XT
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XTX Topco’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

XTX Topco’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.65M Buy
28,573
+15,778
+123% +$1.5M 0.05% 639
2025
Q4 		$1.2M Buy
+12,795
New +$1.21M 0.03% 893
2025
Q3 		– Sell
-2,819
Closed -$265K – 3315
2025
Q2 		$265K Buy
+2,819
New +$259K 0.01% 1523

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

XTX Topco's USMV Position: Q1 2026 in Review

XTX Topco increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 123% in Q1 2026, buying an estimated $1.5M and bringing the position to 28,573 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #639.

XTX Topco first reported a position in USMV in Q2 2025 and has held it in 3 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • XTX Topco held 28,573 shares of iShares MSCI USA Min Vol Factor ETF worth $2.65M as of Q1 2026.
  • XTX Topco bought 15,778 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.5M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of XTX Topco's portfolio in Q1 2026, its #639 holding.
  • XTX Topco first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.