As of the latest SEC filings, X-Energy, Inc. (XE) is held by 24 institutional funds. The largest fund shareholder is ARK Innovation ETF (ARKK), holding an estimated $83,051,815.42 in market value, representing 1.28% of its portfolio.
Funds holding X-Energy, Inc. (XE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- XE
- CIK:
- 0002088896
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
ARKK
ARK Innovation ETF
|
ETF | Independent / Boutique | 1.28% | $83,051,815.42 | 2,617,454 | Apr 30, 2026 | Jun 23, 2026 |
|
ARKQ
ARK Autonomous Technology & Robotics ETF
|
ETF | Independent / Boutique | 1.29% | $27,071,052.37 | 853,169 | Apr 30, 2026 | Jun 23, 2026 |
|
-
ARK Venture Fund
|
CEF | Independent / Boutique | 1.90% | $16,370,966.58 | 515,946 | Apr 30, 2026 | Jun 23, 2026 |
|
ARKX
ARK Space & Defense Innovation ETF
|
ETF | Independent / Boutique | 1.23% | $10,969,092.73 | 345,701 | Apr 30, 2026 | Jun 23, 2026 |
|
UTG
Reaves Utility Income Fund
|
CEF | Independent / Boutique | 0.23% | $9,519,000.00 | 300,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.10% | $8,062,593.00 | 254,100 | Apr 30, 2026 | Jun 26, 2026 |
|
WWIAX
WESTWOOD INCOME OPPORTUNITY FUND
|
MF | Independent / Boutique | 1.01% | $6,028,097.13 | 189,981 | Apr 30, 2026 | Jun 25, 2026 |
|
ASPYX
ALGER SPECTRA FUND
|
MF | Independent / Boutique | 0.14% | $5,951,405.72 | 187,564 | Apr 30, 2026 | Jun 26, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.10% | $4,105,862.00 | 129,400 | Apr 30, 2026 | Jun 26, 2026 |
|
ALGYX
ALGER FOCUS EQUITY FUND
|
MF | Independent / Boutique | 0.04% | $2,719,927.33 | 85,721 | Apr 30, 2026 | Jun 26, 2026 |
|
CCHRX
Columbia Seligman Global Technology Fund
|
MF | Columbia Threadneedle | 0.06% | $2,430,327.62 | 76,594 | Apr 30, 2026 | Jun 25, 2026 |
|
SGGIX
DWS Large Cap Focus Growth Fund
|
MF | DWS / Deutsche Bank | 0.49% | $1,905,196.12 | 60,044 | Apr 30, 2026 | Jun 25, 2026 |
|
FSSLX
Fidelity Series Small Cap Core Fund
|
MF | Fidelity | 0.10% | $1,548,424.00 | 48,800 | Apr 30, 2026 | Jun 26, 2026 |
|
ACAYX
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND
|
MF | Independent / Boutique | 0.04% | $1,476,016.14 | 46,518 | Apr 30, 2026 | Jun 26, 2026 |
|
CBLS
Clough Hedged Equity ETF
|
ETF | Independent / Boutique | 2.43% | $1,291,411.00 | 40,700 | Apr 30, 2026 | Jun 29, 2026 |
|
ALCCX
ALGER CAPITAL APPRECIATION FUND
|
MF | Independent / Boutique | 0.04% | $1,199,362.27 | 37,799 | Apr 30, 2026 | Jun 26, 2026 |
|
CBSE
Clough Select Equity ETF
|
ETF | Independent / Boutique | 2.37% | $1,136,251.30 | 35,810 | Apr 30, 2026 | Jun 29, 2026 |
|
IHSVX
THE HARTFORD SMALL COMPANY FUND
|
MF | Independent / Boutique | 0.08% | $507,680.00 | 16,000 | Apr 30, 2026 | Jun 25, 2026 |
|
HSLTX
The Hartford Small Cap Growth Fund
|
MF | Independent / Boutique | 0.08% | $231,629.00 | 7,300 | Apr 30, 2026 | Jun 25, 2026 |
|
MMSMX
Multi-Manager U.S. Small Cap Equity Fund
|
MF | Goldman Sachs | 0.05% | $170,358.37 | 5,369 | Apr 30, 2026 | Jun 24, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 0.01% | $158,650.00 | 5,000 | Apr 30, 2026 | Jun 23, 2026 |
|
SPEDX
Alger Dynamic Opportunities Fund
|
MF | Independent / Boutique | 0.03% | $74,628.96 | 2,352 | Apr 30, 2026 | Jun 26, 2026 |
|
-
SA T. Rowe Price VCP Balanced Portfolio
|
ETF | Independent / Boutique | 0.00% | $30,936.75 | 975 | Apr 30, 2026 | Jun 29, 2026 |
|
PAFGX
T. Rowe Price Global Allocation Fund
|
MF | T. Rowe Price | 0.00% | $19,513.95 | 615 | Apr 30, 2026 | Jun 25, 2026 |
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