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/EXI/capital-change-brief"
Use Arkolith's capital_change_brief for EXI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $498.7M | 2.8M | ▲+10% Added · +257K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $102.5M | 566K | ▼−1.2% Reduced · −7K sh | Q1 2026 | |
| 3 | Phoenix Financial Ltd. | $39.0M | 215K | —Held | Q1 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 143K | ▲+252% Added · +102K sh | Q1 2026 | |
| 5 | PGIM Custom Harvest LLC | $25.6M | 141K | ▲+40% Added · +40K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $24.5M | 135K | ▲+17% Added · +20K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $22.9M | 126K | ▲+816% Added · +112K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $20.5M | 113K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $17.4M | 96K | ▼−27% Reduced · −36K sh | Q1 2026 | |
| 10 | Federation des caisses Desjardins du Quebec | $13.7M | 76K | ▲18× Added · +72K sh | Q1 2026 | |
| 11 | Banco Santander, S.A. | $13.3M | 74K | ▲New +74K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $13.3M | 73K | ▲New +73K sh | Q1 2026 | |
| 13 | Wharton Business Group, LLC | $10.6M | 58K | ▼−1.2% Reduced · −725 sh | Q1 2026 | |
| 14 | Cambria Investment Management, L.P. | $10.1M | 56K | ▲+7.1% Added · +4K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $9.3M | 51K | ▲+21% Added · +9K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $9.0M | 50K | ▲32× Added · +48K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $5.4M | 30K | ▲+20% Added · +5K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 29K | ▲+12% Added · +3K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $3.9M | 21K | ▲+7.3% Added · +1K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 20K | ▼−52% Reduced · −22K sh | Q1 2026 | |
| 21 | Quantinno Capital Management LP | $3.2M | 18K | ▼−1.5% Reduced · −270 sh | Q1 2026 | |
| 22 | UBS Group AG | $3.1M | 17K | ▲+20% Added · +3K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $2.8M | 15K | ▼−3.5% Reduced · −559 sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $1.9M | 11K | ▲+15% Added · +1K sh | Q1 2026 | |
| 25 | Intesa Sanpaolo Wealth Management | $1.4M | 8K | ▲New +8K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 41 funds | $16.1B |
| MICROSOFT CORPMSFT | 41 funds | $12.6B |
| ALPHABET INC-CL AGOOGL | 41 funds | $8.5B |
| ALPHABET INC-CL CGOOG | 41 funds | $6.3B |
| JPMORGAN CHASE & COJPM | 41 funds | $6.0B |
| JOHNSON & JOHNSONJNJ | 41 funds | $3.3B |
| ELI LILLY & COLLY | 41 funds | $3.2B |
| VISA INC-CLASS A SHARESV | 41 funds | $2.9B |
| CHEVRON CORPCVX | 41 funds | $2.3B |
| HOME DEPOT INCHD | 41 funds | $2.2B |
| MASTERCARD INC - AMA | 41 funds | $2.1B |
| CATERPILLAR INCCAT | 41 funds | $1.9B |
Ranked by how many of EXI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EXI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.