Who owns XME
Which tracked institutional funds hold XME, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XME company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
89 tracked funds added or opened XME while 79 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
XME’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% 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 XME 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 436 tracked filers holding XME, 237 increased or opened the position and 189 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 XME 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 32
- Caisse de depot et placement du Quebec$66M
- TWO SIGMA INVESTMENTS, LP$54M
- ARP Global Capital Ltd$10M
- Brevan Howard Capital Management LP$8M
- Shah Wealth Advisors, LLC$8M
- Tradewinds, LLC.$6M
Full exits 33
- Harel Insurance Investments & Financial Services Ltd.$88M
- HighTower Advisors, LLC$27M
- SMI Advisory Services, LLC$20M
- Cambridge Investment Research Advisors, Inc.$13M
- CWM, LLC$9M
- SG Americas Securities, LLC$9M
Largest adds
- CITIGROUP INC$50M
- HSBC HOLDINGS PLC$45M
- WELLS FARGO & COMPANY/MN$39M
- Vanderbilt University$35M
- MEITAV INVESTMENT HOUSE LTD$32M
- BANK OF AMERICA CORP /DE/$28M
Largest trims
- CITADEL ADVISORS LLC$103M
- Woodline Partners LP$60M
- D. E. Shaw & Co., Inc.$56M
- BARCLAYS PLC$47M
- BANK OF NOVA SCOTIA$34M
- BNP PARIBAS FINANCIAL MARKETS$20M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 7,921,303 | $847M | 29.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,599,540 | $278M | 9.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,252,045 | $134M | 4.6% | 2026-Q2 |
| Vanderbilt University added | 1,057,153 | $113M | 3.9% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 1,046,020 | $112M | 3.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 834,033 | $89M | 3.1% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. | 830,230 | $89M | 3.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 712,733 | $76M | 2.6% | 2026-Q2 |
| Caisse de depot et placement du Quebec new | 615,000 | $66M | 2.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 584,293 | $62M | 2.2% | 2026-Q2 |
| CITIGROUP INC added | 583,246 | $62M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 549,431 | $59M | 2.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 505,100 | $54M | 1.9% | 2026-Q2 |
| NATIXIS added | 453,815 | $49M | 1.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 386,627 | $41M | 1.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 379,216 | $41M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 304,778 | $33M | 1.1% | 2026-Q2 |
| SCS Capital Management LLC added | 286,155 | $31M | 1.1% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 252,329 | $27M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 234,925 | $25M | 0.9% | 2026-Q2 |
| BARCLAYS PLC trimmed | 222,725 | $24M | 0.8% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 221,400 | $24M | 0.8% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 200,000 | $21M | 0.7% | 2026-Q2 |
| BlackRock, Inc. added | 172,169 | $18M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 162,517 | $17M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 161,671 | $17M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 159,276 | $17M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 135,119 | $14M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 121,100 | $13M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 117,377 | $13M | 0.4% | 2026-Q2 |
| Chicago Wealth Management, Inc. added | 111,146 | $12M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 110,304 | $12M | 0.4% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 107,516 | $11M | 0.4% | 2026-Q2 |
| Wellington Shields Capital Management, LLC added | 101,712 | $11M | 0.4% | 2026-Q2 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 97,000 | $10M | 0.4% | 2026-Q2 |
| Allianz SE trimmed | 91,770 | $10M | 0.3% | 2026-Q2 |
| ARP Global Capital Ltd new | 89,740 | $10M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 86,363 | $9M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 85,365 | $9M | 0.3% | 2026-Q2 |
| FORTEM FINANCIAL GROUP, LLC added | 82,955 | $9M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 82,738 | $9M | 0.3% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 81,760 | $9M | 0.3% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. added | 80,187 | $9M | 0.3% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 77,807 | $8M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 77,262 | $8M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 76,263 | $8M | 0.3% | 2026-Q2 |
| Caption Management, LLC added | 75,984 | $8M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 74,568 | $8M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 74,449 | $8M | 0.3% | 2026-Q2 |
| Shah Wealth Advisors, LLC new | 72,892 | $8M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,143 | $8M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 70,493 | $8M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd added | 68,900 | $7M | 0.3% | 2026-Q2 |
| Wealthfront Advisers LLC added | 68,629 | $7M | 0.3% | 2026-Q2 |
| OKABENA INVESTMENT SERVICES INC | 65,387 | $7M | 0.2% | 2026-Q2 |
| Proficio Capital Partners LLC added | 65,380 | $7M | 0.2% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC trimmed | 64,865 | $7M | 0.2% | 2026-Q2 |
| Ted Buchan & Co added | 64,530 | $7M | 0.2% | 2026-Q2 |
| Legend Financial Advisors, Inc. trimmed | 62,547 | $7M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 60,528 | $6M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 56,903 | $6M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 55,823 | $6M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 50,643 | $5M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 50,034 | $5M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 49,950 | $5M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 47,660 | $5M | 0.2% | 2026-Q2 |
| Norris Financial Group, LLC trimmed | 46,621 | $5M | 0.2% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC added | 46,048 | $5M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 45,462 | $5M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 42,581 | $5M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 42,464 | $5M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 42,065 | $4M | 0.2% | 2026-Q2 |
| Amitell Capital Pte Ltd | 41,755 | $4M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 41,480 | $4M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 40,496 | $4M | 0.1% | 2026-Q2 |
| TCP Asset Management, LLC trimmed | 39,801 | $4M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 39,324 | $4M | 0.1% | 2026-Q2 |
| Greenline Partners, LLC trimmed | 39,099 | $4M | 0.1% | 2026-Q2 |
| ARS Investment Partners, LLC added | 38,620 | $4M | 0.1% | 2026-Q2 |
| Marex Group Ltd added | 38,450 | $4M | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 34,677 | $4M | 0.1% | 2026-Q2 |
| Arch Global Advisors, LLC added | 34,195 | $4M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 33,489 | $4M | 0.1% | 2026-Q2 |
| HERBST GROUP, LLC trimmed | 33,315 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 33,239 | $4M | 0.1% | 2026-Q2 |
| Tradewinds, LLC. trimmed | 33,014 | $6M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 32,682 | $3M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 32,400 | $3M | 0.1% | 2026-Q2 |
| Private Wealth Advisors, LLC added | 32,102 | $3M | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 31,805 | $3M | 0.1% | 2026-Q2 |
| Fullerton Fund Management Co Ltd. added | 31,500 | $3M | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 31,438 | $3M | 0.1% | 2026-Q2 |
| Silver Coast Investments LLC trimmed | 31,216 | $3M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 30,964 | $3M | 0.1% | 2026-Q2 |
| Twin Tree Management, LP added | 30,486 | $3M | 0.1% | 2026-Q2 |
| Capital Wealth Planning, LLC trimmed | 30,220 | $3M | 0.1% | 2026-Q2 |
| Advocate Investing Services LLC trimmed | 30,220 | $3M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 28,808 | $3M | 0.1% | 2026-Q2 |
| Bienville Capital Management, LLC new | 28,493 | $3M | 0.1% | 2026-Q2 |
| Compagnie Lombard Odier SCmA | 28,075 | $3M | 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.