Among active 13F managers last quarter, 6 opened and 15 added, while 13 reduced; the largest holder to move was Allspring Global Investments Holdings, LLC (−6.0%). No recent Form 4 insider filings for XBGYX.
Funds lean in and no leg opposes.
95 tracked 13F filers disclose a position in XBGYX as of the latest SEC 13F filings, a combined $181.6M 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 | Morgan Stanley | 9.0M | $48.6M | ▲+0.8% Added · +76K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | 6.0M | $34.4M | ▼−6.0% Reduced · −386K sh | Q2 2026 | |
| 3 | Karpus Management, Inc. | 2.3M | $13.4M | ▲+19% Added · +378K sh | Q2 2026 | |
| 4 | Waterfront Wealth Inc. | 1.8M | $10.3M | ▲+0.2% Added · +3K sh | Q2 2026 | |
| 5 | Lazard Asset Management LLC | 1.4M | $7.5M | —Held | Q1 2026 | |
| 6 | Wells Fargo & Company | 1.3M | $6.9M | ▼−1.2% Reduced · −15K sh | Q1 2026 | |
| 7 | WNY Asset Management, LLC | 1.1M | $6.4M | ▼−26% Reduced · −393K sh | Q2 2026 | |
| 8 | Baird Financial Group, Inc. | 1.1M | $5.8M | ▲+2.4% Added · +25K sh | Q1 2026 | |
| 9 | Uncommon Cents Investing Inc | 720K | $4.1M | ▲+15% Added · +96K sh | Q2 2026 | |
| 10 | Arete Wealth Advisors, LLC | 661K | $3.8M | ▲+0.5% Added · +3K sh | Q2 2026 | |
| 11 | Bank Of America Corp | 557K | $3.0M | ▼−14% Reduced · −94K sh | Q1 2026 | |
| 12 | Guggenheim Capital LLC | 507K | $2.7M | ▲+41% Added · +147K sh | Q1 2026 | |
| 13 | Smith Asset Management Co., LLC | 478K | $2.7M | ▼−0.7% Reduced · −3K sh | Q2 2026 | |
| 14 | Raymond James Financial Inc | 466K | $2.5M | ▲+15% Added · +62K sh | Q1 2026 | |
| 15 | Flagship Harbor Advisors, LLC | 437K | $2.5M | ▼−47% Reduced · −393K sh | Q2 2026 | |
| 16 | LPL Financial LLC | 417K | $2.3M | ▲+83% Added · +189K sh | Q1 2026 | |
| 17 | UBS Group AG | 314K | $1.7M | ▲+7.6% Added · +22K sh | Q1 2026 | |
| 18 | Osaic Holdings, Inc. | 308K | $1.7M | ▲+9.1% Added · +26K sh | Q1 2026 | |
| 19 | &Partners | 290K | $1.7M | ▲+2.4% Added · +7K sh | Q2 2026 | |
| 20 | Royal Bank Of Canada | 288K | $1.6M | ▼−3.1% Reduced · −9K sh | Q1 2026 | |
| 21 | Ameriprise Financial Inc | 185K | $1.0M | ▲+1.6% Added · +3K sh | Q1 2026 | |
| 22 | Pension & Wealth Management Advisors, Inc. | 183K | $1.0M | ▼−7.4% Reduced · −15K sh | Q2 2026 | |
| 23 | Logan Stone Capital, LLC | 155K | $890K | ▲+80% Added · +69K sh | Q2 2026 | |
| 24 | IHT Wealth Management, LLC | 145K | $834K | ▲+0.4% Added · +542 sh | Q2 2026 | |
| 25 | Alessandra Capital Management, LLC | 145K | $834K | ▲+7.4% Added · +10K 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, 6 funds opened a new position in XBGYX and 15 added to an existing one, while 13 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 |
|---|---|---|
| Microsoft CorpMSFT | 48 funds | $8.4B |
| Apple IncAAPL | 45 funds | $11.8B |
| Amazon.com IncAMZN | 45 funds | $8.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 44 funds | $2.4B |
| Nvidia CorpNVDA | 43 funds | $12.2B |
| Alphabet Inc-CL AGOOGL | 43 funds | $5.9B |
| JPMorgan Chase & CoJPM | 43 funds | $2.6B |
| Johnson & JohnsonJNJ | 42 funds | $1.8B |
| Chevron CorpCVX | 42 funds | $1.6B |
| Alphabet Inc-CL CGOOG | 41 funds | $4.6B |
| Eli Lilly & CoLLY | 41 funds | $3.4B |
| Walmart IncWMT | 41 funds | $2.1B |
Ranked by how many of XBGYX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XBGYX.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 37 | 23 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.