Institutional Holders (2026 Q1)
71 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XXI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | EVEXIA WEALTH LLC | 0.02% | 12,539 | $88K |
| 2 | BURKETT FINANCIAL SERVICES, LLC | 0.00% | 1,787 | $11K |
| 3 | American Capital Advisory, LLC | 0.00% | 1,200 | $8K |
| 4 | PINNACLE ASSOCIATES LTD | 0.00% | 23,200 | $148K |
| 5 | WOLFF WIESE MAGANA LLC | 0.00% | 372 | $2K |
| 6 | Glass Jacobson Investment Advisors llc | 0.00% | 210 | $1K |
| 7 | Creative Capital Management Investments LLC | 0.00% | 192 | $1K |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 38,377 | $246K |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.00% | 600 | $4K |
| 10 | Sound Income Strategies, LLC | 0.00% | 564 | $3K |
| 11 | Farther Finance Advisors, LLC | 0.00% | 1,148 | $7K |
| 12 | AdvisorNet Financial, Inc | 0.00% | 181 | $1K |
| 13 | CENTRAL TRUST Co | 0.00% | 400 | $3K |
| 14 | Ascentis Wealth Management, LLC | 0.00% | 13 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|