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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 3,038,279 | $91,969 | 12/31/2023 |
XCEM | 3,038,279 | $91,969 | 12/31/2023 |
Bank of America Corp DE | 1,748,768 | $52,935 | 12/31/2023 |
XCEM | 1,748,768 | $52,935 | 12/31/2023 |
Bogart Wealth LLC | 785,086 | $23,765 | 12/31/2023 |
XCEM | 785,086 | $23,765 | 12/31/2023 |
Personal Resources Investment & Strategic Management Inc. | 751,186 | $23,362 | 03/31/2024 |
XCEM | 751,186 | $23,362 | 03/31/2024 |
Richard P Slaughter Associates Inc | 627,146 | $19,504 | 03/31/2024 |
XCEM | 627,146 | $19,504 | 03/31/2024 |
LPL Financial LLC | 607,984 | $18,404 | 12/31/2023 |
XCEM | 607,984 | $18,404 | 12/31/2023 |
Alps Advisors Inc. | 570,475 | $17,268 | 12/31/2023 |
XCEM | 570,475 | $17,268 | 12/31/2023 |
Marotta Asset Management | 553,903 | $17,226 | 03/31/2024 |
XCEM | 553,903 | $17,226 | 03/31/2024 |
Commonwealth Equity Services LLC | 536,917 | $16,252 | 12/31/2023 |
XCEM | 536,917 | $16,252 | 12/31/2023 |
Partners Capital Investment Group LLP | 513,945 | $15,557 | 12/31/2023 |
XCEM | 513,945 | $15,557 | 12/31/2023 |
UBS Group AG | 457,566 | $13,851 | 12/31/2023 |
XCEM | 457,566 | $13,851 | 12/31/2023 |
Eastern Bank | 446,995 | $13,531 | 12/31/2023 |
XCEM | 446,995 | $13,531 | 12/31/2023 |
MA Private Wealth | 413,766 | $12,525 | 12/31/2023 |
XCEM | 413,766 | $12,525 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 381,125 | $11,537 | 12/31/2023 |
XCEM | 381,125 | $11,537 | 12/31/2023 |
CENTRAL TRUST Co | 292,888 | $8,866 | 12/31/2023 |
XCEM | 292,888 | $8,866 | 12/31/2023 |
Planning Alternatives Ltd. ADV | 267,058 | $8,306 | 03/31/2024 |
XCEM | 267,058 | $8,306 | 03/31/2024 |
JPMorgan Chase & Co. | 261,337 | $7,911 | 12/31/2023 |
XCEM | 261,337 | $7,911 | 12/31/2023 |
HighTower Advisors LLC | 245,556 | $7,432 | 12/31/2023 |
XCEM | 245,556 | $7,432 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 236,782 | $7,167 | 12/31/2023 |
XCEM | 236,782 | $7,167 | 12/31/2023 |
CIBC Private Wealth Group LLC | 231,389 | $7,004 | 12/31/2023 |
XCEM | 231,389 | $7,004 | 12/31/2023 |
Systelligence LLC | 199,036 | $6,190 | 03/31/2024 |
XCEM | 199,036 | $6,190 | 03/31/2024 |
Exencial Wealth Advisors LLC | 202,667 | $6,135 | 12/31/2023 |
XCEM | 202,667 | $6,135 | 12/31/2023 |
AlphaCore Capital LLC | 189,708 | $5,742 | 12/31/2023 |
XCEM | 189,708 | $5,742 | 12/31/2023 |
Breakwater Capital Group | 176,951 | $5,503 | 03/31/2024 |
XCEM | 176,951 | $5,503 | 03/31/2024 |
Kickstand Ventures LLC. | 174,054 | $5,269 | 12/31/2023 |
XCEM | 174,054 | $5,269 | 12/31/2023 |
Petra Financial Advisors Inc. | 159,113 | $4,816 | 12/31/2023 |
XCEM | 159,113 | $4,816 | 12/31/2023 |
ONE Advisory Partners LLC | 153,021 | $4,759 | 03/31/2024 |
XCEM | 153,021 | $4,759 | 03/31/2024 |
Aptus Capital Advisors LLC | 150,737 | $4,563 | 12/31/2023 |
XCEM | 150,737 | $4,563 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 150,737 | $4,563 | 12/31/2023 |
XCEM | 150,737 | $4,563 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 141,562 | $4,285 | 12/31/2023 |
XCEM | 141,562 | $4,285 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 137,591 | $4,165 | 12/31/2023 |
XCEM | 137,591 | $4,165 | 12/31/2023 |
Buttonwood Financial Group LLC | 132,825 | $4,131 | 03/31/2024 |
XCEM | 132,825 | $4,131 | 03/31/2024 |
Creative Planning | 120,668 | $3,653 | 12/31/2023 |
XCEM | 120,668 | $3,653 | 12/31/2023 |
Fortress Wealth Management Inc. | 119,808 | $3,627 | 12/31/2023 |
XCEM | 119,808 | $3,627 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 114,970 | $3,576 | 03/31/2024 |
XCEM | 114,970 | $3,576 | 03/31/2024 |
Vertex Planning Partners LLC | 108,938 | $3,298 | 12/31/2023 |
XCEM | 108,938 | $3,298 | 12/31/2023 |
Cypress Wealth Services LLC | 104,347 | $3,245 | 03/31/2024 |
XCEM | 104,347 | $3,245 | 03/31/2024 |
Highland Financial Advisors LLC | 106,273 | $3,217 | 12/31/2023 |
XCEM | 106,273 | $3,217 | 12/31/2023 |
Jane Street Group LLC | 100,443 | $3,040 | 12/31/2023 |
XCEM | 100,443 | $3,040 | 12/31/2023 |
Stifel Financial Corp | 99,045 | $2,998 | 12/31/2023 |
XCEM | 99,045 | $2,998 | 12/31/2023 |
Sebold Capital Management Inc. | 93,380 | $2,904 | 03/31/2024 |
XCEM | 93,380 | $2,904 | 03/31/2024 |
Private Advisor Group LLC | 95,185 | $2,881 | 12/31/2023 |
XCEM | 95,185 | $2,881 | 12/31/2023 |
ARQ Wealth Advisors LLC | 93,030 | $2,816 | 12/31/2023 |
XCEM | 93,030 | $2,816 | 12/31/2023 |
Smithbridge Asset Management Inc. DE | 91,270 | $2,763 | 12/31/2023 |
XCEM | 91,270 | $2,763 | 12/31/2023 |
Wade G W & Inc. | 86,424 | $2,616 | 12/31/2023 |
XCEM | 86,424 | $2,616 | 12/31/2023 |
MML Investors Services LLC | 86,253 | $2,611 | 12/31/2023 |
XCEM | 86,253 | $2,611 | 12/31/2023 |
Janney Montgomery Scott LLC | 83,708 | $2,534 | 12/31/2023 |
XCEM | 83,708 | $2,534 | 12/31/2023 |
Krilogy Financial LLC | 83,026 | $2,513 | 12/31/2023 |
XCEM | 83,026 | $2,513 | 12/31/2023 |
D.A. Davidson & CO. | 82,279 | $2,491 | 12/31/2023 |
XCEM | 82,279 | $2,491 | 12/31/2023 |
Leavell Investment Management Inc. | 78,098 | $2,364 | 12/31/2023 |
XCEM | 78,098 | $2,364 | 12/31/2023 |
Mason & Associates Inc | 76,669 | $2,321 | 12/31/2023 |
XCEM | 76,669 | $2,321 | 12/31/2023 |
First National Corp MA ADV | 75,961 | $2,299 | 03/31/2024 |
XCEM | 75,961 | $2,299 | 03/31/2024 |
Focus Financial Network Inc. ADV | 71,656 | $2,169 | 12/31/2023 |
XCEM | 71,656 | $2,169 | 12/31/2023 |
WealthCare Investment Partners LLC | 67,315 | $2,094 | 03/31/2024 |
XCEM | 67,315 | $2,094 | 03/31/2024 |
First Foundation Advisors | 61,449 | $1,860 | 12/31/2023 |
XCEM | 61,449 | $1,860 | 12/31/2023 |
Cetera Advisor Networks LLC | 59,088 | $1,789 | 12/31/2023 |
XCEM | 59,088 | $1,789 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 52,945 | $1,603 | 12/31/2023 |
XCEM | 52,945 | $1,603 | 12/31/2023 |
Keudell Morrison Wealth Management | 51,244 | $1,551 | 12/31/2023 |
XCEM | 51,244 | $1,551 | 12/31/2023 |
WCG Wealth Advisors LLC | 50,345 | $1,524 | 12/31/2023 |
XCEM | 50,345 | $1,524 | 12/31/2023 |
KWB Wealth | 48,374 | $1,464 | 12/31/2023 |
XCEM | 48,374 | $1,464 | 12/31/2023 |
Sykon Capital LLC | 47,157 | $1,427 | 12/31/2023 |
XCEM | 47,157 | $1,427 | 12/31/2023 |
Mariner LLC | 42,563 | $1,288 | 12/31/2023 |
XCEM | 42,563 | $1,288 | 12/31/2023 |
Flow Traders U.S. LLC | 40,505 | $1,226 | 12/31/2023 |
XCEM | 40,505 | $1,226 | 12/31/2023 |
Advisor Group Holdings Inc. | 38,815 | $1,175 | 12/31/2023 |
XCEM | 38,815 | $1,175 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 36,940 | $1,118 | 12/31/2023 |
XCEM | 36,940 | $1,118 | 12/31/2023 |
Resource Planning Group | 33,174 | $1,004 | 12/31/2023 |
XCEM | 33,174 | $1,004 | 12/31/2023 |
Raymond James & Associates | 32,847 | $994 | 12/31/2023 |
XCEM | 32,847 | $994 | 12/31/2023 |
GWM Advisors LLC | 32,540 | $985 | 12/31/2023 |
XCEM | 32,540 | $985 | 12/31/2023 |
CoreCap Advisors LLC | 30,519 | $924 | 12/31/2023 |
XCEM | 30,519 | $924 | 12/31/2023 |
Belpointe Asset Management LLC | 30,288 | $917 | 12/31/2023 |
XCEM | 30,288 | $917 | 12/31/2023 |
Denver Wealth Management Inc. | 27,755 | $863 | 03/31/2024 |
XCEM | 27,755 | $863 | 03/31/2024 |
Envestnet Asset Management Inc. | 27,913 | $845 | 12/31/2023 |
XCEM | 27,913 | $845 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 25,578 | $774 | 12/31/2023 |
XCEM | 25,578 | $774 | 12/31/2023 |
Atlas Capital Advisors LLC | 20,817 | $647 | 03/31/2024 |
XCEM | 20,817 | $647 | 03/31/2024 |
Cresset Asset Management LLC | 21,114 | $639 | 12/31/2023 |
XCEM | 21,114 | $639 | 12/31/2023 |
Valeo Financial Advisors LLC | 20,606 | $624 | 12/31/2023 |
XCEM | 20,606 | $624 | 12/31/2023 |
O Dell Group LLC | 20,560 | $622 | 12/31/2023 |
XCEM | 20,560 | $622 | 12/31/2023 |
Sigma Planning Corp | 20,336 | $616 | 12/31/2023 |
XCEM | 20,336 | $616 | 12/31/2023 |
Thrivent Financial for Lutherans | 20,271 | $614 | 12/31/2023 |
XCEM | 20,271 | $614 | 12/31/2023 |
Redmont Wealth Advisors LLC | 19,969 | $604 | 12/31/2023 |
XCEM | 19,969 | $604 | 12/31/2023 |
Brown Advisory Inc. | 19,071 | $577 | 12/31/2023 |
XCEM | 19,071 | $577 | 12/31/2023 |
Coastline Trust Co | 17,902 | $542 | 12/31/2023 |
XCEM | 17,902 | $542 | 12/31/2023 |
Oxford Financial Group Ltd. | 17,175 | $520 | 12/31/2023 |
XCEM | 17,175 | $520 | 12/31/2023 |
Telos Capital Management Inc. | 16,173 | $490 | 12/31/2023 |
XCEM | 16,173 | $490 | 12/31/2023 |
Total Clarity Wealth Management Inc. | 15,916 | $482 | 12/31/2023 |
XCEM | 15,916 | $482 | 12/31/2023 |
Change Path LLC | 14,575 | $441 | 12/31/2023 |
XCEM | 14,575 | $441 | 12/31/2023 |
Tidemark LLC | 13,578 | $411 | 12/31/2023 |
XCEM | 13,578 | $411 | 12/31/2023 |
Avantax Advisory Services Inc. | 13,523 | $409 | 12/31/2023 |
XCEM | 13,523 | $409 | 12/31/2023 |
GW Henssler & Associates Ltd. | 13,061 | $395 | 12/31/2023 |
XCEM | 13,061 | $395 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 12,627 | $382 | 12/31/2023 |
XCEM | 12,627 | $382 | 12/31/2023 |
Pure Financial Advisors Inc. | 11,687 | $363 | 03/31/2024 |
XCEM | 11,687 | $363 | 03/31/2024 |
OLD Mission Capital LLC | 11,493 | $348 | 12/31/2023 |
XCEM | 11,493 | $348 | 12/31/2023 |
Managed Asset Portfolios LLC | 10,812 | $327 | 12/31/2023 |
XCEM | 10,812 | $327 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 10,137 | $307 | 12/31/2023 |
XCEM | 10,137 | $307 | 12/31/2023 |
Kestra Advisory Services LLC | 9,346 | $283 | 12/31/2023 |
XCEM | 9,346 | $283 | 12/31/2023 |
Brand Asset Management Group Inc. | 8,962 | $271 | 12/31/2023 |
XCEM | 8,962 | $271 | 12/31/2023 |
Castleview Partners LLC | 8,762 | $265 | 12/31/2023 |
XCEM | 8,762 | $265 | 12/31/2023 |
SFG Wealth Management LLC. | 7,692 | $233 | 12/31/2023 |
XCEM | 7,692 | $233 | 12/31/2023 |
Sawtooth Solutions LLC | 7,610 | $230 | 12/31/2023 |
XCEM | 7,610 | $230 | 12/31/2023 |
Bleakley Financial Group LLC | 7,610 | $230 | 12/31/2023 |
XCEM | 7,610 | $230 | 12/31/2023 |
MKT Advisors LLC | 7,234 | $225 | 03/31/2024 |
XCEM | 7,234 | $225 | 03/31/2024 |
CWM LLC | 4,371 | $136 | 03/31/2024 |
XCEM | 4,371 | $136 | 03/31/2024 |
Northwest Capital Management Inc | 4,371 | $136 | 03/31/2024 |
XCEM | 4,371 | $136 | 03/31/2024 |
Comerica Bank | 4,281 | $130 | 12/31/2023 |
XCEM | 4,281 | $130 | 12/31/2023 |
Advisory Services Network LLC | 3,583 | $108 | 12/31/2023 |
XCEM | 3,583 | $108 | 12/31/2023 |
Principal Securities Inc. | 2,951 | $89 | 12/31/2023 |
XCEM | 2,951 | $89 | 12/31/2023 |
Sachetta LLC | 2,714 | $82 | 12/31/2023 |
XCEM | 2,714 | $82 | 12/31/2023 |
Smithfield Trust Co. | 2,200 | $66 | 12/31/2023 |
XCEM | 2,200 | $66 | 12/31/2023 |
Main Management LLC | 2,095 | $63 | 12/31/2023 |
XCEM | 2,095 | $63 | 12/31/2023 |
Qube Research & Technologies Ltd | 1,525 | $46 | 12/31/2023 |
XCEM | 1,525 | $46 | 12/31/2023 |
McClarren Financial Advisors Inc. | 1,376 | $42 | 12/31/2023 |
XCEM | 1,376 | $42 | 12/31/2023 |
Wells Fargo & Company MN | 1,243 | $38 | 12/31/2023 |
XCEM | 1,243 | $38 | 12/31/2023 |
Allworth Financial LP | 1,230 | $37 | 12/31/2023 |
XCEM | 1,230 | $37 | 12/31/2023 |
Harbour Investments Inc. | 1,151 | $35 | 12/31/2023 |
XCEM | 1,151 | $35 | 12/31/2023 |
McIlrath & Eck LLC | 607 | $18 | 12/31/2023 |
XCEM | 607 | $18 | 12/31/2023 |
IFP Advisors Inc | 456 | $14 | 12/31/2023 |
XCEM | 456 | $14 | 12/31/2023 |
Private Trust Co. NA | 415 | $13 | 12/31/2023 |
XCEM | 415 | $13 | 12/31/2023 |
FMR LLC | 269 | $8 | 12/31/2023 |
XCEM | 269 | $8 | 12/31/2023 |
Wolff Wiese Magana LLC | 129 | $4 | 03/31/2024 |
XCEM | 129 | $4 | 03/31/2024 |
Venturi Wealth Management LLC | 83 | $3 | 12/31/2023 |
XCEM | 83 | $3 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 25 | $1 | 03/31/2024 |
XCEM | 25 | $1 | 03/31/2024 |
Bank of Montreal Can | 38 | $1 | 12/31/2023 |
XCEM | 38 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
XCEM | 0 | $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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