XCHG Ltd - XCH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Notable Capital Management, L.L.C. | History | New | 647,589 | 718 | 1.34% | — | 1 | +647,589 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 67,237 | 78 | 0.0% | 0.0% | 2 | +25,602 | 61.49% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | New | 44,052 | 48 | 0.0% | — | 3 | +44,052 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,599 | 2 | 0.0% | 0.0% | 4 | +636 | 32.4% | Q1 2026 | May 05, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q1 2026 | Apr 17, 2026 |