Among active 13F managers last quarter, 1 opened and 4 added, while none reduced or exited; the largest holder to move was Traphagen Investment Advisors LLC (+59%).
13 tracked 13F filers disclose a position in TXXI as of the latest SEC 13F filings, a combined $16.1M 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 | Income Research & Management | 100K | $5.1M | —Held | Q2 2026 | |
| 2 | BCGM Wealth Management, LLC | 77K | $3.9M | ▲+1.8% Added · +1K sh | Q2 2026 | |
| 3 | Traphagen Investment Advisors LLC | 41K | $2.1M | ▲+59% Added · +15K sh | Q2 2026 | |
| 4 | Oasis Advisors, LLC | 18K | $937K | ▲Added Added · +18K sh | Q2 2026 | |
| 5 | Citadel Advisors LLC | 17K | $840K | ▲+69% Added · +7K sh | Q2 2026 | |
| 6 | Balance Wealth Partners LLC | 15K | $745K | ▼−1.1% Reduced · −163 sh | Q2 2026 | |
| 7 | CWM, LLC | 13K | $676K | ▲+74% Added · +6K sh | Q1 2026 | |
| 8 | Impact Partnership Wealth, LLC | 13K | $669K | ▼−0.1% Reduced · −16 sh | Q2 2026 | |
| 9 | Victory Financial Group, LLC | 11K | $570K | ▲New +11K sh | Q2 2026 | |
| 10 | Rwa Wealth Partners, LLC | 6K | $325K | ▲New +6K sh | Q2 2026 | |
| 11 | Jane Street Group, LLC | 5K | $270K | ▲New +5K sh | Q1 2026 | |
| 12 | 1620 Investment Advisors, Inc. | 505 | $26K | ▲+347% Added · +392 sh | Q2 2026 | |
| 13 | UBS Group AG | 12 | $602 | ▲New +12 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, 1 fund opened a new position in TXXI and 4 added to an existing one, 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 |
|---|---|---|
| Apple IncAAPL | 5 funds | $2.2B |
| Home Depot IncHD | 5 funds | $542.7M |
| Eaton Corp PLCETN | 5 funds | $75.3M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $43.8M |
| BBLX Irm Tax-Aware S Dur ETFTAXX | 5 funds | $7.7M |
| Amazon.com IncAMZN | 4 funds | $2.6B |
| Nvidia CorpNVDA | 4 funds | $2.4B |
| Microsoft CorpMSFT | 4 funds | $1.4B |
| Eli Lilly & CoLLY | 4 funds | $1.1B |
| Broadcom IncAVGO | 4 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.1B |
| BlackRock IncBLK | 4 funds | $1.1B |
Ranked by how many of TXXI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TXXI.
No filings captured for this ticker in the live stream yet.
Connected entities for TXXI
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/TXXI/capital-change-brief"
Use Arkolith's capital_change_brief for TXXI. 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 TXXI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.