Who Owns Large Cap Ex-Mag 7 ETF (XMAG)?Hedge Fund & Institutional Holders

$22.40-0.01 (-0.03%)Financial ServicesNASDAQ

Institutional Holders

26

as of Q4 2025

Total Institutional Value

$1.07200010000001e+80T

% of Float Held

QoQ Change in Holders

+14 / -6

Price History

$17.58$19.03$20.47$21.92$23.36Oct 24Jul 25Mar 26

XMAG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Wealthcare Advisory Partners LLCNew Position+48K+$1.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+86K+$1.0B
Cresset Asset Management, LLCNew Position+45K+$1.0B
Refined Wealth ManagementNew Position+35K+$780.0M
Game Plan Financial Advisors, LLCNew Position+1K+$138.0M
Financial Perspectives, IncNew Position+2K+$55.0M
Geometric Wealth AdvisorsIncreased+119+$11.8M
Black Swift Group, LLCNew Position+516K+$11.7M
HANTZ FINANCIAL SERVICES, INC.New Position+11K+$1.0M
MATHER GROUP, LLC.New Position+40K+$910K
MLP3, LLCNew Position+26K+$592K
HighTower Advisors, LLCNew Position+22K+$0
AE Wealth Management LLCNew Position+6K+$0
Global Retirement Partners, LLCNew Position+75+$0
Kestra Advisory Services, LLCNew Position+1K+$0

XMAG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCClosed Position-15K-$341.1M
CITADEL ADVISORS LLCClosed Position-11K-$245.4M
OLD MISSION CAPITAL LLCClosed Position-9K-$205.4M
Farther Finance Advisors, LLCClosed Position-8K-$176.5M
Family Legacy Financial Solutions, LLCClosed Position-6K-$136.6M
POM Investment Strategies, LLCDecreased-6K-$133.2M
SIMPLEX TRADING, LLCClosed Position-254-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Wealthcare Advisory Partners LLC47,504$1.1B0.02%Share
2SUSQUEHANNA INTERNATIONAL GROUP, LLP86,455$1.0B0.00%Share
3Cresset Asset Management, LLC44,500$1.0B0.00%Share
4Refined Wealth Management34,566$780.0M0.53%Share
5Geometric Wealth Advisors22,432$506.0M0.07%Share
6McHugh Group, LLC10,000$225.0M0.13%Share
7Madison Wealth Partners, Inc9,804$221.0M0.04%Share
8Game Plan Financial Advisors, LLC1,182$138.0M0.06%Share
9Financial Perspectives, Inc2,447$55.0M0.01%Share
10POM Investment Strategies, LLC1,084$24.0M0.01%Share
11Black Swift Group, LLC516,260$11.7M1.94%Share
12HANTZ FINANCIAL SERVICES, INC.11,313$1.0M0.01%Share
13MATHER GROUP, LLC.40,338$910K0.01%Share
14MLP3, LLC26,242$592K0.65%Share
15Corient Private Wealth LLC9,500$215K0.00%Share
16Global Retirement Partners, LLC75$00.00%Share
17Kestra Advisory Services, LLC1,056$00.00%Share
18NATIONAL BANK OF CANADA /FI/5,000$00.00%Share
19OSAIC HOLDINGS, INC.450$00.00%Share
20DEUTSCHE BANK AG\700$00.00%Share
21AE Wealth Management LLC100$00.00%Share
22AE Wealth Management LLC6,012$00.00%Share
23HighTower Advisors, LLC21,683$00.00%Share
24Cape Investment Advisory, Inc.898$00.00%Share
25BANK OF AMERICA CORP /DE/29,400$00.00%Share
26THRIVENT FINANCIAL FOR LUTHERANS10,540$00.00%Share

XMAG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202525$5.0B+11
Q3 202514$2.2B-2
Q2 202516$2.8B+1
Q1 202515$2.9B+11
Q4 20244$539.8M

Similar Stocks by Institutional Ownership

As of Q4 2025, 26 institutional investors hold XMAG (Large Cap Ex-Mag 7 ETF). The largest holder is Wealthcare Advisory Partners LLC with $1.1B in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own XMAG?

As of Q4 2025, 26 institutional investors report holding XMAG (Large Cap Ex-Mag 7 ETF) in their 13F filings.

Who is the largest institutional holder of XMAG?

The largest institutional holder of XMAG is Wealthcare Advisory Partners LLC with $1.1B in shares.

Is institutional ownership of XMAG increasing or decreasing?

This quarter, 14 institutions opened new positions in XMAG and 6 closed their positions.