Who owns XBMEX?
Institutional ownership of XBMEX from SEC Form 13F filings across 60 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
60
13F holders
$84.0M
value, 2026 filers
2.0M
shares disclosed
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XBMEX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 364,745 | $15.7M | 0.0% | — | +1.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 275,369 | $11.8M | 0.0% | — | +3.3% |
| 3 | WELLS FARGO & COMPANY/MN | 159,824 | $6.9M | 0.0% | — | +4.5% |
| 4 | ROYAL BANK OF CANADA | 154,876 | $6.7M | 0.0% | — | -3.6% |
| 5 | Invesco Ltd. | 130,083 | $5.6M | 0.0% | — | -3.4% |
| 6 | LPL Financial LLC | 113,128 | $4.9M | 0.0% | — | +5.0% |
| 7 | RAYMOND JAMES FINANCIAL INC | 109,811 | $4.7M | 0.0% | — | +2.2% |
| 8 | UBS Group AG | 96,906 | $4.2M | 0.0% | — | -11.1% |
| 9 | AMERIPRISE FINANCIAL INC | 70,671 | $3.0M | 0.0% | — | +2.4% |
| 10 | Cornerstone Advisory, LLC | 54,477 | $2.3M | 0.2% | — | +1.1% |
| 11 | Cypress Capital Management LLC (WY) | 53,307 | $2.3M | 1.9% | — | +18.8% |
| 12 | Summit Financial, LLC | 51,920 | $2.2M | 0.0% | — | +8.1% |
| 13 | Cambridge Investment Research Advisors, Inc. | 41,258 | $1,772 | 0.0% | — | +108.7% |
| 14 | FIRST TRUST ADVISORS LP | 29,063 | $1.2M | 0.0% | — | +9.6% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 28,981 | $1.2M | 0.0% | — | -6.5% |
| 16 | Kestra Advisory Services, LLC | 28,940 | $1.2M | 0.0% | — | +4.5% |
| 17 | Janney Montgomery Scott LLC | 28,198 | $1,211 | 0.0% | — | -10.1% |
| 18 | OSAIC HOLDINGS, INC. | 25,101 | $1.1M | 0.0% | — | +3.6% |
| 19 | Founders Financial Alliance, LLC | 19,200 | $824,633 | 0.1% | — | -0.7% |
| 20 | NewEdge Advisors, LLCNEW | 15,143 | $650,397 | 0.0% | — | new |
| 21 | LANARK FINANCIAL, INC. | 14,202 | $609,978 | 0.0% | — | -1.7% |
| 22 | Rockefeller Capital Management L.P. | 14,162 | $608,301 | 0.0% | — | -6.9% |
| 23 | HighTower Advisors, LLC | 13,924 | $598,040 | 0.0% | — | -23.0% |
| 24 | HBK Sorce Advisory LLC | 13,171 | $572,281 | 0.0% | — | -5.7% |
| 25 | Cetera Investment Advisers | 12,815 | $550,420 | 0.0% | — | -3.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.