XMHQ Institutional Ownership
Who owns XMHQ and what the big funds did with it last quarter, from every SEC 13F filing. 434 funds reported holding XMHQ at Jun 30, 2026.
- ●199 buying vs 186 selling
- ▼Shares held by funds -1.6%
- ▲Funds holding +7
- ●No superinvestor moves
- ●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 | 434 | 427 | +1.6% |
| In funds' top 10 | 31 | 38 | −18.4% |
| 13F shares | 32M | 32.5M | −1.6% |
| Held by funds | – | – | – |
| New positions | 34 | 35 | −2.9% |
| Increased | 165 | 157 | +5.1% |
| Reduced | 161 | 167 | −3.6% |
| Sold out | 25 | 31 | −19.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns XMHQ
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds61.7%
- Banks and brokers37.7%
- Pensions, insurers and other0.7%
The top 10 holders own 46.8% of all XMHQ shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
319 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−270K sh
- LPL Financial LLCAdded+268K sh
- Vantagepoint Investment Advisers LLCTrimmed−177K sh
- Jones Financial Companies LllpAdded+142K sh
- Liberty Square Wealth Partners LLCTrimmed−97K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 4.1M | $459M | −372K |
| 2 | Morgan Stanley | – | 2.5M | $277M | +37K |
| 3 | Cetera Investment Advisers | – | 1.4M | $157M | −7,198 |
| 4 | Vantagepoint Investment Advisers LLC | – | 1.3M | $145M | 0 |
| 5 | Northwestern Mutual Wealth Management Co | – | 1.2M | $137M | +7,521 |
| 6 | Jones Financial Companies Lllp | – | 1.1M | $121M | +107K |
| 7 | Ameriprise Financial Inc | – | 1.1M | $120M | −106K |
| 8 | Commonwealth Equity Services, LLC | – | 948K | $107M | +2,998 |
| 9 | Raymond James Financial Inc | – | 822K | $92.8M | −73K |
| 10 | Cambridge Investment Research Advisors, Inc. | – | 650K | $73.3M | +322K |
- Waverly Advisors, LLC+442K sh+$49.9M
- Cambridge Investment Research Advisors, Inc.+322K sh+$36.3M
- Bluespring Wealth Management, LLC+253K sh+$28.6M
- Jones Financial Companies Lllp+107K sh+$11.9M
- Integrated Wealth Concepts LLC+97K sh+$10.9M
- Marshall Investment Management, LLC+96K sh+$10.8M
- Oasis Advisors, LLC+88K sh+$9.9M
- Osaic Holdings, Inc.+59K sh+$6.7M
- LPL Financial LLC−372K sh−$41.9M
- LeClair Wealth Partners LLC−195K sh−$20.1M
- Independent Advisor Alliance−170K sh−$19.2M
- Wells Fargo & Company/mn−129K sh−$14.6M
- Ameriprise Financial Inc−106K sh−$11.9M
- Raymond James Financial Inc−73K sh−$8.3M
- Envestnet Asset Management Inc−61K sh−$6.8M
- Precedent Wealth Partners, LLC−56K sh−$6.3M
XMHQ institutional ownership FAQ
Who owns the most XMHQ stock?
In Q2 2026 13F filings the largest holder of XMHQ was LPL Financial LLC, followed by Morgan Stanley and Cetera Investment Advisers. Index fund managers are usually the biggest holders of large companies.
What percentage of XMHQ is owned by institutions?
434 funds reported holding 32M XMHQ shares at Jun 30, 2026.
Are hedge funds buying XMHQ?
In Q2 2026, 199 funds bought XMHQ (34 of them new positions) and 186 sold (25 sold out completely). Our fund sentiment for XMHQ is neutral.
What is XMHQ's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this XMHQ 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.