Who owns XEXGX?
Institutional ownership of XEXGX from SEC Form 13F filings across 209 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.
209
13F holders
$539.3M
value, 2026 filers
58.7M
shares disclosed
26
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 XEXGX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 23.5M | $230.4M | 0.0% | — | 0.0% |
| 2 | Invesco Ltd. | 3.9M | $38.4M | 0.0% | — | +5.0% |
| 3 | LPL Financial LLC | 3.9M | $37.8M | 0.0% | — | +1.7% |
| 4 | RAYMOND JAMES FINANCIAL INC | 2.8M | $27.6M | 0.0% | — | +26.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 2.7M | $26.6M | 0.0% | — | +0.7% |
| 6 | Janney Montgomery Scott LLC | 1.8M | $17,695 | 0.0% | — | +28.8% |
| 7 | WELLS FARGO & COMPANY/MN | 1.5M | $15.0M | 0.0% | — | +8.3% |
| 8 | ROYAL BANK OF CANADA | 1.3M | $13.0M | 0.0% | — | -4.4% |
| 9 | Allspring Global Investments Holdings, LLC | 1.3M | $12.8M | 0.0% | — | +10.2% |
| 10 | STIFEL FINANCIAL CORP | 1.2M | $11.7M | 0.0% | — | -0.8% |
| 11 | COHEN & STEERS, INC. | 1.1M | $10,546 | 0.0% | — | +2.4% |
| 12 | AMERIPRISE FINANCIAL INC | 992,464 | $9.7M | 0.0% | — | +3.1% |
| 13 | HighTower Advisors, LLC | 864,184 | $8.5M | 0.0% | — | +0.5% |
| 14 | Prosperity Consulting Group, LLC | 774,470 | $7.6M | 0.3% | — | +4.4% |
| 15 | UBS Group AG | 709,357 | $7.0M | 0.0% | — | -0.9% |
| 16 | Cambridge Investment Research Advisors, Inc. | 697,328 | $6,840 | 0.0% | — | +128.7% |
| 17 | Snowden Capital Advisors LLC | 659,084 | $6.5M | 0.2% | — | +0.3% |
| 18 | OSAIC HOLDINGS, INC. | 614,239 | $6.0M | 0.0% | — | +9.9% |
| 19 | Rockefeller Capital Management L.P. | 610,403 | $6.0M | 0.0% | — | +22.2% |
| 20 | Kestra Advisory Services, LLC | 549,702 | $5.4M | 0.0% | — | -4.9% |
| 21 | NewEdge Advisors, LLCNEW | 430,935 | $4.2M | 0.0% | — | new |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 364,315 | $3.6M | 0.0% | — | +2.6% |
| 23 | Cerity Partners LLC | 287,733 | $2.8M | 0.0% | — | -1.5% |
| 24 | Cetera Investment Advisers | 263,368 | $2.6M | 0.0% | — | -42.2% |
| 25 | Fund Advisors of America Inc/FL | 247,613 | $2.4M | 2.2% | — | +0.3% |
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.