The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query XBGYX owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XBGYX"
Use Arkolith to show who owns XBGYX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | $34.6M | 6.4M | ▼−9.3% Reduced · −657K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $10.5M | 1.9M | ▼−22% Reduced · −563K sh | Q1 2026 | |
| 3 | FLAGSHIP HARBOR ADVISORS, LLC | $4.5M | 831K | ▼−1.0% Reduced · −9K sh | Q1 2026 | |
| 4 | &PARTNERS | $1.5M | 283K | ▲+16% Added · +38K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $1.2M | 217K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 6 | READYSTATE ASSET MANAGEMENT LP | $844K | 156K | ▲+442% Added · +127K sh | Q1 2026 | |
| 7 | IHT Wealth Management, LLC | $783K | 145K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 8 | Advisors Asset Management, Inc. | $684K | 126K | ▼−0.5% Reduced · −671 sh | Q1 2026 | |
| 9 | Concurrent Investment Advisors, LLC | $476K | 88K | ▲New +88K sh | Q1 2026 | |
| 10 | Dakota Wealth Management | $388K | 72K | ▼−2.2% Reduced · −2K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $384K | 71K | ▼−13% Reduced · −10K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $200K | 37K | ▲13× Added · +34K sh | Q1 2026 | |
| 13 | OPPENHEIMER & CO INC | $199K | 37K | ▲New +37K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $189K | 35K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 15 | BOOTHBAY FUND MANAGEMENT, LLC | $131K | 24K | ▲New +24K sh | Q1 2026 | |
| 16 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $104K | 19K | ▲+0.5% Added · +99 sh | Q1 2026 | |
| 17 | Kovack Advisors, Inc. | $93K | 17K | ▲+41% Added · +5K sh | Q1 2026 | |
| 18 | Perigon Wealth Management, LLC | $81K | 15K | ▼−2.6% Reduced · −396 sh | Q1 2026 | |
| 19 | Gladstone Institutional Advisory LLC | $78K | 14K | —Held | Q1 2026 | |
| 20 | BENJAMIN EDWARDS INC | $78K | 14K | —Held | Q1 2026 | |
| 21 | EVOLVE PRIVATE WEALTH, LLC | $61K | 11K | —Held | Q1 2026 | |
| 22 | Composition Wealth, LLC | $55K | 10K | ▲+1.2% Added · +118 sh | Q1 2026 | |
| 23 | Atlantic Union Bankshares Corp | $29K | 5K | —Held | Q1 2026 | |
| 24 | IFP Advisors, Inc | $15K | 3K | —Held | Q1 2026 | |
| 25 | Wilmington Savings Fund Society, FSB | $14K | 3K | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $8.6B |
| HOME DEPOT INCHD | 31 funds | $1.4B |
| APPLE INCAAPL | 30 funds | $11.0B |
| NVIDIA CORPNVDA | 30 funds | $10.0B |
| AMAZON.COM INCAMZN | 30 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 30 funds | $5.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $5.0B |
| BROADCOM INCAVGO | 30 funds | $4.5B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $3.7B |
| ELI LILLY & COLLY | 30 funds | $2.2B |
| JOHNSON & JOHNSONJNJ | 30 funds | $1.8B |
| TESLA INCTSLA | 30 funds | $1.5B |
Ranked by how many of XBGYX'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 + 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. Every panel above is one call to the Arkolith API & MCP server.