Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Farther Finance Advisors, LLC (new position).
19 tracked 13F filers disclose a position in CXE as of the latest SEC 13F filings, a combined $13.3M 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 | UBS Group AG | 1.2M | $4.4M | ▼−3.1% Reduced · −38K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 1.0M | $3.8M | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 665K | $2.5M | —Held | Q1 2026 | |
| 4 | Morgan Stanley | 293K | $1.1M | ▲+8.3% Added · +22K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 66K | $244K | ▼−24% Reduced · −21K sh | Q1 2026 | |
| 6 | Truist Financial Corp | 63K | $233K | ▼−0.7% Reduced · −419 sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 55K | $204K | ▼−0.8% Reduced · −419 sh | Q1 2026 | |
| 8 | Royal Bank Of Canada | 34K | $125K | ▲+43% Added · +10K sh | Q1 2026 | |
| 9 | Mariner, LLC | 30K | $110K | ▲+1.4% Added · +420 sh | Q1 2026 | |
| 10 | Stifel Financial Corp | 30K | $110K | —Held | Q1 2026 | |
| 11 | LPL Financial LLC | 23K | $86K | ▲+40% Added · +7K sh | Q1 2026 | |
| 12 | Osaic Holdings, Inc. | 19K | $70K | —Held | Q1 2026 | |
| 13 | Cetera Investment Advisers | 18K | $67K | —Held | Q1 2026 | |
| 14 | Susquehanna International Group, LLP | 17K | $63K | ▼−62% Reduced · −27K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | 15K | $57K | ▼−38% Reduced · −9K sh | Q1 2026 | |
| 16 | Farther Finance Advisors, LLC | 15K | $55K | ▲New +15K sh | Q1 2026 | |
| 17 | Allworth Financial LP | 13K | $48K | —Held | Q1 2026 | |
| 18 | Wells Fargo & Company | 11K | $42K | ▼−48% Reduced · −10K sh | Q1 2026 | |
| 19 | Northwestern Mutual Wealth Management Co | 2K | $6K | —Held | 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, 1 fund opened a new position in CXE, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 1 funds | $556.9M |
| Vanguard S&P 500 ETFVOO | 1 funds | $267.5M |
| Apple IncAAPL | 1 funds | $262.4M |
| Nvidia CorpNVDA | 1 funds | $225.1M |
| Dimensional International VaDFIV | 1 funds | $214.4M |
| Vanguard Ftse Developed ETFVEA | 1 funds | $209.7M |
| Ishares 0-3 Month Treasury BSGOV | 1 funds | $141.8M |
| Schwab US Large-Cap ETFSCHX | 1 funds | $127.2M |
| Microsoft CorpMSFT | 1 funds | $117.4M |
| Vanguard Value ETFVTV | 1 funds | $109.8M |
| Vanguard S/T Corp Bond ETFVCSH | 1 funds | $108.4M |
| Ishares Core Msci EmergingIEMG | 1 funds | $106.1M |
Ranked by how many of CXE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CXE.
Connected entities for CXE
This ETF 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/CXE/capital-change-brief"
Use Arkolith's capital_change_brief for CXE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for CXE. Filings are public domain, sourced to SEC EDGAR.