13FBOX
EXZEO GROUP INC · 13F Institutional Holdings
Options Calculator Rankings
E

EXZEO GROUP INC

XZO
Institutions
85
Combined AUM (Q2 2026)
$108.3M
Combined Shares (Q2 2026)
6.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.7M
59 · 34 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.5M
34 · 12 Exit · ≈
⚖️ Net
-741,929
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$108.3M
Institutions
85
New Buys
34
Adds
25
Reduces
22
Exits
12
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Jupiter Topco LLC
0.01%#15$12.3M728,237$00+728,237New Buy
AMERICAN CENTURY COMPANIES INC
<0.01%#16$10.2M602,830$00+602,830New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#29$9.6M571,335$8.9M604,273-32,938-5.45%Reduce
JENNISON ASSOCIATES LLC
0.01%0.01%#14$9.6M568,680$8.4M574,917-6,237-1.08%Reduce
Whetstone Capital Advisors, LLC
2.4%2.09%#1$9.1M541,544$6.0M411,353+130,191+31.65%Add
BlackRock, Inc.
<0.01%<0.01%#46$7.7M457,881$4.0M274,710+183,171+66.68%Add
ESSEX INVESTMENT MANAGEMENT CO LLC
0.59%0.67%#3$4.5M268,704$4.2M288,111-19,407-6.74%Reduce
FJ Capital Management LLC
0.49%1.13%#4$3.8M223,788$10.0M682,440-458,652-67.21%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#36$2.9M172,700$1.7M113,748+58,952+51.83%Add
STATE STREET CORP
<0.01%<0.01%#53$2.5M150,003$809,53555,183+94,820+171.83%Add
Nuveen, LLC
<0.01%<0.01%#31$2.4M145,082$722,08749,222+95,860+194.75%Add
JACOBS LEVY EQUITY MANAGEMENT, INC
0.01%#12$2.4M139,911$00+139,911New Buy
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#23$2.0M121,216$2.9M198,429-77,213-38.91%Reduce
Ionic Capital Management LLC
0.28%0.08%#6$2.0M116,077$1.2M79,055+37,022+46.83%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#47$1.8M109,160$1.4M94,378+14,782+15.66%Add
VICTORY CAPITAL MANAGEMENT INC
<0.01%<0.01%#28$1.8M104,478$1.6M109,358-4,880-4.46%Reduce
Atom Investors LP
0.15%0.17%#7$1.7M98,058$2.4M160,196-62,138-38.79%Reduce
Alden Global Capital LLC
0.61%0.81%#2$1.7M98,005$1.4M98,00500.00%Unchanged
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#20$1.2M71,878$2.5M167,618-95,740-57.12%Reduce
Boston Partners
<0.01%<0.01%#27$1.1M67,998$806,82054,998+13,000+23.64%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#32$1.1M67,900$171,12611,665+56,235+482.08%Add
FEDERATED HERMES, INC.
<0.01%<0.01%#22$1.1M65,000$2.1M145,000-80,000-55.17%Reduce
Trexquant Investment LP
0.01%#13$1.1M63,379$00+63,379New Buy
Legato Capital Management LLC
0.09%#8$1.0M61,866$00+61,866New Buy
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#58$957,67656,768$663,59745,235+11,533+25.50%Add
HRT FINANCIAL LP
<0.01%#21$898,74953,275$00+53,275New Buy
BALYASNY ASSET MANAGEMENT L.P.
<0.01%#26$871,13351,638$00+51,638New Buy
NORTHERN TRUST CORP
<0.01%<0.01%#48$830,45949,227$572,87939,051+10,176+26.06%Add
TUDOR INVESTMENT CORP ET AL
<0.01%#25$829,14449,149$00+49,149New Buy
STRS OHIO
<0.01%<0.01%#18$784,45546,500$19,0711,300+45,200+3,476.92%Add
SEI INVESTMENTS CO
<0.01%<0.01%#30$759,43745,017$1.6M107,490-62,473-58.12%Reduce
MARSHALL WACE, LLP
<0.01%<0.01%#33$689,51040,872$2.8M188,451-147,579-78.31%Reduce
Sidoxia Capital Management, LLC
0.47%0.48%#5$646,44238,319$553,49937,730+589+1.56%Add
State of Wyoming
0.05%0.04%#9$539,63831,988$333,52222,735+9,253+40.70%Add
MORGAN STANLEY
<0.01%#63$466,18527,634$00+27,634New Buy
PARSONS CAPITAL MANAGEMENT INC/RI
0.02%0.02%#10$421,75025,000$366,75025,00000.00%Unchanged
Creative Planning
<0.01%#42$386,40722,905$00+22,905New Buy
AQR CAPITAL MANAGEMENT LLC
<0.01%#44$371,00621,992$00+21,992New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#65$366,07921,700$861,05658,695-36,995-63.03%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#57$333,06419,743$246,22116,784+2,959+17.63%Add
Qube Research & Technologies Ltd
<0.01%#40$308,87318,309$00+18,309New Buy
Cornerstone Investment Partners, LLC
0.01%#11$303,00217,961$00+17,961New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#64$288,22417,085$3.6M247,803-230,718-93.11%Reduce
Bank of New York Mellon Corp
<0.01%#56$287,19517,024$00+17,024New Buy
Engineers Gate Manager LP
<0.01%#17$271,65816,103$00+16,103New Buy
XTX Topco Ltd
<0.01%0.01%#19$205,12212,159$458,43831,250-19,091-61.09%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#43$201,94911,971$8,508580+11,391+1,963.97%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%#39$199,75811,841$00+11,841New Buy
D. E. Shaw & Co., Inc.
<0.01%#51$171,56810,170$00+10,170New Buy
Centiva Capital, LP
<0.01%#24$168,98710,017$00+10,017New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow