XEMDX

Western Asset Emrg MRKT DBT$10.99 0.00%
UnclassifiedUSCUSIP 95766A101· EOD Aug 5, 2026◍ Confluence graph
Tracked 13F Holders
77
-52 QoQ
13F Value (tracked)
$177.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)18 adding · 11 trimming
Insider net (180d)$0

Price & smart-money activity

$10.99 0.00%5Y -25.3%
$8.67$10.33$11.98$13.64$15.3020212022202320242025202681110912661186119127996541312691181121122114141214131612151687
Hover for who · click for detailEnd-of-day closing prices52w $10.76 – $11.50

Who owns XEMDX?

77 tracked 13F filers

77 tracked 13F filers disclose a position in XEMDX as of the latest SEC 13F filings, a combined $177.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$88.5M
9.0M
+0.4%
Added · +39K sh
Q1 2026
2RAYMOND JAMES FINANCIAL INC
$9.5M
966K
+68%
Added · +391K sh
Q1 2026
3Pathstone Holdings, LLC
$8.9M
906K
−30%
Reduced · −386K sh
Q1 2026
4LPL Financial LLC
$8.2M
834K
−3.4%
Reduced · −29K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$7.4M
751K
−33%
Reduced · −371K sh
Q1 2026
6Allspring Global Investments Holdings, LLC
$5.2M
532K
−43%
Reduced · −401K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$5.1M
522K
+20%
Added · +86K sh
Q1 2026
8GUGGENHEIM CAPITAL LLC
$5.1M
521K
+16%
Added · +73K sh
Q1 2026
9AMERIPRISE FINANCIAL INC
$4.2M
423K
+7.1%
Added · +28K sh
Q1 2026
10Advisors Asset Management, Inc.
$3.6M
368K
−20%
Reduced · −93K sh
Q1 2026
11Rareview Capital LLC
$3.1M
311K
+8.4%
Added · +24K sh
Q2 2026
12UBS Group AG
$2.8M
289K
+3.6%
Added · +10K sh
Q1 2026
13ROYAL BANK OF CANADA
$2.6M
267K
+21%
Added · +47K sh
Q1 2026
14OSAIC HOLDINGS, INC.
$2.0M
204K
+13%
Added · +23K sh
Q1 2026
15Uncommon Cents Investing LLC
$1.8M
170K
+25%
Added · +34K sh
Q2 2026
16Integrated Wealth Concepts LLC
$1.5M
151K
−3.9%
Reduced · −6K sh
Q1 2026
17ENVESTNET ASSET MANAGEMENT INC
$1.4M
148K
New
+148K sh
Q1 2026
18Ariadne Wealth Management, LP
$1.2M
121K
Held
Q1 2026
19D.A. DAVIDSON & CO.
$1.2M
109K
+3.1%
Added · +3K sh
Q2 2026
20Summit Financial, LLC
$959K
98K
−11%
Reduced · −12K sh
Q1 2026
21NewEdge Advisors, LLC
$918K
93K
+2.2%
Added · +2K sh
Q1 2026
22Mutual Advisors, LLC
$835K
85K
+1.4%
Added · +1K sh
Q1 2026
23COMMONWEALTH EQUITY SERVICES, LLC
$819K
83K
+163%
Added · +52K sh
Q1 2026
24STIFEL FINANCIAL CORP
$797K
81K
+40%
Added · +23K sh
Q1 2026
25Graham Capital Management, L.P.
$715K
73K
New
+73K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XEMDX being bought or sold by institutions?

Last quarter, 6 funds opened a new position in XEMDX and 12 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
12
funds
Reduced
11
funds
Exited
0
funds

Funds that own XEMDX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT32 funds$3.9B
APPLE INCAAPL31 funds$5.0B
NVIDIA CORPNVDA31 funds$4.6B
AMAZON.COM INCAMZN31 funds$3.1B
ALPHABET INC-CL CGOOG31 funds$1.9B
META PLATFORMS INC-CLASS AMETA31 funds$1.5B
HOME DEPOT INCHD31 funds$590.7M
UNITEDHEALTH GROUP INCUNH31 funds$277.4M
ALPHABET INC-CL AGOOGL30 funds$2.4B
BROADCOM INCAVGO30 funds$2.4B
JPMORGAN CHASE & COJPM30 funds$1.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B30 funds$1.1B

Ranked by how many of XEMDX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

23 funds-45 since Q3 2024
03977Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $9.0M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XEMDX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XEMDX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XEMDX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XEMDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.