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XOS Inc (XOS)

CUSIP: 98423B306 | NYSE | Industrials · Farm & Heavy Construction Machinery | Micro Cap | 77 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/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
13D/AShane Semler
with Sarah Bardo, Emerald Green Trust
1,167,2328.5%−400,000Jun 3, 2026No 13F filer matched
13D/AAljomaih Automotive Co.3,738,30328.0%

Institutional Holders — Q3 2026

Geode Capital Management, LLC90,726
0.0% of portfolio›$288.5K
UBS Group AG75,256
0.0% of portfolio›$239.3K
SBI Securities Co., Ltd.3,320
0.0% of portfolio›$10.6K
Foresight Capital Management Advisors, Inc.100
0.0% of portfolio›$318
Ascentis Independent Advisors53
0.0% of portfolio›$168
Assetmark, Inc50
0.0% of portfolio›$159
RMG Wealth Management LLC28
0.0% of portfolio›$77
Group One Trading LLC24
0.0% of portfolio›$76
Darwin Wealth Management, LLC10
0.0% of portfolio›$31
TD Waterhouse Canada Inc.7
0.0% of portfolio›$22
Barclays PLC4
0.0% of portfolio›$13
Parkside Financial Bank & Trust3
0.0% of portfolio›$10
Farther Finance Advisors, LLC1
0.0% of portfolio›$3
Cedar Mountain Advisors, LLC1
0.0% of portfolio›$3
FMR LLC1
0.0% of portfolio›$3
Bogart Wealth, LLC1
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Geode Capital Management, LLC
90,726$288.5K0.0%IndexVery LowBoston, MA2026-11-06
UBS Group AG
75,256$239.3K0.0%CoreMediumZurich, Switzerland2026-11-10
SBI Securities Co., Ltd.
3,320$10.6K0.0%GrowthLowTokyo, Mexico2026-10-22
Foresight Capital Management Advisors, Inc.
100$3180.0%CoreMediumSaline, MI2026-10-27
Ascentis Independent Advisors
53$1680.0%GrowthLowDallas, TX2026-11-03
Assetmark, Inc
50$1590.0%ETFLowConcord, CA2026-10-21
RMG Wealth Management LLC
28$770.0%ETFVery HighPlatteville, WI2026-10-26
Group One Trading LLC
24$760.0%ValueVery HighChicago, IL2026-11-10
Darwin Wealth Management, LLC
10$310.0%ETFMediumTampa, FL2026-11-09
TD Waterhouse Canada Inc.
7$220.0%CoreLowToronto, Australia2026-10-16
Barclays PLC
4$130.0%GrowthMediumLondon, United Kingdom2026-11-06
Parkside Financial Bank & Trust
3$100.0%CoreVery LowSaint Louis, MO2026-10-27
Farther Finance Advisors, LLC
1$30.0%IndexLowSan Francisco, CA2026-10-08
Cedar Mountain Advisors, LLC
1$30.0%ETFVery LowLake Oswego, OR2026-10-15
FMR LLC
1$30.0%GrowthMediumBoston, MA2026-11-10
Bogart Wealth, LLC
1$30.0%GARPMediumMclean, VA2026-11-10
+1,011,754
May 8, 2026
No 13F filer matched
13D/AGiordano Sordoni1,216,25110.4%New 5%+ stakeAug 25, 2025No 13F filer matched
13D/AShane Semler1,167,232
8.5% of class · Jun 3, 2026−400,000
with Sarah Bardo, Emerald Green Trust
No 13F filer matched
13D/AAljomaih Automotive Co.3,738,303
28.0% of class · May 8, 2026+1,011,754
No 13F filer matched
13D/AGiordano Sordoni1,216,251
10.4% of class · Aug 25, 2025New 5%+ stake
No 13F filer matched