Among active 13F managers last quarter, 6 opened and 13 added, while 9 reduced; the largest holder to move was 1607 Capital Partners, LLC (−30%). No recent Form 4 insider filings for XBMEX.
Funds lean in and no leg opposes.
74 tracked 13F filers disclose a position in XBMEX as of the latest SEC 13F filings, a combined $96.1M 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 | Morgan Stanley | 358K | $13.8M | ▲+3.5% Added · +12K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 266K | $10.3M | ▼−7.9% Reduced · −23K sh | Q1 2026 | |
| 3 | 1607 Capital Partners, LLC | 164K | $7.0M | ▼−30% Reduced · −70K sh | Q2 2026 | |
| 4 | Royal Bank Of Canada | 161K | $6.2M | ▲+0.1% Added · +218 sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 153K | $5.9M | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 6 | Nova R Wealth, Inc. | 141K | $6.1M | ▼−8.8% Reduced · −14K sh | Q2 2026 | |
| 7 | Karpus Management, Inc. | 140K | $6.0M | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 8 | UBS Group AG | 109K | $4.2M | ▲+4.5% Added · +5K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 108K | $4.1M | ▲+90% Added · +51K sh | Q1 2026 | |
| 10 | Raymond James Financial Inc | 107K | $4.1M | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 11 | Ameriprise Financial Inc | 69K | $2.7M | ▼−0.8% Reduced · −588 sh | Q1 2026 | |
| 12 | Cornerstone Advisory, LLC | 54K | $2.3M | ▲+1.1% Added · +603 sh | Q2 2026 | |
| 13 | Cypress Capital Management LLC (WY) | 53K | $2.3M | ▲+19% Added · +8K sh | Q2 2026 | |
| 14 | Summit Financial, LLC | 52K | $2.2M | ▲+8.1% Added · +4K sh | Q2 2026 | |
| 15 | Wealthspire Retirement, LLC | 51K | $2.2M | ▼−0.9% Reduced · −453 sh | Q2 2026 | |
| 16 | Commonwealth Equity Services, LLC | 31K | $1.2M | ▼−4.3% Reduced · −1K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | 29K | $1.2M | ▲+4.5% Added · +1K sh | Q2 2026 | |
| 18 | First Trust Advisors LP | 27K | $1.0M | ▲+16% Added · +4K sh | Q1 2026 | |
| 19 | Osaic Holdings, Inc. | 24K | $933K | ▼−9.2% Reduced · −2K sh | Q1 2026 | |
| 20 | Alessandra Capital Management, LLC | 20K | $875K | ▲+158% Added · +12K sh | Q2 2026 | |
| 21 | Founders Financial Alliance, LLC | 19K | $825K | ▼−0.7% Reduced · −129 sh | Q2 2026 | |
| 22 | HighTower Advisors, LLC | 18K | $696K | ▼−2.6% Reduced · −476 sh | Q1 2026 | |
| 23 | Smith Asset Management Co., LLC | 16K | $695K | ▼−2.1% Reduced · −350 sh | Q2 2026 | |
| 24 | Rockefeller Capital Management L.P. | 15K | $586K | ▼−4.1% Reduced · −656 sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | 15K | $650K | ▲+23% Added · +3K 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 XBMEX and 13 added to an existing one, while 9 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 |
|---|---|---|
| Microsoft CorpMSFT | 30 funds | $2.6B |
| Apple IncAAPL | 29 funds | $4.7B |
| Amazon.com IncAMZN | 29 funds | $3.6B |
| Nvidia CorpNVDA | 28 funds | $4.6B |
| Eli Lilly & CoLLY | 28 funds | $1.6B |
| JPMorgan Chase & CoJPM | 28 funds | $1.3B |
| Broadcom IncAVGO | 27 funds | $1.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 27 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 27 funds | $1.3B |
| Advanced Micro DevicesAMD | 27 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 27 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 27 funds | $1.0B |
Ranked by how many of XBMEX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XBMEX.
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 | 28 | 21 | – |
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 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.