Institutional Ownership Exagen Inc. (XGN)
This table provides information about the institutional ownership of Exagen Inc. (XGN). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 8.96 Million shares, which have been reported (via 13F filing form) to have a value of $81.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
9,513
shares
|
$86,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
7,636
shares
|
$69,105
0.0% of portfolio
|
Q3 2025
Added 48.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,387
shares
|
$48,752
0.0% of portfolio
|
Q2 2025
Added 125.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,600
shares
|
$41,630
0.0% of portfolio
|
Q2 2025
Added 749.13%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
2,944
shares
|
$26,643
0.01% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,500
shares
|
$22,625
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,044
shares
|
$18,498
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,000
shares
|
$18,100
0.0% of portfolio
|
Q3 2025
Reduced 71.49%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,398
shares
|
$12,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
1,247
shares
|
$11,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$9,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|