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 | Anson Funds Management LP | 0.71% | 1,271,500 | $8.1M |
| 2 | E6 Portfolios, LLC | 0.14% | 21,351 | $137K |
| 3 | EVEXIA WEALTH LLC | 0.02% | 12,539 | $88K |
| 4 | Virtu Financial LLC | 0.01% | 42,141 | — |
| 5 | Skaana Management L.P. | 0.01% | 5,000 | $32K |
| 6 | Summit Trail Advisors, LLC | 0.01% | 62,500 | $400K |
| 7 | BURKETT FINANCIAL SERVICES, LLC | 0.00% | 1,787 | $11K |
| 8 | Kovack Advisors, Inc. | 0.00% | 11,145 | $70K |
| 9 | WOLVERINE ASSET MANAGEMENT LLC | 0.00% | 59,986 | $384K |
| 10 | UBS Group AG | 0.00% | 3,722,092 | $23.8M |
| 11 | American Capital Advisory, LLC | 0.00% | 1,200 | $8K |
| 12 | VANGUARD FIDUCIARY TRUST CO | 0.00% | 1,832,258 | $11.7M |
| 13 | PINNACLE ASSOCIATES LTD | 0.00% | 23,200 | $148K |
| 14 | BOKF, NA | 0.00% | 17,580 | $113K |
| 15 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.00% | 21,304 | $136K |
| 16 | WOLFF WIESE MAGANA LLC | 0.00% | 372 | $2K |
| 17 | Vontobel Holding Ltd. | 0.00% | 32,869 | $210K |
| 18 | VANGUARD CAPITAL MANAGEMENT LLC | 0.00% | 3,867,942 | $24.8M |
| 19 | BlackRock, Inc. | 0.00% | 5,371,002 | $34.4M |
| 20 | CI INVESTMENTS INC. | 0.00% | 16,872 | $108K |
| 21 | Quantbot Technologies LP | 0.00% | 1,897 | $12K |
| 22 | Glass Jacobson Investment Advisors llc | 0.00% | 210 | $1K |
| 23 | Creative Capital Management Investments LLC | 0.00% | 192 | $1K |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 38,377 | $246K |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.00% | 600 | $4K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|