The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query XBMEX owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XBMEX"
Use Arkolith to show who owns XBMEX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | $5.4M | 141K | ▼−0.1% Reduced · −216 sh | Q1 2026 | |
| 2 | Wealthspire Retirement, LLC | $2.0M | 52K | ▲+12% Added · +6K sh | Q1 2026 | |
| 3 | Summit Financial, LLC | $1.9M | 48K | ▲+10% Added · +4K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $1.1M | 28K | ▼−0.8% Reduced · −237 sh | Q1 2026 | |
| 5 | Calamos Advisors LLC | $563K | 15K | ▼−44% Reduced · −11K sh | Q1 2026 | |
| 6 | HBK Sorce Advisory LLC | $544K | 14K | ▲+6.1% Added · +801 sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | $475K | 12K | ▼−8.9% Reduced · −1K sh | Q1 2026 | |
| 8 | Diversified Enterprises, LLC | $424K | 11K | ▲+0.8% Added · +88 sh | Q1 2026 | |
| 9 | Stratos Wealth Partners, LTD. | $301K | 8K | ▲+7.8% Added · +566 sh | Q1 2026 | |
| 10 | HUB Investment Partners, LLC | $270K | 7K | —Held | Q1 2026 | |
| 11 | OPPENHEIMER & CO INC | $261K | 7K | ▼−0.2% Reduced · −14 sh | Q1 2026 | |
| 12 | MONEY CONCEPTS CAPITAL CORP | $209K | 5K | ▲New +5K sh | Q1 2026 | |
| 13 | Geneos Wealth Management Inc. | $189K | 5K | —Held | Q1 2026 | |
| 14 | Sound Income Strategies, LLC | $36K | 933 | ▲New +933 sh | Q1 2026 | |
| 15 | BROWN BROTHERS HARRIMAN & CO | $23K | 590 | —Held | Q1 2026 | |
| 16 | Root Financial Partners, LLC | $22K | 580 | —Held | Q1 2026 | |
| 17 | Arax Advisory Partners | $18K | 479 | —Held | Q1 2026 | |
| 18 | Atlantic Union Bankshares Corp | $8K | 200 | —Held | Q1 2026 | |
| 19 | MAI Capital Management | $3K | 77 | ▼−82% Reduced · −361 sh | Q1 2026 | |
| 20 | HUNTINGTON NATIONAL BANK | $39 | 1 | —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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 23 funds | $6.4B |
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $6.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $4.9B |
| VANGUARD S&P 500 ETFVOO | 23 funds | $2.8B |
| ELI LILLY & COLLY | 23 funds | $1.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 23 funds | $1.9B |
| VANGUARD GROWTH ETFVUG | 23 funds | $1.2B |
| ABBVIE INCABBV | 23 funds | $1.1B |
| HOME DEPOT INCHD | 23 funds | $1.0B |
| ISHARES CORE MSCI EMERGINGIEMG | 23 funds | $919.1M |
| VANGUARD FTSE EMERGING MARKEVWO | 23 funds | $874.0M |
| ORACLE CORPORCL | 23 funds | $792.3M |
Ranked by how many of XBMEX'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 + 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. Every panel above is one call to the Arkolith API & MCP server.