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Xeris Biopharma Holdings Inc (XERS)

CUSIP: 98422E103 | NYSE | Healthcare · Biotechnology | Small Cap | 467 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Capital Management LLC9,086,7915.0%+449,151Sep 30, 202692d ahead of 13F (7,340,229 sh) · +1,746,562
13G/AVanguard Capital Management LLC9,086,791
5.0% of class · Sep 30, 2026+449,151
92d ahead of 13F (7,340,229 sh) · +1,746,562

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,695,568
0.0% of portfolio›$16.2M
Vilga Financial Planning LLC1,060,000
6.0% of portfolio›$10.1M
Essex Investment Management Co LLC693,260
1.0% of portfolio›$6.6M
Citigroup Inc540,367
0.0% of portfolio›$5.2M
Bank of New York Mellon Corp495,873
0.0% of portfolio›$4.7M
Principal Financial Group Inc264,350
0.0% of portfolio›$2.5M
Y-Intercept (Hong Kong) Ltd256,795
0.1% of portfolio›$2.5M
Commonwealth Equity Services, LLC213,337
0.0% of portfolio›$2.0M
Apella Capital, LLC206,004
0.0% of portfolio›$2.1M
Profund Advisors LLC202,547
0.1% of portfolio›$1.9M
Creative Planning157,265
0.0% of portfolio›$1.5M
Strs Ohio156,900
0.0% of portfolio›$1.5M
CenterBook Partners LP151,326
0.1% of portfolio›$1.4M
Knights of Columbus Asset Advisors LLC133,378
0.1% of portfolio›$1.3M
Achmea Investment Management B.V.76,313
0.0% of portfolio›$730.1K
State of New Jersey Common Pension Fund D54,389
0.0% of portfolio›$520.0K
Thompson Siegel & Walmsley LLC52,320
0.0% of portfolio›$500
Wealth Enhancement Advisory Services, LLC50,547
0.0% of portfolio›$515.1K
AlphaCentric Advisors LLC48,489
0.4% of portfolio›$463.6K
State of Wyoming47,503
0.0% of portfolio›$454.1K
Arizona State Retirement System47,399
0.0% of portfolio›$453.1K
Cambridge Investment Research Advisors, Inc.40,324
0.0% of portfolio›$385
DekaBank Deutsche Girozentrale36,004
0.0% of portfolio›$355
Pictet Asset Management Holding SA34,107
0.0% of portfolio›$326.1K
China Universal Asset Management Co., Ltd.33,266
0.0% of portfolio›$332.0K
AMG National Trust Bank30,000
0.0% of portfolio›$286.8K
ProShare Advisors LLC27,853
0.0% of portfolio›$266.3K
Aspiriant, LLC20,050
0.0% of portfolio›$191.7K
Jacksonville Wealth Management, LLC19,000
0.1% of portfolio›$181.6K
Xponance LLC16,182
0.0% of portfolio›$154.7K
StoneX Group Inc.14,832
0.0% of portfolio›$127.0K
Virginia Retirement Systems ET Al14,700
0.0% of portfolio›$140.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management13,650
0.0% of portfolio›$130.5K
Chicago Partners Investment Group LLC13,286
0.0% of portfolio›$135.5K
Imc-Chicago, LLC12,829
0.0% of portfolio›$122.6K
Vise Technologies, Inc.11,154
0.0% of portfolio›$106.6K
Mirae Asset Global Investments Co., Ltd.9,317
0.0% of portfolio›$89.1K
State of Alaska, Department of Revenue7,607
0.0% of portfolio›$72
Sterling Capital Management LLC5,707
0.0% of portfolio›$54.6K
William Mack & Associates, Inc.5,524
0.0% of portfolio›$52.8K
KBC Group NV4,573
0.0% of portfolio›$44
GF Fund Management Co. Ltd.3,825
0.0% of portfolio›$36.6K
GK Wealth Management LLC3,310
0.0% of portfolio›$31.6K
Nisa Investment Advisors, LLC3,167
0.0% of portfolio›$30.3K
Farther Finance Advisors, LLC2,973
0.0% of portfolio›$28.4K
SBI Securities Co., Ltd.2,529
0.0% of portfolio›$24.2K
Creative Financial Designs Inc2,200
0.0% of portfolio›$21.0K
Caitong International Asset Management Co., Ltd2,019
0.0% of portfolio›$19.3K
Fortitude Family Office, LLC1,476
0.0% of portfolio›$14.1K
EverSource Wealth Advisors, LLC1,402
0.0% of portfolio›$13.4K
Essential Partners LLC1,167
0.0% of portfolio›$11.2K
True Wealth Design, LLC1,128
0.0% of portfolio›$10.8K
Compass Financial Management LLC1,000
0.0% of portfolio›$9.6K
North Star Investment Management Corp.1,000
0.0% of portfolio›$9.6K
Activest Wealth Management1,000
0.0% of portfolio›$9.6K
Larson Financial Group LLC955
0.0% of portfolio›$9.1K
MassMutual Private Wealth & Trust, FSB814
0.0% of portfolio›$7.8K
SJS Investment Consulting Inc.736
0.0% of portfolio›$7.0K
Signaturefd, LLC631
0.0% of portfolio›$6.0K
Root Financial Partners, LLC452
0.0% of portfolio›$4.3K
Provenance Wealth Advisors, LLC340
0.0% of portfolio›$3.3K
Versant Capital Management, Inc306
0.0% of portfolio›$2.9K
Parkside Financial Bank & Trust265
0.0% of portfolio›$2.5K
Gamma Investing LLC209
0.0% of portfolio›$2.0K
Spurstone Advisory Services, LLC200
0.0% of portfolio›$1.9K
Assetmark, Inc177
0.0% of portfolio›$1.7K
Parallel Advisors, LLC134
0.0% of portfolio›$1.3K
Silver Grove Financial Group, Inc.117
0.0% of portfolio›$1.1K
US Bancorp \de\60
0.0% of portfolio›$574
Flagship Wealth Advisors, LLC40
0.0% of portfolio›$382
Key Capital Management, Inc21
0.0% of portfolio›$201
IFP Advisors, Inc6
0.0% of portfolio›$57
Hughes Financial Services, LLC1
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,695,568$16.2M0.0%IndexLowAustin, TX2026-11-04
Vilga Financial Planning LLC
1,060,000$10.1M6.0%ETFVery LowFair Lawn, NJ2026-10-09
Essex Investment Management Co LLC
693,260$6.6M1.0%GrowthMediumBoston, MA2026-10-19
Citigroup Inc
540,367$5.2M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
495,873$4.7M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
264,350$2.5M0.0%CoreLowDes Moines, IA2026-11-02
Y-Intercept (Hong Kong) Ltd
256,795$2.5M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Commonwealth Equity Services, LLC
213,337$2.0M0.0%ETFLowWaltham, MA2026-11-02
Apella Capital, LLC
206,004$2.1M0.0%ETFVery LowWest Hartford, CT2026-10-08
Profund Advisors LLC
202,547$1.9M0.1%GrowthLowBethesda, MD2026-10-29
Creative Planning
157,265$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Strs Ohio
156,900$1.5M0.0%CoreMediumColumbus, OH2026-10-30
CenterBook Partners LP
151,326$1.4M0.1%ValueVery HighGreenwich, CT2026-11-02
Knights of Columbus Asset Advisors LLC
133,378$1.3M0.1%CoreMediumNew Haven, CT2026-11-05
Achmea Investment Management B.V.
76,313$730.1K0.0%CoreMediumZeist, Philippines2026-10-30
State of New Jersey Common Pension Fund D
54,389$520.0K0.0%CoreLowTrenton, NJ2026-11-05
Thompson Siegel & Walmsley LLC
52,320$5000.0%Deep ValueMediumRichmond, VA2026-11-05
Wealth Enhancement Advisory Services, LLC
50,547$515.1K0.0%CoreLowPlymouth, MN2026-10-13
AlphaCentric Advisors LLC
48,489$463.6K0.4%CoreHighSan Juan, PR2026-11-03
State of Wyoming
47,503$454.1K0.0%ValueHighCheyenne, WY2026-10-28
Arizona State Retirement System
47,399$453.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
40,324$3850.0%ETFLowFairfield, IA2026-11-02
DekaBank Deutsche Girozentrale
36,004$3550.0%CoreLowFrankfurt, Hong Kong2026-10-27
Pictet Asset Management Holding SA
34,107$326.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
China Universal Asset Management Co., Ltd.
33,266$332.0K0.0%GrowthMediumShanghai, France2026-10-28
AMG National Trust Bank
30,000$286.8K0.0%ETFLowGreenwood Village, CO2026-11-05
ProShare Advisors LLC
27,853$266.3K0.0%GrowthLowBethesda, MD2026-10-29
Aspiriant, LLC
20,050$191.7K0.0%ETFVery LowLos Angeles, CA2026-10-16
Jacksonville Wealth Management, LLC
19,000$181.6K0.1%ETFVery LowJacksonville, FL2026-10-30
Xponance LLC
16,182$154.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
StoneX Group Inc.
14,832$127.0K0.0%ETFMediumNew York, NY2026-11-03
Virginia Retirement Systems ET Al
14,700$140.5K0.0%CoreMediumRichmond, VA2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
13,650$130.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Chicago Partners Investment Group LLC
13,286$135.5K0.0%GARPLowChicago, IL2026-10-27
Imc-Chicago, LLC
12,829$122.6K0.0%GARPVery HighChicago, IL2026-11-05
Vise Technologies, Inc.
11,154$106.6K0.0%IndexLowNew York, NY2026-10-29
Mirae Asset Global Investments Co., Ltd.
9,317$89.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Alaska, Department of Revenue
7,607$720.0%CoreVery LowJuneau, AK2026-10-15
Sterling Capital Management LLC
5,707$54.6K0.0%GARPMediumCharlotte, NC2026-10-22
William Mack & Associates, Inc.
5,524$52.8K0.0%ETFLowTroy, MI2026-10-27
KBC Group NV
4,573$440.0%CoreMediumBrussels, Czech Republic2026-10-22
GF Fund Management Co. Ltd.
3,825$36.6K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
GK Wealth Management LLC
3,310$31.6K0.0%GARPVery HighReno, NV2026-10-09
Nisa Investment Advisors, LLC
3,167$30.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
2,973$28.4K0.0%IndexLowSan Francisco, CA2026-10-08
SBI Securities Co., Ltd.
2,529$24.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Creative Financial Designs Inc
2,200$21.0K0.0%ETFMediumKokomo, IN2026-11-04
Caitong International Asset Management Co., Ltd
2,019$19.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fortitude Family Office, LLC
1,476$14.1K0.0%ETFMediumScottsdale, AZ2026-10-14
EverSource Wealth Advisors, LLC
1,402$13.4K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
1,167$11.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
1,128$10.8K0.0%ETFMediumAkron, OH2026-10-13
Compass Financial Management LLC
1,000$9.6K0.0%CoreN/ATampa, FL2026-10-30
North Star Investment Management Corp.
1,000$9.6K0.0%CoreLowChicago, IL2026-10-27
Activest Wealth Management
1,000$9.6K0.0%ETFLowAventura, FL2026-10-15
Larson Financial Group LLC
955$9.1K0.0%GrowthLowSt Louis, MO2026-11-05
MassMutual Private Wealth & Trust, FSB
814$7.8K0.0%CoreLowSpringfield, MA2026-10-05
SJS Investment Consulting Inc.
736$7.0K0.0%ETFVery LowSylvania, OH2026-10-26
Signaturefd, LLC
631$6.0K0.0%IndexLowAtlanta, GA2026-10-23
Root Financial Partners, LLC
452$4.3K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
340$3.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Versant Capital Management, Inc
306$2.9K0.0%GARPLowPhoenix, AZ2026-10-02
Parkside Financial Bank & Trust
265$2.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Gamma Investing LLC
209$2.0K0.0%IndexVery LowFoster City, CA2026-10-08
Spurstone Advisory Services, LLC
200$1.9K0.0%CoreLowHigganum, CT2026-11-02
Assetmark, Inc
177$1.7K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
134$1.3K0.0%IndexLowSan Francisco, CA2026-11-03
Silver Grove Financial Group, Inc.
117$1.1K0.0%CoreMediumOrchard Park, NY2026-11-05
US Bancorp \de\
60$5740.0%IndexLowMinneapolis, MN2026-11-05
Flagship Wealth Advisors, LLC
40$3820.0%ETFLowWakefield, MA2026-11-03
Key Capital Management, Inc
21$2010.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
IFP Advisors, Inc
6$570.0%GrowthLowTampa, FL2026-10-16
Hughes Financial Services, LLC
1$110.0%ETFLowHerndon, VA2026-10-30