Who owns XEVGX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XEVGX from SEC Form 13F filings across 41 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.
As of the 2026-06-30 reporting period, 41 institutions disclosed 5.1M shares of XEVGX worth $46.0M; the largest disclosed holder is AMERIPRISE FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$46.0M
value, 2026 filers
5.1M
shares disclosed
2
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 XEVGX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 1.8M | $19.8M | 0.0% | — | +9.9% |
| 2 | SIT INVESTMENT ASSOCIATES INC | 764,074 | $8,237 | 0.2% | — | +0.2% |
| 3 | GUGGENHEIM CAPITAL LLC | 347,294 | $3.7M | 0.0% | — | -3.1% |
| 4 | MORGAN STANLEY | 328,108 | $3.5M | 0.0% | — | -7.9% |
| 5 | Invesco Ltd. | 228,760 | $2.5M | 0.0% | — | +17.9% |
| 6 | OSAIC HOLDINGS, INC. | 173,144 | $1.9M | 0.0% | — | +17.9% |
| 7 | FIRST TRUST ADVISORS LP | 130,014 | $1.4M | 0.0% | — | +1.5% |
| 8 | AE Wealth Management LLC | 120,530 | $1.3M | 0.0% | — | +13.2% |
| 9 | Fiera Capital Corp | 115,563 | $1.2M | 0.0% | — | +2.8% |
| 10 | Cetera Investment Advisers | 99,269 | $1.1M | 0.0% | — | -19.3% |
| 11 | LPL Financial LLC | 85,766 | $924,560 | 0.0% | — | -2.1% |
| 12 | RAYMOND JAMES FINANCIAL INC | 84,720 | $913,283 | 0.0% | — | +249.5% |
| 13 | Advisors Asset Management, Inc. | 81,816 | $881,976 | 0.0% | — | -31.4% |
| 14 | Equitable Holdings, Inc. | 64,145 | $691,487 | 0.0% | — | +15.4% |
| 15 | Shaker Financial Services, LLC | 63,944 | $689,317 | 0.2% | — | -48.6% |
| 16 | Cambridge Investment Research Advisors, Inc. | 61,281 | $661 | 0.0% | — | -0.7% |
| 17 | ROYAL BANK OF CANADA | 53,151 | $573,000 | 0.0% | — | +2.7% |
| 18 | WELLS FARGO & COMPANY/MN | 50,785 | $547,467 | 0.0% | — | -1.0% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 36,474 | $393,190 | 0.0% | — | -5.4% |
| 20 | Diligent Investors, LLC | 35,597 | $383,740 | 0.1% | — | -9.4% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 34,972 | $376,995 | 0.0% | — | +25.4% |
| 22 | Post Resch Tallon Group Inc. | 34,607 | $373,065 | 0.3% | — | +25.0% |
| 23 | Calamos Advisors LLC | 33,463 | $360,731 | 0.0% | — | -32.2% |
| 24 | NewEdge Advisors, LLC | 29,900 | $322,322 | 0.0% | — | -4.5% |
| 25 | BANK OF AMERICA CORP /DE/ | 27,576 | $297,265 | 0.0% | — | -33.8% |
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.