XOS · Xos, Inc.

$3.05 +0.08 (+2.69%) At close · Sep 4

Market Cap

$43.36M

14.22M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 49

Total Value: $2,108,057

Total Shares: 2,426,548

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 49 13F filers · Δ vs Mar 31, 2026

Top Holder

32.0%

−1.3 pts

Top 5

74.1%

−15.6 pts

Top 10

93.8%

−5.9 pts

HHI

1,578

Moderately concentrated−688

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +189.3%

Shares held: +3.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega JANE STREET GROUP, LLC	+79,979	195,979
Mega VANGUARD CAPITAL MANAGEMENT LLC	+74,344	223,039
Mega MORGAN STANLEY	+30,298	30,347
Mega VANGUARD FIDUCIARY TRUST CO	+23,845	50,085
Mid Virtu Financial LLC	+12,580	23,471

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BlackRock, Inc.	−14,715	3,848
Mega GEODE CAPITAL MANAGEMENT, LLC	−10,607	86,802
Small TWO SIGMA SECURITIES, LLC	−8,421	84,822
Mid BIP Wealth, LLC	−1,500	72,073
Mid Tower Research Capital LLC (TRC)	−1,337	1,327

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega STATE STREET CORP	77,453	$233,908
Mid ALGERT GLOBAL LLC	45,663	$137,902
Mega NORTHERN TRUST CORP	20,527	$61,991
Large RENAISSANCE TECHNOLOGIES LLC	10,600	$32,012
Large ASSETMARK, INC	50	$151

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega TWO SIGMA INVESTMENTS, LP	110,039	$179,363
Mid XTX Topco Ltd	16,044	$26,151
Micro Ascentis Independent Advisors	53	$86
Mid Advisory Services Network, LLC	35	$57
Micro RMG Wealth Management LLC	28	$45

Filter: New 8 Increased 8 Reduced 10 Sold out 10 Unchanged 23

Showing 51 of 51

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$673,577

31.95%

223,039

GEODE CAPITAL MANAGEMENT, LLC

$262,141

12.44%

86,802

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	5,967	$18,020	6.9%	Defined
Held directly	80,835	$244,121	93.1%	Defined

JANE STREET GROUP, LLC

$241,536

11.46%

79,979

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	53,504	$161,582	66.9%	Defined
Jane Street Global Trading, LLC	26,475	$79,954	33.1%	Defined

STATE STREET CORP

$233,908

11.10%

77,453

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	77,453	$233,908	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$151,256

7.18%

50,085

ALGERT GLOBAL LLC

$137,902

6.54%

45,663

MORGAN STANLEY

$91,647

4.35%

30,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	6	$18	0.0%	Defined
MORGAN STANLEY & CO. LLC	30,312	$91,542	99.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	29	$87	0.1%	Defined

Virtu Financial LLC

$70,882

3.36%

23,471

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	23,471	$70,882	100.0%	Defined

NORTHERN TRUST CORP

$61,991

2.94%

20,527

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	20,527	$61,991	100.0%	Defined

UBS Group AG

$51,828

2.46%

17,162

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	1,384	$4,179	8.1%	Defined
UBS Securities LLC	15,778	$47,649	91.9%	Defined

ROYAL BANK OF CANADA

$43,871

2.08%

14,527

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	14,527	$43,871	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$32,012

1.52%

10,600

OSAIC HOLDINGS, INC.

$26,941

1.28%

8,921

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	8,921	$26,941	100.0%	Defined

BlackRock, Inc.

$11,620

0.55%

3,848

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Institutional Trust Company, N.A.	3,846	$11,614	99.9%	Sole
Aperio Group, LLC	2	$6	0.1%	Sole

SBI Securities Co., Ltd.

$9,769

0.46%

3,235

Tower Research Capital LLC (TRC)

$4,007

0.19%

1,327

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,327	$4,007	100.0%	Defined

Vanguard Global Advisers, LLC

$2,101

0.10%

696

BNP PARIBAS ARBITRAGE, SA

$250

0.01%

Federation des caisses Desjardins du Quebec

$229

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	76	$229	100.0%	Defined

ASSETMARK, INC

$151

0.01%

Millstone Evans Group, LLC

$99

0.00%

GROUP ONE TRADING LLC

$72

0.00%

Blue Trust, Inc.

$57

0.00%

Continuum Advisory, LLC

$48

0.00%

US BANCORP \DE\

$42

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	14	$42	100.0%	Defined

Darwin Wealth Management, LLC

$30

0.00%

JONES FINANCIAL COMPANIES LLLP

$27

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	9	$27	100.0%	Sole

TD Waterhouse Canada Inc.

$21

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	7	$21	100.0%	Defined

Steward Partners Investment Advisory, LLC

$12

0.00%

Parkside Financial Bank & Trust

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Parkside Financial Bank & Trust	3	$9	100.0%	Sole

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

0.00%

Russell Investments Group, Ltd.

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	1	$3	100.0%	Defined

Farther Finance Advisors, LLC

0.00%

FMR LLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	1	$3	100.0%	Defined

Bogart Wealth, LLC

0.00%

WELLS FARGO & COMPANY/MN

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1	$3	100.0%	Defined

Cedar Mountain Advisors, LLC

0.00%

TWO SIGMA SECURITIES, LLC XOSWW

—

84,822

MILLENNIUM MANAGEMENT LLC XOSWW

—

455,387

Federation des caisses Desjardins du Quebec XOSWW

—

333

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	333	$0	—	Defined

Davidson Kempner Capital Management LP XOSWW

—

466,666

Colonial Trust Advisors XOSWW

—

2,500

LMR Partners LLP XOSWW

—

249,820

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LMR PARTNERS (DIFC) Ltd	249,820	$0	—	Sole

HRT FINANCIAL LP XOSWW

—

51,015

JPMORGAN CHASE & CO XOSWW

—

133,332

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	133,332	$0	—	Defined

WOLVERINE ASSET MANAGEMENT LLC XOSWW

—

21,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	21,817	$0	—	Defined

Clear Street Group Inc. XOSWW

—

100

Vestcor Inc XOSWW

—

62,598

JANE STREET GROUP, LLC XOSWW

—

116,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	116,000	$0	—	Defined

Ullmann Wealth Partners Group, LLC XOSWW

—

12,048

BIP Wealth, LLC XOSWW

—

72,073

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	16,044	$26,151	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$1	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	168,051	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	15,119	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TD SECURITIES (USA) LLC	100	$0	—	Defined

Key facts CIK 1819493 CUSIP 98423B306 13F (30d) 24 filings 24 filers Visit website Investor relations