EXI · Insider trading · 13F holders · Congress trades
Ishares Tr (EXI)
Who is buying and selling EXI: 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
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EXI at a glance
- No open-market insider purchases or sales of EXI were filed in the last 90 days.
- 6 13F filers hold EXI among their 50 largest positions, worth $56.7M combined. The biggest bets by portfolio weight are Viawealth, LLC (1.3%), TriCert Investment Counsel Inc. (1.1%) and Decision Investments, Inc (0.8%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in EXI.
EXI insider trading
No open-market insider purchases or sales of EXI were filed in the last 90 days.
Who owns EXI? Hedge funds and superinvestors
6 13F filers hold EXI among their 50 largest positions, worth $56.7M combined. The biggest bets by portfolio weight are Viawealth, LLC (1.3%), TriCert Investment Counsel Inc. (1.1%) and Decision Investments, Inc (0.8%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| PGIM Custom Harvest LLCWealth manager | 0.3% | $28.0M | 139,478 | -1.4% shares | Q2 2026 |
| TriCert Investment Counsel Inc.Investment manager | 1.1% | $12.2M | 60,961 | — | Q2 2026 |
| Wharton Business Group, LLCWealth manager | 0.4% | $11.7M | 58,345 | +0.0% shares | Q2 2026 |
| Viawealth, LLCWealth manager | 1.3% | $2.5M | 12,537 | +5.2% shares | Q2 2026 |
| Buttonwood Financial Group, LLCWealth manager | 0.7% | $1.5M | 7,585 | -12.3% shares | Q3 2026 |
| Decision Investments, IncWealth manager | 0.8% | $862K | 4,556 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 4). Screen EXI in the grand portfolio →
EXI stock trades by members of Congress
No member of Congress has disclosed a trade in EXI.
EXI questions and answers
Are insiders buying EXI stock?
No open-market insider purchases or sales of EXI were filed in the last 90 days.
Which hedge funds own EXI?
6 13F filers hold EXI among their 50 largest positions, worth $56.7M combined. The biggest bets by portfolio weight are Viawealth, LLC (1.3%), TriCert Investment Counsel Inc. (1.1%) and Decision Investments, Inc (0.8%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded EXI?
No member of Congress has disclosed a trade in EXI.
Who is the largest holder of EXI?
Among 13F filers, PGIM Custom Harvest LLC reports the largest EXI position, $28.0M (139,478 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Viawealth, LLC's: 1.3% of its portfolio.
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