HoldingsChannel.com
Funds Holding XCEM

On this page, we present all of the funds holding XCEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XCEM, with a link to that fund's top holdings. The next columns indicate the amount of XCEM stock held by each of the funds holding XCEM, followed by the XCEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 122 funds holding XCEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding XCEM), click the fund name in the "Holder" column of the funds-holding-XCEM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,038,279$91,969 12/31/2023
     XCEM3,038,279$91,969 12/31/2023
Bank of America Corp DE1,748,768$52,935 12/31/2023
     XCEM1,748,768$52,935 12/31/2023
Bogart Wealth LLC785,086$23,765 12/31/2023
     XCEM785,086$23,765 12/31/2023
Personal Resources Investment & Strategic Management Inc.751,186$23,362 03/31/2024
     XCEM751,186$23,362 03/31/2024
Richard P Slaughter Associates Inc627,146$19,504 03/31/2024
     XCEM627,146$19,504 03/31/2024
LPL Financial LLC607,984$18,404 12/31/2023
     XCEM607,984$18,404 12/31/2023
Alps Advisors Inc.570,475$17,268 12/31/2023
     XCEM570,475$17,268 12/31/2023
Marotta Asset Management553,903$17,226 03/31/2024
     XCEM553,903$17,226 03/31/2024
Commonwealth Equity Services LLC536,917$16,252 12/31/2023
     XCEM536,917$16,252 12/31/2023
Partners Capital Investment Group LLP513,945$15,557 12/31/2023
     XCEM513,945$15,557 12/31/2023
UBS Group AG457,566$13,851 12/31/2023
     XCEM457,566$13,851 12/31/2023
Eastern Bank446,995$13,531 12/31/2023
     XCEM446,995$13,531 12/31/2023
MA Private Wealth413,766$12,525 12/31/2023
     XCEM413,766$12,525 12/31/2023
Raymond James Financial Services Advisors Inc.381,125$11,537 12/31/2023
     XCEM381,125$11,537 12/31/2023
CENTRAL TRUST Co292,888$8,866 12/31/2023
     XCEM292,888$8,866 12/31/2023
Planning Alternatives Ltd. ADV267,058$8,306 03/31/2024
     XCEM267,058$8,306 03/31/2024
JPMorgan Chase & Co.261,337$7,911 12/31/2023
     XCEM261,337$7,911 12/31/2023
HighTower Advisors LLC245,556$7,432 12/31/2023
     XCEM245,556$7,432 12/31/2023
Northwestern Mutual Wealth Management Co.236,782$7,167 12/31/2023
     XCEM236,782$7,167 12/31/2023
CIBC Private Wealth Group LLC231,389$7,004 12/31/2023
     XCEM231,389$7,004 12/31/2023
Systelligence LLC199,036$6,190 03/31/2024
     XCEM199,036$6,190 03/31/2024
Exencial Wealth Advisors LLC202,667$6,135 12/31/2023
     XCEM202,667$6,135 12/31/2023
AlphaCore Capital LLC189,708$5,742 12/31/2023
     XCEM189,708$5,742 12/31/2023
Breakwater Capital Group176,951$5,503 03/31/2024
     XCEM176,951$5,503 03/31/2024
Kickstand Ventures LLC.174,054$5,269 12/31/2023
     XCEM174,054$5,269 12/31/2023
Petra Financial Advisors Inc.159,113$4,816 12/31/2023
     XCEM159,113$4,816 12/31/2023
ONE Advisory Partners LLC153,021$4,759 03/31/2024
     XCEM153,021$4,759 03/31/2024
Aptus Capital Advisors LLC150,737$4,563 12/31/2023
     XCEM150,737$4,563 12/31/2023
Guardian Wealth Advisors LLC NC150,737$4,563 12/31/2023
     XCEM150,737$4,563 12/31/2023
Pine Valley Investments Ltd Liability Co141,562$4,285 12/31/2023
     XCEM141,562$4,285 12/31/2023
McKinley Carter Wealth Services Inc.137,591$4,165 12/31/2023
     XCEM137,591$4,165 12/31/2023
Buttonwood Financial Group LLC132,825$4,131 03/31/2024
     XCEM132,825$4,131 03/31/2024
Creative Planning120,668$3,653 12/31/2023
     XCEM120,668$3,653 12/31/2023
Fortress Wealth Management Inc.119,808$3,627 12/31/2023
     XCEM119,808$3,627 12/31/2023
Wealthcare Advisory Partners LLC114,970$3,576 03/31/2024
     XCEM114,970$3,576 03/31/2024
Vertex Planning Partners LLC108,938$3,298 12/31/2023
     XCEM108,938$3,298 12/31/2023
Cypress Wealth Services LLC104,347$3,245 03/31/2024
     XCEM104,347$3,245 03/31/2024
Highland Financial Advisors LLC106,273$3,217 12/31/2023
     XCEM106,273$3,217 12/31/2023
Jane Street Group LLC100,443$3,040 12/31/2023
     XCEM100,443$3,040 12/31/2023
Stifel Financial Corp99,045$2,998 12/31/2023
     XCEM99,045$2,998 12/31/2023
Sebold Capital Management Inc.93,380$2,904 03/31/2024
     XCEM93,380$2,904 03/31/2024
Private Advisor Group LLC95,185$2,881 12/31/2023
     XCEM95,185$2,881 12/31/2023
ARQ Wealth Advisors LLC93,030$2,816 12/31/2023
     XCEM93,030$2,816 12/31/2023
Smithbridge Asset Management Inc. DE91,270$2,763 12/31/2023
     XCEM91,270$2,763 12/31/2023
Wade G W & Inc.86,424$2,616 12/31/2023
     XCEM86,424$2,616 12/31/2023
MML Investors Services LLC86,253$2,611 12/31/2023
     XCEM86,253$2,611 12/31/2023
Janney Montgomery Scott LLC83,708$2,534 12/31/2023
     XCEM83,708$2,534 12/31/2023
Krilogy Financial LLC83,026$2,513 12/31/2023
     XCEM83,026$2,513 12/31/2023
D.A. Davidson & CO.82,279$2,491 12/31/2023
     XCEM82,279$2,491 12/31/2023
Leavell Investment Management Inc.78,098$2,364 12/31/2023
     XCEM78,098$2,364 12/31/2023
Mason & Associates Inc76,669$2,321 12/31/2023
     XCEM76,669$2,321 12/31/2023
First National Corp MA ADV75,961$2,299 03/31/2024
     XCEM75,961$2,299 03/31/2024
Focus Financial Network Inc. ADV71,656$2,169 12/31/2023
     XCEM71,656$2,169 12/31/2023
WealthCare Investment Partners LLC67,315$2,094 03/31/2024
     XCEM67,315$2,094 03/31/2024
First Foundation Advisors61,449$1,860 12/31/2023
     XCEM61,449$1,860 12/31/2023
Cetera Advisor Networks LLC59,088$1,789 12/31/2023
     XCEM59,088$1,789 12/31/2023
Gladstone Institutional Advisory LLC52,945$1,603 12/31/2023
     XCEM52,945$1,603 12/31/2023
Keudell Morrison Wealth Management51,244$1,551 12/31/2023
     XCEM51,244$1,551 12/31/2023
WCG Wealth Advisors LLC50,345$1,524 12/31/2023
     XCEM50,345$1,524 12/31/2023
KWB Wealth48,374$1,464 12/31/2023
     XCEM48,374$1,464 12/31/2023
Sykon Capital LLC47,157$1,427 12/31/2023
     XCEM47,157$1,427 12/31/2023
Mariner LLC42,563$1,288 12/31/2023
     XCEM42,563$1,288 12/31/2023
Flow Traders U.S. LLC40,505$1,226 12/31/2023
     XCEM40,505$1,226 12/31/2023
Advisor Group Holdings Inc.38,815$1,175 12/31/2023
     XCEM38,815$1,175 12/31/2023
Mercer Global Advisors Inc. ADV36,940$1,118 12/31/2023
     XCEM36,940$1,118 12/31/2023
Resource Planning Group33,174$1,004 12/31/2023
     XCEM33,174$1,004 12/31/2023
Raymond James & Associates32,847$994 12/31/2023
     XCEM32,847$994 12/31/2023
GWM Advisors LLC32,540$985 12/31/2023
     XCEM32,540$985 12/31/2023
CoreCap Advisors LLC30,519$924 12/31/2023
     XCEM30,519$924 12/31/2023
Belpointe Asset Management LLC30,288$917 12/31/2023
     XCEM30,288$917 12/31/2023
Denver Wealth Management Inc.27,755$863 03/31/2024
     XCEM27,755$863 03/31/2024
Envestnet Asset Management Inc.27,913$845 12/31/2023
     XCEM27,913$845 12/31/2023
U.S. Capital Wealth Advisors LLC25,578$774 12/31/2023
     XCEM25,578$774 12/31/2023
Atlas Capital Advisors LLC20,817$647 03/31/2024
     XCEM20,817$647 03/31/2024
Cresset Asset Management LLC21,114$639 12/31/2023
     XCEM21,114$639 12/31/2023
Valeo Financial Advisors LLC20,606$624 12/31/2023
     XCEM20,606$624 12/31/2023
O Dell Group LLC20,560$622 12/31/2023
     XCEM20,560$622 12/31/2023
Sigma Planning Corp20,336$616 12/31/2023
     XCEM20,336$616 12/31/2023
Thrivent Financial for Lutherans20,271$614 12/31/2023
     XCEM20,271$614 12/31/2023
Redmont Wealth Advisors LLC19,969$604 12/31/2023
     XCEM19,969$604 12/31/2023
Brown Advisory Inc.19,071$577 12/31/2023
     XCEM19,071$577 12/31/2023
Coastline Trust Co17,902$542 12/31/2023
     XCEM17,902$542 12/31/2023
Oxford Financial Group Ltd.17,175$520 12/31/2023
     XCEM17,175$520 12/31/2023
Telos Capital Management Inc.16,173$490 12/31/2023
     XCEM16,173$490 12/31/2023
Total Clarity Wealth Management Inc.15,916$482 12/31/2023
     XCEM15,916$482 12/31/2023
Change Path LLC14,575$441 12/31/2023
     XCEM14,575$441 12/31/2023
Tidemark LLC13,578$411 12/31/2023
     XCEM13,578$411 12/31/2023
Avantax Advisory Services Inc.13,523$409 12/31/2023
     XCEM13,523$409 12/31/2023
GW Henssler & Associates Ltd.13,061$395 12/31/2023
     XCEM13,061$395 12/31/2023
GPS Wealth Strategies Group LLC12,627$382 12/31/2023
     XCEM12,627$382 12/31/2023
Pure Financial Advisors Inc.11,687$363 03/31/2024
     XCEM11,687$363 03/31/2024
OLD Mission Capital LLC11,493$348 12/31/2023
     XCEM11,493$348 12/31/2023
Managed Asset Portfolios LLC10,812$327 12/31/2023
     XCEM10,812$327 12/31/2023
Cambridge Investment Research Advisors Inc.10,137$307 12/31/2023
     XCEM10,137$307 12/31/2023
Kestra Advisory Services LLC9,346$283 12/31/2023
     XCEM9,346$283 12/31/2023
Brand Asset Management Group Inc.8,962$271 12/31/2023
     XCEM8,962$271 12/31/2023
Castleview Partners LLC8,762$265 12/31/2023
     XCEM8,762$265 12/31/2023
SFG Wealth Management LLC.7,692$233 12/31/2023
     XCEM7,692$233 12/31/2023
Sawtooth Solutions LLC7,610$230 12/31/2023
     XCEM7,610$230 12/31/2023
Bleakley Financial Group LLC7,610$230 12/31/2023
     XCEM7,610$230 12/31/2023
MKT Advisors LLC7,234$225 03/31/2024
     XCEM7,234$225 03/31/2024
CWM LLC4,371$136 03/31/2024
     XCEM4,371$136 03/31/2024
Northwest Capital Management Inc4,371$136 03/31/2024
     XCEM4,371$136 03/31/2024
Comerica Bank4,281$130 12/31/2023
     XCEM4,281$130 12/31/2023
Advisory Services Network LLC3,583$108 12/31/2023
     XCEM3,583$108 12/31/2023
Principal Securities Inc.2,951$89 12/31/2023
     XCEM2,951$89 12/31/2023
Sachetta LLC2,714$82 12/31/2023
     XCEM2,714$82 12/31/2023
Smithfield Trust Co.2,200$66 12/31/2023
     XCEM2,200$66 12/31/2023
Main Management LLC2,095$63 12/31/2023
     XCEM2,095$63 12/31/2023
Qube Research & Technologies Ltd1,525$46 12/31/2023
     XCEM1,525$46 12/31/2023
McClarren Financial Advisors Inc.1,376$42 12/31/2023
     XCEM1,376$42 12/31/2023
Wells Fargo & Company MN1,243$38 12/31/2023
     XCEM1,243$38 12/31/2023
Allworth Financial LP1,230$37 12/31/2023
     XCEM1,230$37 12/31/2023
Harbour Investments Inc.1,151$35 12/31/2023
     XCEM1,151$35 12/31/2023
McIlrath & Eck LLC607$18 12/31/2023
     XCEM607$18 12/31/2023
IFP Advisors Inc456$14 12/31/2023
     XCEM456$14 12/31/2023
Private Trust Co. NA415$13 12/31/2023
     XCEM415$13 12/31/2023
FMR LLC269$8 12/31/2023
     XCEM269$8 12/31/2023
Wolff Wiese Magana LLC129$4 03/31/2024
     XCEM129$4 03/31/2024
Venturi Wealth Management LLC83$3 12/31/2023
     XCEM83$3 12/31/2023
DHJJ Financial Advisors Ltd.25$1 03/31/2024
     XCEM25$1 03/31/2024
Bank of Montreal Can38$1 12/31/2023
     XCEM38$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     XCEM0$0 12/31/2023

See Summary: Institutional Holders of XCEM
See Details: Top 10 Hedge Funds Holding XCEM
Also See: XCEM Holdings Changes

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