Among active 13F managers last quarter, 2 opened and 2 added, while 1 reduced; the largest holder to move was First Commonwealth Financial Corp (new position).
16 tracked 13F filers disclose a position in XBFR as of the latest SEC 13F filings, a combined $16.6M 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 | Elmwood Wealth Management, Inc. | 159K | $4.2M | ▲+16% Added · +22K sh | Q2 2026 | |
| 2 | Daymark Wealth Partners, LLC | 123K | $3.3M | ▲+16% Added · +17K sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 88K | $2.2M | ▲New +88K sh | Q1 2026 | |
| 4 | Visionary Wealth Advisors | 72K | $1.9M | ▲+200% Added · +48K sh | Q2 2026 | |
| 5 | Winnacle Wealth LLC | 48K | $1.3M | ▲+6.3% Added · +3K sh | Q2 2026 | |
| 6 | First Commonwealth Financial Corp | 39K | $1.0M | ▲New +39K sh | Q2 2026 | |
| 7 | Arlington Capital Management, Inc. | 23K | $617K | ▲+2.4% Added · +541 sh | Q2 2026 | |
| 8 | Old Mission Capital LLC | 22K | $546K | ▼−25% Reduced · −7K sh | Q1 2026 | |
| 9 | Vestia Personal Wealth Advisors | 17K | $443K | ▲New +17K sh | Q2 2026 | |
| 10 | Jane Street Group, LLC | 15K | $375K | ▲New +15K sh | Q1 2026 | |
| 11 | Keystone Wealth Services, LLC | 12K | $316K | ▲New +12K sh | Q2 2026 | |
| 12 | Gilpin Wealth Management, LLC | 8K | $200K | ▲+63% Added · +3K sh | Q2 2026 | |
| 13 | Barclays PLC | 3K | $85K | ▲New +3K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 2K | $53K | ▲New +2K sh | Q2 2026 | |
| 15 | Red Reef Advisors LLC | 909 | $24K | ▲New +909 sh | Q2 2026 | |
| 16 | IFP Advisors, Inc | 275 | $7K | ▲+15% Added · +35 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, 2 funds opened a new position in XBFR and 2 added to an existing one, while 1 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 |
|---|---|---|
| Nvidia CorpNVDA | 5 funds | $175.3M |
| Ishares 20+ Year Treasury BDTLT | 5 funds | $91.2M |
| Innovator Emerging Markets PEJUL | 5 funds | $2.1M |
| Vanguard S&P 500 ETFVOO | 4 funds | $171.1M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $168.7M |
| Apple IncAAPL | 4 funds | $164.1M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $158.2M |
| Amazon.com IncAMZN | 4 funds | $87.1M |
| Microsoft CorpMSFT | 4 funds | $79.8M |
| Alphabet Inc-CL CGOOG | 4 funds | $71.8M |
| Taiwan Semiconductor-SP ADRTSM | 4 funds | $69.6M |
| Tesla IncTSLA | 4 funds | $60.0M |
Ranked by how many of XBFR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XBFR.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 66 funds | $61.8M |
| KDECmc | 63 funds | $63.2M |
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 XBFR
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/XBFR/capital-change-brief"
Use Arkolith's capital_change_brief for XBFR. 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 XBFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.