Xiao-IAIXI

13F holders, Q4 2024 (December 31)
6holders +4
4new positions
0sold out
$5.77avg. 13F price*

At the end of Q4 2024, 6 institutions reported holding Xiao-I Corp. (AIXI) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 0 sold out. The largest holders were Steward Partners Investment Advisory, LLC ($244K), UBS Group AG ($120K) and Royal Bank of Canada ($23K).

Company
Xiao-I Corp.
CUSIP
98423X209
Latest filing quarter
Q1 2026

History

Number of 13F holders

051015 Q3 2024: 2Q3 2024Q4 2024: 6Q4 2024Q1 2025: 6Q1 2025Q2 2025: 5Q2 2025Q3 2025: 6Q3 2025Q4 2025: 11Q4 2025Q1 2026: 9Q1 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$147K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 62,618 shares bought and 17 shares sold, net +62,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Steward Partners Investment Advisory, LLC 0.00% Add +729.4% 42,300 $244K
UBS Group AG 0.00% New 20,847 $120K
Royal Bank of Canada 0.00% New 3,949 $23K
Morgan Stanley 0.00% New 522 $3K
Rhumbline Advisers 0.00% Reduce -4.6% 350 $2K
Tower Research Capital LLC (TRC) 0.00% New 100 $577

"% of holder's portfolio" is AIXI's weight in each manager's 13F, not the share of Xiao-I Corp. the manager owns.