Institutional Holders (2026 Q2)
22 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XAPR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sequent Planning LLC | 0.21% | 26,419 | $997K |
| 2 | Uptick Partners, LLC | 0.09% | 16,146 | $610K |
| 3 | Harbour Investments, INC. | 0.06% | 115,323 | $4.4M |
| 4 | PFS Partners, LLC | 0.05% | 3,015 | $114K |
| 5 | Advisory Services Network, LLC | 0.03% | 58,723 | $2.2M |
| 6 | Integrity Financial Corp /WA | 0.02% | 987 | $37K |
| 7 | Blue Bell Private Wealth Management, LLC | 0.01% | 2,400 | $91K |
| 8 | Old Mission Capital LLC | 0.01% | 16,710 | $631K |
| 9 | DHJJ Financial Advisors, Ltd. | 0.01% | 810 | $31K |
| 10 | CreativeOne Wealth, LLC | 0.00% | 6,054 | $229K |
| 11 | Osaic Holdings, INC. | 0.00% | 94,156 | $3.6M |
| 12 | Farther Finance Advisors, LLC | 0.00% | 13,483 | $509K |
| 13 | Kestra Advisory Services, LLC | 0.00% | 30,673 | $1.2M |
| 14 | Cetera Investment Advisers | 0.00% | 68,332 | $2.6M |
| 15 | Capital Investment Advisory Services, LLC | 0.00% | 941 | $36K |
| 16 | Commonwealth Equity Services, LLC | 0.00% | 32,387 | $1.2M |
| 17 | Smartleaf Asset Management LLC | 0.00% | 1,114 | $42K |
| 18 | Mather Group, LLC. | 0.00% | 2,570 | $97K |
| 19 | Lanark Financial, INC. | 0.00% | 134 | $5K |
| 20 | Susquehanna International Group, LLP | 0.00% | 66,866 | $2.5M |
| 21 | Raymond James Financial Inc | 0.00% | 6,674 | $252K |
| 22 | Barclays plc | 0.00% | 4,664 | $176K |
| 23 | UBS Group AG | 0.00% | 324 | $12K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|