82 tracked 13F filers disclose a position in XBIL as of the latest SEC 13F filings, a combined $348.7M 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 | LPL Financial LLC | $118.2M | 2.4M | ▲+4.1% Added · +93K sh | Q1 2026 | |
| 2 | UBS Group AG | $27.1M | 542K | ▲~0% Added · +24 sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $16.8M | 336K | ▼−12% Reduced · −45K sh | Q1 2026 | |
| 4 | STIFEL FINANCIAL CORP | $16.6M | 332K | ▼−14% Reduced · −56K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $14.6M | 292K | ▲+107% Added · +151K sh | Q1 2026 | |
| 6 | Moors & Cabot, Inc. | $12.7M | 253K | ▲+46% Added · +80K sh | Q1 2026 | |
| 7 | Stratos Wealth Partners, LTD. | $11.7M | 234K | ▲19× Added · +222K sh | Q1 2026 | |
| 8 | IHT Wealth Management, LLC | $11.2M | 223K | ▼−3.8% Reduced · −9K sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $10.0M | 200K | ▼−24% Reduced · −65K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.4M | 167K | ▲+12% Added · +18K sh | Q2 2026 | |
| 11 | TRUIST FINANCIAL CORP | $7.8M | 156K | ▲+419% Added · +126K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $7.3M | 145K | ▼−67% Reduced · −298K sh | Q1 2026 | |
| 13 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $6.9M | 138K | ▼−61% Reduced · −215K sh | Q2 2026 | |
| 14 | Integrated Wealth Concepts LLC | $6.1M | 122K | ▼−8.7% Reduced · −12K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 113K | ▼−39% Reduced · −73K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 100K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 17 | Spinnaker Investment Group, LLC | $4.3M | 87K | ▲+27% Added · +18K sh | Q2 2026 | |
| 18 | BENJAMIN EDWARDS INC | $3.9M | 78K | ▲+23% Added · +15K sh | Q2 2026 | |
| 19 | Equitable Holdings, Inc. | $3.6M | 72K | ▲+22% Added · +13K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $3.4M | 67K | ▲+138% Added · +39K sh | Q2 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $3.3M | 66K | ▼−17% Reduced · −14K sh | Q1 2026 | |
| 22 | RETIREMENT CAPITAL STRATEGIES | $3.1M | 62K | ▼−7.0% Reduced · −5K sh | Q1 2026 | |
| 23 | Fonville Wealth Management LLC | $3.1M | 62K | ▼−5.3% Reduced · −3K sh | Q2 2026 | |
| 24 | CITADEL ADVISORS LLC | $2.6M | 52K | ▲+219% Added · +35K sh | Q1 2026 | |
| 25 | Sterling Group Wealth Management, LLC | $2.1M | 43K | ▼−12% Reduced · −6K 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 XBIL and 16 added to an existing one, while 14 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 | 39 funds | $4.2B |
| AMAZON.COM INCAMZN | 39 funds | $3.1B |
| MICROSOFT CORPMSFT | 39 funds | $2.7B |
| NVIDIA CORPNVDA | 38 funds | $5.9B |
| BROADCOM INCAVGO | 37 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 37 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 37 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 36 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 36 funds | $1.5B |
| TESLA INCTSLA | 36 funds | $1.3B |
Ranked by how many of XBIL'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.
| Class | 13F holders | Value held |
|---|---|---|
| TBILmc | 257 funds | $3.0B |
| TMFCmc | 168 funds | $539.7M |
| XBILthis pagemc | 82 funds | $348.7M |
| UTWOmc | 62 funds | $214.7M |
| TMFGUIT EXCHANGE TRADED | 55 funds | $17.9M |
| OBILmc | 52 funds | $180.4M |
| UTENUS TREASR 10 YR | 51 funds | $200.5M |
| RBILMF Closed and MF Open | 28 funds | $70.9M |
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 XBIL
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/XBIL/capital-change-brief"
Use Arkolith's capital_change_brief for XBIL. 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 XBIL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.