89 tracked 13F filers disclose a position in XAWFX as of the latest SEC 13F filings, a combined $142.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $40.8M | 4.0M | ▲+2.4% Added · +95K sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $12.7M | 1.3M | ▲+0.9% Added · +11K sh | Q1 2026 | |
| 3 | Pathstone Holdings, LLC | $11.0M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $8.3M | 812K | ▲+9.0% Added · +67K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $8.1M | 799K | ▼−19% Reduced · −182K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $7.1M | 694K | ▼−16% Reduced · −130K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $5.8M | 568K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 8 | Smith Asset Management Co., LLC | $4.0M | 387K | ▼−1.9% Reduced · −8K sh | Q2 2026 | |
| 9 | Uncommon Cents Investing LLC | $3.9M | 376K | ▲+3.4% Added · +12K sh | Q2 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $3.3M | 333K | ▲+11% Added · +33K sh | Q1 2026 | |
| 11 | Shaker Financial Services, LLC | $3.0M | 287K | ▲+41% Added · +84K sh | Q2 2026 | |
| 12 | Logan Stone Capital, LLC | $2.4M | 232K | ▲New +232K sh | Q1 2026 | |
| 13 | Hennion & Walsh Asset Management, Inc. | $2.2M | 211K | ▲+4.5% Added · +9K sh | Q2 2026 | |
| 14 | Fiera Capital Corp | $1.9M | 188K | ▼−4.5% Reduced · −9K sh | Q1 2026 | |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $1.9M | 181K | ▼−5.1% Reduced · −10K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | $1.6M | 153K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 17 | Independent Wealth Network Inc. | $1.6M | 152K | ▲+3.4% Added · +5K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 146K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 19 | READYSTATE ASSET MANAGEMENT LP | $1.5M | 143K | ▲+34% Added · +37K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $1.4M | 138K | ▲+29% Added · +31K sh | Q1 2026 | |
| 21 | Tidal Investments LLC | $1.1M | 113K | ▲New +113K sh | Q1 2026 | |
| 22 | UBS Group AG | $980K | 96K | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 23 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $885K | 87K | ▲New +87K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $815K | 80K | ▲+6.8% Added · +5K sh | Q1 2026 | |
| 25 | Anchor Capital Management Group Inc | $814K | 80K | ▲New +80K 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, 10 funds opened a new position in XAWFX and 10 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 44 funds | $16.1B |
| MICROSOFT CORPMSFT | 44 funds | $14.0B |
| ALPHABET INC-CL AGOOGL | 43 funds | $10.9B |
| AMAZON.COM INCAMZN | 43 funds | $10.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $8.6B |
| BROADCOM INCAVGO | 43 funds | $6.6B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $5.8B |
| JOHNSON & JOHNSONJNJ | 43 funds | $3.7B |
| CHEVRON CORPCVX | 43 funds | $2.5B |
| HOME DEPOT INCHD | 43 funds | $2.3B |
| GENERAL ELECTRICGE | 43 funds | $1.8B |
| BLACKROCK INCBLK | 43 funds | $1.5B |
Ranked by how many of XAWFX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.