Among active 13F managers last quarter, 1 opened and 8 added, while 5 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (+1.2%).
58 tracked 13F filers disclose a position in XAGDX as of the latest SEC 13F filings, a combined $42.2M 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 | Raymond James Financial Inc | 834K | $9.0M | ▲+55% Added · +297K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 551K | $5.9M | ▼−18% Reduced · −124K sh | Q1 2026 | |
| 3 | Hennion & Walsh Asset Management, Inc. | 310K | $3.8M | ▲+1.2% Added · +4K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 265K | $2.9M | ▲+4.8% Added · +12K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 219K | $2.4M | ▲+5.5% Added · +12K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 184K | $2.0M | ▲+21% Added · +32K sh | Q1 2026 | |
| 7 | Morgan Stanley | 169K | $1.8M | ▲+6.7% Added · +11K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 139K | $1.5M | ▲+6.4% Added · +8K sh | Q1 2026 | |
| 9 | International Assets Investment Management, LLC | 126K | $1.5M | ▼−33% Reduced · −61K sh | Q2 2026 | |
| 10 | Rockefeller Capital Management L.P. | 124K | $1.3M | ▲40× Added · +121K sh | Q1 2026 | |
| 11 | UBS Group AG | 117K | $1.3M | ▼−11% Reduced · −14K sh | Q1 2026 | |
| 12 | Guggenheim Capital LLC | 75K | $815K | ▼−23% Reduced · −23K sh | Q1 2026 | |
| 13 | Cerity Partners LLC | 74K | $801K | ▲+0.3% Added · +239 sh | Q1 2026 | |
| 14 | Commonwealth Equity Services, LLC | 69K | $747K | ▼−7.4% Reduced · −6K sh | Q1 2026 | |
| 15 | 1776 Wealth LLC | 38K | $459K | —Held | Q2 2026 | |
| 16 | Ameriprise Financial Inc | 34K | $369K | ▲+0.4% Added · +146 sh | Q1 2026 | |
| 17 | Choreo, LLC | 34K | $406K | —Held | Q2 2026 | |
| 18 | Wealth Enhancement Advisory Services, LLC | 32K | $394K | ▲+13% Added · +4K sh | Q2 2026 | |
| 19 | Kovack Advisors, Inc. | 32K | $388K | ▲+51% Added · +11K sh | Q2 2026 | |
| 20 | Oppenheimer & Co Inc | 32K | $384K | ▲+0.6% Added · +177 sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 31K | $338K | ▲New +31K sh | Q1 2026 | |
| 22 | NWF Advisory Services Inc. | 31K | $374K | ▼−6.0% Reduced · −2K sh | Q2 2026 | |
| 23 | Kapstone Financial Advisors LLC | 31K | $371K | ▲+7.0% Added · +2K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | 30K | $327K | ▲+2.6% Added · +784 sh | Q1 2026 | |
| 25 | Eclectic Associates Inc | 28K | $342K | ▼−6.0% Reduced · −2K sh | Q2 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 XAGDX and 8 added to an existing one, while 5 reduced. 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 |
|---|---|---|
| Nvidia CorpNVDA | 23 funds | $4.9B |
| Apple IncAAPL | 23 funds | $4.5B |
| Amazon.com IncAMZN | 23 funds | $3.9B |
| Microsoft CorpMSFT | 23 funds | $2.8B |
| Alphabet Inc-CL AGOOGL | 23 funds | $2.0B |
| Broadcom IncAVGO | 23 funds | $1.9B |
| Advanced Micro DevicesAMD | 23 funds | $1.4B |
| JPMorgan Chase & CoJPM | 23 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 23 funds | $1.3B |
| Walmart IncWMT | 23 funds | $1.1B |
| Chevron CorpCVX | 23 funds | $829.5M |
| Oracle CorpORCL | 23 funds | $817.9M |
Ranked by how many of XAGDX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XAGDX.
No filings captured for this ticker in the live stream yet.
Connected entities for XAGDX
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/XAGDX/capital-change-brief"
Use Arkolith's capital_change_brief for XAGDX. 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 XAGDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.