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/XBB/capital-change-brief"
Use Arkolith's capital_change_brief for XBB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | $20.8M | 507K | ▲+1.4% Added · +7K sh | Q2 2026 | |
| 2 | Lido Advisors, LLC | $9.2M | 227K | ▲+23% Added · +42K sh | Q1 2026 | |
| 3 | MGO ONE SEVEN LLC | $8.9M | 219K | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.5M | 86K | ▲+390% Added · +68K sh | Q2 2026 | |
| 5 | IFP Advisors, Inc | $2.9M | 71K | ▲29× Added · +69K sh | Q1 2026 | |
| 6 | Teucrium Investment Advisors, LLC | $1.3M | 32K | ▲New +32K sh | Q1 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $958K | 24K | ▲+135% Added · +14K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $893K | 22K | ▲+1.2% Added · +260 sh | Q1 2026 | |
| 9 | Stratos Investment Management, LLC | $787K | 19K | ▲+215% Added · +13K sh | Q1 2026 | |
| 10 | CGN Advisors LLC | $596K | 15K | ▲+6.5% Added · +885 sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $550K | 14K | ▲+8.0% Added · +1K sh | Q1 2026 | |
| 12 | GK Wealth Management LLC | $284K | 7K | ▲New +7K sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $266K | 7K | ▲New +7K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $232K | 6K | ▲+30% Added · +1K sh | Q1 2026 | |
| 15 | Dynamic Advisor Solutions LLC | $205K | 5K | —Held | Q2 2026 | |
| 16 | Crews Bank & Trust | $51K | 1K | —Held | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $13K | 331 | —Held | Q1 2026 | |
| 18 | NATIONAL BANK OF CANADA /FI/ | $5K | 120 | ▲New +120 sh | Q1 2026 | |
| 19 | AE Wealth Management LLC | $3K | 81 | ▼−43% Reduced · −61 sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $203 | 5 | ▼−89% Reduced · −41 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.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $3.7B |
| APPLE INCAAPL | 8 funds | $2.9B |
| NVIDIA CORPNVDA | 8 funds | $2.5B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $2.1B |
| MICROSOFT CORPMSFT | 8 funds | $1.8B |
| AMAZON.COM INCAMZN | 8 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $1.3B |
| VANGUARD S&P 500 ETFVOO | 8 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.0B |
| ISHARES S&P 500 VALUE ETFIVE | 8 funds | $934.8M |
| VANGUARD GROWTH ETFVUG | 8 funds | $779.6M |
| ALPHABET INC-CL CGOOG | 8 funds | $773.0M |
Ranked by how many of XBB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XBB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.