Security record · archived quarter
EXG
name pending profile ingest
50Tracked holders
+6Δ holders
47.75MShares held
$414.06MReported value
+6New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +13.6% ·
share flow -0.3% ·
net new positions +12.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 23.49M | -3.0% | $203.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 3.79M | +0.6% | $32.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 3.73M | +0.6% | $32.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 2.69M | +0.4% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.22M | +5.4% | $19.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 1.41M | +12.1% | $12.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 1.38M | -1.3% | $11.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 1.20M | +16.0% | $10.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Allspring Global Investments… | 1.19M | -1.6% | $10.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 962.83K | -2.6% | $8.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 860.15K | +3.2% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 716.05K | +1.9% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 559.07K | +9.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 499.49K | +6.0% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 456.01K | -1.0% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 355.09K | -49.3% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 292.00K | -0.1% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 212.80K | +2.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Blair William & Co/Il | 175.23K | -0.5% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 165.00K | -12.9% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 163.93K | +736.7% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 162.60K | +18851.4% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 146.36K | +10.3% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 146.06K | +1.7% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 79.95K | -31.5% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 90.58K | New | $784,457 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Corient Private Wealth LP | 69.51K | -51.1% | $601,922 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Millennium Management ✦ | 67.17K | New | $581,658 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 59.79K | -6.3% | $517,773 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Creative Planning | 57.63K | +1.6% | $499,093 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 52.99K | +10.0% | $458,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 52.76K | +21.4% | $456,858 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 43.19K | -1.4% | $374,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 42.58K | -30.8% | $368,708 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Wealth Enhancement Advisory… | 40.76K | -2.6% | $359,532 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 20.13K | +5.2% | $174,352 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Empower Advisory Group, LLC | 19.00K | 0.0% | $164,540 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Brown Advisory Inc | 18.80K | 0.0% | $162,817 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 15.93K | New | $137,919 | 0.0% | New | 1 | SEC ↗ ×2 |
| 40 | Citadel Advisors ✦ | 14.71K | New | $127,389 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 12.93K | +475.5% | $111,931 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 11.53K | -12.7% | $99,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Citigroup Inc | 9.30K | 0.0% | $80,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cwm, Llc | 5.30K | +437.1% | $45,902 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 2.47K | 0.0% | $21,391 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 46 | Fidelity (FMR) ✦ | 1.48K | -6.5% | $12,817 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 1.14K | New | $9,432 | 0.0% | New | 1 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 578 | New | $5,005 | 0.0% | New | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 429 | 0.0% | $3,715 | 0.0% | Held | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 273 | +71.7% | $2,260 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $784,457 | 0.0% |
| Millennium Management | $581,658 | 0.0% |
| Baird Financial Group, Inc. | $137,919 | 0.0% |
| Citadel Advisors | $127,389 | 0.0% |
| Jones Financial Companies Lllp | $9,432 | 0.0% |
| UBS AM, a distinct business… | $5,005 | 0.0% |
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: Q1 2026 ·
Methodology ·
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