Among active 13F managers last quarter, 13 opened and 2 added, while 10 reduced; the largest holder to move was Two Sigma Investments, LP (new position).
84 tracked 13F filers disclose a position in XES as of the latest SEC 13F filings, a combined $177.2M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | New Harbor Financial Group, LLC | 371K | $41.6M | ▲+1.3% Added · +5K sh | Q2 2026 | |
| 2 | Morgan Stanley | 242K | $28.2M | ▲+35% Added · +62K sh | Q1 2026 | |
| 3 | Goldman Sachs Group Inc | 116K | $13.5M | ▼−6.7% Reduced · −8K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 97K | $11.3M | ▼−62% Reduced · −156K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 78K | $9.1M | ▲+110% Added · +41K sh | Q1 2026 | |
| 6 | Two Sigma Investments, LP | 68K | $7.9M | ▲New +68K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 67K | $7.8M | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 8 | Trek Financial, LLC | 64K | $7.2M | ▲+131% Added · +36K sh | Q2 2026 | |
| 9 | Black Swift Group, LLC | 63K | $7.1M | ▼−8.3% Reduced · −6K sh | Q2 2026 | |
| 10 | Bank Of America Corp | 45K | $5.2M | ▼−17% Reduced · −9K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | 44K | $5.1M | ▲New +44K sh | Q1 2026 | |
| 12 | Susquehanna International Group, LLP | 38K | $4.4M | ▲+521% Added · +32K sh | Q1 2026 | |
| 13 | CWM, LLC | 31K | $3.6M | ▲+26% Added · +6K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | 23K | $2.6M | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 15 | Blair William & Co | 19K | $2.1M | ▲+871% Added · +17K sh | Q2 2026 | |
| 16 | BCS Private Wealth Management, Inc. | 18K | $2.1M | —Held | Q2 2026 | |
| 17 | UBS Group AG | 18K | $2.1M | ▲+50% Added · +6K sh | Q1 2026 | |
| 18 | Meridian Investment Counsel Inc. | 15K | $1.7M | ▼−23% Reduced · −4K sh | Q2 2026 | |
| 19 | Invst, LLC | 15K | $1.6M | ▼−5.8% Reduced · −896 sh | Q2 2026 | |
| 20 | Stifel Financial Corp | 11K | $1.3M | ▲+86% Added · +5K sh | Q1 2026 | |
| 21 | Royal Bank Of Canada | 10K | $1.2M | ▼−67% Reduced · −21K sh | Q1 2026 | |
| 22 | Wealthfront Advisers LLC | 10K | $1.1M | ▲+45% Added · +3K sh | Q2 2026 | |
| 23 | Financial Management Professionals, Inc. | 9K | $993K | ▲New +9K sh | Q2 2026 | |
| 24 | Stratos Wealth Partners, LTD. | 7K | $763K | ▲+52% Added · +2K sh | Q2 2026 | |
| 25 | &Partners | 6K | $650K | ▲+9.7% Added · +513 sh | Q2 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.
Last quarter, 13 funds opened a new position in XES and 2 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 37 funds | $4.6B |
| Amazon.com IncAMZN | 36 funds | $3.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 36 funds | $1.7B |
| Nvidia CorpNVDA | 35 funds | $7.5B |
| Apple IncAAPL | 34 funds | $7.1B |
| Alphabet Inc-CL AGOOGL | 34 funds | $4.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 34 funds | $2.5B |
| Meta Platforms Inc-Class AMETA | 34 funds | $2.2B |
| Chevron CorpCVX | 34 funds | $782.7M |
| JPMorgan Chase & CoJPM | 33 funds | $2.9B |
| Costco Wholesale CorpCOST | 33 funds | $2.1B |
| Vanguard S&P 500 ETFVOO | 33 funds | $1.7B |
Ranked by how many of XES's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XES.
No filings captured for this ticker in the live stream yet.
Connected entities for XES
This ETF 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XES/capital-change-brief"
Use Arkolith's capital_change_brief for XES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.