Who owns XEXGX (XEXGX)
Which tracked institutional funds hold XEXGX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XEXGX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 XEXGX is one-sided between 2025-Q4 and 2026-Q1: 9 added or opened and 35 trimmed or exited — on balance reducing.
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
XEXGX’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes XEXGX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XEXGX 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 2025-Q4 and 2026-Q1, across 293 tracked filers holding XEXGX, 132 increased or opened the position and 98 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 XEXGX between the 2025-Q4 and 2026-Q1 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 4
- Clearstead Advisors, LLC$2M
- WOLVERINE ASSET MANAGEMENT LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$784K
- MILLENNIUM MANAGEMENT LLC$582K
Full exits 7
- Penserra Capital Management LLC$8M
- NewEdge Advisors, LLC$4M
- COMERICA BANK$2M
- 1607 Capital Partners, LLC$1M
- Clarius Group, LLC$1M
- WINEBRENNER CAPITAL MANAGEMENT LLC$667K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- FIFTH THIRD BANCORP$1M
- MERCER GLOBAL ADVISORS INC /ADV$1M
- Kestra Advisory Services, LLC$595K
- STIFEL FINANCIAL CORP$532K
Largest trims
- MORGAN STANLEY$27M
- Invesco Ltd.$4M
- Karpus Management, Inc.$4M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- LPL Financial LLC$3M
- BANK OF AMERICA CORP /DE/$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 23,488,552 | $203M | 35.6% | 2026-Q1 |
| LPL Financial LLC added | 3,787,391 | $33M | 5.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 3,634,536 | $31M | 5.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,687,106 | $23M | 4.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,221,377 | $19M | 3.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,409,083 | $12M | 2.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,400,409 | $12M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,380,926 | $12M | 2.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 1,328,786 | $12M | 2.0% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,231,413 | $11M | 1.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,197,735 | $10M | 1.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 1,187,151 | $10M | 1.8% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 1,178,492 | $10M | 1.8% | 2026-Q1 |
| COHEN & STEERS, INC. added | 1,049,977 | $9M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 962,825 | $8M | 1.5% | 2026-Q1 |
| Formidable Asset Management, LLC trimmed | 843,399 | $8M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 860,149 | $7M | 1.3% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 741,744 | $6M | 1.1% | 2026-Q1 |
| UBS Group AG added | 716,046 | $6M | 1.1% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 657,084 | $6M | 1.0% | 2026-Q1 |
| Focused Wealth Management, Inc trimmed | 598,534 | $5M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 577,753 | $5M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 559,068 | $5M | 0.8% | 2026-Q1 |
| SAM Advisors, LLC added | 522,543 | $5M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 499,489 | $4M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 456,013 | $4M | 0.7% | 2026-Q1 |
| CoreCap Advisors, LLC added | 414,184 | $4M | 0.6% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 364,289 | $3M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 355,091 | $3M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 304,861 | $3M | 0.5% | 2026-Q1 |
| Cerity Partners LLC trimmed | 291,998 | $3M | 0.4% | 2026-Q1 |
| Fund Advisors of America Inc/FL added | 246,874 | $2M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 212,804 | $2M | 0.4% | 2026-Q1 |
| Marks Group Wealth Management, Inc trimmed | 219,290 | $2M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC added | 215,812 | $2M | 0.3% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 207,960 | $2M | 0.3% | 2026-Q1 |
| &PARTNERS added | 205,873 | $2M | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 190,837 | $2M | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 175,228 | $2M | 0.3% | 2026-Q1 |
| Pointe Capital Management LLC added | 168,107 | $1M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 165,005 | $1M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 163,929 | $1M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 162,603 | $1M | 0.2% | 2026-Q1 |
| High Net Worth Advisory Group LLC | 151,790 | $1M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 146,357 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 146,055 | $1M | 0.2% | 2026-Q1 |
| one8zero8, LLC | 139,150 | $1M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 137,430 | $1M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 136,924 | $1M | 0.2% | 2026-Q1 |
| Avestar Capital, LLC trimmed | 135,200 | $1M | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 125,049 | $1M | 0.2% | 2026-Q1 |
| S Harris Financial Group, LLC added | 120,785 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 79,950 | $1M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 115,061 | $996K | 0.2% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC | 111,505 | $966K | 0.2% | 2026-Q1 |
| Northstar Advisory Group, LLC trimmed | 105,086 | $910K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 102,514 | $907K | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans | 99,725 | $864K | 0.2% | 2026-Q1 |
| BEARING POINT CAPITAL, LLC added | 95,600 | $828K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 95,567 | $828K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 95,407 | $826K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 91,741 | $794K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 90,584 | $784K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 88,517 | $783K | 0.1% | 2026-Q1 |
| Leo Wealth, LLC | 88,886 | $770K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 69,506 | $602K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 67,166 | $582K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 66,025 | $572K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC | 64,761 | $561K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 64,204 | $556K | 0.1% | 2026-Q1 |
| Diligent Investors, LLC added | 62,244 | $539K | 0.1% | 2026-Q1 |
| David J Yvars Group added | 62,931 | $533K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 59,789 | $518K | 0.1% | 2026-Q1 |
| Creative Planning added | 57,632 | $499K | 0.1% | 2026-Q1 |
| PFG Investments, LLC trimmed | 55,115 | $477K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 53,019 | $469K | 0.1% | 2026-Q1 |
| COMMONS CAPITAL, LLC added | 53,537 | $464K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 52,993 | $459K | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 52,897 | $458K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 52,755 | $457K | 0.1% | 2026-Q1 |
| Investmark Advisory Group LLC added | 52,737 | $457K | 0.1% | 2026-Q1 |
| JGP Wealth Management, LLC | 52,500 | $455K | 0.1% | 2026-Q1 |
| Dakota Wealth Management trimmed | 52,160 | $452K | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 802,308 | $8M | 1.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 442,419 | $4M | 0.7% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. added | 310,236 | $3M | 0.5% | 2025-Q3 stale |
| COMERICA BANK trimmed | 160,890 | $2M | 0.3% | 2025-Q4 stale |
| 1607 Capital Partners, LLC trimmed | 129,714 | $1M | 0.2% | 2025-Q4 stale |
| Advisor Resource Council added | 127,752 | $1M | 0.2% | 2025-Q1 stale |
| Clarius Group, LLC | 107,906 | $1M | 0.2% | 2025-Q4 stale |
| Sheaff Brock Investment Advisors, LLC added | 116,058 | $945K | 0.2% | 2025-Q1 stale |
| SteelPeak Wealth, LLC trimmed | 107,434 | $940K | 0.2% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP added | 96,729 | $846K | 0.1% | 2025-Q2 stale |
| AQR Arbitrage LLC trimmed | 88,564 | $775K | 0.1% | 2025-Q2 stale |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 70,000 | $667K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 63,736 | $558K | 0.1% | 2025-Q2 stale |
| Elequin Capital, LP added | 61,257 | $536K | 0.1% | 2025-Q2 stale |
| MGB Wealth Management, LLC trimmed | 55,822 | $532K | 0.1% | 2025-Q4 stale |
| IFC Advisors LLC trimmed | 51,967 | $495K | 0.1% | 2025-Q4 stale |
| Calamos Advisors LLC trimmed | 56,104 | $491K | 0.1% | 2025-Q2 stale |
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.