75 tracked 13F filers disclose a position in XES as of the latest SEC 13F filings, a combined $165.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | New Harbor Financial Group, LLC | $41.6M | 371K | ▲+1.3% Added · +5K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $28.2M | 242K | ▲+35% Added · +62K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $13.5M | 116K | ▼−6.7% Reduced · −8K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $11.3M | 97K | ▼−62% Reduced · −156K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $9.1M | 78K | ▲+110% Added · +41K sh | Q1 2026 | |
| 6 | TWO SIGMA INVESTMENTS, LP | $7.9M | 68K | ▲New +68K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $7.8M | 67K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $5.2M | 45K | ▼−17% Reduced · −9K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $5.1M | 44K | ▲New +44K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.4M | 38K | ▲+521% Added · +32K sh | Q1 2026 | |
| 11 | CWM, LLC | $3.6M | 31K | ▲+26% Added · +6K sh | Q1 2026 | |
| 12 | Trek Financial, LLC | $3.2M | 28K | ▲+2.1% Added · +569 sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $2.6M | 23K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 14 | BCS Private Wealth Management, Inc. | $2.1M | 18K | —Held | Q2 2026 | |
| 15 | UBS Group AG | $2.1M | 18K | ▲+50% Added · +6K sh | Q1 2026 | |
| 16 | Quadrature Capital Ltd | $2.1M | 18K | ▲New +18K sh | Q1 2026 | |
| 17 | MERIDIAN INVESTMENT COUNSEL INC. | $1.7M | 15K | ▼−23% Reduced · −4K sh | Q2 2026 | |
| 18 | STIFEL FINANCIAL CORP | $1.3M | 11K | ▲+86% Added · +5K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $1.2M | 10K | ▼−67% Reduced · −21K sh | Q1 2026 | |
| 20 | Financial Management Professionals, Inc. | $993K | 9K | ▲New +9K sh | Q2 2026 | |
| 21 | Integrated Wealth Concepts LLC | $975K | 8K | ▲New +8K sh | Q1 2026 | |
| 22 | Wealthfront Advisers LLC | $772K | 7K | ▲+15% Added · +872 sh | Q1 2026 | |
| 23 | HORIZON KINETICS ASSET MANAGEMENT LLC | $672K | 6K | ▲+1.5% Added · +85 sh | Q1 2026 | |
| 24 | Stratos Wealth Advisors, LLC | $617K | 5K | —Held | Q1 2026 | |
| 25 | &PARTNERS | $615K | 5K | ▼−21% Reduced · −1K 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.
Last quarter, 8 funds opened a new position in XES and 6 added to an existing one, while 7 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).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $4.0B |
| AMAZON.COM INCAMZN | 31 funds | $3.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $1.4B |
| NVIDIA CORPNVDA | 28 funds | $6.1B |
| APPLE INCAAPL | 28 funds | $5.2B |
| JPMORGAN CHASE & COJPM | 27 funds | $2.5B |
| COSTCO WHOLESALE CORPCOST | 27 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $1.8B |
| MASTERCARD INC - AMA | 27 funds | $1.6B |
| VANGUARD S&P 500 ETFVOO | 27 funds | $1.5B |
| CHEVRON CORPCVX | 27 funds | $713.0M |
| GENERAL ELECTRICGE | 27 funds | $670.4M |
Ranked by how many of XES's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for XES
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.
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 + Form 4 insider transactions + 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.