XTEN

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

183 holders

% of shares outstanding held

—

Shares held (13F)

19,441,107

Reporting holders

183

Top holders

largest 100 of 183 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	3,003,7893.0M	$138M	—	ADD 8%
2	Prime Capital Investment Advisors, LLC	1,987,0512.0M	$91M	—	ADD 35%
3	JPMORGAN CHASE & CO	1,661,8251.7M	$76M	—	ADD 12%
4	OneDigital Investment Advisors LLC	1,542,5451.5M	$71M	—	—
5	Gradient Investments LLC	858,750858,750	$39M	—	ADD 16%
6	BANK OF AMERICA CORP /DE/	815,133815,133	$37M	—	ADD 13%
7	Virtue Capital Management, LLC	602,802602,802	$28M	—	NEW
8	Northland Capital Management LLC	566,174566,174	$26M	—	NEW
9	Cerity Partners LLC	525,258525,258	$24M	—	NEW
10	Horst & Graben Wealth Management LLC	441,933441,933	$20M	—	ADD 5%
11	Arax Advisory Partners	407,452407,452	$19M	—	ADD 140401%
12	Vestmark Advisory Solutions, Inc.	393,966393,966	$18M	—	NEW
13	One Wealth Advisors, LLC	362,782362,782	$17M	—	ADD 7%
14	AE Wealth Management LLC	251,297251,297	$12M	—	ADD 7%
15	Heck Capital Advisors, LLC	223,886223,886	$10M	—	ADD 4%
16	Janney Montgomery Scott LLC	198,672198,672	$9M	—	NEW
17	PARK AVENUE SECURITIES LLC	186,040186,040	$9M	—	ADD 22%
18	DUTCH ASSET Corp	182,459182,459	$8M	—	—
19	Cetera Investment Advisers	159,335159,335	$7M	—	ADD 6%
20	Daviman Financial, LLC	158,626158,626	$7M	—	ADD 5%
21	Mayflower Financial Advisors, LLC	158,397158,397	$7M	—	ADD 13%
22	FFG RETIREMENT ADVISORS LLC	156,234156,234	$7M	—	ADD 10%
23	Ashton Thomas Private Wealth, LLC	124,698124,698	$6M	—	ADD 6%
24	PFG Advisors	120,935120,935	$6M	—	ADD 3%
25	TSA Wealth Managment LLC	117,602117,602	$5M	—	—
26	U.S. Capital Wealth Advisors, LLC	114,777114,777	$5M	—	TRIM -5%
27	JT Stratford LLC	109,889109,889	$5M	—	ADD 3%
28	Scarborough Advisors, LLC	107,081107,081	$5M	—	ADD 47072%
29	OLD MISSION CAPITAL LLC	102,855102,855	$5M	—	NEW
30	FIFTH THIRD BANCORP	102,320102,320	$5M	—	NEW
31	Patriot Financial Group Insurance Agency, LLC	96,65296,652	$4M	—	ADD 114%
32	Empowered Funds, LLC	94,40194,401	$4M	—	ADD 13%
33	Mattson Financial Services, LLC	92,84192,841	$4M	—	ADD 11%
34	Chatterton & Associates Inc.	91,90991,909	$4M	—	ADD 34%
35	Tradition Wealth Management, LLC	91,08791,087	$4M	—	—
36	THEORY FINANCIAL LLC	89,02889,028	$4M	—	ADD 4%
37	West Wealth Group, LLC	86,34286,342	$4M	—	TRIM -15%
38	MML INVESTORS SERVICES, LLC	76,57576,575	$4M	—	ADD 112%
39	CFS Investment Advisory Services, LLC	74,29074,290	$3M	—	TRIM -14%
40	Redwood Investment Management, LLC	74,00674,006	$3M	—	ADD 6%
41	Lifelong Wealth Advisors, Inc.	70,61670,616	$3M	—	ADD 7%
42	JANE STREET GROUP, LLC	67,17967,179	$3M	—	TRIM -22%
43	Mutual Advisors, LLC	64,93864,938	$3M	—	ADD 24%
44	Farther Finance Advisors, LLC	60,36660,366	$3M	—	TRIM -2%
45	Focus Financial Network, Inc.	59,56159,561	$3M	—	TRIM -50%
46	EHRLICH FINANCIAL GROUP	58,91958,919	$3M	—	TRIM -6%
47	M1 Capital Management LLC	58,68258,682	$3M	—	—
48	WealthPLAN Partners, LLC	58,44258,442	$3M	—	ADD 5%
49	Cassilly Financial Group LLC	57,96457,964	$3M	—	—
50	Brown Financial Advisors	57,06457,064	$3M	—	ADD 26%
51	Maia Wealth LLC	55,56855,568	$3M	—	ADD 6%
52	Range Financial Group LLC	52,45852,458	$2M	—	—
53	WealthPoint Financial, LLC	51,52651,526	$2M	—	—
54	LPL Financial LLC	51,27451,274	$2M	—	ADD 14%
55	Apeiron RIA LLC	44,80444,804	$2M	—	ADD 4%
56	WEALTH ALLIANCE, LLC	44,03244,032	$2M	—	ADD 83%
57	CURTIS WEALTH MANAGEMENT LLC	43,76343,763	$2M	—	ADD 5%
58	Cypress Wealth Services, LLC	43,45143,451	$2M	—	ADD 10%
59	&PARTNERS	42,88142,881	$2M	—	NEW
60	EP Wealth Advisors, LLC	42,84142,841	$2M	—	TRIM -3%
61	KICKSTAND VENTURES, LLC.	41,16941,169	$2M	—	ADD 18%
62	Gen-Wealth Partners Inc	40,92340,923	$2M	—	—
63	VERUS CAPITAL PARTNERS, LLC	39,04639,046	$2M	—	ADD 9%
64	Vertex Planning Partners, LLC	37,97537,975	$2M	—	ADD 10%
65	HARBOUR INVESTMENTS, INC.	37,18437,184	$2M	—	ADD 5%
66	XY Planning Network, Inc.	37,31237,312	$2M	—	ADD 34%
67	Marks Group Wealth Management, Inc	36,97836,978	$2M	—	NEW
68	JDM Financial Group LLC	35,59735,597	$2M	—	TRIM -45%
69	Hobbs Wealth Management, LLC	35,31335,313	$2M	—	ADD 16%
70	Tempus Wealth Planning, LLC	33,72833,728	$2M	—	ADD 29%
71	Focus Partners Advisor Solutions, LLC	33,23133,231	$2M	—	NEW
72	OMNI 360 Wealth, Inc.	33,17133,171	$2M	—	ADD 15%
73	WealthTrak Capital Management LLC	33,02933,029	$2M	—	ADD 12%
74	Merkkuri Wealth Advisors LLC	32,48532,485	$1M	—	ADD 7%
75	Syntegra Private Wealth Group, LLC	32,25132,251	$1M	—	TRIM -3%
76	CITADEL ADVISORS LLC	32,16732,167	$1M	—	NEW
77	RDA Financial Network	32,01732,017	$1M	—	—
78	Avidian Wealth Enterprises, LLC	31,25531,255	$1M	—	—
79	Richard P Slaughter Associates Inc	31,07731,077	$1M	—	ADD 7%
80	CREATIVE FINANCIAL DESIGNS INC /ADV	30,59430,594	$1M	—	ADD 6%
81	Paladin Wealth, LLC	30,51130,511	$1M	—	ADD 12%
82	Nemes Rush Group LLC	30,28330,283	$1M	—	ADD 34%
83	Smartleaf Asset Management LLC	28,22928,229	$1M	—	ADD 6%
84	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	27,59627,596	$1M	—	TRIM -42%
85	SUTTON PLACE INVESTORS LLC	26,82326,823	$1M	—	ADD 10%
86	Beacon Financial Advisory LLC	26,25126,251	$1M	—	ADD 19%
87	Kestra Advisory Services, LLC	25,58625,586	$1M	—	ADD 11%
88	MGO ONE SEVEN LLC	25,19325,193	$1M	—	ADD 17%
89	Strategic Blueprint, LLC	24,91024,910	$1M	—	—
90	Clear Creek Financial Management, LLC	23,68023,680	$1M	—	ADD 112%
91	FIRETHORN WEALTH PARTNERS, LLC	22,95522,955	$1M	—	ADD 3%
92	Brookwood Investment Group LLC	22,78022,780	$1M	—	ADD 58%
93	Investor's Fiduciary Advisor Network, LLC	21,35321,353	$979,000	—	TRIM -3%
94	Cambridge Investment Research Advisors, Inc.	20,83520,835	$956,000	—	ADD 35%
95	B.O.S.S. Retirement Advisors, LLC	20,60520,605	$944,959	—	—
96	MSH Capital Advisors LLC	20,30220,302	$931,050	—	ADD 3%
97	Catalina Capital Group, LLC	20,25820,258	$929,032	—	ADD 11%
98	GatePass Capital, LLC	19,76019,760	$906,194	—	ADD 37%
99	Private Advisor Group, LLC	17,37317,373	$796,726	—	ADD 13%
100	Centurion Wealth Management LLC	16,43316,433	$753,629	—	ADD 42%

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

ENVESTNET ASSET MANAGEMENT INC

109K

495K

734K

782K

2.8M

3.0M

$138M

Prime Capital Investment Advisors, LLC

2.4M

3.5M

1.4M

1.5M

2.0M

$91M

JPMORGAN CHASE & CO

—

720K

1.3M

3.0M

1.5M

1.7M

$76M

OneDigital Investment Advisors LLC

—

1.4M

1.7M

1.8M

1.6M

1.5M

$71M

Gradient Investments LLC

352K

408K

434K

668K

739K

859K

$39M

BANK OF AMERICA CORP /DE/

60K

628K

929K

950K

720K

815K

$37M

Virtue Capital Management, LLC

—

603K

$28M

Northland Capital Management LLC

—

566K

$26M

Cerity Partners LLC

—

525K

$24M

Horst & Graben Wealth Management LLC

—

195K

385K

424K

420K

442K

$20M

Arax Advisory Partners

—

284

287

290

407K

$19M

Vestmark Advisory Solutions, Inc.

—

394K

$18M

One Wealth Advisors, LLC

—

152K

306K

340K

363K

$17M

AE Wealth Management LLC

—

118K

266K

254K

235K

251K

$12M

Heck Capital Advisors, LLC

150K

169K

178K

195K

216K

224K

$10M

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	183	19,441,107	—	$890M
2025-Q4	171	16,285,706	—	$753M
2025-Q3	148	15,273,564	—	$712M
2025-Q2	149	12,987,324	—	$599M
2025-Q1	114	12,289,993	—	$572M
2024-Q4	32	5,389,171	—	$242M
2024-Q3	14	4,622,766	—	$224M
2024-Q2	11	4,084,023	—	$188M
2024-Q1	11	2,636,661	—	$123M
2023-Q4	9	1,325,568	—	$63M
2023-Q3	6	859,477	—	$38M
2023-Q2	4	425,693	—	$21M
2023-Q1	3	429,400	—	$21M
2022-Q4	4	429,753

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 XTEN · 2026-Q1 methodology → sources →

183 holders

% of shares outstanding held

—

Shares held (13F)

19,441,107

Reporting holders

183

Top holders

largest 100 of 183 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	3,003,7893.0M	$138M	—	ADD 8%
2	Prime Capital Investment Advisors, LLC	1,987,0512.0M	$91M	—	ADD 35%
3	JPMORGAN CHASE & CO	1,661,8251.7M	$76M	—	ADD 12%
4	OneDigital Investment Advisors LLC	1,542,5451.5M	$71M	—	—
5	Gradient Investments LLC	858,750858,750	$39M	—	ADD 16%
6	BANK OF AMERICA CORP /DE/	815,133815,133	$37M	—	ADD 13%
7	Virtue Capital Management, LLC	602,802602,802	$28M	—	NEW
8	Northland Capital Management LLC	566,174566,174	$26M	—	NEW
9	Cerity Partners LLC	525,258525,258	$24M	—	NEW
10	Horst & Graben Wealth Management LLC	441,933441,933	$20M	—	ADD 5%
11	Arax Advisory Partners	407,452407,452	$19M	—	ADD 140401%
12	Vestmark Advisory Solutions, Inc.	393,966393,966	$18M	—	NEW
13	One Wealth Advisors, LLC	362,782362,782	$17M	—	ADD 7%
14	AE Wealth Management LLC	251,297251,297	$12M	—	ADD 7%
15	Heck Capital Advisors, LLC	223,886223,886	$10M	—	ADD 4%
16	Janney Montgomery Scott LLC	198,672198,672	$9M	—	NEW
17	PARK AVENUE SECURITIES LLC	186,040186,040	$9M	—	ADD 22%
18	DUTCH ASSET Corp	182,459182,459	$8M	—	—
19	Cetera Investment Advisers	159,335159,335	$7M	—	ADD 6%
20	Daviman Financial, LLC	158,626158,626	$7M	—	ADD 5%
21	Mayflower Financial Advisors, LLC	158,397158,397	$7M	—	ADD 13%
22	FFG RETIREMENT ADVISORS LLC	156,234156,234	$7M	—	ADD 10%
23	Ashton Thomas Private Wealth, LLC	124,698124,698	$6M	—	ADD 6%
24	PFG Advisors	120,935120,935	$6M	—	ADD 3%
25	TSA Wealth Managment LLC	117,602117,602	$5M	—	—
26	U.S. Capital Wealth Advisors, LLC	114,777114,777	$5M	—	TRIM -5%
27	JT Stratford LLC	109,889109,889	$5M	—	ADD 3%
28	Scarborough Advisors, LLC	107,081107,081	$5M	—	ADD 47072%
29	OLD MISSION CAPITAL LLC	102,855102,855	$5M	—	NEW
30	FIFTH THIRD BANCORP	102,320102,320	$5M	—	NEW
31	Patriot Financial Group Insurance Agency, LLC	96,65296,652	$4M	—	ADD 114%
32	Empowered Funds, LLC	94,40194,401	$4M	—	ADD 13%
33	Mattson Financial Services, LLC	92,84192,841	$4M	—	ADD 11%
34	Chatterton & Associates Inc.	91,90991,909	$4M	—	ADD 34%
35	Tradition Wealth Management, LLC	91,08791,087	$4M	—	—
36	THEORY FINANCIAL LLC	89,02889,028	$4M	—	ADD 4%
37	West Wealth Group, LLC	86,34286,342	$4M	—	TRIM -15%
38	MML INVESTORS SERVICES, LLC	76,57576,575	$4M	—	ADD 112%
39	CFS Investment Advisory Services, LLC	74,29074,290	$3M	—	TRIM -14%
40	Redwood Investment Management, LLC	74,00674,006	$3M	—	ADD 6%
41	Lifelong Wealth Advisors, Inc.	70,61670,616	$3M	—	ADD 7%
42	JANE STREET GROUP, LLC	67,17967,179	$3M	—	TRIM -22%
43	Mutual Advisors, LLC	64,93864,938	$3M	—	ADD 24%
44	Farther Finance Advisors, LLC	60,36660,366	$3M	—	TRIM -2%
45	Focus Financial Network, Inc.	59,56159,561	$3M	—	TRIM -50%
46	EHRLICH FINANCIAL GROUP	58,91958,919	$3M	—	TRIM -6%
47	M1 Capital Management LLC	58,68258,682	$3M	—	—
48	WealthPLAN Partners, LLC	58,44258,442	$3M	—	ADD 5%
49	Cassilly Financial Group LLC	57,96457,964	$3M	—	—
50	Brown Financial Advisors	57,06457,064	$3M	—	ADD 26%
51	Maia Wealth LLC	55,56855,568	$3M	—	ADD 6%
52	Range Financial Group LLC	52,45852,458	$2M	—	—
53	WealthPoint Financial, LLC	51,52651,526	$2M	—	—
54	LPL Financial LLC	51,27451,274	$2M	—	ADD 14%
55	Apeiron RIA LLC	44,80444,804	$2M	—	ADD 4%
56	WEALTH ALLIANCE, LLC	44,03244,032	$2M	—	ADD 83%
57	CURTIS WEALTH MANAGEMENT LLC	43,76343,763	$2M	—	ADD 5%
58	Cypress Wealth Services, LLC	43,45143,451	$2M	—	ADD 10%
59	&PARTNERS	42,88142,881	$2M	—	NEW
60	EP Wealth Advisors, LLC	42,84142,841	$2M	—	TRIM -3%
61	KICKSTAND VENTURES, LLC.	41,16941,169	$2M	—	ADD 18%
62	Gen-Wealth Partners Inc	40,92340,923	$2M	—	—
63	VERUS CAPITAL PARTNERS, LLC	39,04639,046	$2M	—	ADD 9%
64	Vertex Planning Partners, LLC	37,97537,975	$2M	—	ADD 10%
65	HARBOUR INVESTMENTS, INC.	37,18437,184	$2M	—	ADD 5%
66	XY Planning Network, Inc.	37,31237,312	$2M	—	ADD 34%
67	Marks Group Wealth Management, Inc	36,97836,978	$2M	—	NEW
68	JDM Financial Group LLC	35,59735,597	$2M	—	TRIM -45%
69	Hobbs Wealth Management, LLC	35,31335,313	$2M	—	ADD 16%
70	Tempus Wealth Planning, LLC	33,72833,728	$2M	—	ADD 29%
71	Focus Partners Advisor Solutions, LLC	33,23133,231	$2M	—	NEW
72	OMNI 360 Wealth, Inc.	33,17133,171	$2M	—	ADD 15%
73	WealthTrak Capital Management LLC	33,02933,029	$2M	—	ADD 12%
74	Merkkuri Wealth Advisors LLC	32,48532,485	$1M	—	ADD 7%
75	Syntegra Private Wealth Group, LLC	32,25132,251	$1M	—	TRIM -3%
76	CITADEL ADVISORS LLC	32,16732,167	$1M	—	NEW
77	RDA Financial Network	32,01732,017	$1M	—	—
78	Avidian Wealth Enterprises, LLC	31,25531,255	$1M	—	—
79	Richard P Slaughter Associates Inc	31,07731,077	$1M	—	ADD 7%
80	CREATIVE FINANCIAL DESIGNS INC /ADV	30,59430,594	$1M	—	ADD 6%
81	Paladin Wealth, LLC	30,51130,511	$1M	—	ADD 12%
82	Nemes Rush Group LLC	30,28330,283	$1M	—	ADD 34%
83	Smartleaf Asset Management LLC	28,22928,229	$1M	—	ADD 6%
84	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	27,59627,596	$1M	—	TRIM -42%
85	SUTTON PLACE INVESTORS LLC	26,82326,823	$1M	—	ADD 10%
86	Beacon Financial Advisory LLC	26,25126,251	$1M	—	ADD 19%
87	Kestra Advisory Services, LLC	25,58625,586	$1M	—	ADD 11%
88	MGO ONE SEVEN LLC	25,19325,193	$1M	—	ADD 17%
89	Strategic Blueprint, LLC	24,91024,910	$1M	—	—
90	Clear Creek Financial Management, LLC	23,68023,680	$1M	—	ADD 112%
91	FIRETHORN WEALTH PARTNERS, LLC	22,95522,955	$1M	—	ADD 3%
92	Brookwood Investment Group LLC	22,78022,780	$1M	—	ADD 58%
93	Investor's Fiduciary Advisor Network, LLC	21,35321,353	$979,000	—	TRIM -3%
94	Cambridge Investment Research Advisors, Inc.	20,83520,835	$956,000	—	ADD 35%
95	B.O.S.S. Retirement Advisors, LLC	20,60520,605	$944,959	—	—
96	MSH Capital Advisors LLC	20,30220,302	$931,050	—	ADD 3%
97	Catalina Capital Group, LLC	20,25820,258	$929,032	—	ADD 11%
98	GatePass Capital, LLC	19,76019,760	$906,194	—	ADD 37%
99	Private Advisor Group, LLC	17,37317,373	$796,726	—	ADD 13%
100	Centurion Wealth Management LLC	16,43316,433	$753,629	—	ADD 42%

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

ENVESTNET ASSET MANAGEMENT INC

109K

495K

734K

782K

2.8M

3.0M

$138M

Prime Capital Investment Advisors, LLC

2.4M

3.5M

1.4M

1.5M

2.0M

$91M

JPMORGAN CHASE & CO

—

720K

1.3M

3.0M

1.5M

1.7M

$76M

OneDigital Investment Advisors LLC

—

1.4M

1.7M

1.8M

1.6M

1.5M

$71M

Gradient Investments LLC

352K

408K

434K

668K

739K

859K

$39M

BANK OF AMERICA CORP /DE/

60K

628K

929K

950K

720K

815K

$37M

Virtue Capital Management, LLC

—

603K

$28M

Northland Capital Management LLC

—

566K

$26M

Cerity Partners LLC

—

525K

$24M

Horst & Graben Wealth Management LLC

—

195K

385K

424K

420K

442K

$20M

Arax Advisory Partners

—

284

287

290

407K

$19M

Vestmark Advisory Solutions, Inc.

—

394K

$18M

One Wealth Advisors, LLC

—

152K

306K

340K

363K

$17M

AE Wealth Management LLC

—

118K

266K

254K

235K

251K

$12M

Heck Capital Advisors, LLC

150K

169K

178K

195K

216K

224K

$10M

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	183	19,441,107	—	$890M
2025-Q4	171	16,285,706	—	$753M
2025-Q3	148	15,273,564	—	$712M
2025-Q2	149	12,987,324	—	$599M
2025-Q1	114	12,289,993	—	$572M
2024-Q4	32	5,389,171	—	$242M
2024-Q3	14	4,622,766	—	$224M
2024-Q2	11	4,084,023	—	$188M
2024-Q1	11	2,636,661	—	$123M
2023-Q4	9	1,325,568	—	$63M
2023-Q3	6	859,477	—	$38M
2023-Q2	4	425,693	—	$21M
2023-Q1	3	429,400	—	$21M
2022-Q4	4	429,753

Short interest has its own tab now — open SI →

XTEN☆

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

Top holders

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

Institutional footprint by quarter

XTEN