Who owns XCEM
Which tracked institutional funds hold XCEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XCEM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on XCEM is one-sided between 2026-Q1 and 2026-Q2: 101 added or opened and 20 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XCEM’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes XCEM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XCEM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 195 tracked filers holding XCEM, 96 increased or opened the position and 91 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XCEM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Modern Wealth Management, LLC$37M
- Savant Capital, LLC$3M
- NewEdge Advisors, LLC$3M
- Diversify Advisory Services, LLC$2M
- Sowell Financial Services LLC$2M
- Spectrum Wealth Advisory Group, LLC$1M
Full exits 12
- Penserra Capital Management LLC$15M
- HighTower Advisors, LLC$8M
- Janney Montgomery Scott LLC$5M
- Cambridge Investment Research Advisors, Inc.$4M
- EXENCIAL WEALTH ADVISORS, LLC$2M
- SoundView Advisors Inc.$2M
Largest adds
- CIBC Bancorp USA Inc.$84M
- MORGAN STANLEY$59M
- BANK OF AMERICA CORP /DE/$47M
- LPL Financial LLC$30M
- RAYMOND JAMES FINANCIAL INC$17M
- COMMONWEALTH EQUITY SERVICES, LLC$15M
Largest trims
- Flaharty Asset Management, LLC$28M
- JANE STREET GROUP, LLC$12M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Mariner, LLC$4M
- Total Clarity Wealth Management, Inc.$3M
- United Advisor Group, LLC$875K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,556,704 | $188M | 12.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,531,157 | $187M | 11.9% | 2026-Q2 |
| Boulay Financial Advisors, LLC trimmed | 2,228,872 | $118M | 7.5% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 1,840,058 | $96M | 6.1% | 2026-Q2 |
| LPL Financial LLC added | 1,597,979 | $85M | 5.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,404,013 | $74M | 4.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,063,803 | $56M | 3.6% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 1,008,740 | $53M | 3.4% | 2026-Q2 |
| Marotta Asset Management trimmed | 818,670 | $42M | 2.7% | 2026-Q2 |
| Modern Wealth Management, LLC new | 698,040 | $37M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 638,317 | $34M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 555,590 | $29M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 512,188 | $27M | 1.7% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 398,999 | $21M | 1.3% | 2026-Q2 |
| PLANNING ALTERNATIVES LTD /ADV added | 391,645 | $21M | 1.3% | 2026-Q2 |
| UBS Group AG added | 352,162 | $19M | 1.2% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 320,043 | $17M | 1.1% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 317,166 | $17M | 1.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 310,423 | $16M | 1.0% | 2026-Q2 |
| Richard P Slaughter Associates Inc added | 257,828 | $14M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 254,456 | $13M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 253,477 | $13M | 0.9% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 248,821 | $13M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 239,370 | $13M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 238,113 | $13M | 0.8% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 228,117 | $12M | 0.8% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC trimmed | 208,264 | $11M | 0.7% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 207,014 | $11M | 0.7% | 2026-Q2 |
| Focus Partners Wealth added | 199,307 | $11M | 0.7% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 197,491 | $10M | 0.7% | 2026-Q2 |
| Krilogy Financial LLC added | 192,940 | $10M | 0.7% | 2026-Q2 |
| Highland Financial Advisors, LLC added | 190,599 | $10M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 190,542 | $10M | 0.6% | 2026-Q2 |
| Nelson Capital Management, LLC added | 186,368 | $10M | 0.6% | 2026-Q2 |
| Benchmark Financial Wealth Advisors, LLC added | 179,048 | $9M | 0.6% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 170,556 | $9M | 0.6% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 167,970 | $9M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 165,872 | $9M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 159,274 | $8M | 0.5% | 2026-Q2 |
| Breakwater Capital Group trimmed | 157,429 | $8M | 0.5% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 157,124 | $8M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 155,953 | $8M | 0.5% | 2026-Q2 |
| MA Private Wealth trimmed | 155,832 | $8M | 0.5% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 147,174 | $8M | 0.5% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 141,938 | $8M | 0.5% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 141,938 | $8M | 0.5% | 2026-Q2 |
| Fortitude Financial, LLC trimmed | 135,401 | $7M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 133,395 | $7M | 0.4% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 125,625 | $7M | 0.4% | 2026-Q2 |
| New England Capital Financial Advisors LLC added | 116,106 | $6M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 113,209 | $6M | 0.4% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 110,334 | $6M | 0.4% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 110,218 | $5M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 107,648 | $6M | 0.4% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 98,505 | $5M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 97,722 | $5M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 96,792 | $5M | 0.3% | 2026-Q2 |
| Mason & Associates Inc trimmed | 89,549 | $5M | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 88,955 | $5M | 0.3% | 2026-Q2 |
| Creative Planning added | 82,702 | $4M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 73,987 | $4M | 0.2% | 2026-Q2 |
| &PARTNERS added | 72,124 | $4M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 67,840 | $4M | 0.2% | 2026-Q2 |
| WATERSHED PRIVATE WEALTH LLC trimmed | 63,731 | $3M | 0.2% | 2026-Q2 |
| Quadcap Wealth Management, LLC | 58,074 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 57,691 | $3M | 0.2% | 2026-Q2 |
| Savant Capital, LLC new | 52,374 | $3M | 0.2% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 50,945 | $3M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 48,481 | $3M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 45,963 | $2M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 45,963 | $2M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 45,826 | $2M | 0.2% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. trimmed | 45,791 | $2M | 0.2% | 2026-Q2 |
| IFC & Insurance Marketing, Inc. added | 43,948 | $2M | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 41,602 | $2M | 0.1% | 2026-Q2 |
| Scarborough Advisors, LLC trimmed | 40,017 | $2M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC new | 38,020 | $2M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 35,806 | $2M | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC trimmed | 35,370 | $2M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 35,370 | $2M | 0.1% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. | 35,154 | $2M | 0.1% | 2026-Q2 |
| Coastline Trust Co added | 32,210 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 30,458 | $2M | 0.1% | 2026-Q2 |
| Redwood Financial Network Corp trimmed | 29,398 | $2M | 0.1% | 2026-Q2 |
| FINANCIAL LIFE ADVISORS trimmed | 28,896 | $2M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 28,712 | $2M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 28,584 | $2M | 0.1% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 27,443 | $1M | 0.1% | 2026-Q2 |
| MANAGED ASSET PORTFOLIOS, LLC added | 27,065 | $1M | 0.1% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 26,923 | $1M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 24,523 | $1M | 0.1% | 2026-Q2 |
| Composition Wealth, LLC | 24,279 | $1M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 23,018 | $1M | 0.1% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 22,887 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 22,609 | $1M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 22,511 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 22,128 | $1M | 0.1% | 2026-Q2 |
| FMR LLC added | 21,795 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 20,658 | $1M | 0.1% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC new | 20,325 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.