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/XBJL/capital-change-brief"
Use Arkolith's capital_change_brief for XBJL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | $9.4M | 247K | ▼−2.9% Reduced · −7K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $4.8M | 126K | ▼−4.2% Reduced · −6K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $3.3M | 88K | ▼−15% Reduced · −15K sh | Q1 2026 | |
| 4 | Weaver Consulting Group | $2.6M | 69K | ▼−1.3% Reduced · −914 sh | Q1 2026 | |
| 5 | Welch Financial Planning, LLC | $1.7M | 44K | ▼−75% Reduced · −133K sh | Q2 2026 | |
| 6 | Chicago Partners Investment Group LLC | $1.6M | 40K | —Held | Q1 2026 | |
| 7 | GWN SECURITIES INC. | $1.4M | 37K | ▲+0.6% Added · +225 sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $1.4M | 36K | ▲+5.0% Added · +2K sh | Q1 2026 | |
| 9 | Snowden Capital Advisors LLC | $1.3M | 33K | ▼−6.7% Reduced · −2K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 32K | ▼−35% Reduced · −17K sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 25K | —Held | Q2 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $844K | 22K | ▼−0.1% Reduced · −17 sh | Q1 2026 | |
| 13 | OLD MISSION CAPITAL LLC | $650K | 17K | ▼−48% Reduced · −16K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $590K | 16K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 15 | Visionary Wealth Advisors | $395K | 10K | ▼−6.8% Reduced · −761 sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $382K | 10K | ▲+0.9% Added · +92 sh | Q1 2026 | |
| 17 | CENTAURUS FINANCIAL, INC. | $357K | 9K | —Held | Q1 2026 | |
| 18 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $293K | 8K | ▼−15% Reduced · −1K sh | Q1 2026 | |
| 19 | Stratos Wealth Partners, LTD. | $229K | 6K | —Held | Q1 2026 | |
| 20 | Gradient Investments LLC | $217K | 5K | ▼−35% Reduced · −3K sh | Q2 2026 | |
| 21 | Global Trust Wealth Management LLC | $208K | 5K | ▼−13% Reduced · −800 sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $108K | 3K | ▲New +3K sh | Q1 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $96K | 3K | —Held | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $90K | 2K | ▼−8.4% Reduced · −218 sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $85K | 2K | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $4.9B |
| APPLE INCAAPL | 13 funds | $2.8B |
| NVIDIA CORPNVDA | 13 funds | $2.4B |
| MICROSOFT CORPMSFT | 13 funds | $2.4B |
| ISHARES CORE U.S. AGGREGATEAGG | 13 funds | $2.1B |
| AMAZON.COM INCAMZN | 13 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 13 funds | $1.7B |
| VANGUARD S&P 500 ETFVOO | 13 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 13 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $1.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $1.1B |
Ranked by how many of XBJL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XBJL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.