Among active 13F managers last quarter, 4 opened and 2 added, while 3 reduced; the largest holder to move was Brookwood Investment Group LLC (+6.4%).
41 tracked 13F filers disclose a position in XBJA as of the latest SEC 13F filings, a combined $58.4M 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 | Cetera Investment Advisers | 347K | $10.8M | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 2 | Sterling Financial Planning, Inc. | 289K | $9.8M | ▲+1.3% Added · +4K sh | Q2 2026 | |
| 3 | HighTower Advisors, LLC | 190K | $5.9M | ▼−51% Reduced · −195K sh | Q1 2026 | |
| 4 | Blue Bell Private Wealth Management, LLC | 183K | $6.2M | ▼−0.5% Reduced · −993 sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 108K | $3.4M | ▼−12% Reduced · −15K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | 105K | $3.6M | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 7 | Brookwood Investment Group LLC | 58K | $1.9M | ▲+6.4% Added · +3K sh | Q2 2026 | |
| 8 | Commonwealth Equity Services, LLC | 57K | $1.8M | ▲+133% Added · +32K sh | Q1 2026 | |
| 9 | Snowden Capital Advisors LLC | 52K | $1.8M | ▼−6.9% Reduced · −4K sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | 36K | $1.2M | —Held | Q2 2026 | |
| 11 | GWN Securities Inc. | 30K | $1.0M | ▼−1.8% Reduced · −546 sh | Q2 2026 | |
| 12 | First Commonwealth Financial Corp | 28K | $935K | —Held | Q2 2026 | |
| 13 | Millington Financial Advisors, LLC | 27K | $925K | ▼−67% Reduced · −56K sh | Q2 2026 | |
| 14 | CreativeOne Wealth, LLC | 27K | $912K | ▼−0.5% Reduced · −148 sh | Q2 2026 | |
| 15 | JT Stratford LLC | 27K | $902K | ▼−2.9% Reduced · −800 sh | Q2 2026 | |
| 16 | Noble Wealth Management PBC | 25K | $831K | ▼−13% Reduced · −4K sh | Q2 2026 | |
| 17 | Occidental Asset Management, LLC | 24K | $796K | ▲+82% Added · +11K sh | Q2 2026 | |
| 18 | Centaurus Financial, Inc. | 21K | $708K | ▼−0.3% Reduced · −71 sh | Q2 2026 | |
| 19 | Blue Water Asset Management | 18K | $617K | —Held | Q2 2026 | |
| 20 | Welch Financial Planning, LLC | 17K | $564K | ▼−0.1% Reduced · −10 sh | Q2 2026 | |
| 21 | CoreCap Advisors, LLC | 15K | $474K | ▲New +15K sh | Q1 2026 | |
| 22 | Global Trust Wealth Management LLC | 12K | $400K | ▼−26% Reduced · −4K sh | Q2 2026 | |
| 23 | Sei Investments Co | 11K | $353K | ▲New +11K sh | Q1 2026 | |
| 24 | Susquehanna International Group, LLP | 11K | $334K | ▲New +11K sh | Q1 2026 | |
| 25 | Fort Washington Investment Advisors Inc | 10K | $313K | —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.
Last quarter, 4 funds opened a new position in XBJA and 2 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 15 funds | $5.1B |
| Apple IncAAPL | 15 funds | $4.4B |
| Microsoft CorpMSFT | 15 funds | $3.8B |
| Amazon.com IncAMZN | 15 funds | $3.1B |
| Johnson & JohnsonJNJ | 15 funds | $848.7M |
| JPMorgan Chase & CoJPM | 15 funds | $658.8M |
| Advanced Micro DevicesAMD | 15 funds | $504.6M |
| Applied Materials IncAMAT | 15 funds | $438.3M |
| Verizon Communications IncVZ | 15 funds | $398.0M |
| Chevron CorpCVX | 15 funds | $396.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $347.4M |
| Caterpillar IncCAT | 15 funds | $303.8M |
Ranked by how many of XBJA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XBJA.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 285 funds | $1.6B |
| SFLRmc | 205 funds | $1.4B |
| BUFFmc | 151 funds | $562.4M |
| ZALTmc | 104 funds | $665.6M |
| QFLRmc | 103 funds | $333.1M |
| BUFBmc | 88 funds | $175.3M |
| JAJLmc | 82 funds | $135.0M |
| ZJULmc | 79 funds | $60.6M |
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 XBJA
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.