Among active 13F managers last quarter, 2 opened and 3 reduced; the largest holder to move was Daytona Street Capital LLC (−3.4%). Over the last 180 days, 2 insiders bought and none sold, a net +$225K in open-market trades.
The legs disagree, or only one of them leans.
21 tracked 13F filers disclose a position in XAIR as of the latest SEC 13F filings, a combined $494K 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 | Balyasny Asset Management L.P. | 464K | $320K | —Held | Q1 2026 | |
| 2 | Daytona Street Capital LLC | 152K | $61K | ▼−3.4% Reduced · −5K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 112K | $50K | ▼−30% Reduced · −47K sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 28K | $19K | ▼−17% Reduced · −6K sh | Q1 2026 | |
| 5 | StoneX Group Inc. | 22K | $10K | ▲New +22K sh | Q2 2026 | |
| 6 | Wealth Effects LLC | 17K | $8K | ▼−40% Reduced · −11K sh | Q2 2026 | |
| 7 | Baldwin Wealth Partners LLC | 15K | $7K | —Held | Q2 2026 | |
| 8 | XTX Topco Ltd | 12K | $8K | ▼−34% Reduced · −6K sh | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 8K | $6K | —Held | Q1 2026 | |
| 10 | Tower Research Capital LLC (TRC) | 5K | $3K | ▼−38% Reduced · −3K sh | Q1 2026 | |
| 11 | PFS Partners, LLC | 2K | $892 | —Held | Q2 2026 | |
| 12 | IFP Advisors, Inc | 1K | $507 | —Held | Q2 2026 | |
| 13 | NewEdge Advisors, LLC | 457 | $204 | —Held | Q2 2026 | |
| 14 | Godsey & Gibb, Inc | 50 | $23 | —Held | Q2 2026 | |
| 15 | BNP Paribas Financial Markets | 41 | $28 | —Held | Q1 2026 | |
| 16 | Morgan Stanley | 40 | $28 | ▼−20% Reduced · −10 sh | Q1 2026 | |
| 17 | JPMorgan Chase & Co | 40 | $27 | ▲+25% Added · +8 sh | Q1 2026 | |
| 18 | CWM, LLC | 25 | $17 | ▲New +25 sh | Q1 2026 | |
| 19 | SBI Securities Co., Ltd. | 15 | $7 | ▲New +15 sh | Q2 2026 | |
| 20 | Jones Financial Companies LLLP | 10 | $7 | —Held | Q1 2026 | |
| 21 | UBS Group AG | 9 | $6 | ▼−10% Reduced · −1 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, 2 funds opened a new position in XAIR, while 3 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 | 1 funds | $474.1M |
| Vanguard S&P 500 ETFVOO | 1 funds | $251.0M |
| Vanguard Total Stock MKT ETFVTI | 1 funds | $213.4M |
| Invesco QQQ Trust Series 1QQQ | 1 funds | $139.3M |
| Apple IncAAPL | 1 funds | $136.0M |
| Micron Technology IncMU | 1 funds | $129.5M |
| Vanguard Tot World STK ETFVT | 1 funds | $124.6M |
| Alphabet Inc-CL AGOOGL | 1 funds | $109.5M |
| Tesla IncTSLA | 1 funds | $108.9M |
| Direx Dail Semi Bu 3X Et-UsdSOXL | 1 funds | $103.5M |
| Vanguard High DVD Yield ETFVYM | 1 funds | $91.6M |
| Amazon.com IncAMZN | 1 funds | $90.0M |
Ranked by how many of XAIR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XAIR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 29, 2026 | Goodman Robert Scott | Chief Executive Officer, Director | Buy (P) | 35K | $200K |
| Jul 29, 2026 | Moorhead Daniel J | Chief Financial Officer | Buy (P) | 4K | $25K |
| Jul 21, 2025 | Lisi Steven A. | CEO and Chairman of the Board, Director | Buy (P) | 6K | $20K |
| Mar 14, 2025 | Carey Robert | Director | Buy (P) 2 lots, same day | 1.0M | $250K |
| Feb 19, 2025 | Gaul Michael A. | Chief Operating Officer | Buy (P) | 6K | $2K |
| Sep 26, 2024 | Carey Robert | Director | Buy (P) | 1.5M | $738K |
| Sep 26, 2024 | Lisi Steven A. | CEO and Chairman of the Board, Director | Buy (P) | 1.5M | $738K |
| Aug 15, 2024 | Lisi Steven A. | CEO and Chairman of the Board, Director | Buy (P) | 50K | $19K |
| Aug 14, 2024 | Lucera Erick | Director | Buy (P) | 39K | $16K |
| Aug 14, 2024 | Lisi Steven A. | CEO and Chairman of the Board, Director | Buy (P) | 100K | $39K |
| Aug 14, 2024 | Carey Robert | Director | Buy (P) | 100K | $40K |
| Dec 28, 2023 | Avniel Amir | Chief Business Officer, Director | Sell (S) 2 lots, same day | 25K | $51K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 8 | – |
Insiders Form 4 open-market | 2 | 0 | +$225K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for XAIR
This stock 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/XAIR/capital-change-brief"
Use Arkolith's capital_change_brief for XAIR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for XAIR. Filings are public domain, sourced to SEC EDGAR.