| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | $10.8M | 347K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $5.9M | 190K | ▼−51% Reduced · −195K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $3.4M | 108K | ▼−12% Reduced · −15K sh | Q1 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $3.3M | 107K | ▲+1.2% Added · +1K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 57K | ▲+133% Added · +32K sh | Q1 2026 | |
| 6 | Snowden Capital Advisors LLC | $1.8M | 56K | —Held | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $1.1M | 36K | ▲+24% Added · +7K sh | Q1 2026 | |
| 8 | GWN SECURITIES INC. | $967K | 31K | ▲+1.0% Added · +319 sh | Q1 2026 | |
| 9 | JT Stratford LLC | $860K | 27K | ▲+281% Added · +20K sh | Q1 2026 | |
| 10 | CreativeOne Wealth, LLC | $848K | 27K | ▼−2.8% Reduced · −790 sh | Q1 2026 | |
| 11 | Noble Wealth Management PBC | $831K | 25K | ▼−13% Reduced · −4K sh | Q2 2026 | |
| 12 | CENTAURUS FINANCIAL, INC. | $657K | 21K | ▲+14% Added · +3K sh | Q1 2026 | |
| 13 | Welch Financial Planning, LLC | $564K | 17K | ▼−0.1% Reduced · −10 sh | Q2 2026 | |
| 14 | CoreCap Advisors, LLC | $474K | 15K | ▲New +15K sh | Q1 2026 | |
| 15 | Global Trust Wealth Management LLC | $400K | 12K | ▼−26% Reduced · −4K sh | Q2 2026 | |
| 16 | SEI INVESTMENTS CO | $353K | 11K | ▲New +11K sh | Q1 2026 | |
| 17 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $339K | 11K | ▼−7.1% Reduced · −826 sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $334K | 11K | ▲New +11K sh | Q1 2026 | |
| 19 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $313K | 10K | —Held | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $294K | 9K | ▲+1.1% Added · +99 sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $244K | 8K | —Held | Q1 2026 | |
| 22 | BANK OF MONTREAL /CAN/ | $31K | 1K | —Held | Q1 2026 | |
| 23 | IFP Advisors, Inc | $32K | 952 | —Held | Q2 2026 | |
| 24 | AE Wealth Management LLC | $18K | 561 | ▼−9.5% Reduced · −59 sh | Q1 2026 | |
| 25 | Ashton Thomas Private Wealth, LLC | $6K | 204 | ▲New +204 sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 10 funds | $2.5B |
| NVIDIA CORPNVDA | 10 funds | $2.1B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $1.7B |
| MICROSOFT CORPMSFT | 10 funds | $1.4B |
| AMAZON.COM INCAMZN | 10 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $979.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $929.2M |
| VANGUARD S&P 500 ETFVOO | 10 funds | $812.4M |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $760.8M |
| VANGUARD GROWTH ETFVUG | 10 funds | $754.6M |
| JPMORGAN CHASE & COJPM | 10 funds | $724.9M |
Ranked by how many of XBJA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF 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/XBJA/capital-change-brief"
Use Arkolith's capital_change_brief for XBJA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XBJA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.