HoldingsChannel.com
Institutional Holders of XCEM

There is a long list of 129 institutional holders of XCEM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of XCEM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XCEM table below, the initial column indicates the name of each top institutional holder of XCEM, with a link to that fund's top holdings. The next columns indicate the amount of XCEM stock held by each of the institutional holders of XCEM, followed by the XCEM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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 LLC808,024$25,130 03/31/2024
     XCEM808,024$25,130 03/31/2024
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
Raymond James Financial Services Advisors Inc.572,572$17,807 03/31/2024
     XCEM572,572$17,807 03/31/2024
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 LLC524,051$16,298 03/31/2024
     XCEM524,051$16,298 03/31/2024
Partners Capital Investment Group LLP513,945$15,557 12/31/2023
     XCEM513,945$15,557 12/31/2023
MA Private Wealth480,069$14,930 03/31/2024
     XCEM480,069$14,930 03/31/2024
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
CENTRAL TRUST Co289,437$9,001 03/31/2024
     XCEM289,437$9,001 03/31/2024
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
Raymond James & Associates237,201$7,377 03/31/2024
     XCEM237,201$7,377 03/31/2024
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
Mason & Associates Inc196,343$6,106 03/31/2024
     XCEM196,343$6,106 03/31/2024
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.160,715$4,998 03/31/2024
     XCEM160,715$4,998 03/31/2024
ONE Advisory Partners LLC153,021$4,759 03/31/2024
     XCEM153,021$4,759 03/31/2024
Private Advisor Group LLC148,992$4,634 03/31/2024
     XCEM148,992$4,634 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
KWB Wealth145,018$4,510 03/31/2024
     XCEM145,018$4,510 03/31/2024
McKinley Carter Wealth Services Inc.139,237$4,330 03/31/2024
     XCEM139,237$4,330 03/31/2024
Pine Valley Investments Ltd Liability Co141,562$4,285 12/31/2023
     XCEM141,562$4,285 12/31/2023
Financial Advocates Investment Management137,134$4,265 03/31/2024
     XCEM137,134$4,265 03/31/2024
Buttonwood Financial Group LLC132,825$4,131 03/31/2024
     XCEM132,825$4,131 03/31/2024
Tennessee Valley Asset Management Partners129,910$4,040 03/31/2024
     XCEM129,910$4,040 03/31/2024
Fortress Wealth Management Inc.128,670$4,002 03/31/2024
     XCEM128,670$4,002 03/31/2024
Creative Planning120,668$3,653 12/31/2023
     XCEM120,668$3,653 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
Janney Montgomery Scott LLC92,496$2,877 03/31/2024
     XCEM92,496$2,877 03/31/2024
Leavell Investment Management Inc.91,408$2,843 03/31/2024
     XCEM91,408$2,843 03/31/2024
ARQ Wealth Advisors LLC93,030$2,816 12/31/2023
     XCEM93,030$2,816 12/31/2023

See All: Funds Holding XCEM
See Details: Top 10 Hedge Funds Holding XCEM
Also See: XCEM Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree XCEM Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of XCEM | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.