undamentalytics Newsletter

Xwell, Inc.: which funds bought and sold

Institutions that bought and sold Xwell 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, 9 institutions that filed 13F reports for both quarters added to or opened positions in Xwell, and 5 cut or closed them. Together they added a net 176K shares, +46.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 117K shares; index fund managers were net sellers of 11K shares (−4.8%). 5 opened a new position and 2 sold out entirely.

Bought, Q2 2026 9 institutions, 5 of them new holders Sold, Q2 2026 5 institutions, 2 of them sold out
Net change, all compared +176K shares (+46.9%)
Net change, active managers +117K shares (—), 1 bought, 0 sold

Buyers versus sellers

institutions compared, 22
Active managers and hedge funds 1 bought · 0 sold · +117K
Index fund managers 0 bought · 1 sold · −11K
Other institutions 8 bought · 4 sold · +71K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund +117K New position 117K $121,703
Wealthspire Advisors, LLC +105K New position 105K $109,306
Xtx Topco Ltd +33K New position 33K $34,081
Integrated Wealth Concepts LLC +10K +100.0% 21K $21,532
Citigroup Inc +3,615 +140.3% 6,191 $6,439
Tower Research Capital LLC (TRC) +1,217 +26.8% 5,754 $5,984
Caitong International Asset Management Co., Ltd +6 +300.0% 8 $8
Steward Partners Investment Advisory, LLC +3 New position 3 $3
Barclays PLC +1 New position 1 $1

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC −51K −62.0% 31K $32,465
Morgan Stanley −19K −87.7% 2,701 $2,809
UBS Group AG −12K Sold out 0 —
Geode Capital Management, LLC Index funds −11K −17.0% 56K $58,330
Osaic Holdings, Inc. −26 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Citadel Advisors LLCHedge fund 117K $121,703
Wealthspire Advisors, LLC 105K $109,306
Xtx Topco Ltd 33K $34,081
Steward Partners Investment Advisory, LLC 3 $3
Barclays PLC 1 $1

Sold out

largest by value
InstitutionSharesValue March 31, 2026
UBS Group AG 12K $13,900
Osaic Holdings, Inc. 26 $29

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
20
Ten largest holders
96.9%
of 13F-reported shares
Index fund managers
41.4%
of 13F-reported shares
Active managers and hedge funds
21.2%
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 1 0 1 0 +117K —
Index fund managers 0 1 0 0 −11K −4.8%
Other institutions 8 4 4 2 +71K +52.0%

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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