XONE — EXONE CO
As of Q2 2026, 6 SEC-registered investment managers reported holding XONE (EXONE CO) in their latest 13F filings, with a combined reported value of $121.92M across 2.47M shares. That is +9.2% by share count (+208.29K shares) versus the previous quarter, while reported value moved +8.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.13M | $105.16M | 0.01% | Add |
| Goldman Sachs Group history | 201.21K | $9.93M | 0.00% | Add |
| Morgan Stanley history | 121.76K | $6.01M | 0.00% | Reduce |
| Citadel Advisors history | 16.12K | $795.99K | 0.00% | Add |
| JPMorgan Chase & Co history | 211 | $10.42K | 0.00% | New |
| Wells Fargo & Co history | 39 | $1.93K | 0.00% | Reduce |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.00M | $99.15M | 0.01% | Add |
| Morgan Stanley history | 183.35K | $9.08M | 0.00% | Reduce |
| Goldman Sachs Group history | 63.87K | $3.16M | 0.00% | Add |
| Citadel Advisors history | 11.67K | $577.70K | 0.00% | Add |
| Wells Fargo & Co history | 151 | $7.48K | 0.00% | Add |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.91M | $94.53M | 0.01% | Add |
| Morgan Stanley history | 243.11K | $12.04M | 0.00% | Reduce |
| Goldman Sachs Group history | 58.74K | $2.91M | 0.00% | Reduce |
| Citadel Advisors history | 6.42K | $318.16K | 0.00% | Reduce |
| Wells Fargo & Co history | 112 | $5.55K | 0.00% | Reduce |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.81M | $89.83M | 0.01% | Add |
| Morgan Stanley history | 350.28K | $17.40M | 0.00% | Reduce |
| Goldman Sachs Group history | 65.19K | $3.24M | 0.00% | New |
| Citadel Advisors history | 18.67K | $927.20K | 0.00% | New |
| Wells Fargo & Co history | 254 | $12.61K | 0.00% | New |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.42M | $70.38M | 0.01% | Add |
| Morgan Stanley history | 384.67K | $19.09M | 0.00% | Add |
| UBS Group AG history | 164 | $8.14K | 0.00% | New |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.06M | $52.77M | 0.00% | Add |
| Wells Fargo & Co history | 478.67K | $23.80M | 0.01% | Add |
| Morgan Stanley history | 258.22K | $12.84M | 0.00% | Add |
| Citadel Advisors history | 11.66K | $579.64K | 0.00% | New |
| BNY Mellon history | 7.31K | $363.59K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 211 sh · $10.42K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 2.13M | 2.00M | 1.91M | 1.81M | 1.42M | 1.06M | 658.12K | 159.59K | 124.28K | 38.77K | 29.30K | 8.41K | 1.68K | — | 141.22K |
| Goldman Sachs Group | 201.21K | 63.87K | 58.74K | 65.19K | — | — | — | — | — | 6.11K | 8.80K | 170.25K | — | — | 84.71K |
| Morgan Stanley | 121.76K | 183.35K | 243.11K | 350.28K | 384.67K | 258.22K | 86.05K | 65.88K | 28.80K | 1 | — | — | — | — | 93.09K |
| Citadel Advisors | 16.12K | 11.67K | 6.42K | 18.67K | — | 11.66K | — | — | — | — | 47.06K | 27.57K | 7.20K | 9.31K | 82.83K |
| JPMorgan Chase & Co | 211 | — | — | — | — | — | — | — | — | — | — | — | — | — | 306.70K |
| Wells Fargo & Co | 39 | 151 | 112 | 254 | — | 478.67K | 292.90K | — | — | — | 169 | — | — | — | 627 |
| ARK Invest | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.13M |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 2 | — | — | 1 | — | — | — | 100 |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.39K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 123.26K |
| BNY Mellon | — | — | — | — | — | 7.31K | 4.36K | — | — | — | — | — | — | — | 70.09K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 233.98K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 279.32K |
| Geode Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 295.25K |
| Legal & General Investment Management America | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.39K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 143.39K |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 150.23K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 150.90K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 200 |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 43.16K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details