Institutional Holders (2026 Q2)
34 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XNOV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Key Client Fiduciary Advisors, LLC | 0.53% | 46,715 | $1.9M |
| 2 | Financial Guidance Group, Inc. | 0.42% | 28,300 | $1.1M |
| 3 | Diligent Investors, LLC | 0.17% | 19,750 | $783K |
| 4 | Pitti Group Wealth Management, LLC | 0.15% | 5,076 | $201K |
| 5 | PFS Partners, LLC | 0.15% | 9,095 | $360K |
| 6 | Sequent Planning LLC | 0.13% | 15,162 | $601K |
| 7 | Signal Advisors Wealth, LLC | 0.05% | 23,528 | $932K |
| 8 | Foguth Wealth Management, LLC. | 0.03% | 5,587 | $222K |
| 9 | LVZ, Inc. | 0.02% | 6,095 | $242K |
| 10 | DHJJ Financial Advisors, Ltd. | 0.02% | 2,036 | $81K |
| 11 | IMG Wealth Management, Inc. | 0.02% | 975 | $39K |
| 12 | CreativeOne Wealth, LLC | 0.01% | 13,792 | $547K |
| 13 | Gallagher Fiduciary Advisors, LLC | 0.01% | 6,211 | $246K |
| 14 | Aptus Capital Advisors, LLC | 0.01% | 28,300 | $1.1M |
| 15 | Kestra Advisory Services, LLC | 0.01% | 59,076 | $2.3M |
| 16 | Arkadios Wealth Advisors | 0.01% | 8,548 | $339K |
| 17 | Harbour Investments, INC. | 0.01% | 9,597 | $380K |
| 18 | Atria Investments, Inc | 0.00% | 12,011 | $476K |
| 19 | IFP Advisors, Inc | 0.00% | 6,004 | $238K |
| 20 | Cetera Investment Advisers | 0.00% | 109,899 | $4.4M |
| 21 | Capital Investment Advisory Services, LLC | 0.00% | 1,396 | $55K |
| 22 | Ashton Thomas Private Wealth, LLC | 0.00% | 4,128 | $164K |
| 23 | Commonwealth Equity Services, LLC | 0.00% | 39,493 | $1.6M |
| 24 | Osaic Holdings, INC. | 0.00% | 42,008 | $1.7M |
| 25 | Envestnet Asset Management Inc | 0.00% | 182,658 | $7.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|