84 tracked 13F filers disclose a position in XBGYX as of the latest SEC 13F filings, a combined $176.9M 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 | MORGAN STANLEY | $48.6M | 9.0M | ▲+0.8% Added · +76K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $34.6M | 6.4M | ▼−9.3% Reduced · −657K sh | Q1 2026 | |
| 3 | Karpus Management, Inc. | $10.5M | 1.9M | ▼−22% Reduced · −563K sh | Q1 2026 | |
| 4 | Waterfront Wealth Inc. | $10.3M | 1.8M | ▲+0.2% Added · +3K sh | Q2 2026 | |
| 5 | WNY Asset Management, LLC | $8.1M | 1.5M | ▲+149% Added · +901K sh | Q1 2026 | |
| 6 | LAZARD ASSET MANAGEMENT LLC | $7.5M | 1.4M | —Held | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $6.9M | 1.3M | ▼−1.2% Reduced · −15K sh | Q1 2026 | |
| 8 | Baird Financial Group, Inc. | $5.8M | 1.1M | ▲+2.4% Added · +25K sh | Q1 2026 | |
| 9 | Uncommon Cents Investing LLC | $4.1M | 720K | ▲+15% Added · +96K sh | Q2 2026 | |
| 10 | Arete Wealth Advisors, LLC | $3.5M | 658K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $3.0M | 557K | ▼−14% Reduced · −94K sh | Q1 2026 | |
| 12 | GUGGENHEIM CAPITAL LLC | $2.7M | 507K | ▲+41% Added · +147K sh | Q1 2026 | |
| 13 | Smith Asset Management Co., LLC | $2.7M | 478K | ▼−0.7% Reduced · −3K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.5M | 466K | ▲+15% Added · +62K sh | Q1 2026 | |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | $2.5M | 437K | ▼−47% Reduced · −393K sh | Q2 2026 | |
| 16 | LPL Financial LLC | $2.3M | 417K | ▲+83% Added · +189K sh | Q1 2026 | |
| 17 | UBS Group AG | $1.7M | 314K | ▲+7.6% Added · +22K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $1.7M | 308K | ▲+9.1% Added · +26K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $1.6M | 288K | ▼−3.1% Reduced · −9K sh | Q1 2026 | |
| 20 | &PARTNERS | $1.5M | 283K | ▲+16% Added · +38K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $1.0M | 185K | ▲+1.6% Added · +3K sh | Q1 2026 | |
| 22 | READYSTATE ASSET MANAGEMENT LP | $844K | 156K | ▲+442% Added · +127K sh | Q1 2026 | |
| 23 | Alessandra Capital Management, LLC | $834K | 145K | ▲+7.4% Added · +10K sh | Q2 2026 | |
| 24 | IHT Wealth Management, LLC | $783K | 145K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 25 | Shaker Financial Services, LLC | $830K | 145K | ▲+23% Added · +27K 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, 5 funds opened a new position in XBGYX and 15 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 41 funds | $7.0B |
| APPLE INCAAPL | 39 funds | $8.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $1.7B |
| NVIDIA CORPNVDA | 38 funds | $9.2B |
| AMAZON.COM INCAMZN | 38 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 38 funds | $4.3B |
| JOHNSON & JOHNSONJNJ | 37 funds | $1.3B |
| CHEVRON CORPCVX | 37 funds | $948.7M |
| ALPHABET INC-CL CGOOG | 36 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $3.1B |
| ELI LILLY & COLLY | 36 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 36 funds | $1.6B |
Ranked by how many of XBGYX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for XBGYX
This stock 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/XBGYX/capital-change-brief"
Use Arkolith's capital_change_brief for XBGYX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XBGYX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.