34 tracked 13F filers disclose a position in CXE as of the latest SEC 13F filings, a combined $32.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Almitas Capital LLC | $4.7M | 1.3M | ▲+6.1% Added · +73K sh | Q1 2026 | |
| 2 | UBS Group AG | $4.4M | 1.2M | ▼−3.1% Reduced · −38K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $3.8M | 1.0M | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 4 | Pathstone Holdings, LLC | $3.7M | 1000K | ▲+14% Added · +124K sh | Q1 2026 | |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.4M | 923K | ▼−2.3% Reduced · −22K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 665K | —Held | Q1 2026 | |
| 7 | Summit Financial, LLC | $2.1M | 576K | ▼−5.3% Reduced · −33K sh | Q1 2026 | |
| 8 | WHITEBOX ADVISORS LLC | $1.9M | 513K | —Held | Q1 2026 | |
| 9 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.8M | 476K | ▲+143% Added · +280K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $1.1M | 293K | ▲+8.3% Added · +22K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $746K | 201K | ▲+21% Added · +35K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $244K | 66K | ▼−24% Reduced · −21K sh | Q1 2026 | |
| 13 | TRUIST FINANCIAL CORP | $233K | 63K | ▼−0.7% Reduced · −419 sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $209K | 56K | ▼−36% Reduced · −31K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $204K | 55K | ▼−0.8% Reduced · −419 sh | Q1 2026 | |
| 16 | Logan Stone Capital, LLC | $182K | 49K | ▼−68% Reduced · −105K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $125K | 34K | ▲+43% Added · +10K sh | Q1 2026 | |
| 18 | Mariner, LLC | $110K | 30K | ▲+1.4% Added · +420 sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $110K | 30K | —Held | Q1 2026 | |
| 20 | EVOLVE PRIVATE WEALTH, LLC | $90K | 24K | ▼−2.5% Reduced · −618 sh | Q1 2026 | |
| 21 | LPL Financial LLC | $86K | 23K | ▲+40% Added · +7K sh | Q1 2026 | |
| 22 | DAVIS R M INC | $86K | 23K | ▼−26% Reduced · −8K sh | Q1 2026 | |
| 23 | HORIZON KINETICS ASSET MANAGEMENT LLC | $80K | 22K | ▼−19% Reduced · −5K sh | Q1 2026 | |
| 24 | BOKF, NA | $75K | 20K | —Held | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $70K | 19K | —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, 2 funds opened a new position in CXE and 3 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 15 funds | $4.1B |
| MICROSOFT CORPMSFT | 15 funds | $2.8B |
| NVIDIA CORPNVDA | 14 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $3.2B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $2.6B |
| AMAZON.COM INCAMZN | 14 funds | $2.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 14 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.1B |
| VISA INC-CLASS A SHARESV | 14 funds | $778.0M |
| JOHNSON & JOHNSONJNJ | 14 funds | $746.0M |
| COSTCO WHOLESALE CORPCOST | 14 funds | $744.9M |
| NETFLIX INCNFLX | 14 funds | $399.2M |
Ranked by how many of CXE's institutional holders also hold each name, a cross-fund conviction signal.
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 + end-of-day price history + the live filing stream, joined for CXE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.