Among active 13F managers last quarter, 6 opened and 13 added, while 22 reduced; the largest holder to move was Moors & Cabot, Inc. (+1.2%). No recent Form 4 insider filings for XBIL.
No leg leans either way.
91 tracked 13F filers disclose a position in XBIL as of the latest SEC 13F filings, a combined $354.5M 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 | LPL Financial LLC | 2.4M | $118.2M | ▲+4.1% Added · +93K sh | Q1 2026 | |
| 2 | UBS Group AG | 542K | $27.1M | ▲~0% Added · +24 sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 336K | $16.8M | ▼−12% Reduced · −45K sh | Q1 2026 | |
| 4 | Stifel Financial Corp | 332K | $16.6M | ▼−14% Reduced · −56K sh | Q1 2026 | |
| 5 | Morgan Stanley | 292K | $14.6M | ▲+107% Added · +151K sh | Q1 2026 | |
| 6 | Moors & Cabot, Inc. | 256K | $12.8M | ▲+1.2% Added · +3K sh | Q2 2026 | |
| 7 | MML Investors Services, LLC | 239K | $11.9M | ▲+19% Added · +39K sh | Q2 2026 | |
| 8 | IHT Wealth Management, LLC | 233K | $11.7M | ▲+4.4% Added · +10K sh | Q2 2026 | |
| 9 | Wealth Enhancement Advisory Services, LLC | 167K | $8.4M | ▲+12% Added · +18K sh | Q2 2026 | |
| 10 | Truist Financial Corp | 156K | $7.8M | ▲+419% Added · +126K sh | Q1 2026 | |
| 11 | Alpine Bank Wealth Management | 148K | $7.4M | ▼−3.8% Reduced · −6K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | 145K | $7.3M | ▼−67% Reduced · −298K sh | Q1 2026 | |
| 13 | Acorn Financial Advisory Services Inc | 138K | $6.9M | ▼−61% Reduced · −215K sh | Q2 2026 | |
| 14 | Integrated Wealth Concepts LLC | 118K | $5.9M | ▼−3.6% Reduced · −4K sh | Q2 2026 | |
| 15 | Commonwealth Equity Services, LLC | 113K | $5.6M | ▼−39% Reduced · −73K sh | Q1 2026 | |
| 16 | Envestnet Asset Management Inc | 100K | $5.0M | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 17 | Spinnaker Investment Group, LLC | 87K | $4.3M | ▲+27% Added · +18K sh | Q2 2026 | |
| 18 | Benjamin Edwards Inc | 78K | $3.9M | ▲+23% Added · +15K sh | Q2 2026 | |
| 19 | Equitable Holdings, Inc. | 72K | $3.6M | ▼−0.5% Reduced · −380 sh | Q2 2026 | |
| 20 | Private Advisor Group, LLC | 67K | $3.4M | ▲+138% Added · +39K sh | Q2 2026 | |
| 21 | Goldman Sachs Group Inc | 66K | $3.3M | ▼−17% Reduced · −14K sh | Q1 2026 | |
| 22 | Fonville Wealth Management LLC | 62K | $3.1M | ▼−5.3% Reduced · −3K sh | Q2 2026 | |
| 23 | Emerald Investment Advisers, LLC | 61K | $3.0M | ▲+495% Added · +50K sh | Q2 2026 | |
| 24 | Arax Advisory Partners | 49K | $2.5M | ▲New +49K sh | Q2 2026 | |
| 25 | Copia Wealth Management | 47K | $2.3M | ▼−3.3% Reduced · −2K 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 XBIL and 13 added to an existing one, while 22 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 |
|---|---|---|
| Apple IncAAPL | 45 funds | $5.4B |
| Amazon.com IncAMZN | 45 funds | $4.1B |
| Microsoft CorpMSFT | 45 funds | $3.2B |
| Nvidia CorpNVDA | 44 funds | $5.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 44 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 43 funds | $2.4B |
| Broadcom IncAVGO | 43 funds | $2.2B |
| JPMorgan Chase & CoJPM | 43 funds | $1.6B |
| Eli Lilly & CoLLY | 42 funds | $1.8B |
| Tesla IncTSLA | 42 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 41 funds | $2.2B |
| Meta Platforms Inc-Class AMETA | 41 funds | $1.3B |
Ranked by how many of XBIL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XBIL.
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 | 31 | 45 | – |
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 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 + the live filing stream, joined for XBIL. Filings are public domain, sourced to SEC EDGAR.