EXG — Institutional owners (13F)

314 filers · $633.3M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $230,434,664 23,489,771 36.38% Shares
Invesco Ltd. $38,389,876 3,913,341 6.06% Shares
LPL Financial LLC $37,772,607 3,850,419 5.96% Shares
RAYMOND JAMES FINANCIAL INC $27,615,286 2,815,014 4.36% Shares
BANK OF AMERICA CORP /DE/ $26,550,838 2,706,507 4.19% Shares
WELLS FARGO & COMPANY/MN $14,968,362 1,525,827 2.36% Shares
ROYAL BANK OF CANADA $12,952,000 1,320,347 2.05% Shares
Allspring Global Investments Holdings, LLC $12,834,246 1,308,282 2.03% Shares
Advisors Asset Management, Inc. $12,128,297 1,272,644 1.91% Shares
STIFEL FINANCIAL CORP $11,653,143 1,187,886 1.84% Shares
Karpus Management, Inc. $11,443,517 1,166,515 1.81% Shares
GUGGENHEIM CAPITAL LLC $11,311,263 1,153,034 1.79% Shares
AMERIPRISE FINANCIAL INC $9,733,621 992,464 1.54% Shares
HighTower Advisors, LLC $8,477,640 864,184 1.34% Shares
Prosperity Consulting Group, LLC $7,597,554 774,470 1.20% Shares
Formidable Asset Management, LLC $7,223,239 834,092 1.14% Shares
UBS Group AG $6,958,792 709,357 1.10% Shares
Snowden Capital Advisors LLC $6,465,614 659,084 1.02% Shares
OSAIC HOLDINGS, INC. $6,025,719 614,239 0.95% Shares
Rockefeller Capital Management L.P. $5,988,063 610,403 0.95% Shares
Focused Wealth Management, Inc $5,890,799 600,489 0.93% Shares
Kestra Advisory Services, LLC $5,392,575 549,702 0.85% Shares
SAM Advisors, LLC $5,311,557 541,443 0.84% Shares
NewEdge Advisors, LLC $4,227,470 430,935 0.67% Shares
CoreCap Advisors, LLC $4,111,312 419,094 0.65% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,573,924 364,315 0.56% Shares
KMG FIDUCIARY PARTNERS, LLC $3,196,430 325,834 0.50% Shares
Cerity Partners LLC $2,822,658 287,733 0.45% Shares
Cetera Investment Advisers $2,583,633 263,368 0.41% Shares
Fund Advisors of America Inc/FL $2,429,080 247,613 0.38% Shares
Marks Group Wealth Management, Inc $2,151,235 219,290 0.34% Shares
&PARTNERS $2,062,792 210,466 0.33% Shares
TRUIST FINANCIAL CORP $2,046,024 208,565 0.32% Shares
BEARING POINT CAPITAL, LLC $1,776,591 181,100 0.28% Shares
BLAIR WILLIAM & CO/IL $1,686,780 171,945 0.27% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,636,510 166,821 0.26% Shares
WOLVERINE ASSET MANAGEMENT LLC $1,573,485 160,396 0.25% Shares
COMERICA BANK $1,533,284 160,890 0.24% Shares
High Net Worth Advisory Group LLC $1,478,272 150,690 0.23% Shares
Steward Partners Investment Advisory, LLC $1,476,478 150,507 0.23% Shares
Pointe Capital Management LLC $1,475,502 150,408 0.23% Shares
FIFTH THIRD BANCORP $1,451,281 147,939 0.23% Shares
Mariner, LLC $1,448,680 147,674 0.23% Shares
GOLDMAN SACHS GROUP INC $1,350,621 137,678 0.21% Shares
one8zero8, LLC $1,350,347 137,650 0.21% Shares
Avestar Capital, LLC $1,326,312 135,200 0.21% Shares
PRINCIPAL SECURITIES, INC. $1,296,540 132,165 0.20% Shares
Allworth Financial LP $1,279,938 130,473 0.20% Shares
S Harris Financial Group, LLC $1,196,920 122,010 0.19% Shares
Focus Partners Wealth $1,176,485 119,926 0.19% Shares
MERCER GLOBAL ADVISORS INC /ADV $1,047,589 106,788 0.17% Shares
Morey & Quinn Wealth Partners, LLC $1,041,871 106,205 0.16% Shares
Kovack Advisors, Inc. $1,031,003 105,953 0.16% Shares
Northstar Advisory Group, LLC $1,029,589 104,953 0.16% Shares
Integrated Wealth Concepts LLC $997,401 101,672 0.16% Shares
JANE STREET GROUP, LLC $974,251 99,312 0.15% Shares
Sheaff Brock Investment Advisors, LLC $944,710 116,058 0.15% Shares
D.A. DAVIDSON & CO. $936,413 95,454 0.15% Shares
Sanctuary Advisors, LLC $922,498 94,037 0.15% Shares
Clarius Group, LLC $878,354 107,906 0.14% Shares
Shaker Financial Services, LLC $859,298 87,594 0.14% Shares
Ameritas Advisory Services, LLC $839,584 85,585 0.13% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $786,341 80,816 0.12% Shares
Leo Wealth, LLC $769,753 88,886 0.12% Shares
J.W. COLE ADVISORS, INC. $696,282 70,977 0.11% Shares
Corient Private Wealth LP $671,514 68,452 0.11% Shares
Merit Financial Group, LLC $626,961 63,910 0.10% Shares
Pathstone Holdings, LLC $624,721 63,682 0.10% Shares
Creative Planning $624,346 63,644 0.10% Shares
Diligent Investors, LLC $615,539 62,746 0.10% Shares
Beacon Pointe Advisors, LLC $613,096 62,497 0.10% Shares
NWF Advisory Services Inc. $608,466 62,025 0.10% Shares
ENVESTNET ASSET MANAGEMENT INC $599,013 61,061 0.09% Shares
COMMONS CAPITAL, LLC $578,864 59,008 0.09% Shares
PNC Financial Services Group, Inc. $577,259 58,844 0.09% Shares
Atria Wealth Solutions, Inc. $557,694 63,736 0.09% Shares
XTX Topco Ltd $554,461 56,520 0.09% Shares
PFG Investments, LLC $544,910 55,546 0.09% Shares
David J Yvars Group $534,741 55,071 0.08% Shares
MGB Wealth Management, LLC $531,984 55,822 0.08% Shares
Post Resch Tallon Group Inc. $525,872 53,606 0.08% Shares
Investmark Advisory Group LLC $523,747 53,389 0.08% Shares
Farther Finance Advisors, LLC $519,532 52,959 0.08% Shares
JGP Wealth Management, LLC $515,025 52,500 0.08% Shares
Dakota Wealth Management $514,143 52,410 0.08% Shares
Summit Financial, LLC $510,100 51,998 0.08% Shares
CAPTRUST FINANCIAL ADVISORS $507,717 51,755 0.08% Shares
MML INVESTORS SERVICES, LLC $500,268 50,996 0.08% Shares
INDEPENDENT FINANCIAL GROUP, LLC $472,670 48,182 0.07% Shares
WEALTH EFFECTS LLC $470,605 47,972 0.07% Shares
COMMERCE BANK $454,212 46,301 0.07% Shares
Compound Planning, Inc. $436,667 44,512 0.07% Shares
Advisors Capital Management, LLC $433,150 44,154 0.07% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $399,725 40,788 0.06% Shares
Sunpointe, LLC $396,679 40,436 0.06% Shares
HARBOUR INVESTMENTS, INC. $387,575 39,508 0.06% Shares
Semus Wealth Partners LLC $369,890 37,705 0.06% Shares
First Heartland Consultants, Inc. $364,634 37,170 0.06% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $363,971 37,102 0.06% Shares
PMG Family Office LLC $363,882 37,093 0.06% Shares
Cranbrook Wealth Management, LLC $362,225 36,924 0.06% Shares
Advisory Advocates, LLC $342,585 34,922 0.05% Shares
Stockman Wealth Management, Inc. $338,730 34,529 0.05% Shares
BENJAMIN EDWARDS INC $332,919 33,937 0.05% Shares
OpenArc Corporate Advisory, LLC $332,078 33,851 0.05% Shares
Focus Financial Network, Inc. $323,765 33,004 0.05% Shares
MISSION WEALTH MANAGEMENT, LP $321,210 32,743 0.05% Shares
H D Vest Advisory Services $316,049 36,120 0.05% Shares
IFC Advisors LLC $315,833 32,195 0.05% Shares
MONEY CONCEPTS CAPITAL CORP $315,793 32,191 0.05% Shares
Amplius Wealth Advisors, LLC $315,737 32,185 0.05% Shares
Blue Water Asset Management $309,784 31,578 0.05% Shares
Mill Creek Capital Advisors, LLC $308,807 35,659 0.05% Shares
OPPENHEIMER & CO INC $308,073 31,404 0.05% Shares
Integrity Advisory Solutions, LLC $306,190 31,212 0.05% Shares
Private Advisor Group, LLC $297,894 30,366 0.05% Shares
SILVERLAKE WEALTH MANAGEMENT LLC $290,657 29,629 0.05% Shares
Apollon Wealth Management, LLC $280,711 28,615 0.04% Shares
Baird Financial Group, Inc. $276,338 28,169 0.04% Shares
Stonebridge Financial Planning Group, LLC $276,037 28,138 0.04% Shares
EP Wealth Advisors, LLC $275,864 28,121 0.04% Shares
Sage Capital Management, LLC $269,098 27,431 0.04% Shares
Main Street Financial Solutions, LLC $268,378 27,358 0.04% Shares
Mendel Capital Management LLC $261,927 26,700 0.04% Shares
HORAN Wealth, LLC $260,809 26,586 0.04% Shares
MCDONALD PARTNERS LLC $259,592 26,462 0.04% Shares
CreativeOne Wealth, LLC $250,646 25,550 0.04% Shares
Closed-End Fund Advisors, Inc. $245,466 25,022 0.04% Shares
Successful Portfolios LLC $238,245 24,394 0.04% Shares
Stratos Wealth Partners, LTD. $237,625 24,222 0.04% Shares
Stratos Wealth Advisors, LLC $235,440 24,000 0.04% Shares
HBK Sorce Advisory LLC $235,393 23,729 0.04% Shares
Garden State Investment Advisory Services LLC $234,477 23,901 0.04% Shares
Moors & Cabot, Inc. $233,743 23,827 0.04% Shares
Kingsbury Capital Investment Advisors LLC $226,126 23,051 0.04% Shares
KMT WEALTH MANAGEMENT, LLC $226,126 23,051 0.04% Shares
Horan Securities, Inc. $225,661 25,790 0.04% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $220,728 22,500 0.03% Shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $220,359 22,463 0.03% Shares
Prospera Financial Services Inc $216,830 22,102 0.03% Shares
Silver Coast Investments LLC $210,915 21,500 0.03% Shares
MGO ONE SEVEN LLC $208,629 21,267 0.03% Shares
Beaumont Financial Advisors, LLC $208,561 21,260 0.03% Shares
Logan Stone Capital, LLC $206,030 21,002 0.03% Shares
FLAGSHIP HARBOR ADVISORS, LLC $204,861 20,883 0.03% Shares
Arlington Capital Management, Inc. $203,165 20,710 0.03% Shares
FRANKLIN RESOURCES INC $197,505 20,133 0.03% Shares
Arax Advisory Partners $197,377 20,120 0.03% Shares
Diversified Portfolios, Inc. $195,219 19,900 0.03% Shares
Spire Wealth Management $195,154 19,893 0.03% Shares
BNB Wealth Management, LLC $194,213 19,797 0.03% Shares
LANARK FINANCIAL, INC. $194,146 19,790 0.03% Shares
DECISION INVESTMENTS, INC $193,689 19,744 0.03% Shares
StoneX Group Inc. $190,334 19,402 0.03% Shares
Venture Visionary Partners LLC $189,333 19,300 0.03% Shares
SeaCrest Wealth Management, LLC $188,018 19,166 0.03% Shares
MBL Wealth, LLC $187,862 19,150 0.03% Shares
Empower Advisory Group, LLC $186,390 19,000 0.03% Shares
MAI Capital Management $185,881 18,948 0.03% Shares
BROWN ADVISORY INC $184,438 18,801 0.03% Shares
Founders Financial Alliance, LLC $181,073 18,458 0.03% Shares
BOOTHBAY FUND MANAGEMENT, LLC $179,749 18,323 0.03% Shares
Meridian Wealth Advisors, LLC $175,952 17,936 0.03% Shares
U.S. Capital Wealth Advisors, LLC $171,546 19,809 0.03% Shares
Waverly Advisors, LLC $169,635 17,292 0.03% Shares
Clearstead Advisors, LLC $169,399 17,268 0.03% Shares
Strait & Sound Wealth Management LLC $168,732 17,200 0.03% Shares
Piedmont Capital Management, LLC/NC $167,304 17,054 0.03% Shares
CAROLINAS WEALTH CONSULTING LLC $166,072 20,402 0.03% Shares
Gladstone Institutional Advisory LLC $164,612 16,780 0.03% Shares
WealthBridge Capital Management, LLC $163,406 16,657 0.03% Shares
Harbour Wealth Management Group, Inc. $161,129 16,425 0.03% Shares
SAX WEALTH ADVISORS, LLC $160,441 18,527 0.03% Shares
Heritage Wealth Management, Inc. $159,815 16,291 0.03% Shares
Summit Investment Advisory Services, LLC $159,604 16,270 0.03% Shares
GREAT VALLEY ADVISOR GROUP, INC. $158,560 16,144 0.03% Shares
KPP Advisory Services LLC $154,262 15,725 0.02% Shares
Fiduciary Trust Co $150,848 15,377 0.02% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $147,140 14,999 0.02% Shares
CIBC Bancorp USA Inc. $145,790 14,861 0.02% Shares
MATRIX PRIVATE CAPITAL GROUP LLC $141,941 14,469 0.02% Shares
Black Diamond Financial, LLC $140,980 14,371 0.02% Shares
Van Hulzen Asset Management, LLC $140,774 14,350 0.02% Shares
VSM Wealth Advisory, LLC $137,311 13,997 0.02% Shares
HALBERT HARGROVE GLOBAL ADVISORS, LLC $135,378 13,800 0.02% Shares
Herold Advisors, Inc. $135,000 13,677 0.02% Shares
Cresset Asset Management, LLC $125,512 12,794 0.02% Shares
Modern Wealth Management, LLC $122,380 12,475 0.02% Shares
ASSETMARK, INC $122,115 12,448 0.02% Shares
Catalina Capital Group, LLC $121,673 14,050 0.02% Shares
Sunbelt Securities, Inc. $120,899 13,961 0.02% Shares
Waterfront Wealth Inc. $118,958 12,139 0.02% Shares
KINGSWOOD WEALTH ADVISORS, LLC $117,039 11,931 0.02% Shares
DAVENPORT & Co LLC $116,983 11,925 0.02% Shares
WealthSpring Partners, LLC $113,256 11,545 0.02% Shares
Csenge Advisory Group $113,060 11,525 0.02% Shares
Welch & Forbes LLC $112,816 11,500 0.02% Shares
Insight Advisors, LLC/ PA $112,815 11,500 0.02% Shares
Blue Chip Partners, LLC $112,680 11,486 0.02% Shares
Foundations Investment Advisors, LLC $109,990 11,212 0.02% Shares
Investment Partners Asset Management, Inc. $109,715 11,184 0.02% Shares
WEALTH ALLIANCE, LLC $109,234 11,135 0.02% Shares
Lido Advisors, LLC $109,123 11,123 0.02% Shares
Impact Partnership Wealth, LLC $108,730 11,084 0.02% Shares
Sonora Investment Management Group, LLC $106,561 11,710 0.02% Shares
Convergence Financial, LLC $105,792 10,784 0.02% Shares
SPIREPOINT PRIVATE CLIENT, LLC $104,800 10,683 0.02% Shares
Princeton Global Asset Management LLC $103,262 10,526 0.02% Shares
Gateway Wealth Partners, LLC $100,798 10,275 0.02% Shares
Concurrent Investment Advisors, LLC $99,226 10,115 0.02% Shares
TRAPHAGEN INVESTMENT ADVISORS LLC $99,003 10,092 0.02% Shares
URS Advisory LLC $98,626 10,054 0.02% Shares
Attessa Capital LLC $98,404 10,031 0.02% Shares
FOCUSED ALPHA, LLC $98,148 10,005 0.02% Shares
Blue Trust, Inc. $98,100 10,000 0.02% Shares
PFS Partners, LLC $92,032 9,381 0.01% Shares
CITIGROUP INC $91,825 9,360 0.01% Shares
Plante Moran Financial Advisors, LLC $90,429 9,218 0.01% Shares
Wilmington Savings Fund Society, FSB $88,290 9,000 0.01% Shares
Keating Financial Advisory Services, Inc. $87,227 8,892 0.01% Shares
Colonial Trust Advisors $85,838 8,750 0.01% Shares
CIBC Private Wealth Group LLC $80,248 8,818 0.01% Shares
Continuum Advisory, LLC $78,480 8,000 0.01% Shares
Gen-Wealth Partners Inc $76,518 7,800 0.01% Shares
Caldwell Trust Co $66,208 6,749 0.01% Shares
IFG Advisory, LLC $66,110 6,739 0.01% Shares
Atlantic Union Bankshares Corp $63,765 6,500 0.01% Shares
Millstone Evans Group, LLC $62,686 6,390 0.01% Shares
OPTIMUM INVESTMENT ADVISORS $59,623 6,552 0.01% Shares
SOA Wealth Advisors, LLC. $54,129 5,518 0.01% Shares
Sandy Spring Bank $52,910 6,500 0.01% Shares
Clean Yield Group $51,316 5,231 0.01% Shares
BankPlus Trust Department $49,050 5,000 0.01% Shares
Cypress Capital Management LLC (WY) $49,050 5,000 0.01% Shares
BARTLETT & CO. WEALTH MANAGEMENT LLC $49,050 5,000 0.01% Shares
HHM Wealth Advisors, LLC $47,330 4,825 0.01% Shares
CWM, LLC $45,902 5,301 0.01% Shares
Bogart Wealth, LLC $44,518 4,538 0.01% Shares
Parallel Advisors, LLC $39,604 4,037 0.01% Shares
PETERSON WEALTH MANAGEMENT $36,052 3,675 0.01% Shares
Geneos Wealth Management Inc. $35,528 3,622 0.01% Shares
1 NORTH WEALTH SERVICES LLC $34,335 3,500 0.01% Shares
HARBOR INVESTMENT ADVISORY, LLC $32,864 3,350 0.01% Shares
EASTERN BANK $31,451 3,206 0.00% Shares
BOKF, NA $28,449 2,900 0.00% Shares
Cornerstone Planning Group LLC $27,880 2,883 0.00% Shares
Financial Management Professionals, Inc. $27,743 2,828 0.00% Shares
Colonial Trust Co / SC $27,429 2,796 0.00% Shares
LRI Investments, LLC $26,821 2,734 0.00% Shares
American Capital Advisory, LLC $25,997 2,650 0.00% Shares
Vermillion Wealth Management, Inc. $25,977 2,648 0.00% Shares
Global Retirement Partners, LLC $24,927 2,541 0.00% Shares
PRIVATE TRUST CO NA $24,525 2,500 0.00% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $24,420 3,000 0.00% Shares
US BANCORP \DE\ $24,142 2,461 0.00% Shares
SHP Wealth Management $21,582 2,200 0.00% Shares
CENTRAL TRUST Co $19,620 2,000 0.00% Shares
Towne Trust Company, N.A $19,600 1,998 0.00% Shares
EverSource Wealth Advisors, LLC $19,159 1,953 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $19,020 2,000 0.00% Shares
Axiom Investment Management LLC $18,989 1,936 0.00% Shares
IFP Advisors, Inc $18,511 1,887 0.00% Shares
Hughes Financial Services, LLC $18,364 1,872 0.00% Shares
Janney Montgomery Scott LLC $17,695 1,803,728 0.00% Shares
TD Capital Management LLC $17,648 1,799 0.00% Shares
CITY HOLDING CO $17,320 2,000 0.00% Shares
Larson Financial Group LLC $15,206 1,550 0.00% Shares
Clark Wealth Partners $14,715 1,500 0.00% Shares
WPG Advisers, LLC $14,715 1,500 0.00% Shares
ELEVATION WEALTH PARTNERS, LLC $14,715 1,500 0.00% Shares
FMR LLC $14,519 1,480 0.00% Shares
Parkside Financial Bank & Trust $14,372 1,465 0.00% Shares
BEACON INVESTMENT ADVISORY SERVICES, INC. $13,685 1,395 0.00% Shares
AdvisorNet Financial, Inc $13,037 1,329 0.00% Shares
WOLFF WIESE MAGANA LLC $12,018 1,225 0.00% Shares
VISION FINANCIAL MARKETS LLC $11,219 1,154 0.00% Shares
MB, LEVIS & ASSOCIATES, LLC $10,713 1,092 0.00% Shares
COHEN & STEERS, INC. $10,546 1,074,977 0.00% Shares
GAMMA Investing LLC $9,192 937 0.00% Shares
Atlantic Edge Private Wealth Management, LLC $8,829 900 0.00% Shares
Pinnacle Bancorp, Inc. $8,250 841 0.00% Shares
NBT BANK, N.A. $7,848 800 0.00% Shares
Salomon & Ludwin, LLC $7,833 805 0.00% Shares
POM Investment Strategies, LLC $7,358 750 0.00% Shares
MCGUIRE CAPITAL ADVISORS INC $6,671 680 0.00% Shares
Smartleaf Asset Management LLC $5,350 555 0.00% Shares
Silver Grove Financial Group, Inc. $5,101 520 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,005 578 0.00% Shares
Pinnacle Wealth Planning Services, Inc. $4,905 500 0.00% Shares
Harborfront Financial Group LLC $4,365 445 0.00% Shares
Russell Investments Group, Ltd. $4,208 429 0.00% Shares
HUNTINGTON NATIONAL BANK $3,777 385 0.00% Shares
ORG Partners LLC $3,716 390 0.00% Shares
CHILTON CAPITAL MANAGEMENT LLC $3,552 362 0.00% Shares
Key Financial Inc $3,424 349 0.00% Shares
Cambridge Investment Research Advisors, Inc. $3,420 348,664 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $3,041 310 0.00% Shares
FINANCIAL CONSULATE, INC $2,943 300 0.00% Shares
LifeSteps Financial, Inc. $2,943 300 0.00% Shares
CALDWELL SUTTER CAPITAL, INC. $2,904 296 0.00% Shares
JPMORGAN CHASE & CO $2,631 273 0.00% Shares
TRUST CO OF TOLEDO NA /OH/ $2,453 250 0.00% Shares
Tidemark, LLC $2,139 218 0.00% Shares
Institute for Wealth Management, LLC. $1,472 150 0.00% Shares
Thrivent Financial for Lutherans $1,087 110,725 0.00% Shares
CENTAURUS FINANCIAL, INC. $887 90,448 0.00% Shares
WEDBUSH SECURITIES INC $529 53,882 0.00% Shares
WHITTIER TRUST CO OF NEVADA INC $517 53 0.00% Shares
MONTAG & CALDWELL, LLC $481 55 0.00% Shares
M Holdings Securities, Inc. $262 27,222 0.00% Shares
NATIXIS ADVISORS, LLC $252 25,785 0.00% Shares
PARK AVENUE SECURITIES LLC $135 13,722 0.00% Shares
Bollard Group LLC $25 2,573 0.00% Shares
TD PRIVATE CLIENT WEALTH LLC $9 1 0.00% Shares