Tortoise Sust&social Imp Ter
+$4.9M
Net Activity
+10.72% total shares
Institutions Holding
49
Popularity Rank
#5800
Avg Weight
0.14%
Total Value
$69.0M
49 institutions currently hold XTEAX, with 22 net buyers and 24 net sellers this quarter.
Institutional Moves (Q3 2025)
Neutral
Based on recent trading activity
Net Selling Institutions
24
Net Buying Institutions
22
Top 5 by Value
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XTEAX ranks #5800 out of 33201 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
49 institutions disclose a position in XTEAX, but none treat it as a major bet — even Matisse Capital, its most concentrated holder, allocates just 1.2% of its own portfolio to it.
Pathstone Holdings, LLC has added to its XTEAX position for two straight quarters, increasing it by $5.0M to reach $5.3M today.
Abundance Wealth Counselors has trimmed its XTEAX position for two straight quarters, cutting it by $439.0K while still holding $290.0K.
+$43.3M
Total Buy Value
$25.5M
Total Sell Value
22
Net Buyers
24
Net Sellers
XTEAX 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 2025-09-30 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.
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
27901F109
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 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
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Access XTEAX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XTEAXCLI
npx alphasmo stocks get XTEAX