DaveManuel.com · Institutional Ownership · Who Owns It
EXZEO GROUP INC (XZO)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
85
Reporting holders
$108.3M
Reported value
7.1%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+20
Holder change
Institutions report 6,421,524 shares against 90,085,918 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Jupiter Topco LLC | $12.3M | 728,237 | 0.01% | new | FIRST |
| AMERICAN CENTURY COMPANIES INC | $10.2M | 602,830 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $9.6M | 571,335 | 0.00% | 3q | -5.5%-$555.7K |
| JENNISON ASSOCIATES LLC | $9.6M | 568,680 | 0.01% | 3q | -1.1%-$105.2K |
| Whetstone Capital Advisors, LLC | $9.1M | 541,544 | 2.40% | 3q | +31.6%+$2.2M |
| BlackRock, Inc. | $7.7M | 457,881 | 0.00% | 2q | +66.7%+$3.1M |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $4.5M | 268,704 | 0.59% | 3q | -6.7%-$327.4K |
| FJ Capital Management LLC | $3.8M | 223,788 | 0.49% | 3q | -67.2%-$7.7M |
| CITADEL ADVISORS LLC | $2.9M | 172,700 | 0.00% | 3q | +51.8%+$994.5K |
| STATE STREET CORP | $2.5M | 150,003 | 0.00% | 2q | +171.8%+$1.6M |
| Nuveen, LLC | $2.4M | 145,082 | 0.00% | 2q | +194.8%+$1.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.4M | 139,911 | 0.01% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $2.0M | 121,216 | 0.00% | 3q | -38.9%-$1.3M |
| Ionic Capital Management LLC | $2.0M | 116,077 | 0.28% | 3q | +46.8%+$624.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $1.8M | 109,160 | 0.00% | 2q | +15.7%+$249.4K |
| VICTORY CAPITAL MANAGEMENT INC | $1.8M | 104,478 | 0.00% | 3q | -4.5%-$82.3K |
| Atom Investors LP | $1.7M | 98,058 | 0.15% | 3q | -38.8%-$1.0M |
| Alden Global Capital LLC | $1.7M | 98,005 | 0.61% | 3q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $1.2M | 71,878 | 0.00% | 2q | -57.1%-$1.6M |
| Boston Partners | $1.1M | 67,998 | 0.00% | 2q | +23.6%+$219.3K |
| BNP PARIBAS FINANCIAL MARKETS | $1.1M | 67,900 | 0.00% | 2q | +482.1%+$948.7K |
| FEDERATED HERMES, INC. | $1.1M | 65,000 | 0.00% | 3q | -55.2%-$1.3M |
| Trexquant Investment LP | $1.1M | 63,379 | 0.01% | new | NEW |
| Legato Capital Management LLC | $1.0M | 61,866 | 0.09% | 3q | +3.2%+$32.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $957.7K | 56,768 | 0.00% | 2q | +25.5%+$194.6K |
| HRT FINANCIAL LP | $898.0K | 53,275 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $871.1K | 51,638 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $830.5K | 49,227 | 0.00% | 2q | +26.1%+$171.7K |
| TUDOR INVESTMENT CORP ET AL | $829.1K | 49,149 | 0.00% | new | NEW |
| STRS OHIO | $784.5K | 46,500 | 0.00% | 2q | +3476.9%+$762.5K |
| SEI INVESTMENTS CO | $759.4K | 45,017 | 0.00% | 3q | -58.1%-$1.1M |
| MARSHALL WACE, LLP | $689.5K | 40,872 | 0.00% | 3q | -78.3%-$2.5M |
| Sidoxia Capital Management, LLC | $646.4K | 38,319 | 0.47% | 2q | +1.6%+$9.9K |
| State of Wyoming | $539.6K | 31,988 | 0.05% | 2q | +40.7%+$156.1K |
| MORGAN STANLEY | $466.2K | 27,634 | 0.00% | 3q | +21.6%+$82.7K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $421.8K | 25,000 | 0.02% | 3q | HELD |
| Creative Planning | $386.4K | 22,905 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $371.0K | 21,992 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $366.1K | 21,700 | 0.00% | 3q | -63.0%-$624.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $333.1K | 19,743 | 0.00% | 2q | +17.6%+$49.9K |
| Qube Research & Technologies Ltd | $308.9K | 18,309 | 0.00% | new | NEW |
| Cornerstone Investment Partners, LLC | $303.0K | 17,961 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $288.2K | 17,085 | 0.00% | 3q | -93.1%-$3.9M |
| Bank of New York Mellon Corp | $287.2K | 17,024 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $271.7K | 16,103 | 0.00% | new | NEW |
| XTX Topco Ltd | $205.1K | 12,159 | 0.00% | 2q | -61.1%-$322.1K |
| Russell Investments Group, Ltd. | $201.9K | 11,971 | 0.00% | 2q | +1964.0%+$192.2K |
| CAPTRUST FINANCIAL ADVISORS | $199.8K | 11,841 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $171.6K | 10,170 | 0.00% | new | NEW |
| Centiva Capital, LP | $169.0K | 10,017 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $139.0K | 8,240 | 0.00% | 2q | +113.7%+$74.0K |
| VANGUARD FIDUCIARY TRUST CO | $130.5K | 7,738 | 0.00% | 2q | +76.7%+$56.7K |
| WELLS FARGO & COMPANY/MN | $126.5K | 7,500 | 0.00% | 3q | +161.8%+$78.2K |
| RHUMBLINE ADVISERS | $90.4K | 5,359 | 0.00% | 2q | -2.8%-$2.6K |
| CITIGROUP INC | $76.9K | 4,557 | 0.00% | 2q | +82.6%+$34.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $72.5K | 4,300 | 0.00% | 2q | HELD |
| Legal & General Group Plc | $66.4K | 3,939 | 0.00% | 2q | +515.5%+$55.6K |
| UBS Group AG | $64.6K | 3,830 | 0.00% | 3q | -91.4%-$686.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $63.9K | 3,787 | 0.00% | 2q | +4.4%+$2.7K |
| JPMORGAN CHASE & CO | $58.1K | 3,409 | 0.00% | 2q | +9.0%+$4.8K |
| Police & Firemen's Retirement System of New Jersey | $44.2K | 2,619 | 0.00% | new | NEW |
| BARCLAYS PLC | $22.9K | 1,359 | 0.00% | 2q | -60.4%-$35.0K |
| Tower Research Capital LLC (TRC) | $19.4K | 1,149 | 0.00% | 2q | +36.3%+$5.2K |
| FMR LLC | $14.2K | 841 | 0.00% | 2q | -12.3%-$2.0K |
| Ameritas Investment Partners, Inc. | $10.6K | 630 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $8.7K | 514 | 0.00% | new | NEW |
| Aster Capital Management (DIFC) Ltd | $7.6K | 453 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $4.0K | 242 | 0.00% | 2q | -79.4%-$15.4K |
| JONES FINANCIAL COMPANIES LLLP | $3.9K | 243 | 0.00% | 2q | +105.9%+$2.0K |
| Allworth Financial LP | $2.2K | 129 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.8K | 108 | 0.00% | 2q | -75.1%-$5.5K |
| IFP Advisors, Inc | $1.7K | 99 | 0.00% | new | NEW |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.5K | 88 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $1.1K | 64 | 0.00% | new | NEW |
| Covestor Ltd | $1.0K | 35 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $760 | 45 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $692 | 41 | 0.00% | new | NEW |
| Essential Partners LLC | $675 | 40 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $523 | 31 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $489 | 29 | 0.00% | 2q | -83.7%-$2.5K |
| Clearstead Advisors, LLC | $237 | 14 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $135 | 8 | 0.00% | new | NEW |
| True Wealth Design, LLC | $85 | 5 | 0.00% | new | NEW |
| Quantbot Technologies LP | $17 | 1 | 0.00% | 3q | -100.0%-$56.5K |
| Wealth Enhancement Trust Services, Inc. | $17 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $4.7M | 322,419 | 4 | 5 | 5 | 0.0% |
| Q2 2026 | 85 | $108.3M | 6,421,524 | 31 | 27 | 22 | 0.0% |
| Q1 2026 | 65 | $106.3M | 7,246,527 | 35 | 15 | 11 | 0.0% |
| Q4 2025 | 41 | $190.1M | 7,839,568 | 41 | 0 | 0 | 0.0% |