37 managers (37 13F filers) reported a position in XOCT shares at 2025-06-30, 2,695,133 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.
Managers
37
13F filers
37
New
8
Added
6
Reduced
11
Sold out
4
Shares held by filers
2,695,133
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
13F-HRTimelineValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
Events
FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 39,779 XOCT shares, 3.98% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007491