Among active 13F managers last quarter, 7 opened and 18 added, while 20 reduced; the largest holder to move was McGowan Group Asset Management, Inc. (−0.5%).
131 tracked 13F filers disclose a position in XAWFX as of the latest SEC 13F filings, a combined $207.7M 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 | Morgan Stanley | 4.0M | $40.8M | ▲+2.4% Added · +95K sh | Q1 2026 | |
| 2 | McGowan Group Asset Management, Inc. | 3.7M | $38.3M | ▼−0.5% Reduced · −20K sh | Q2 2026 | |
| 3 | Pathstone Holdings, LLC | 1.6M | $16.3M | ▲+47% Added · +504K sh | Q2 2026 | |
| 4 | Royal Bank Of Canada | 1.3M | $12.7M | ▲+0.9% Added · +11K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 812K | $8.3M | ▲+9.0% Added · +67K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 799K | $8.1M | ▼−19% Reduced · −182K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 694K | $7.1M | ▼−16% Reduced · −130K sh | Q1 2026 | |
| 8 | Logan Stone Capital, LLC | 657K | $6.8M | ▲+183% Added · +425K sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 568K | $5.8M | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 10 | Smith Asset Management Co., LLC | 387K | $4.0M | ▼−1.9% Reduced · −8K sh | Q2 2026 | |
| 11 | Uncommon Cents Investing Inc | 376K | $3.9M | ▲+3.4% Added · +12K sh | Q2 2026 | |
| 12 | Jones Financial Companies LLLP | 333K | $3.3M | ▲+11% Added · +33K sh | Q1 2026 | |
| 13 | Flagship Harbor Advisors, LLC | 331K | $3.4M | ▲+862% Added · +297K sh | Q2 2026 | |
| 14 | Shaker Financial Services, LLC | 287K | $3.0M | ▲+41% Added · +84K sh | Q2 2026 | |
| 15 | Landscape Capital Management, L.L.C. | 233K | $2.4M | ▲New +233K sh | Q2 2026 | |
| 16 | Hennion & Walsh Asset Management, Inc. | 211K | $2.2M | ▲+4.5% Added · +9K sh | Q2 2026 | |
| 17 | Fiera Capital Corp | 194K | $2.0M | ▲+3.4% Added · +6K sh | Q2 2026 | |
| 18 | Independent Financial Group, LLC | 181K | $1.9M | ▼−5.1% Reduced · −10K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | 153K | $1.6M | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 20 | Independent Wealth Network Inc. | 152K | $1.6M | ▲+3.4% Added · +5K sh | Q2 2026 | |
| 21 | Commonwealth Equity Services, LLC | 146K | $1.5M | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 138K | $1.4M | ▲+29% Added · +31K sh | Q1 2026 | |
| 23 | Tidal Investments LLC | 113K | $1.2M | —Held | Q2 2026 | |
| 24 | Abundance Wealth Counselors | 113K | $1.2M | ▲+130% Added · +64K sh | Q2 2026 | |
| 25 | Hourglass Capital, LLC | 108K | $1.1M | ▼−0.9% Reduced · −1K 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, 7 funds opened a new position in XAWFX and 18 added to an existing one, while 20 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 |
|---|---|---|
| Apple IncAAPL | 64 funds | $5.8B |
| Microsoft CorpMSFT | 64 funds | $4.5B |
| Amazon.com IncAMZN | 64 funds | $3.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 63 funds | $2.5B |
| Alphabet Inc-CL AGOOGL | 62 funds | $3.9B |
| Chevron CorpCVX | 62 funds | $639.5M |
| Nvidia CorpNVDA | 61 funds | $4.9B |
| Meta Platforms Inc-Class AMETA | 61 funds | $1.3B |
| JPMorgan Chase & CoJPM | 60 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 59 funds | $1.9B |
| Johnson & JohnsonJNJ | 59 funds | $1.3B |
| Tesla IncTSLA | 59 funds | $1.1B |
Ranked by how many of XAWFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XAWFX.
No filings captured for this ticker in the live stream yet.
Connected entities for XAWFX
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/XAWFX/capital-change-brief"
Use Arkolith's capital_change_brief for XAWFX. 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 XAWFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.