AI Holders Summary · Q2 2026

29 institutions reported XIDE in Q2 2026. STEPHENS INC /AR/ leads at 16.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

STEPHENS INC /AR/

CIK 0000757657

$3M101K0.03%Q2 2026 02

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M82K0.00%Q2 2026 03

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$2M80K0.03%Q2 2026 04

Advisory Resource Group

CIK 0001764968

$2M69K0.31%Q2 2026 05

Accel Wealth Management

CIK 0001838226

$1M48K0.33%Q2 2026 06

OneDigital Investment Advisors LLC

CIK 0001690370

$832K27K0.01%Q2 2026 07

UPTICK PARTNERS, LLC

CIK 0002005353

$807K27K0.13%Q2 2026 08

Cetera Investment Advisers

CIK 0001666741

$751K25K0.00%Q2 2026 09

Mariner, LLC

CIK 0001373442

$749K25K0.00%Q2 2026 10

Kestra Advisory Services, LLC

CIK 0001830819

$673K22K0.00%Q2 2026 11

Rockefeller Capital Management L.P.

CIK 0001739439

$592K19K0.00%Q2 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$447K15K0.00%Q2 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$443K15K0.00%Q2 2026 14

Focus Financial Network, Inc.

CIK 0002010942

$412K14K0.01%Q2 2026 15

Sequent Planning LLC

CIK 0002009724

$396K13K0.08%Q2 2026 16

QTR Family Wealth, LLC

CIK 0002067954

$315K10K0.11%Q2 2026 17

FSB PREMIER WEALTH MANAGEMENT, INC.

CIK 0000887748

$290K10K0.08%Q2 2026 18

WORLD EQUITY GROUP, INC.

CIK 0000878770

$272K9K0.06%Q2 2026 19

Triad Wealth Partners, LLC

CIK 0002012717

$254K8K0.01%Q2 2026 20

CARY STREET PARTNERS FINANCIAL LLC

CIK 0001475045

$253K8K0.01%Q2 2026

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