26 tracked 13F filers disclose a position in XBB as of the latest SEC 13F filings, a combined $60.7M 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 | ATWOOD & PALMER INC | $20.8M | 507K | ▲+1.4% Added · +7K sh | Q2 2026 | |
| 2 | Lido Advisors, LLC | $9.8M | 238K | ▲+5.1% Added · +12K sh | Q2 2026 | |
| 3 | MGO ONE SEVEN LLC | $8.5M | 207K | ▼−5.3% Reduced · −12K sh | Q2 2026 | |
| 4 | TOEWS CORP /ADV | $6.6M | 162K | ▲New +162K sh | Q2 2026 | |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.5M | 86K | ▲+390% Added · +68K sh | Q2 2026 | |
| 6 | IFP Advisors, Inc | $3.2M | 79K | ▲+10% Added · +7K sh | Q2 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $2.9M | 71K | ▲+202% Added · +48K sh | Q2 2026 | |
| 8 | Teucrium Investment Advisors, LLC | $1.3M | 32K | ▲New +32K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $893K | 22K | ▲+1.2% Added · +260 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 | SAGE RHINO CAPITAL LLC | $404K | 10K | ▼−81% Reduced · −43K sh | Q2 2026 | |
| 13 | GK Wealth Management LLC | $284K | 7K | ▲New +7K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $266K | 7K | ▲New +7K sh | Q1 2026 | |
| 15 | Compound Planning, Inc. | $233K | 6K | ▲New +6K sh | Q2 2026 | |
| 16 | Swan Global Investments, LLC | $225K | 6K | ▲New +6K sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | $225K | 5K | ▼−3.8% Reduced · −217 sh | Q2 2026 | |
| 18 | Dynamic Advisor Solutions LLC | $205K | 5K | —Held | Q2 2026 | |
| 19 | Global Retirement Partners, LLC | $64K | 2K | ▲+36% Added · +412 sh | Q2 2026 | |
| 20 | Crews Bank & Trust | $51K | 1K | —Held | Q2 2026 | |
| 21 | Archer Investment Corp | $49K | 1K | ▲+11% Added · +122 sh | Q2 2026 | |
| 22 | Truvestments Capital LLC | $15K | 370 | —Held | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $13K | 331 | —Held | Q1 2026 | |
| 24 | NATIONAL BANK OF CANADA /FI/ | $5K | 120 | ▲New +120 sh | Q1 2026 | |
| 25 | AE Wealth Management LLC | $3K | 81 | ▼−43% Reduced · −61 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, 4 funds opened a new position in XBB and 5 added to an existing one, while 2 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 |
|---|---|---|
| ALPHABET INC-CL CGOOG | 13 funds | $354.6M |
| WALMART INCWMT | 13 funds | $146.1M |
| ELI LILLY & COLLY | 13 funds | $141.0M |
| CATERPILLAR INCCAT | 13 funds | $126.7M |
| CHEVRON CORPCVX | 13 funds | $68.2M |
| COCA-COLA CO/THEKO | 13 funds | $43.6M |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $1.1B |
| APPLE INCAAPL | 12 funds | $849.7M |
| NVIDIA CORPNVDA | 12 funds | $713.6M |
| MICROSOFT CORPMSFT | 12 funds | $394.8M |
| AMAZON.COM INCAMZN | 12 funds | $349.7M |
| ALPHABET INC-CL AGOOGL | 12 funds | $340.7M |
Ranked by how many of XBB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 165 funds | $958.4M |
| XHLFmc | 124 funds | $1.1B |
| XONEmc | 97 funds | $503.9M |
| PCMMUIT EXCHANGE TRADED | 71 funds | $136.4M |
| XSVNETF | 54 funds | $292.1M |
| TAXXSHORT DURATION ETF | 54 funds | $192.8M |
| XEMDJP MORGAN USD EM | 53 funds | $661.5M |
| XFIVETF | 51 funds | $247.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XBB
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.
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.