44 tracked 13F filers disclose a position in XBAP as of the latest SEC 13F filings, a combined $97.4M 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 | Lido Advisors, LLC | $40.6M | 969K | ▼−7.6% Reduced · −79K sh | Q2 2026 | |
| 2 | Cetera Investment Advisers | $12.3M | 313K | ▼−4.1% Reduced · −13K sh | Q1 2026 | |
| 3 | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $11.1M | 265K | ▼−5.2% Reduced · −15K sh | Q2 2026 | |
| 4 | Millington Financial Advisors, LLC | $6.1M | 145K | ▲+55% Added · +51K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $4.9M | 125K | ▼−5.4% Reduced · −7K sh | Q1 2026 | |
| 6 | Allworth Financial LP | $3.3M | 85K | ▼−36% Reduced · −47K sh | Q1 2026 | |
| 7 | Brookwood Investment Group LLC | $2.0M | 48K | ▲+5.9% Added · +3K sh | Q2 2026 | |
| 8 | Orion Capital Management LLC | $1.5M | 37K | ▲+0.2% Added · +66 sh | Q2 2026 | |
| 9 | Snowden Capital Advisors LLC | $1.4M | 36K | ▼−15% Reduced · −7K sh | Q1 2026 | |
| 10 | Fragasso Financial Advisors Inc | $1.3M | 31K | —Held | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | $1.2M | 29K | ▲+16% Added · +4K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $1.1M | 28K | —Held | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 27K | ▼−5.4% Reduced · −2K sh | Q1 2026 | |
| 14 | Welch Financial Planning, LLC | $1.0M | 24K | ▲+13% Added · +3K sh | Q2 2026 | |
| 15 | CENTAURUS FINANCIAL, INC. | $814K | 19K | ▲+38% Added · +5K sh | Q2 2026 | |
| 16 | OLD MISSION CAPITAL LLC | $717K | 18K | ▼−42% Reduced · −13K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $613K | 16K | ▲+5.5% Added · +815 sh | Q1 2026 | |
| 18 | Summit Financial, LLC | $581K | 14K | ▲New +14K sh | Q2 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $467K | 12K | ▲+58% Added · +4K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $459K | 12K | ▼−6.4% Reduced · −800 sh | Q1 2026 | |
| 21 | DHJJ Financial Advisors, Ltd. | $449K | 11K | —Held | Q2 2026 | |
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $447K | 11K | ▲+63% Added · +4K sh | Q2 2026 | |
| 23 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $393K | 10K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $379K | 10K | ▲New +10K sh | Q1 2026 | |
| 25 | Outlook Wealth Advisors, LLC | $366K | 9K | —Held | 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, 2 funds opened a new position in XBAP and 3 added to an existing one, while 7 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 |
|---|---|---|
| NVIDIA CORPNVDA | 12 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $811.8M |
| JPMORGAN EQUITY PREMIUM INCOJEPI | 12 funds | $87.5M |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $1.2B |
| APPLE INCAAPL | 11 funds | $1.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 11 funds | $915.8M |
| VANGUARD S&P 500 ETFVOO | 11 funds | $840.5M |
| MICROSOFT CORPMSFT | 11 funds | $569.5M |
| AMAZON.COM INCAMZN | 11 funds | $557.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $535.2M |
| JPMORGAN CHASE & COJPM | 11 funds | $296.8M |
| TESLA INCTSLA | 11 funds | $251.6M |
Ranked by how many of XBAP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XBAP
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/XBAP/capital-change-brief"
Use Arkolith's capital_change_brief for XBAP. 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 XBAP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.