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-Q1 13F filings (latest filed 2026-05-21). 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
123 tracked funds added or opened XME while 85 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes XME more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 422 tracked filers holding XME, 246 increased or opened the position and 179 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 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 51
- Migdal Insurance & Financial Holdings Ltd.$90M
- HSBC HOLDINGS PLC$18M
- Jefferies Financial Group Inc.$11M
- Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$10M
- Squarepoint Ops LLC$8M
- University of Illinois Foundation$7M
Full exits 35
- SCHRODER INVESTMENT MANAGEMENT GROUP$16M
- Condire Management, LP$13M
- Jump Financial, LLC$11M
- Lake Hills Wealth Management, LLC$8M
- Tidal Investments LLC$6M
- Uniting Wealth Partners, LLC$6M
Largest adds
- BANK OF AMERICA CORP /DE/$624M
- CITADEL ADVISORS LLC$113M
- D. E. Shaw & Co., Inc.$85M
- Woodline Partners LP$56M
- MORGAN STANLEY$35M
- Qube Research & Technologies Ltd$35M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$118M
- UBS Group AG$117M
- BANK OF NOVA SCOTIA$70M
- CITIGROUP INC$40M
- WELLS FARGO & COMPANY/MN$30M
- Vanderbilt University$23M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 7,579,721 | $819M | 24.3% | 2026-Q1 |
| MORGAN STANLEY added | 2,688,694 | $290M | 8.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,164,703 | $126M | 3.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,062,900 | $115M | 3.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 902,693 | $97M | 2.9% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. trimmed | 830,230 | $90M | 2.7% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. trimmed | 814,000 | $88M | 2.6% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 736,863 | $80M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 722,429 | $78M | 2.3% | 2026-Q1 |
| Vanderbilt University trimmed | 721,414 | $78M | 2.3% | 2026-Q1 |
| BARCLAYS PLC added | 659,107 | $71M | 2.1% | 2026-Q1 |
| Woodline Partners LP added | 568,496 | $61M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 551,827 | $60M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 461,621 | $50M | 1.5% | 2026-Q1 |
| NATIXIS trimmed | 449,426 | $49M | 1.4% | 2026-Q1 |
| UBS Group AG trimmed | 353,345 | $38M | 1.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 345,016 | $37M | 1.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 344,037 | $37M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 286,381 | $31M | 0.9% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 284,674 | $31M | 0.9% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 253,845 | $27M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 253,815 | $27M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 231,737 | $25M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 229,439 | $25M | 0.7% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 200,000 | $22M | 0.6% | 2026-Q1 |
| SMI Advisory Services, LLC added | 180,486 | $20M | 0.6% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 164,561 | $18M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 148,656 | $16M | 0.5% | 2026-Q1 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 144,400 | $16M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 131,884 | $14M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 123,569 | $13M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 116,959 | $13M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 115,631 | $12M | 0.4% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 104,700 | $11M | 0.3% | 2026-Q1 |
| Allianz SE added | 101,270 | $11M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 100,758 | $11M | 0.3% | 2026-Q1 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) new | 97,000 | $10M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 96,839 | $10M | 0.3% | 2026-Q1 |
| Wellington Shields Capital Management, LLC added | 95,850 | $10M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 84,347 | $9M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 83,787 | $9M | 0.3% | 2026-Q1 |
| FORTEM FINANCIAL GROUP, LLC trimmed | 82,826 | $9M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 79,531 | $9M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 77,190 | $8M | 0.2% | 2026-Q1 |
| FOCUS Wealth Advisors, LLC trimmed | 70,975 | $8M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 70,796 | $8M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 69,541 | $8M | 0.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 67,898 | $7M | 0.2% | 2026-Q1 |
| University of Illinois Foundation new | 66,744 | $7M | 0.2% | 2026-Q1 |
| Quantitative Investment Management, LLC added | 66,592 | $7M | 0.2% | 2026-Q1 |
| Parallax Volatility Advisers, L.P. added | 60,989 | $7M | 0.2% | 2026-Q1 |
| Legend Financial Advisors, Inc. trimmed | 65,923 | $7M | 0.2% | 2026-Q1 |
| OKABENA INVESTMENT SERVICES INC | 65,387 | $7M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 64,775 | $7M | 0.2% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 62,508 | $7M | 0.2% | 2026-Q1 |
| Ted Buchan & Co trimmed | 62,246 | $7M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC added | 61,780 | $7M | 0.2% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC new | 58,997 | $6M | 0.2% | 2026-Q1 |
| VESTOR CAPITAL, LLC new | 57,878 | $6M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 57,119 | $6M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 54,908 | $6M | 0.2% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. added | 54,268 | $6M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 51,671 | $6M | 0.2% | 2026-Q1 |
| Chicago Wealth Management, Inc. added | 51,529 | $6M | 0.2% | 2026-Q1 |
| Norris Financial Group, LLC trimmed | 50,188 | $5M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 50,027 | $5M | 0.2% | 2026-Q1 |
| Graham Capital Management, L.P. added | 45,000 | $5M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 44,600 | $5M | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 44,488 | $5M | 0.1% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 42,629 | $5M | 0.1% | 2026-Q1 |
| Hilltop Holdings Inc. added | 42,265 | $5M | 0.1% | 2026-Q1 |
| Amitell Capital Pte Ltd trimmed | 41,755 | $5M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 43,223 | $4M | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 40,838 | $4M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 40,581 | $4M | 0.1% | 2026-Q1 |
| HERBST GROUP, LLC trimmed | 40,502 | $4M | 0.1% | 2026-Q1 |
| TCP Asset Management, LLC new | 40,383 | $4M | 0.1% | 2026-Q1 |
| Greenline Partners, LLC trimmed | 39,817 | $4M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 38,869 | $4M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | 38,800 | $4M | 0.1% | 2026-Q1 |
| ARS Investment Partners, LLC trimmed | 38,460 | $4M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 38,132 | $4M | 0.1% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 2,303,550 | $215M | 6.4% | 2025-Q3 stale |
| Clal Insurance Enterprises Holdings Ltd trimmed | 1,000,000 | $67M | 2.0% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP | 600,000 | $40M | 1.2% | 2025-Q2 stale |
| Financial Advocates Investment Management added | 256,410 | $23M | 0.7% | 2025-Q1 stale |
| Volterra Technologies LP added | 203,816 | $19M | 0.6% | 2025-Q3 stale |
| PRUDENTIAL PLC added | 178,400 | $17M | 0.5% | 2025-Q3 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 156,000 | $16M | 0.5% | 2025-Q4 stale |
| Condire Management, LP added | 122,451 | $13M | 0.4% | 2025-Q4 stale |
| Jump Financial, LLC added | 105,950 | $11M | 0.3% | 2025-Q4 stale |
| Lake Hills Wealth Management, LLC trimmed | 79,764 | $8M | 0.2% | 2025-Q4 stale |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 147,533 | $8M | 0.2% | 2025-Q1 stale |
| Tidal Investments LLC trimmed | 55,130 | $6M | 0.2% | 2025-Q4 stale |
| Uniting Wealth Partners, LLC new | 53,454 | $6M | 0.2% | 2025-Q4 stale |
| CAXTON ASSOCIATES LLP new | 55,426 | $5M | 0.2% | 2025-Q3 stale |
| Tradewinds, LLC. added | 48,968 | $5M | 0.2% | 2025-Q4 stale |
| RPO LLC new | 84,706 | $5M | 0.1% | 2025-Q1 stale |
| SIMPLEX TRADING, LLC added | 43,012 | $4M | 0.1% | 2025-Q4 stale |
| SCOTIA CAPITAL INC. added | 40,272 | $4M | 0.1% | 2025-Q4 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.