% of shares outstanding is not shown for XT: 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 lands with its cohort — the cohort is size-matched, so it needs a market cap for XT in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 32,408,02132.4M | $2.2B | — | — |
| 2 | LPL Financial LLC | 619,351619,351 | $42M | — | — |
| 3 | AMERIPRISE FINANCIAL INC | 612,314612,314 | $42M | — | — |
| 4 | Baird Financial Group, Inc. | 558,892558,892 | $38M | — | ADD 2% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 329,373329,373 | $22M | — | ADD 9% |
| 6 | UBS Group AG | 282,691282,691 | $19M | — | ADD 30% |
| 7 | BANK OF AMERICA CORP /DE/ | 280,916280,916 | $19M | — | — |
| 8 | Wealthcare Advisory Partners LLC | 255,848255,848 | $17M | — | — |
| 9 | MORGAN STANLEY | 235,895235,895 | $16M | — | TRIM -84% |
| 10 | New England Private Wealth Advisors LLC | 215,732215,732 | $15M | — | ADD 2% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Private Advisory Group LLC | +113,286 | $8M | OPEN |
| UBS Group AG | +64,980 | $4M | ADD |
| Arkadios Wealth Advisors | +35,560 | $2M | ADD |
| Betterment LLC | +27,812 | $2M | ADD |
| COMMONWEALTH EQUITY SERVICES, LLC | +25,942 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | −1,276,557 | $87M | TRIM |
| Financial Engines Advisors L.L.C. | −344,249 | $23M | — |
| Segment Wealth Management, LLC | −73,631 | $5M | CLOSE |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −60,335 | $4M | CLOSE |
| Lido Advisors, LLC | −25,394 | $2M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 34.7M | 34.3M | 34.6M | 33.2M | 32.8M | 32.4M | $2.2B |
| LPL Financial LLC | 693K | 728K | 687K | 623K | 625K | 619K | $42M |
| AMERIPRISE FINANCIAL INC | 370K | 263K | 642K | 616K | 613K | 612K | $42M |
| Baird Financial Group, Inc. | 263K | 270K | 293K | 536K | 547K | 559K | $38M |
| COMMONWEALTH EQUITY SERVICES, LLC | 248K | 247K | 252K | 252K | 303K | 329K | $22M |
| UBS Group AG | 368K | 265K | 263K | 275K | 218K | 283K | $19M |
| BANK OF AMERICA CORP /DE/ | 715K | 297K | 288K | 285K | 281K | 281K | $19M |
| Wealthcare Advisory Partners LLC | 167K | 163K | 244K | 247K | 253K | 256K | $17M |
| MORGAN STANLEY | 554K | 348K | 275K | 243K | 1.5M | 236K | $16M |
| New England Private Wealth Advisors LLC | 209K | 200K | 200K | 200K | 211K | 216K | $15M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
