undamentalytics Newsletter

Xos, Inc.: which funds bought and sold

Institutions that bought and sold Xos shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 15 institutions that filed 13F reports for both quarters added to or opened positions in Xos, and 15 cut or closed them. Together they added a net 251K shares, +56.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 54K shares (−48.9%); index fund managers were net buyers of 171K shares (+58.7%). 9 opened a new position and 7 sold out entirely.

Bought, Q2 2026 15 institutions, 9 of them new holders Sold, Q2 2026 15 institutions, 7 of them sold out
Net change, all compared +251K shares (+56.2%)
Net change, active managers −54K shares (−48.9%), 2 bought, 2 sold

Buyers versus sellers

institutions compared, 43
Active managers and hedge funds 2 bought · 2 sold · −54K
Index fund managers 4 bought · 2 sold · +171K
Other institutions 9 bought · 11 sold · +134K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC +80K New position 80K $241,536
State Street Corp Index funds +77K New position 77K $233,908
Vanguard Capital Management LLC Index funds +74K +50.0% 223K $673,578
Algert Global LLC Hedge fund +46K New position 46K $137,902
Morgan Stanley +30K +61832.7% 30K $91,648
Vanguard Fiduciary Trust Co Index funds +24K +90.9% 50K $151,257
Virtu Financial LLC +23K New position 23K $71,000
Northern Trust Corp Index funds +21K New position 21K $61,992
UBS Group AG +17K +571966.7% 17K $51,830
Renaissance Technologies LLC Hedge fund +11K New position 11K $32,012
Osaic Holdings, Inc. +745 +9.1% 8,921 $26,940
Assetmark, Inc +50 New position 50 $151
Continuum Advisory, LLC +16 New position 16 $48
Jones Financial Companies LLLP +3 +50.0% 9 $26
Russell Investments Group, Ltd. +1 New position 1 $3

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Two Sigma Investments, LP Hedge fund −110K Sold out 0 —
Xtx Topco Ltd −16K Sold out 0 —
Blackrock, Inc. Index funds −15K −79.3% 3,848 $11,621
Geode Capital Management, LLC Index funds −11K −10.9% 87K $262,161
Tower Research Capital LLC (TRC) −1,337 −50.2% 1,327 $4,008
FMR LLC Active manager −142 −99.3% 1 $3
Ascentis Independent Advisors −53 Sold out 0 —
Advisory Services Network, LLC −35 Sold out 0 —
Rmg Wealth Management LLC −28 Sold out 0 —
Sbi Securities Co., Ltd. −23 −0.7% 3,235 $9,770
International Assets Investment Management, LLC −13 −92.9% 1 $3
Royal Bank Of Canada −13 −0.1% 15K $44,000
Ankerstar Wealth, LLC −11 Sold out 0 —
TD Waterhouse Canada Inc. −5 −41.7% 7 $20
Citigroup Inc −1 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jane Street Group, LLC 80K $241,536
State Street CorpIndex funds 77K $233,908
Algert Global LLCHedge fund 46K $137,902
Virtu Financial LLC 23K $71,000
Northern Trust CorpIndex funds 21K $61,992
Renaissance Technologies LLCHedge fund 11K $32,012
Assetmark, Inc 50 $151
Continuum Advisory, LLC 16 $48
Russell Investments Group, Ltd. 1 $3

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Two Sigma Investments, LPHedge fund 110K $179,364
Xtx Topco Ltd 16K $26,152
Ascentis Independent Advisors 53 $86
Advisory Services Network, LLC 35 $57
Rmg Wealth Management LLC 28 $53
Ankerstar Wealth, LLC 11 $18
Citigroup Inc 1 $2

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
36
Ten largest holders
93.8%
of 13F-reported shares
Index fund managers
66.2%
of 13F-reported shares
Active managers and hedge funds
8.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 2 2 1 −54K −48.9%
Index fund managers 4 2 2 0 +171K +58.7%
Other institutions 9 11 5 6 +134K +292.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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