12 tracked 13F filers disclose a position in XBFR as of the latest SEC 13F filings, a combined $12.7M 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 | Elmwood Wealth Management, Inc. | $4.2M | 159K | ▲+16% Added · +22K sh | Q2 2026 | |
| 2 | DAYMARK WEALTH PARTNERS, LLC | $2.6M | 106K | ▲New +106K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 88K | ▲New +88K sh | Q1 2026 | |
| 4 | WINNOW WEALTH LLC | $1.3M | 48K | ▲+6.3% Added · +3K sh | Q2 2026 | |
| 5 | Visionary Wealth Advisors | $585K | 24K | ▲New +24K sh | Q1 2026 | |
| 6 | Arlington Capital Management, Inc. | $617K | 23K | ▲+2.4% Added · +541 sh | Q2 2026 | |
| 7 | OLD MISSION CAPITAL LLC | $546K | 22K | ▼−25% Reduced · −7K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $375K | 15K | ▲New +15K sh | Q1 2026 | |
| 9 | GILPIN WEALTH MANAGEMENT, LLC | $200K | 8K | ▲+63% Added · +3K sh | Q2 2026 | |
| 10 | BARCLAYS PLC | $85K | 3K | ▲New +3K sh | Q1 2026 | |
| 11 | RED REEF ADVISORS LLC | $24K | 909 | ▲New +909 sh | Q2 2026 | |
| 12 | IFP Advisors, Inc | $7K | 275 | ▲+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, 1 fund opened a new position in XBFR and 2 added to an existing one, while 1 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 | 3 funds | $430.1M |
| NVIDIA CORPNVDA | 3 funds | $307.1M |
| MICROSOFT CORPMSFT | 3 funds | $220.4M |
| AMAZON.COM INCAMZN | 3 funds | $167.5M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $145.6M |
| ALPHABET INC-CL AGOOGL | 3 funds | $144.3M |
| JPMORGAN CHASE & COJPM | 3 funds | $115.9M |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $110.5M |
| ALPHABET INC-CL CGOOG | 3 funds | $104.1M |
| PROCTER & GAMBLE CO/THEPG | 3 funds | $99.2M |
| QUANTA SERVICES INCPWR | 3 funds | $91.1M |
| BROADCOM INCAVGO | 3 funds | $89.3M |
Ranked by how many of XBFR'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/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.