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Funds Holding EXI

On this page, we present all of the funds holding EXI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EXI, with a link to that fund's top holdings. The next columns indicate the amount of EXI stock held by each of the funds holding EXI, followed by the EXI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 80 funds holding EXI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Fisher Asset Management LLC. For more details on the positions held by Fisher Asset Management LLC (or by any of the other funds holding EXI), click the fund name in the "Holder" column of the funds-holding-EXI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Fisher Asset Management LLC1,075,176$137,010 12/31/2023
     EXI1,075,176$137,010 12/31/2023
Bank of America Corp DE548,088$69,843 12/31/2023
     EXI548,088$69,843 12/31/2023
BlackRock Inc.439,795$56,043 12/31/2023
     EXI439,795$56,043 12/31/2023
Richard Bernstein Advisors LLC225,113$28,686 12/31/2023
     EXI225,113$28,686 12/31/2023
Wharton Business Group LLC84,935$10,823 12/31/2023
     EXI84,935$10,823 12/31/2023
Jane Street Group LLC54,743$6,976 12/31/2023
     EXI54,743$6,976 12/31/2023
Financial Advocates Investment Management53,418$6,807 12/31/2023
     EXI53,418$6,807 12/31/2023
Morgan Stanley53,092$6,766 12/31/2023
     EXI53,092$6,766 12/31/2023
Green Harvest Asset Management LLC52,409$6,679 12/31/2023
     EXI52,409$6,679 12/31/2023
Slow Capital Inc.32,620$4,557 03/31/2024
     EXI32,620$4,557 03/31/2024
Royal Bank of Canada34,786$4,433 12/31/2023
     EXI34,786$4,433 12/31/2023
Envestnet Asset Management Inc.29,940$3,815 12/31/2023
     EXI29,940$3,815 12/31/2023
Susquehanna International Group LLP23,133$2,948 12/31/2023
     EXI23,133$2,948 12/31/2023
Wells Fargo & Company MN20,140$2,566 12/31/2023
     EXI20,140$2,566 12/31/2023
Sentinel Trust Co. LBA18,800$2,396 12/31/2023
     EXI18,800$2,396 12/31/2023
UBS Group AG18,096$2,306 12/31/2023
     EXI18,096$2,306 12/31/2023
LPL Financial LLC9,941$1,267 12/31/2023
     EXI9,941$1,267 12/31/2023
NTV Asset Management LLC9,400$1,198 12/31/2023
     EXI9,400$1,198 12/31/2023
Gladstone Institutional Advisory LLC9,156$1,167 12/31/2023
     EXI9,156$1,167 12/31/2023
Cerity Partners LLC8,494$1,082 12/31/2023
     EXI8,494$1,082 12/31/2023
Total Clarity Wealth Management Inc.8,222$1,048 12/31/2023
     EXI8,222$1,048 12/31/2023
Vontobel Holding Ltd.8,000$1,019 12/31/2023
     EXI8,000$1,019 12/31/2023
Baker Avenue Asset Management LP7,206$918 12/31/2023
     EXI7,206$918 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC6,808$868 12/31/2023
     EXI6,808$868 12/31/2023
CIBC World Markets Inc.6,676$851 12/31/2023
     EXI6,676$851 12/31/2023
Patriot Investment Management Inc.6,056$846 03/31/2024
     EXI6,056$846 03/31/2024
Bessemer Group Inc.6,153$784 12/31/2023
     EXI6,153$784 12/31/2023
Laidlaw Wealth Management LLC5,415$690 12/31/2023
     EXI5,415$690 12/31/2023
Sunflower Bank N.A.4,600$643 03/31/2024
     EXI4,600$643 03/31/2024
Comerica Bank4,270$544 12/31/2023
     EXI4,270$544 12/31/2023
Advisor Group Holdings Inc.4,217$537 12/31/2023
     EXI4,217$537 12/31/2023
Honkamp Krueger Financial Services Inc.4,206$536 12/31/2023
     EXI4,206$536 12/31/2023
JPMorgan Chase & Co.3,954$504 12/31/2023
     EXI3,954$504 12/31/2023
Atria Wealth Solutions Inc.3,867$493 12/31/2023
     EXI3,867$493 12/31/2023
Equitable Holdings Inc.3,621$461 12/31/2023
     EXI3,621$461 12/31/2023
Transcend Wealth Collective LLC3,550$452 12/31/2023
     EXI3,550$452 12/31/2023
Bank of New York Mellon Corp3,284$419 12/31/2023
     EXI3,284$419 12/31/2023
Mariner LLC3,019$385 12/31/2023
     EXI3,019$385 12/31/2023
HighTower Advisors LLC2,658$341 12/31/2023
     EXI2,658$341 12/31/2023
Wealth Management Partners LLC2,417$338 03/31/2024
     EXI2,417$338 03/31/2024
Commonwealth Equity Services LLC2,573$328 12/31/2023
     EXI2,573$328 12/31/2023
Astoria Portfolio Advisors LLC.2,295$310 03/31/2024
     EXI2,295$310 03/31/2024
Cambridge Investment Research Advisors Inc.2,087$266 12/31/2023
     EXI2,087$266 12/31/2023
Stifel Financial Corp2,037$260 12/31/2023
     EXI2,037$260 12/31/2023
Raymond James & Associates1,923$245 12/31/2023
     EXI1,923$245 12/31/2023
Front Row Advisors LLC1,835$234 12/31/2023
     EXI1,835$234 12/31/2023
Plancorp LLC1,760$224 12/31/2023
     EXI1,760$224 12/31/2023
Glenmede Trust Co. NA1,390$177 12/31/2023
     EXI1,390$177 12/31/2023
Fifth Third Bancorp860$110 12/31/2023
     EXI860$110 12/31/2023
US Bancorp DE760$97 12/31/2023
     EXI760$97 12/31/2023
Advisors Preferred LLC740$93 12/31/2023
     EXI740$93 12/31/2023
Nalls Sherbakoff Group LLC666$85 12/31/2023
     EXI666$85 12/31/2023
Advisory Services Network LLC525$67 12/31/2023
     EXI525$67 12/31/2023
Assetmark Inc.420$54 12/31/2023
     EXI420$54 12/31/2023
National Bank of Canada FI425$53 12/31/2023
     EXI425$53 12/31/2023
First Manhattan Co.376$48 12/31/2023
     EXI376$48 12/31/2023
FMR LLC371$47 12/31/2023
     EXI371$47 12/31/2023
IFP Advisors Inc304$39 12/31/2023
     EXI304$39 12/31/2023
Spire Wealth Management300$38 12/31/2023
     EXI300$38 12/31/2023
Angeles Wealth Management LLC247$31 12/31/2023
     EXI247$31 12/31/2023
Optimum Investment Advisors217$30 03/31/2024
     EXI217$30 03/31/2024
Clearstead Advisors LLC200$25 12/31/2023
     EXI200$25 12/31/2023
Toronto Dominion Bank190$24 12/31/2023
     EXI190$24 12/31/2023
SRS Capital Advisors Inc.175$22 12/31/2023
     EXI175$22 12/31/2023
Venturi Wealth Management LLC175$22 12/31/2023
     EXI175$22 12/31/2023
Northwestern Mutual Wealth Management Co.149$19 12/31/2023
     EXI149$19 12/31/2023
NBC Securities Inc.135$18 03/31/2024
     EXI135$18 03/31/2024
Impact Partnership Wealth LLC100$13 12/31/2023
     EXI100$13 12/31/2023
Wetzel Investment Advisors Inc.100$13 12/31/2023
     EXI100$13 12/31/2023
Global Retirement Partners LLC100$12 12/31/2023
     EXI100$12 12/31/2023
TCTC Holdings LLC86$11 12/31/2023
     EXI86$11 12/31/2023
Castleview Partners LLC73$9 12/31/2023
     EXI73$9 12/31/2023
Ronald Blue Trust Inc.77$9 12/31/2023
     EXI77$9 12/31/2023
Signaturefd LLC28$4 12/31/2023
     EXI28$4 12/31/2023
SYSTM Wealth Solutions LLC25$3 12/31/2023
     EXI25$3 12/31/2023
Citigroup Inc.15$2 12/31/2023
     EXI15$2 12/31/2023
Morris Financial Concepts Inc.4$1 03/31/2024
     EXI4$1 03/31/2024
Financial Gravity Asset Management Inc.5$1 12/31/2023
     EXI5$1 12/31/2023
The PNC Financial Services Group Inc.0$0 12/31/2023
     EXI0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     EXI0$0 12/31/2023
Qube Research & Technologies Ltd1$0 12/31/2023
     EXI1$0 12/31/2023

See Summary: Institutional Holders of EXI
See Details: Top 10 Hedge Funds Holding EXI
Also See: EXI Holdings Changes

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