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.
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 | 808,024 | $25,130 | 03/31/2024 |
XCEM | 808,024 | $25,130 | 03/31/2024 |
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 |
Raymond James Financial Services Advisors Inc. | 572,572 | $17,807 | 03/31/2024 |
XCEM | 572,572 | $17,807 | 03/31/2024 |
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 | 524,051 | $16,298 | 03/31/2024 |
XCEM | 524,051 | $16,298 | 03/31/2024 |
Partners Capital Investment Group LLP | 513,945 | $15,557 | 12/31/2023 |
XCEM | 513,945 | $15,557 | 12/31/2023 |
MA Private Wealth | 480,069 | $14,930 | 03/31/2024 |
XCEM | 480,069 | $14,930 | 03/31/2024 |
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 |
CENTRAL TRUST Co | 289,437 | $9,001 | 03/31/2024 |
XCEM | 289,437 | $9,001 | 03/31/2024 |
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 |
Raymond James & Associates | 237,201 | $7,377 | 03/31/2024 |
XCEM | 237,201 | $7,377 | 03/31/2024 |
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 |
Mason & Associates Inc | 196,343 | $6,106 | 03/31/2024 |
XCEM | 196,343 | $6,106 | 03/31/2024 |
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. | 160,715 | $4,998 | 03/31/2024 |
XCEM | 160,715 | $4,998 | 03/31/2024 |
ONE Advisory Partners LLC | 153,021 | $4,759 | 03/31/2024 |
XCEM | 153,021 | $4,759 | 03/31/2024 |
Private Advisor Group LLC | 148,992 | $4,634 | 03/31/2024 |
XCEM | 148,992 | $4,634 | 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 |
KWB Wealth | 145,018 | $4,510 | 03/31/2024 |
XCEM | 145,018 | $4,510 | 03/31/2024 |
McKinley Carter Wealth Services Inc. | 139,237 | $4,330 | 03/31/2024 |
XCEM | 139,237 | $4,330 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 141,562 | $4,285 | 12/31/2023 |
XCEM | 141,562 | $4,285 | 12/31/2023 |
Financial Advocates Investment Management | 137,134 | $4,265 | 03/31/2024 |
XCEM | 137,134 | $4,265 | 03/31/2024 |
Buttonwood Financial Group LLC | 132,825 | $4,131 | 03/31/2024 |
XCEM | 132,825 | $4,131 | 03/31/2024 |
Tennessee Valley Asset Management Partners | 129,910 | $4,040 | 03/31/2024 |
XCEM | 129,910 | $4,040 | 03/31/2024 |
Fortress Wealth Management Inc. | 128,670 | $4,002 | 03/31/2024 |
XCEM | 128,670 | $4,002 | 03/31/2024 |
Creative Planning | 120,668 | $3,653 | 12/31/2023 |
XCEM | 120,668 | $3,653 | 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 |
Janney Montgomery Scott LLC | 92,496 | $2,877 | 03/31/2024 |
XCEM | 92,496 | $2,877 | 03/31/2024 |
Leavell Investment Management Inc. | 91,408 | $2,843 | 03/31/2024 |
XCEM | 91,408 | $2,843 | 03/31/2024 |
ARQ Wealth Advisors LLC | 93,030 | $2,816 | 12/31/2023 |
XCEM | 93,030 | $2,816 | 12/31/2023 |
See All: Funds Holding XCEM
See Details: Top 10 Hedge Funds Holding XCEM
Also See: XCEM Holdings Changes
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