Who owns 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-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
36 tracked funds added or opened XEXGX while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 285 tracked filers holding XEXGX, 127 increased or opened the position and 103 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 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 3
- NewEdge Advisors, LLC$4M
- Beacon Pointe Advisors, LLC$613K
- XTX Topco Ltd$554K
Full exits 8
- Janney Montgomery Scott LLC$12M
- COHEN & STEERS, INC.$9M
- HighTower Advisors, LLC$7M
- Cambridge Investment Research Advisors, Inc.$3M
- Thrivent Financial for Lutherans$864K
- CENTAURUS FINANCIAL, INC.$794K
Largest adds
- MORGAN STANLEY$27M
- RAYMOND JAMES FINANCIAL INC$8M
- Invesco Ltd.$7M
- LPL Financial LLC$5M
- BANK OF AMERICA CORP /DE/$3M
- WELLS FARGO & COMPANY/MN$3M
Largest trims
- Clearstead Advisors, LLC$2M
- Cetera Investment Advisers$1M
- Shaker Financial Services, LLC$942K
- Formidable Asset Management, LLC$814K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$420K
- MERCER GLOBAL ADVISORS INC /ADV$372K
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 | 23,489,771 | $230M | 38.5% | 2026-Q2 |
| Invesco Ltd. added | 3,913,341 | $38M | 6.4% | 2026-Q2 |
| LPL Financial LLC added | 3,850,419 | $38M | 6.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,815,014 | $28M | 4.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,706,507 | $27M | 4.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,525,827 | $15M | 2.5% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 1,394,695 | $14M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,320,347 | $13M | 2.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,308,282 | $13M | 2.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,187,886 | $12M | 1.9% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 1,166,515 | $11M | 1.9% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,153,034 | $11M | 1.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 992,464 | $10M | 1.6% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 834,092 | $7M | 1.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 774,470 | $8M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 709,357 | $7M | 1.2% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 659,084 | $6M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 614,239 | $6M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 610,403 | $6M | 1.0% | 2026-Q2 |
| Focused Wealth Management, Inc added | 600,489 | $6M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 549,702 | $5M | 0.9% | 2026-Q2 |
| SAM Advisors, LLC added | 541,443 | $5M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 430,935 | $4M | 0.7% | 2026-Q2 |
| CoreCap Advisors, LLC added | 419,094 | $4M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 364,315 | $4M | 0.6% | 2026-Q2 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 325,834 | $3M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 287,733 | $3M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 263,368 | $3M | 0.4% | 2026-Q2 |
| Fund Advisors of America Inc/FL added | 247,613 | $2M | 0.4% | 2026-Q2 |
| Marks Group Wealth Management, Inc | 219,290 | $2M | 0.4% | 2026-Q2 |
| &PARTNERS added | 210,466 | $2M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 208,565 | $2M | 0.3% | 2026-Q2 |
| BEARING POINT CAPITAL, LLC added | 181,100 | $2M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 171,945 | $2M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 166,821 | $2M | 0.3% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 160,396 | $2M | 0.3% | 2026-Q2 |
| High Net Worth Advisory Group LLC trimmed | 150,690 | $1M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 150,507 | $1M | 0.2% | 2026-Q2 |
| Pointe Capital Management LLC trimmed | 150,408 | $1M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 147,939 | $1M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 147,674 | $1M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 137,678 | $1M | 0.2% | 2026-Q2 |
| one8zero8, LLC trimmed | 137,650 | $1M | 0.2% | 2026-Q2 |
| Avestar Capital, LLC | 135,200 | $1M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 132,165 | $1M | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 130,473 | $1M | 0.2% | 2026-Q2 |
| S Harris Financial Group, LLC added | 122,010 | $1M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 119,926 | $1M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 108,322 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 106,788 | $1M | 0.2% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC trimmed | 106,205 | $1M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 105,953 | $1M | 0.2% | 2026-Q2 |
| Northstar Advisory Group, LLC trimmed | 104,953 | $1M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 99,312 | $974K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 95,454 | $936K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 94,037 | $922K | 0.2% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 87,594 | $859K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 85,585 | $840K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 80,816 | $786K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 70,977 | $696K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 68,452 | $672K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 63,910 | $627K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 63,682 | $625K | 0.1% | 2026-Q2 |
| Creative Planning added | 63,644 | $624K | 0.1% | 2026-Q2 |
| Diligent Investors, LLC added | 62,746 | $616K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 62,497 | $613K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 62,025 | $608K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 61,061 | $599K | 0.1% | 2026-Q2 |
| COMMONS CAPITAL, LLC added | 59,008 | $579K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 58,844 | $577K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 56,520 | $554K | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 55,546 | $545K | 0.1% | 2026-Q2 |
| David J Yvars Group trimmed | 55,071 | $535K | 0.1% | 2026-Q2 |
| Post Resch Tallon Group Inc. added | 53,606 | $526K | 0.1% | 2026-Q2 |
| Investmark Advisory Group LLC added | 53,389 | $524K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 52,959 | $520K | 0.1% | 2026-Q2 |
| JGP Wealth Management, LLC | 52,500 | $515K | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 52,410 | $514K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 51,998 | $510K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 51,755 | $508K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 50,996 | $500K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 48,182 | $473K | 0.1% | 2026-Q2 |
| WEALTH EFFECTS LLC | 47,972 | $471K | 0.1% | 2026-Q2 |
| COMMERCE BANK | 46,301 | $454K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 44,512 | $437K | 0.1% | 2026-Q2 |
| Advisors Capital Management, LLC new | 44,154 | $433K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 40,788 | $400K | 0.1% | 2026-Q2 |
| Sunpointe, LLC trimmed | 40,436 | $397K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 39,508 | $388K | 0.1% | 2026-Q2 |
| Semus Wealth Partners LLC added | 37,705 | $370K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 37,170 | $365K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 37,102 | $364K | 0.1% | 2026-Q2 |
| PMG Family Office LLC added | 37,093 | $364K | 0.1% | 2026-Q2 |
| Cranbrook Wealth Management, LLC | 36,924 | $362K | 0.1% | 2026-Q2 |
| Advisory Advocates, LLC added | 34,922 | $343K | 0.1% | 2026-Q2 |
| Stockman Wealth Management, Inc. | 34,529 | $339K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 33,937 | $333K | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC | 33,851 | $332K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 33,004 | $324K | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 32,743 | $321K | 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.