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/USXF/capital-change-brief"
Use Arkolith's capital_change_brief for USXF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $153.8M | 2.8M | ▲+4.5% Added · +120K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $130.9M | 2.4M | ▲+1.7% Added · +40K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $53.5M | 970K | ▲+8.0% Added · +72K sh | Q1 2026 | |
| 4 | SEI INVESTMENTS CO | $48.4M | 876K | ▲+5.5% Added · +46K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $27.8M | 521K | ▲+4.0% Added · +20K sh | Q1 2026 | |
| 6 | Envestnet Portfolio Solutions, Inc. | $28.6M | 519K | ▼−1.4% Reduced · −7K sh | Q1 2026 | |
| 7 | Allworth Financial LP | $16.0M | 290K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $12.8M | 232K | ▲+1.6% Added · +4K sh | Q1 2026 | |
| 9 | Apella Capital, LLC | $15.2M | 228K | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $9.1M | 165K | ▼−9.8% Reduced · −18K sh | Q1 2026 | |
| 11 | SPINNAKER TRUST | $8.6M | 156K | ▼−2.9% Reduced · −5K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $7.6M | 137K | ▲+14% Added · +16K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $7.4M | 134K | ▲+13% Added · +16K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $7.2M | 131K | ▼−28% Reduced · −51K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $7.2M | 130K | ▲+8.1% Added · +10K sh | Q1 2026 | |
| 16 | Cerity Partners LLC | $5.9M | 106K | ▲+26% Added · +22K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $5.7M | 104K | ▲+0.2% Added · +246 sh | Q1 2026 | |
| 18 | RWA WEALTH PARTNERS, LLC | $5.5M | 100K | ▼−4.0% Reduced · −4K sh | Q1 2026 | |
| 19 | Decker Retirement Planning Inc. | $6.9M | 99K | ▲+6.0% Added · +6K sh | Q2 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $5.3M | 96K | ▲+175% Added · +61K sh | Q1 2026 | |
| 21 | Pathstone Holdings, LLC | $5.2M | 94K | ▲+52% Added · +32K sh | Q1 2026 | |
| 22 | TOMPKINS FINANCIAL CORP | $6.1M | 88K | ▲4k× Added · +88K sh | Q2 2026 | |
| 23 | ASSETMARK, INC | $4.3M | 79K | ▲+1.6% Added · +1K sh | Q1 2026 | |
| 24 | Highland Financial Advisors, LLC | $5.4M | 77K | ▲+61% Added · +29K sh | Q2 2026 | |
| 25 | Mirae Asset Global Investments Co., Ltd. | $4.3M | 77K | ▼−14% Reduced · −13K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 81 funds | $20.3B |
| VANGUARD FTSE EMERGING MARKEVWO | 81 funds | $3.7B |
| NVIDIA CORPNVDA | 80 funds | $18.4B |
| MICROSOFT CORPMSFT | 80 funds | $16.6B |
| VANGUARD S&P 500 ETFVOO | 80 funds | $14.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 80 funds | $11.3B |
| ALPHABET INC-CL AGOOGL | 80 funds | $10.8B |
| JPMORGAN CHASE & COJPM | 80 funds | $7.4B |
| BROADCOM INCAVGO | 80 funds | $7.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 80 funds | $6.9B |
| VANGUARD GROWTH ETFVUG | 80 funds | $6.9B |
| META PLATFORMS INC-CLASS AMETA | 80 funds | $6.6B |
Ranked by how many of USXF'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 USXF. 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.