Among active 13F managers last quarter, 5 opened and 29 added, while 12 reduced; the largest holder to move was Howard Capital Management Group, LLC (−0.8%).
576 tracked 13F filers disclose a position in XAR as of the latest SEC 13F filings, a combined $2.7B 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 | LPL Financial LLC | 1.3M | $342.6M | ▲+4.8% Added · +62K sh | Q1 2026 | |
| 2 | Morgan Stanley | 883K | $224.4M | ▲+27% Added · +185K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 849K | $215.6M | ▲+5.6% Added · +45K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 471K | $119.6M | ▲+30% Added · +107K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 256K | $65.0M | ▲+0.1% Added · +336 sh | Q1 2026 | |
| 6 | UBS Group AG | 246K | $62.6M | ▲+19% Added · +40K sh | Q1 2026 | |
| 7 | Ameriprise Financial Inc | 235K | $59.9M | ▲+32% Added · +57K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 213K | $54.1M | ▲+18% Added · +32K sh | Q1 2026 | |
| 9 | Mirae Asset Global Investments Co., Ltd. | 188K | $47.9M | ▲+541% Added · +159K sh | Q1 2026 | |
| 10 | Howard Capital Management Group, LLC | 184K | $52.3M | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 11 | Commonwealth Equity Services, LLC | 184K | $46.8M | ▲+17% Added · +27K sh | Q1 2026 | |
| 12 | BNP Paribas Financial Markets | 174K | $44.1M | ▲+41% Added · +50K sh | Q1 2026 | |
| 13 | Royal Bank Of Canada | 173K | $44.0M | ▲+19% Added · +28K sh | Q1 2026 | |
| 14 | Affinity Wealth Management LLC | 157K | $44.4M | ▼−0.5% Reduced · −838 sh | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 144K | $36.6M | ▼−15% Reduced · −25K sh | Q1 2026 | |
| 16 | Enclave Advisors LLC | 143K | $40.6M | ▲+7.3% Added · +10K sh | Q2 2026 | |
| 17 | PNC Financial Services Group, Inc. | 140K | $35.6M | ▲+8.9% Added · +11K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | 140K | $35.5M | ▲+14% Added · +17K sh | Q1 2026 | |
| 19 | Goldman Sachs Group Inc | 131K | $33.1M | ▼−7.0% Reduced · −10K sh | Q1 2026 | |
| 20 | Greenlight Capital Inc | 130K | $17.6M | ▲New +130K sh | Q4 2023 | |
| 21 | CWM, LLC | 125K | $31.6M | ▼−40% Reduced · −82K sh | Q1 2026 | |
| 22 | Gerber Kawasaki Wealth & Investment Management | 123K | $35.0M | ▲+5.9% Added · +7K sh | Q2 2026 | |
| 23 | Robinhood Asset Management, LLC | 117K | $33.3M | ▲+20% Added · +19K sh | Q2 2026 | |
| 24 | JPMorgan Chase & Co | 107K | $25.9M | ▲+3.5% Added · +4K sh | Q1 2026 | |
| 25 | Teamwork Financial Advisors, LLC | 85K | $24.0M | ▲+13% Added · +10K 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, 5 funds opened a new position in XAR and 29 added to an existing one, while 12 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 | 344 funds | $117.4B |
| Microsoft CorpMSFT | 341 funds | $83.1B |
| Apple IncAAPL | 339 funds | $100.7B |
| Amazon.com IncAMZN | 337 funds | $60.5B |
| Alphabet Inc-CL AGOOGL | 331 funds | $58.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 331 funds | $15.0B |
| Alphabet Inc-CL CGOOG | 329 funds | $34.1B |
| JPMorgan Chase & CoJPM | 321 funds | $27.5B |
| Meta Platforms Inc-Class AMETA | 319 funds | $30.0B |
| Broadcom IncAVGO | 317 funds | $45.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 316 funds | $13.9B |
| Ishares Core S&P 500 ETFIVV | 314 funds | $38.9B |
Ranked by how many of XAR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XAR.
No filings captured for this ticker in the live stream yet.
Connected entities for XAR
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/XAR/capital-change-brief"
Use Arkolith's capital_change_brief for XAR. 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 XAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.