Among active 13F managers last quarter, 5 opened and 33 added, while 11 reduced; the largest holder to move was D. E. Shaw & Co., Inc. (+2.8%). Over the last 180 days, 8 insiders sold and none bought, a net -$2.6M in open-market trades.
The legs disagree, or only one of them leans.
215 tracked 13F filers disclose a position in XERS as of the latest SEC 13F filings, a combined $614.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.9M | $75.1M | ▲+2.4% Added · +306K sh | Q1 2026 | |
| 2 | D. E. Shaw & Co., Inc. | 7.8M | $45.2M | ▲+2.8% Added · +214K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 7.0M | $40.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | State Street Corp | 4.8M | $38.2M | ▲+3.5% Added · +163K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 4.7M | $37.4M | ▲+10.0% Added · +428K sh | Q2 2026 | |
| 6 | Qube Research & Technologies Ltd | 4.1M | $23.9M | ▲+18% Added · +616K sh | Q1 2026 | |
| 7 | Nuveen, LLC | 2.9M | $16.9M | ▲+3.9% Added · +110K sh | Q1 2026 | |
| 8 | Vanguard Portfolio Management LLC | 2.7M | $15.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 9 | Morgan Stanley | 2.6M | $14.9M | ▼−5.0% Reduced · −135K sh | Q1 2026 | |
| 10 | Millennium Management LLC | 2.3M | $13.1M | ▲+164% Added · +1.4M sh | Q1 2026 | |
| 11 | Two Sigma Investments, LP | 1.9M | $11.2M | ▲+11% Added · +192K sh | Q1 2026 | |
| 12 | Armistice Capital, LLC | 1.9M | $11.1M | ▲New +1.9M sh | Q1 2026 | |
| 13 | Legal & General Group Plc | 1.9M | $11.1M | ▲+37% Added · +512K sh | Q1 2026 | |
| 14 | Algert Global LLC | 1.7M | $13.8M | ▲+51% Added · +586K sh | Q2 2026 | |
| 15 | Parkman Healthcare Partners LLC | 1.7M | $10.0M | ▲+1.8% Added · +30K sh | Q1 2026 | |
| 16 | UBS Group AG | 1.6M | $9.5M | ▲+174% Added · +1.0M sh | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 1.6M | $9.4M | ▲+2.9% Added · +45K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 1.4M | $8.4M | ▲+4.2% Added · +58K sh | Q1 2026 | |
| 19 | AQR Capital Management LLC | 1.4M | $8.1M | ▲+46% Added · +437K sh | Q1 2026 | |
| 20 | Charles Schwab Investment Management Inc | 1.4M | $7.9M | ▼−3.1% Reduced · −44K sh | Q1 2026 | |
| 21 | Kennedy Capital Management LLC | 1.2M | $7.2M | ▲+2.2% Added · +27K sh | Q1 2026 | |
| 22 | Ishara Investments LP | 1.2M | $9.7M | ▲+20% Added · +205K sh | Q2 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 1.1M | $6.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 24 | Knott David M Jr | 1.1M | $8.4M | —Held | Q2 2026 | |
| 25 | Granahan Investment Management, LLC | 922K | $5.3M | ▼−25% Reduced · −302K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in XERS and 33 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 101 funds | $264.0B |
| Microsoft CorpMSFT | 101 funds | $183.2B |
| Amazon.com IncAMZN | 99 funds | $130.9B |
| Eli Lilly & CoLLY | 99 funds | $53.5B |
| Micron Technology IncMU | 99 funds | $27.7B |
| Alphabet Inc-CL AGOOGL | 97 funds | $103.6B |
| Meta Platforms Inc-Class AMETA | 97 funds | $73.1B |
| Lam Research CorpLRCX | 97 funds | $25.4B |
| Apple IncAAPL | 96 funds | $198.2B |
| Unitedhealth Group IncUNH | 96 funds | $20.0B |
| Chevron CorpCVX | 95 funds | $19.8B |
| Ross Stores IncROST | 95 funds | $8.6B |
Ranked by how many of XERS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XERS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | McCulloch Kevin | See Remarks | Sell (S) | 15K | $127K |
| Sep 1, 2026 | Pieper Steven | See Remarks | Sell (S) | 5K | $43K |
| Sep 1, 2026 | Hecht Beth | See Remarks | Sell (S) | 17K | $141K |
| Aug 12, 2026 | Pieper Steven | See Remarks | Sell (S) | 5K | $43K |
| Aug 3, 2026 | Hecht Beth | See Remarks | Sell (S) | 17K | $134K |
| Aug 3, 2026 | McCulloch Kevin | See Remarks | Sell (S) | 15K | $120K |
| Jul 7, 2026 | Pieper Steven | See Remarks | Sell (S) | 28K | $235K |
| Jul 6, 2026 | Pieper Steven | See Remarks | Sell (S) | 17K | $148K |
| Jul 1, 2026 | McCulloch Kevin | See Remarks | Sell (S) | 90K | $723K |
| Jul 1, 2026 | Hecht Beth | See Remarks | Sell (S) | 17K | $134K |
| Jun 4, 2026 | Bormann-Kennedy Barbara-Jean Anne | Director | Sell (S) | 16K | $98K |
| Jun 4, 2026 | Halkuff Dawn | Director | Sell (S) | 20K | $122K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 63 | 25 | – |
Insiders Form 4 open-market | 0 | 8 | -$2.6M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| XERSthis pagecs | 215 funds | $614.0M |
| XERS 8 07/15/28NOTE 8.000% 7/1 | 2 funds | $84.1M |
| 98422E107COM | 1 funds | $11K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for XERS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XERS/capital-change-brief"
Use Arkolith's capital_change_brief for XERS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for XERS. Filings are public domain, sourced to SEC EDGAR.