% of shares outstanding is not shown for XME: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for XME in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.5M | 2.3M | 2.3M | 1.9M | 1.9M | 7.6M | $819M |
| MORGAN STANLEY | 2.3M | 2.1M | 2.1M | 2.5M | 2.5M | 2.7M | $290M |
| GOLDMAN SACHS GROUP INC | 1.3M | 998K | 1.2M | 1.2M | 1.2M | 1.2M | $126M |
| D. E. Shaw & Co., Inc. | 4K | — | — | — | 125K | 903K | $97M |
| Migdal Insurance & Financial Holdings Ltd. | — | — | — | — | — | 830K | $90M |
| Harel Insurance Investments & Financial Services Ltd. | 936K | 936K | 936K | 922K | 922K | 814K | $88M |
| MEITAV INVESTMENT HOUSE LTD | 9K | 9K | 9K | 9K | 839K | 737K | $80M |
| LPL Financial LLC | 435K | 458K | 468K | 572K | 609K | 722K | $78M |
| Vanderbilt University | 969K | 970K | 971K | 972K | 974K | 721K | $78M |
| BARCLAYS PLC | 842K | 1.1M | 1.4M | 816K | 522K | 659K | $71M |
| Woodline Partners LP | — | — | — | — | 50K | 568K | $61M |
| RAYMOND JAMES FINANCIAL INC | 370K | 365K | 347K | 370K | 407K | 552K | $60M |
| WELLS FARGO & COMPANY/MN | 296K | 189K | 225K | 806K | 771K | 462K | $50M |
| NATIXIS | 803K | 803K | 803K | 805K | 454K | 449K | $49M |
| UBS Group AG | 640K | 364K | 180K | 308K | 1.5M | 353K | $38M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +5,697,852 | $615M | ADD |
| Migdal Insurance & Financial Holdings Ltd. | +830,230 | $90M | OPEN |
| D. E. Shaw & Co., Inc. | +777,383 | $84M | ADD |
| Woodline Partners LP | +518,713 | $56M | ADD |
| Qube Research & Technologies Ltd | +320,916 | $35M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | −1,148,273 | $124M | TRIM |
| UBS Group AG | −1,143,462 | $124M | TRIM |
| BANK OF NOVA SCOTIA | −691,035 | $75M | TRIM |
| CITIGROUP INC | −387,058 | $42M | TRIM |
| WELLS FARGO & COMPANY/MN | −308,930 | $33M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 418 | 28,285,813 | — | $3.1B |
| 2025-Q4 | 376 | 23,208,841 | — | $2.4B |
| 2025-Q3 | 316 | 22,921,187 | — | $2.1B |
| 2025-Q2 | 265 | 23,752,315 | — | $1.6B |
| 2025-Q1 | 259 | 21,360,322 | — | $1.2B |
| 2024-Q4 | 276 | 21,226,235 | — | $1.2B |
| 2024-Q3 | 257 | 23,698,053 | — | $1.5B |
| 2024-Q2 | 294 | 26,663,475 | — | $1.6B |
| 2024-Q1 | 269 | 30,863,642 | — | $1.9B |
| 2023-Q4 | 272 | 29,110,469 | — | $1.7B |
| 2023-Q3 | 265 | 26,839,255 | — | $1.4B |
| 2023-Q2 | 277 | 33,541,160 | — | $1.7B |
| 2023-Q1 | 291 | 35,796,781 | — | $1.9B |
| 2022-Q4 | 282 | 35,112,833 | — | $1.7B |
| 2022-Q3 | 244 | 32,545,487 | — | $1.4B |
| 2022-Q2 | 277 | 40,186,335 | — | $1.7B |
| 2022-Q1 | 327 | 42,106,914 | — | $2.6B |
| 2021-Q4 | 249 | 33,441,821 | — | $1.5B |
| 2021-Q3 | 220 | 33,517,597 | — | $1.4B |
| 2021-Q2 | 244 | 43,574,926 | — | $1.9B |
| 2021-Q1 | 200 | 21,914,110 | — | $875M |
| 2020-Q4 | 147 | 18,773,928 | — | $629M |
| 2020-Q3 | 114 | 13,652,342 | — | $317M |
| 2020-Q2 | 104 | 11,752,813 | — | $249M |
| 2020-Q1 | 94 | 11,088,403 | — | $179M |
| 2019-Q4 | 117 | 15,505,272 | — | $454M |
| 2019-Q3 | 97 | 11,866,034 | — | $302M |
| 2019-Q2 | 102 | 14,786,095 | — | $419M |
| 2019-Q1 | 109 | 11,141,778 | — | $331M |
| 2018-Q4 | 111 | 16,730,657 | — | $438M |
| 2018-Q3 | 116 | 16,166,984 | — | $552M |
| 2018-Q2 | 134 | 19,598,137 | — | $695M |
| 2018-Q1 | 133 | 22,587,849 | — | $769M |
| 2017-Q4 | 133 | 21,989,606 | — | $800M |
| 2017-Q3 | 114 | 21,929,232 | — | $706M |
| 2017-Q2 | 109 | 19,185,236 | — | $575M |
| 2017-Q1 | 133 | 31,429,530 | — | $956M |
| 2016-Q4 | 129 | 26,631,148 | — | $810M |
| 2016-Q3 | 108 | 31,614,767 | — | $838M |
| 2016-Q2 | 98 | 42,522,087 | — | $1.0B |
| 2016-Q1 | 94 | 31,565,182 | — | $645M |
| 2015-Q4 | 72 | 21,029,320 | — | $313M |
| 2015-Q3 | 66 | 14,161,865 | — | $237M |
| 2015-Q2 | 61 | 12,606,783 | — | $306M |
| 2015-Q1 | 65 | 13,070,799 | — | $355M |
| 2014-Q4 | 71 | 15,450,201 | — | $476M |
| 2014-Q3 | 71 | 14,389,190 | — | $529M |
| 2014-Q2 | 76 | 12,125,356 | — | $512M |
| 2014-Q1 | 81 | 13,885,874 | — | $579M |
| 2013-Q4 | 85 | 17,348,470 | — | $730M |
| 2013-Q3 | 86 | 16,360,446 | — | $599M |
| 2013-Q2 | 86 | 14,430,365 | — | $478M |
| 2013-Q1 | 6 | 1,141,351 | — | $46M |
