCIAL MARKETS LLC	7878	$10,967	—	—
100	Nemes Rush Group LLC	6262	$8,828	—	—

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

CWM, LLC

—

442K

$63M

MORGAN STANLEY

107K

98K

116K

86K

185K

244K

$35M

Kingsview Wealth Management, LLC

60K

68K

54K

—

107K

$15M

LPL Financial LLC

133K

143K

124K

100K

118K

100K

$14M

McGuire Investment Group, LLC

66K

67K

66K

$9M

BANK OF AMERICA CORP /DE/

434K

576K

386K

392K

387K

65K

$9M

UBS Group AG

38K

42K

44K

39K

41K

$6M

Thrivent Financial for Lutherans

—

55K

32K

27K

—

39K

$6M

Fifth Third Securities, Inc.

15K

16K

17K

23K

30K

$4M

RAYMOND JAMES FINANCIAL INC

27K

33K

28K

$4M

Performa Ltd (US), LLC

—

27K

$4M

ROYAL BANK OF CANADA

25K

$3M

WELLS FARGO & COMPANY/MN

27K

28K

43K

48K

54K

23K

$3M

IEQ CAPITAL, LLC

21K

$3M

Tandem Financial, LLC

18K

19K

$3M

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	113	1,566,065	—	$223M
2025-Q4	110	1,276,216	—	$239M
2025-Q3	114	1,261,897	—	$250M
2025-Q2	111	1,319,826	—	$251M
2025-Q1	117	1,541,847	—	$246M
2024-Q4	112	1,270,323	—

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 XSW · 2026-Q1 methodology → sources →

113 holders

% of shares outstanding held

—

Shares held (13F)

1,566,065

Reporting holders

113

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	CWM, LLC	442,316442,316	$63M	—	NEW
2	MORGAN STANLEY	244,439244,439	$35M	—	ADD 32%
3	Kingsview Wealth Management, LLC	107,185107,185	$15M	—	NEW
4	LPL Financial LLC	100,465100,465	$14M	—	TRIM -15%
5	McGuire Investment Group, LLC	66,28666,286	$9M	—	—
6	BANK OF AMERICA CORP /DE/	65,43965,439	$9M	—	TRIM -83%
7	UBS Group AG	40,94440,944	$6M	—	ADD 5%
8	Thrivent Financial for Lutherans	39,43939,439	$6M	—	NEW
9	Fifth Third Securities, Inc.	30,49930,499	$4M	—	ADD 32%
10	RAYMOND JAMES FINANCIAL INC	27,56327,563	$4M	—	TRIM -17%
11	Performa Ltd (US), LLC	27,00027,000	$4M	—	NEW
12	ROYAL BANK OF CANADA	24,55824,558	$3M	—	ADD 301%
13	WELLS FARGO & COMPANY/MN	23,46023,460	$3M	—	TRIM -56%
14	IEQ CAPITAL, LLC	20,84420,844	$3M	—	—
15	Tandem Financial, LLC	19,35519,355	$3M	—	ADD 265%
16	MML INVESTORS SERVICES, LLC	15,49215,492	$2M	—	TRIM -17%
17	Essex LLC	15,35615,356	$2M	—	TRIM -42%
18	STIFEL FINANCIAL CORP	13,55513,555	$2M	—	TRIM -7%
19	Composition Wealth, LLC	13,47113,471	$2M	—	ADD 853%
20	HighTower Advisors, LLC	13,30913,309	$2M	—	ADD 4%
21	Rockefeller Capital Management L.P.	12,76312,763	$2M	—	ADD 25426%
22	JPMORGAN CHASE & CO	11,91111,911	$2M	—	TRIM -36%
23	JANE STREET GROUP, LLC	10,30910,309	$1M	—	NEW
24	GOLDMAN SACHS GROUP INC	10,26610,266	$1M	—	—
25	ENVESTNET ASSET MANAGEMENT INC	10,02110,021	$1M	—	ADD 36%
26	BNP PARIBAS FINANCIAL MARKETS	9,9209,920	$1M	—	NEW
27	Corient Private Wealth LLC	9,5419,541	$1M	—	TRIM -75%
28	OSAIC HOLDINGS, INC.	8,1188,118	$1M	—	TRIM -29%
29	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	8,0008,000	$1M	—	NEW
30	NFSG Corp	7,0717,071	$1M	—	TRIM -4%
31	Arax Advisory Partners	6,6926,692	$952,177	—	ADD 21%
32	HSBC HOLDINGS PLC	5,9005,900	$842,099	—	NEW
33	Clear Harbor Asset Management, LLC	4,9354,935	$702,201	—	NEW
34	Bawa N Mallick Trust	4,1604,160	$591,926	—	—
35	LOWE BROCKENBROUGH & CO INC	4,1454,145	$589,792	—	NEW
36	High Point Wealth Management, LLC	4,0674,067	$578,672	—	TRIM -80%
37	AMERIPRISE FINANCIAL INC	3,9183,918	$557,533	—	TRIM -86%
38	Steward Partners Investment Advisory, LLC	3,8433,843	$546,820	—	ADD 6%
39	Belvedere Trading LLC	3,7993,799	$540,560	—	NEW
40	Cetera Investment Advisers	3,7003,700	$526,470	—	ADD 23%
41	Dale Q Rice Investment Management Ltd	3,5963,596	$511,718	—	TRIM -12%
42	VestGen Advisors, LLC	3,1063,106	$484,629	—	NEW
43	Grant Private Wealth Management Inc	3,3793,379	$480,798	—	TRIM -8%
44	AMICA MUTUAL INSURANCE CO	3,0243,024	$430,000	—	—
45	Kaizen Financial Strategies	2,7352,735	$414,079	—	—
46	IHT Wealth Management, LLC	2,8752,875	$409,113	—	NEW
47	Kestra Advisory Services, LLC	2,8312,831	$402,772	—	ADD 3%
48	NTV Asset Management LLC	2,8232,823	$401,685	—	ADD 10%
49	MAI Capital Management	2,7502,750	$391,298	—	TRIM -35%
50	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,5352,535	$360,705	—	TRIM -25%
51	KINGSWOOD WEALTH ADVISORS, LLC	2,3602,360	$335,804	—	TRIM -12%
52	Creative Planning	2,2422,242	$319,014	—	—
53	Beacon Financial Advisory LLC	2,1562,156	$306,823	—	ADD 7%
54	&PARTNERS	2,1212,121	$301,086	—	TRIM -9%
55	Sunbelt Securities, Inc.	2,0432,043	$290,694	—	—
56	Greenspring Advisors, LLC	2,0102,010	$286,003	—	NEW
57	JONES FINANCIAL COMPANIES LLLP	2,0232,023	$279,680	—	TRIM -39%
58	V2 Financial group LLC	1,9001,900	$270,351	—	—
59	LEVEL FOUR ADVISORY SERVICES, LLC	1,7831,783	$253,703	—	—
60	RETIREMENT INCOME SOLUTIONS, INC	1,7041,704	$242,462	—	TRIM -14%
61	MWA Asset Management	1,6141,614	$229,709	—	TRIM -12%
62	CITIGROUP INC	1,6081,608	$228,802	—	ADD 40%
63	Arkadios Wealth Advisors	1,5341,534	$218,273	—	ADD 7%
64	Sharper & Granite LLC	1,5251,525	$216,993	—	NEW
65	D. E. Shaw & Co., Inc.	1,5191,519	$216,139	—	ADD 18%
66	Focus Partners Wealth	1,5151,515	$215,571	—	TRIM -7%
67	BlackRock, Inc.	1,1301,130	$160,788	—	ADD 4%
68	GGM Financial LLC	1,1141,114	$158,511	—	NEW
69	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,0341,034	$147,128	—	ADD 113%
70	IFP Advisors, Inc	847847	$120,520	—	TRIM -25%
71	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	806806	$114,686	—	NEW
72	TD PRIVATE CLIENT WEALTH LLC	776776	$110,417	—	NEW
73	Advisory Services Network, LLC	716716	$101,880	—	NEW
74	Atlantic Union Bankshares Corp	673673	$95,761	—	—
75	Ramirez Asset Management, Inc.	600600	$85,374	—	TRIM -40%
76	FMR LLC	480480	$68,275	—	ADD 56%
77	BANK OF MONTREAL /CAN/	472472	$67,160	—	—
78	Canton Hathaway, LLC	423423	$60,189	—	—
79	NATIXIS	390390	$54,807	—	NEW
80	FIFTH THIRD BANCORP	375375	$53,358	—	NEW
81	TD Waterhouse Canada Inc.	250250	$35,626	—	NEW
82	Miller Capital Partners, Inc.	225225	$32,016	—	NEW
83	NATIONAL BANK OF CANADA /FI/	200200	$28,470	—	—
84	WHITTIER TRUST CO	182182	$26,548	—	TRIM -13%
85	AdvisorNet Financial, Inc	177177	$25,185	—	—
86	Western Wealth Management, LLC	124124	$17,653	—	NEW
87	Tidemark, LLC	120120	$17,075	—	—
88	Sherman Asset Management, Inc.	118118	$16,790	—	TRIM -16%
89	Sound Income Strategies, LLC	117117	$16,702	—	—
90	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	112112	$15,988	—	NEW
91	Financial Life Planners	109109	$15,544	—	NEW
92	BLAIR WILLIAM & CO/IL	100100	$14,229	—	—
93	Qube Research & Technologies Ltd	100100	$14,229	—	TRIM -78%
94	Fourth Dimension Wealth, LLC	100100	$14,229	—	—
95	Triumph Capital Management	9797	$13,802	—	TRIM -19%
96	Bank of Jackson Hole Trust	9090	$12,806	—	—
97	Spire Wealth Management	8989	$12,731	—	—
98	PRIVATE TRUST CO NA	7979	$11,241	—	NEW
99	VISION FINANCIAL MARKETS LLC	7878	$10,967	—	—
100	Nemes Rush Group LLC	6262	$8,828	—	—

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

CWM, LLC

—

442K

$63M

MORGAN STANLEY

107K

98K

116K

86K

185K

244K

$35M

Kingsview Wealth Management, LLC

60K

68K

54K

—

107K

$15M

LPL Financial LLC

133K

143K

124K

100K

118K

100K

$14M

McGuire Investment Group, LLC

66K

67K

66K

$9M

BANK OF AMERICA CORP /DE/

434K

576K

386K

392K

387K

65K

$9M

UBS Group AG

38K

42K

44K

39K

41K

$6M

Thrivent Financial for Lutherans

—

55K

32K

27K

—

39K

$6M

Fifth Third Securities, Inc.

15K

16K

17K

23K

30K

$4M

RAYMOND JAMES FINANCIAL INC

27K

33K

28K

$4M

Performa Ltd (US), LLC

—

27K

$4M

ROYAL BANK OF CANADA

25K

$3M

WELLS FARGO & COMPANY/MN

27K

28K

43K

48K

54K

23K

$3M

IEQ CAPITAL, LLC

21K

$3M

Tandem Financial, LLC

18K

19K

$3M

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	113	1,566,065	—	$223M
2025-Q4	110	1,276,216	—	$239M
2025-Q3	114	1,261,897	—	$250M
2025-Q2	111	1,319,826	—	$251M
2025-Q1	117	1,541,847	—	$246M
2024-Q4	112	1,270,323	—

Short interest has its own tab now — open SI →

XSW☆

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

Top holders

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

Institutional footprint by quarter

XSW