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View all 6 holding institutions

Across its top 6 institutional holders, XCLR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 34/100).

Notable Holders

XCLR ranks #11367 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

6 institutions disclose a position in XCLR, but none treat it as a major bet — even Kingswood Wealth Advisors, LLC, its most concentrated holder, allocates just 0.0% of its own portfolio to it.

Note: Data on this page is curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, dedicated to providing accurate insider trading and institutional portfolio reports. Please credit the source when reposting.

Price Chart

XCLR Quarterly 13F Institutional Trade Shifts

Recent Activity

+$649.6K

Total Buy Value

$473.0K

Total Sell Value

New buy4

Trim3

Add0

Sold out0

Net Buyers

Net Sellers

Top Movers

XCLR

Q2 2026

Top 5 Institutional Movers

Old Mission Capital

+$338.8K

New buy

Susquehanna International Group, LLP

+$310.2K

New buy

Kingswood Wealth Advisors

-$127.2K

Trim

Envestnet Asset Management

-$108.3K

Trim

IFP Advisors

+$550.0

New buy

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

XCLR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent XCLR Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

37960A305

FAQ

Who are the top institutional investors holding GLOBAL X S&P 500 COLLAR 95-1 (XCLR)?

Major stakeholders currently include Kingswood Wealth Advisors, LLC ($823.0K), Old Mission Capital LLC ($338.8K), Susquehanna International Group, LLP ($310.2K). Based on the latest 13F filings, there are a total of 6 tracked investment funds and institutions maintaining positions in XCLR.

What is the overall institutional sentiment toward XCLR recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $312.5K, driven by 4 managers accumulating shares while 3 reduced their exposure.

Which institutions have been selling or reducing their XCLR positions?

In the latest period, 3 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $473.0K.

Are there any notable investors adding XCLR to their portfolios?

Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $649.6K.

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Developer Access

Access XCLR's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/XCLR

CLI

npx alphasmo stocks get XCLR

Full API & MCP documentation →