EXG · Insider trading · 13F holders · Congress trades
Diversified Equity Income Fund Common Shares of Benefici alInterest (EXG)
Who is buying and selling EXG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
EXG at a glance
- No open-market insider purchases or sales of EXG were filed in the last 90 days.
- 9 13F filers hold EXG among their 50 largest positions, worth $25.6M combined. The biggest bets by portfolio weight are Fund Advisors of America Inc/FL (2.2%), SAM Advisors, LLC (1.4%) and Formidable Asset Management, LLC (1.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- Members of Congress have disclosed 2 EXG trades since 2019, 2 purchases and 0 sales in the past year; the latest was David Rouzer (R-NC), buying $1K–15K on Feb 28, 2019.
- EXG last closed at $9.40 on Oct 30, 2026.
EXG insider trading
No open-market insider purchases or sales of EXG were filed in the last 90 days.
Who owns EXG? Hedge funds and superinvestors
9 13F filers hold EXG among their 50 largest positions, worth $25.6M combined. The biggest bets by portfolio weight are Fund Advisors of America Inc/FL (2.2%), SAM Advisors, LLC (1.4%) and Formidable Asset Management, LLC (1.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Formidable Asset Management, LLCWealth manager | 1.1% | $7.2M | 834,092 | -1.1% shares | Q2 2026 |
| Focused Wealth Management, IncWealth manager | 0.5% | $5.9M | 600,489 | +0.3% shares | Q2 2026 |
| SAM Advisors, LLCWealth manager | 1.4% | $5.3M | 541,443 | +3.6% shares | Q2 2026 |
| Fund Advisors of America Inc/FLAsset manager | 2.2% | $2.4M | 247,613 | +0.3% shares | Q2 2026 |
| Pointe Capital Management LLCWealth manager | 0.7% | $1.5M | 150,408 | -10.5% shares | Q2 2026 |
| S Harris Financial Group, LLCWealth manager | 0.9% | $1.2M | 122,010 | +1.0% shares | Q2 2026 |
| Morey & Quinn Wealth Partners, LLCWealth manager | 0.7% | $1.0M | 107,825 | +1.5% shares | Q3 2026 |
| Commons Capital, LLCWealth manager | 0.4% | $579K | 59,008 | +10.2% shares | Q2 2026 |
| David J Yvars GroupWealth manager | 0.2% | $523K | 55,466 | +0.7% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 7). Screen EXG in the grand portfolio →
EXG stock trades by members of Congress
Members of Congress have disclosed 2 EXG trades since 2019, 2 purchases and 0 sales in the past year; the latest was David Rouzer (R-NC), buying $1K–15K on Feb 28, 2019.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jul 26, 2019 | David RouzerR-NC · House | Buy | $1K–15K | Feb 28, 2019 | +18.5% |
| Jul 26, 2019 | David RouzerR-NC · House | Buy | $1K–15K | Jan 14, 2019 | +20.9% |
EXG questions and answers
Are insiders buying EXG stock?
No open-market insider purchases or sales of EXG were filed in the last 90 days.
Which hedge funds own EXG?
9 13F filers hold EXG among their 50 largest positions, worth $25.6M combined. The biggest bets by portfolio weight are Fund Advisors of America Inc/FL (2.2%), SAM Advisors, LLC (1.4%) and Formidable Asset Management, LLC (1.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded EXG?
Members of Congress have disclosed 2 EXG trades since 2019, 2 purchases and 0 sales in the past year; the latest was David Rouzer (R-NC), buying $1K–15K on Feb 28, 2019.
Who is the largest holder of EXG?
Among 13F filers, Formidable Asset Management, LLC reports the largest EXG position, $7.2M (834,092 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Fund Advisors of America Inc/FL's: 2.2% of its portfolio.
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