XRXDW · Xerox Holdings Corp · Shareholders & Ownership

$0.26 +0.01 (+4.08%) At close · Oct 26

Russell 2000 member Rebalance outlook locked

Market Cap

$337.48M

131.31M

Volume · Oct 26 167.1K Avg daily vol (3M) 296.24K

Every disclosed holder of XRXDW in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns XRXDW

13F quarter Sep 30, 2026; this listing alone: insiders and shares outstanding are issuer-wide, so they are left out

No chart: shares outstanding cannot be set against these holders.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	27	228,826	—	Yes
Insiders (Forms 3, 4, 5)	0	0	—	Yes
13D/G-only blocks	0	0	—	Yes
Registered funds (N-PORT, not summed)	6	154,135	—	No

% Out is unavailable: shares outstanding is an issuer-wide count, not one listing's.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of XRXDW

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF Fund S000022925 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	142,170	—	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
2	Chicago Capital Management, LLC 13F CIK 1580162 · Registered investment adviser · Sep 30, 2026	95,980	—	0	Sep 30, 2026
3	HB Wealth Management, LLC 13F CIK 1911253 · Registered investment adviser · Sep 30, 2026	36,582	—	+36,582	Sep 30, 2026
4	Sigma Planning Corp 13F CIK 1449126 · Registered investment adviser · Sep 30, 2026	33,345	—	0	Sep 30, 2026
5	Prism Advisors, Inc. 13F CIK 1717027 · Registered investment adviser · Sep 30, 2026	15,535	—	0	Sep 30, 2026
6	Investors Research Corp 13F CIK 1730630 · Registered investment adviser · Sep 30, 2026	13,958	—	-94	Sep 30, 2026
7	YOUSIF CAPITAL MANAGEMENT, LLC 13F CIK 1858789 · Registered investment adviser · Sep 30, 2026	13,077	—	0	Sep 30, 2026
8	Mission Financial Group, LLC 13F CIK 2113810 · Registered investment adviser · Sep 30, 2026	10,602	—	0	Sep 30, 2026
9	Mascoma Wealth Management LLC 13F CIK 1695664 · Registered investment adviser · Sep 30, 2026	5,000	—	+5,000	Sep 30, 2026
10	Gabelli Dividend & Income Trust Fund · Registered fund · Jun 30, 2026 Gabelli Dividend & Income Trust, not summed	4,000	—	—	Jun 30, 2026	Gabelli Dividend & Income Trust, not summed
10.1	Gabelli Equity Trust Inc Fund · Registered fund · Jun 30, 2026 Gabelli Equity Trust Inc, not summed	5,000	—	—	Jun 30, 2026	Gabelli Equity Trust Inc, not summed
11	Acclivity Small Cap Value Fund Fund S000063456 · Registered fund · Jun 30, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	2,798	—	—	Jun 30, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
12	NFSG Corp 13F CIK 1879757 · Registered investment adviser · Sep 30, 2026	2,420	—	0	Sep 30, 2026
13	CoreCap Advisors, LLC 13F CIK 1902501 · Registered investment adviser · Sep 30, 2026	545	—	0	Sep 30, 2026
14	Mosley Wealth Management 13F CIK 2011849 · Unknown · Sep 30, 2026	500	—	0	Sep 30, 2026
15	True Wealth Design, LLC 13F CIK 1966033 · Registered investment adviser · Sep 30, 2026	275	—	0	Sep 30, 2026
16	ASSETMARK, INC 13F CIK 1344551 · Registered investment adviser · Sep 30, 2026	210	—	0	Sep 30, 2026
17	Fidelity Flex Small Cap Index Fund Fund S000056362 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	156	—	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
18	Carolina Wealth Advisors, LLC 13F CIK 1786411 · Registered investment adviser · Sep 30, 2026	144	—	+144	Sep 30, 2026
19	Farther Finance Advisors, LLC 13F CIK 1992825 · Registered investment adviser · Sep 30, 2026	126	—	-130	Sep 30, 2026
20	TD Waterhouse Canada Inc. 13F CIK 1999606 · Unknown · Sep 30, 2026	125	—	0	Sep 30, 2026
21	GAMMA Investing LLC 13F CIK 2010235 · Registered investment adviser · Sep 30, 2026	88	—	0	Sep 30, 2026
22	SJS Investment Consulting Inc. 13F CIK 1894302 · Registered investment adviser · Sep 30, 2026	59	—	0	Sep 30, 2026
23	Essential Partners LLC 13F CIK 2136442 · Registered investment adviser · Sep 30, 2026	53	—	0	Sep 30, 2026
24	IFP Advisors, Inc 13F CIK 1641866 · Registered investment adviser · Sep 30, 2026	52	—	+12	Sep 30, 2026
25	MATHER GROUP, LLC. 13F CIK 1527641 · Registered investment adviser · Sep 30, 2026	41	—	+41	Sep 30, 2026
26	McCarley & Cook Financial Planners 13F CIK 2159252 · Registered investment adviser · Sep 30, 2026	27	—	0	Sep 30, 2026
27	NBC SECURITIES, INC. 13F CIK 791540 · Registered investment adviser · Sep 30, 2026	26	—	0	Sep 30, 2026
28	Triumph Capital Management 13F CIK 1730765 · Registered investment adviser · Sep 30, 2026	25	—	0	Sep 30, 2026
29	DiNuzzo Private Wealth, Inc. 13F CIK 1994563 · Registered investment adviser · Sep 30, 2026	18	—	0	Sep 30, 2026
30	Fidelity Flex Small Cap Focused Index Fund Fund S000093538 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	11	—	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
31	VALLEY NATIONAL ADVISERS INC 13F CIK 773411 · Registered investment adviser · Sep 30, 2026	11	—	0	Sep 30, 2026
32	Downshift Financial, LLC 13F CIK 2118380 · Registered investment adviser · Sep 30, 2026	2	—	0	Sep 30, 2026

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Key facts CIK 1770450 CUSIP 98421M106 13F (30d) 29 filings 27 filers Visit website Investor relations