XHLF Institutional Ownership
Who owns XHLF and what the big funds did with it last quarter, from every SEC 13F filing. 130 funds reported holding XHLF at Jun 30, 2026.
- ▼59 buying vs 72 selling
- ▲Shares held by funds +22.8%
- ▲Funds holding +7
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 130 | 123 | +5.7% |
| In funds' top 10 | 11 | 12 | −8.3% |
| 13F shares | 29.4M | 24M | +22.8% |
| Held by funds | – | – | – |
| New positions | 20 | 12 | +66.7% |
| Increased | 39 | 52 | −25.0% |
| Reduced | 56 | 42 | +33.3% |
| Sold out | 16 | 23 | −30.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in XHLF
All superinvestors →
Who owns XHLF
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds87.5%
- Banks and brokers12.2%
- Pensions, insurers and other0.3%
The top 10 holders own 75.8% of all XHLF shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
111 funds changed their position- Potomac Fund Management Inc /advAdded+1.5M sh
- A16Z Perennial Management, L.P.New+1.4M sh
- Total Investment Management IncTrimmed−807K sh
- Q3 Asset ManagementAdded+610K sh
- Pasadena Private Wealth, LLCTrimmed−358K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Potomac Fund Management Inc /adv | – | 7.8M | $392M | +1.4M |
| 2 | Q3 Asset Management | – | 5.4M | $273M | +5.4M |
| 3 | Carrera Capital Advisors | – | 3M | $151M | +172K |
| 4 | Bank of Montreal /can/ | – | 1.3M | $63M | +284K |
| 5 | Total Investment Management Inc | – | 1.1M | $55.4M | −678K |
| 6 | Tanager Wealth Management LLP | – | 970K | $48.8M | −492K |
| 7 | Bank of America Corp /de/ | – | 885K | $44.5M | −61K |
| 8 | Royal Bank of Canada | – | 702K | $35.3M | +73K |
| 9 | Pasadena Private Wealth, LLC | – | 613K | $30.8M | +613K |
| 10 | Focus Partners Wealth | – | 543K | $27.3M | +295K |
- Q3 Asset Management+5.4M sh+$273M
- Potomac Fund Management Inc /adv+1.4M sh+$69.7M
- Pasadena Private Wealth, LLC+613K sh+$30.8M
- Focus Partners Wealth+295K sh+$14.8M
- Diversify Advisory Services, LLC+295K sh+$14.8M
- Bank of Montreal /can/+284K sh+$14.3M
- Ameritas Advisory Services, LLC+244K sh+$12.3M
- Carrera Capital Advisors+172K sh+$8.7M
- A16Z Perennial Management, L.P.−1.4M sh−$70.1M
- Total Investment Management Inc−678K sh−$34.1M
- 3EDGE Asset Management, LP−613K sh−$30.8M
- Tanager Wealth Management LLP−492K sh−$24.7M
- Sigma Planning Corp−93K sh−$4.7M
- Morgan Stanley−86K sh−$4.3M
- Gts Securities LLC−78K sh−$3.9M
- Cambridge Investment Research Advisors, Inc.−78K sh−$3.9M
XHLF institutional ownership FAQ
Who owns the most XHLF stock?
In Q2 2026 13F filings the largest holder of XHLF was Potomac Fund Management Inc /adv, followed by Q3 Asset Management and Carrera Capital Advisors. Index fund managers are usually the biggest holders of large companies.
What percentage of XHLF is owned by institutions?
130 funds reported holding 29.4M XHLF shares at Jun 30, 2026.
Are hedge funds buying XHLF?
In Q2 2026, 59 funds bought XHLF (20 of them new positions) and 72 sold (16 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for XHLF is neutral.
What is XHLF's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this XHLF ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.