AI Holders Summary · Q1 2026

107 institutions reported XONE in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 22.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$99M2.0M0.01%Q1 2026 02

AE Wealth Management LLC

CIK 0001697723

$61M1.2M0.33%Q1 2026 03

Tanager Wealth Management LLP

CIK 0001892929

$47M943K4.06%Q2 2026 04

SMITH, MOORE & CO.

CIK 0000200724

$44M897K3.23%Q1 2026 05

Focus Partners Wealth

CIK 0001542153

$39M794K0.04%Q4 2025 06

ACCESS FINANCIAL SERVICES, INC.

CIK 0001699622

$24M490K7.92%Q2 2026 07

Orion Portfolio Solutions, LLC

CIK 0001802647

$19M373K0.09%Q1 2025 08

Buck Wealth Strategies, LLC

CIK 0001973259

$16M318K1.94%Q1 2026 09

Nemes Rush Group LLC

CIK 0001982273

$12M249K1.17%Q1 2026 10

Cetera Investment Advisers

CIK 0001666741

$11M223K0.01%Q1 2026 11

Janney Montgomery Scott LLC

CIK 0001329948

$9M188K0.02%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$9M183K0.00%Q1 2026 13

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$9M178K0.05%Q2 2025 14

Empowered Funds, LLC

CIK 0001592828

$9M175K0.06%Q1 2026 15

Aptus Capital Advisors, LLC

CIK 0001664193

$6M131K0.05%Q1 2026 16

Financial Guidance Group, Inc.

CIK 0001929349

$6M128K2.36%Q2 2026 17

Warren Street Wealth Advisors, LLC

CIK 0001703496

$6M126K1.39%Q2 2026 18

eCIO, Inc.

CIK 0001830823

$6M124K2.70%Q1 2026 19

North Forty Two & Co.

CIK 0002055134

$5M98K4.11%Q2 2026 20

S&A Financial Services, Inc.

CIK 0002140428

$5M97K3.31%Q1 2026

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