% of shares outstanding is not shown for XYLG: 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 XYLG 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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 249K | 168K | 128K | 58K | 237K | 75K | $2M |
| LPL Financial LLC | 125K | 116K | 111K | 97K | 83K | 74K | $2M |
| PMG Family Office LLC | — | — | — | 62K | 58K | 60K | $2M |
| Cetera Investment Advisers | 13K | 18K | 22K | 55K | 50K | 57K | $2M |
| Janney Montgomery Scott LLC | — | — | — | — | 11K | 51K | $1M |
| OSAIC HOLDINGS, INC. | 71K | 7K | 19K | 25K | 29K | 35K | $917,239 |
| ENVESTNET ASSET MANAGEMENT INC | — | 19K | 19K | 34K | 27K | 32K | $832,419 |
| Mutual Advisors, LLC | — | 16K | 19K | 21K | 20K | 22K | $589,066 |
| Whipplewood Advisors, LLC | — | 53 | 17K | 18K | 18K | 19K | $491,331 |
| RAYMOND JAMES FINANCIAL INC | 13K | 13K | 26K | 27K | 24K | 18K | $472,977 |
| ROYAL BANK OF CANADA | 11K | 11K | 27K | 14K | 18K | 15K | $385,000 |
| Farther Finance Advisors, LLC | — | 12K | 14K | 13K | 11K | 10K | $258,499 |
| TopTier Wealth Management, LLC | — | — | — | — | 10K | 10K | $255,258 |
| Patriot Financial Group Insurance Agency, LLC | — | — | — | — | — | 10K | $251,578 |
| Comprehensive Money Management Services LLC | 10K | 10K | 9K | 9K | 9K | 9K | $228,110 |
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 | |
|---|---|---|---|
| Janney Montgomery Scott LLC | +40,139 | $1M | ADD |
| Patriot Financial Group Insurance Agency, LLC | +9,574 | $251,605 | OPEN |
| Cetera Investment Advisers | +7,387 | $194,130 | ADD |
| OSAIC HOLDINGS, INC. | +5,740 | $150,847 | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +4,287 | $112,662 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | −161,954 | $4M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −12,755 | $335,201 | CLOSE |
| LPL Financial LLC | −8,580 | $225,482 | TRIM |
| RAYMOND JAMES FINANCIAL INC | −5,651 | $148,508 | TRIM |
| Kestra Advisory Services, LLC | −3,732 | $98,077 | 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 | 29 | 527,262 | — | $14M |
| 2025-Q4 | 28 | 649,713 | — | $18M |
| 2025-Q3 | 28 | 519,612 | — | $15M |
| 2025-Q2 | 26 | 690,195 | — | $21M |
| 2025-Q1 | 25 | 529,897 | — | $14M |
| 2024-Q4 | 21 | 647,510 | — | $19M |
| 2024-Q3 | 17 | 742,010 | — | $24M |
| 2024-Q2 | 16 | 736,630 | — | $23M |
| 2024-Q1 | 13 | 669,960 | — | $21M |
| 2023-Q4 | 13 | 679,849 | — | $20M |
| 2023-Q3 | 13 | 669,679 | — | $18M |
| 2023-Q2 | 11 | 343,686 | — | $10M |
| 2023-Q1 | 9 | 312,812 | — | $9M |
| 2022-Q4 | 13 | 204,526 | — | $6M |
| 2022-Q3 | 7 | 141,285 | — | $4M |
| 2022-Q2 | 10 | 131,379 | — | $4M |
| 2022-Q1 | 7 | 165,982 | — | $6M |
| 2021-Q4 | 5 | 125,739 | — | $5M |
| 2021-Q3 | 6 | 77,324 | — | $3M |
| 2021-Q2 | 5 | 60,181 | — | $2M |
| 2021-Q1 | 4 | 12,997 | — | $440,000 |
| 2020-Q4 | 3 | 68,169 | — | $2M |
| 2020-Q3 | 2 | 50,415 | — | $1M |
