Security record · archived quarter
EXG
name pending profile ingest
44Tracked holders
0Δ holders
47.89MShares held
$456.28MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 24.20M | +0.8% | $230.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 3.77M | — | $35.89M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 3.70M | — | $35.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 2.68M | — | $25.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.11M | — | $20.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 1.40M | — | $13.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 1.26M | — | $11.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Allspring Global Investments… | 1.21M | — | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 1.03M | — | $9.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 988.80K | — | $9.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | HighTower Advisors, LLC | 833.14K | — | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 702.94K | — | $6.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 700.35K | — | $6.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 510.64K | — | $4.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 471.13K | — | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 460.67K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 292.25K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Truist Financial Corp | 207.78K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 189.56K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Blair William & Co/Il | 176.18K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 143.66K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 142.22K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Goldman Sachs Group ✦ | 132.64K | +2.1% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Focus Partners Wealth | 116.69K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 63.84K | — | $608,386 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Jane Street Group, Llc | 61.49K | — | $585,962 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Creative Planning | 56.75K | — | $540,858 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 48.19K | — | $459,241 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 43.81K | — | $417,522 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 43.46K | — | $414,145 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 41.86K | — | $403,949 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 19.59K | — | $186,714 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 19.13K | — | $182,337 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Empower Advisory Group, LLC | 19.00K | — | $181,070 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Brown Advisory Inc | 18.80K | — | $179,173 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Lido Advisors, LLC | 13.21K | — | $120,202 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citigroup Inc | 9.30K | — | $88,651 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 2.47K | — | $23,539 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Assetmark, Inc | 2.25K | — | $21,404 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 1.58K | 0.0% | $15,086 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Cwm, Llc | 987 | — | $9,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 858 | — | $8,177 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 429 | — | $4,088 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 159 | -50.0% | $1,516 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 292 holders, 66.15M shares, $547.63M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API