Ishr Esg Ss S&p Smal-cap-usd
$50.27-1.3%
+$13.9M
Net Activity
+16.70% total shares
Institutions Holding
103
Popularity Rank
#4529
Avg Weight
0.06%
Total Value
$71.5M
103 institutions currently hold XJR, with 56 net buyers and 26 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
26
Net Buying Institutions
56
Top 5 by Value
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Across its top 20 institutional holders, XJR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 25/100).
XJR ranks #4529 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
103 institutions disclose a position in XJR, but none treat it as a major bet — even Invera Wealth Advisors, LLC, its most concentrated holder, allocates just 1.6% of its own portfolio to it.
Brown Advisory Inc has added to its XJR position for two straight quarters, increasing it by $2.0M to reach $2.2M today.
JNBA Financial Advisors has trimmed its XJR position for two straight quarters, cutting it by $257.8K while still holding $920.3K.
XJR is down 1.3% today, but institutions show net buying of $13.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$15.6M
Total Buy Value
$5.8M
Total Sell Value
56
Net Buyers
26
Net Sellers
XJR
Q2 2026
Top 5 Institutional Movers
+$6.8M
+$1.4M
+$1.3M
-$1.3M
XJR 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 2026-06-30 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.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46436E544
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Access XJR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XJRCLI
npx alphasmo stocks get XJR