Who owns XNEAX?
Institutional ownership of XNEAX from SEC Form 13F filings across 171 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.
171
13F holders
$434.3M
value, 2026 filers
38.1M
shares disclosed
18
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 XNEAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9.8M | $115.6M | 0.0% | — | -0.7% |
| 2 | RAYMOND JAMES FINANCIAL INC | 3.6M | $42.2M | 0.0% | — | +19.5% |
| 3 | WELLS FARGO & COMPANY/MN | 2.9M | $34.1M | 0.0% | — | +4.5% |
| 4 | UBS Group AG | 1.6M | $19.2M | 0.0% | — | -5.5% |
| 5 | LPL Financial LLC | 1.5M | $17.3M | 0.0% | — | +1.7% |
| 6 | VAN ECK ASSOCIATES CORP | 1.4M | $16.6M | 0.0% | — | +7.1% |
| 7 | BANK OF AMERICA CORP /DE/ | 1.4M | $16.3M | 0.0% | — | -9.1% |
| 8 | ROYAL BANK OF CANADA | 1.3M | $14.7M | 0.0% | — | -5.8% |
| 9 | STIFEL FINANCIAL CORP | 1.1M | $13.2M | 0.0% | — | +3.2% |
| 10 | HighTower Advisors, LLC | 1.1M | $12.8M | 0.0% | — | +2.1% |
| 11 | Merit Financial Group, LLC | 724,466 | $8.5M | 0.1% | — | +100.1% |
| 12 | OSAIC HOLDINGS, INC. | 694,032 | $8.1M | 0.0% | — | +21.3% |
| 13 | Cetera Investment Advisers | 582,857 | $6.8M | 0.0% | — | +7.5% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 579,186 | $6.8M | 0.0% | — | -14.1% |
| 15 | Kestra Advisory Services, LLC | 539,031 | $6.3M | 0.0% | — | +22.6% |
| 16 | AMERIPRISE FINANCIAL INC | 487,086 | $5.7M | 0.0% | — | +9.6% |
| 17 | Cambridge Investment Research Advisors, Inc. | 474,084 | $5,566 | 0.0% | — | +97.6% |
| 18 | Rockefeller Capital Management L.P. | 367,537 | $4.3M | 0.0% | — | -3.1% |
| 19 | TRUIST FINANCIAL CORP | 320,442 | $3.8M | 0.0% | — | +45.3% |
| 20 | Capital Investment Advisors, LLC | 316,233 | $3.7M | 0.0% | — | -51.1% |
| 21 | Savant Capital, LLC | 314,670 | $3.6M | 0.0% | — | +100.3% |
| 22 | Janney Montgomery Scott LLC | 312,483 | $3,669 | 0.0% | — | +6.9% |
| 23 | COHEN & STEERS, INC. | 279,411 | $3,280 | 0.0% | — | -8.3% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 271,417 | $3.2M | 0.0% | — | -3.4% |
| 25 | &PARTNERS | 260,261 | $3.1M | 0.0% | — | -1.9% |
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.