Institutional Holders (2026 Q2)
129 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XHLF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Carrera Capital Advisors | 22.34% | 2,997,085 | $150.8M |
| 2 | Potomac Fund Management Inc /Adv | 9.88% | 7,802,882 | $392.5M |
| 3 | JDM Financial Group LLC | 8.57% | 498,806 | $25.1M |
| 4 | Fairlight Advisors | 7.39% | 180,178 | $9.1M |
| 5 | Total Investment Management Inc | 5.84% | 1,101,014 | $55.4M |
| 6 | North Forty Two & Co. | 5.11% | 119,610 | $6.0M |
| 7 | Tanager Wealth Management LLP | 4.25% | 970,303 | $48.8M |
| 8 | Pasadena Private Wealth, LLC | 3.92% | 612,547 | $30.8M |
| 9 | Advisors Preferred, LLC | 2.94% | 378,300 | $19.0M |
| 10 | Measured Risk Portfolios, Inc. | 2.88% | 64,354 | $3.2M |
| 11 | Bulwark Capital Corp | 2.68% | 94,661 | $4.8M |
| 12 | eCIO, Inc. | 2.55% | 180,392 | $9.1M |
| 13 | Strait & Sound Wealth Management LLC | 2.47% | 140,248 | $7.1M |
| 14 | S&A Financial Services, Inc. | 1.92% | 62,586 | $3.1M |
| 15 | Strong Retirement Solutions LLC | 1.72% | 57,166 | $2.9M |
| 16 | Warren Street Wealth Advisors, LLC | 1.54% | 136,934 | $6.9M |
| 17 | John W. Brooker & Co., CPAs | 1.50% | 24,762 | $1.2M |
| 18 | Encompass More Asset Management | 1.49% | 203,535 | $10.2M |
| 19 | STAR Financial Bank | 1.44% | 70,214 | $3.5M |
| 20 | Cambient Family Office, LLC | 1.30% | 209,507 | $10.5M |
| 21 | Silver Oak Securities, Incorporated | 1.06% | 348,553 | $17.5M |
| 22 | Laurel Wealth Advisors LLC | 0.81% | 166,800 | $8.4M |
| 23 | Signal Advisors Wealth, LLC | 0.78% | 308,141 | $15.5M |
| 24 | Stadion Money Management, LLC | 0.76% | 174,729 | $8.8M |
| 25 | Teucrium Investment Advisors, LLC | 0.72% | 16,239 | $814K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|