68 tracked 13F filers disclose a position in XBMEX as of the latest SEC 13F filings, a combined $93.7M 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 | MORGAN STANLEY | $13.8M | 358K | ▲+3.5% Added · +12K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $10.3M | 266K | ▼−7.9% Reduced · −23K sh | Q1 2026 | |
| 3 | 1607 Capital Partners, LLC | $9.0M | 233K | ▲+1.7% Added · +4K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $6.2M | 161K | ▲+0.1% Added · +218 sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $5.9M | 153K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 6 | Karpus Management, Inc. | $5.4M | 141K | ▼−0.1% Reduced · −216 sh | Q1 2026 | |
| 7 | Nova R Wealth, Inc. | $6.1M | 141K | ▼−8.8% Reduced · −14K sh | Q2 2026 | |
| 8 | UBS Group AG | $4.2M | 109K | ▲+4.5% Added · +5K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $4.1M | 108K | ▲+90% Added · +51K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.1M | 107K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $2.7M | 69K | ▼−0.8% Reduced · −588 sh | Q1 2026 | |
| 12 | Cornerstone Advisory, LLC | $2.3M | 54K | ▲+1.1% Added · +603 sh | Q2 2026 | |
| 13 | Wealthspire Retirement, LLC | $2.0M | 52K | ▲+12% Added · +6K sh | Q1 2026 | |
| 14 | Summit Financial, LLC | $1.9M | 48K | ▲+10% Added · +4K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 31K | ▼−4.3% Reduced · −1K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $1.2M | 29K | ▲+4.5% Added · +1K sh | Q2 2026 | |
| 17 | FIRST TRUST ADVISORS LP | $1.0M | 27K | ▲+16% Added · +4K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $933K | 24K | ▼−9.2% Reduced · −2K sh | Q1 2026 | |
| 19 | Alessandra Capital Management, LLC | $875K | 20K | ▲+158% Added · +12K sh | Q2 2026 | |
| 20 | Founders Financial Alliance, LLC | $825K | 19K | ▼−0.7% Reduced · −129 sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | $696K | 18K | ▼−2.6% Reduced · −476 sh | Q1 2026 | |
| 22 | Smith Asset Management Co., LLC | $695K | 16K | ▼−2.1% Reduced · −350 sh | Q2 2026 | |
| 23 | Rockefeller Capital Management L.P. | $586K | 15K | ▼−4.1% Reduced · −656 sh | Q1 2026 | |
| 24 | LANARK FINANCIAL, INC. | $610K | 14K | ▼−1.7% Reduced · −245 sh | Q2 2026 | |
| 25 | HBK Sorce Advisory LLC | $544K | 14K | ▲+6.1% Added · +801 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.
Last quarter, 4 funds opened a new position in XBMEX and 13 added to an existing one, while 5 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 25 funds | $932.3M |
| APPLE INCAAPL | 24 funds | $2.0B |
| AMAZON.COM INCAMZN | 24 funds | $812.8M |
| NVIDIA CORPNVDA | 23 funds | $1.7B |
| VANGUARD S&P 500 ETFVOO | 23 funds | $1.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $715.4M |
| JPMORGAN CHASE & COJPM | 23 funds | $465.9M |
| BROADCOM INCAVGO | 23 funds | $460.9M |
| ELI LILLY & COLLY | 23 funds | $328.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $678.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $415.9M |
| WALMART INCWMT | 22 funds | $389.9M |
Ranked by how many of XBMEX'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.
No filings captured for this ticker in the live stream yet.
Connected entities for XBMEX
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/XBMEX/capital-change-brief"
Use Arkolith's capital_change_brief for XBMEX. 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 XBMEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.