AI Holders Summary · Q2 2026

114 institutions reported XONE in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 21.7% 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

$105M2.1M0.01%Q2 2026 02

AE Wealth Management LLC

CIK 0001697723

$68M1.4M0.32%Q2 2026 03

Tanager Wealth Management LLP

CIK 0001892929

$47M943K4.06%Q2 2026 04

SMITH, MOORE & CO.

CIK 0000200724

$45M906K2.91%Q2 2026 05

Focus Partners Wealth

CIK 0001542153

$40M810K0.04%Q2 2026 06

ACCESS FINANCIAL SERVICES, INC.

CIK 0001699622

$24M490K7.92%Q2 2026 07

VICTORY FINANCIAL GROUP, LLC

CIK 0002011333

$19M390K2.02%Q2 2026 08

Orion Portfolio Solutions, LLC

CIK 0001802647

$19M373K0.09%Q1 2025 09

Buck Wealth Strategies, LLC

CIK 0001973259

$16M316K1.63%Q2 2026 10

Nemes Rush Group LLC

CIK 0001982273

$14M281K1.15%Q2 2026 11

EP Wealth Advisors, LLC

CIK 0001540569

$13M256K0.05%Q2 2026 12

Cetera Investment Advisers

CIK 0001666741

$11M225K0.01%Q2 2026 13

Empowered Funds, LLC

CIK 0001592828

$11M214K0.06%Q2 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$10M201K0.00%Q2 2026 15

Janney Montgomery Scott LLC

CIK 0001329948

$9M188K0.02%Q1 2026 16

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$9M178K0.05%Q2 2025 17

eCIO, Inc.

CIK 0001830823

$8M171K2.38%Q2 2026 18

Financial Guidance Group, Inc.

CIK 0001929349

$6M128K2.36%Q2 2026 19

Aptus Capital Advisors, LLC

CIK 0001664193

$6M128K0.04%Q2 2026 20

Warren Street Wealth Advisors, LLC

CIK 0001703496

$6M126K1.39%Q2 2026

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