| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | $6.2M | 188K | ▼−0.2% Reduced · −422 sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $3.6M | 111K | ▼−5.0% Reduced · −6K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $3.4M | 103K | —Held | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 51K | ▼−29% Reduced · −21K sh | Q1 2026 | |
| 5 | Advisory Services Network, LLC | $1.2M | 36K | ▼−0.2% Reduced · −79 sh | Q1 2026 | |
| 6 | Snowden Capital Advisors LLC | $1.0M | 32K | —Held | Q1 2026 | |
| 7 | Welch Financial Planning, LLC | $932K | 26K | ▼−0.7% Reduced · −182 sh | Q2 2026 | |
| 8 | Kestra Advisory Services, LLC | $764K | 23K | ▼−0.2% Reduced · −40 sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $749K | 23K | ▼−1.6% Reduced · −379 sh | Q1 2026 | |
| 10 | IFP Advisors, Inc | $676K | 19K | —Held | Q2 2026 | |
| 11 | CENTAURUS FINANCIAL, INC. | $569K | 17K | ▼−1.1% Reduced · −197 sh | Q1 2026 | |
| 12 | Lido Advisors, LLC | $381K | 12K | —Held | Q1 2026 | |
| 13 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $329K | 10K | ▼−10% Reduced · −1K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $318K | 10K | ▲New +10K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $79K | 2K | —Held | Q1 2026 | |
| 16 | BANK OF MONTREAL /CAN/ | $62K | 2K | —Held | Q1 2026 | |
| 17 | AE Wealth Management LLC | $59K | 2K | ▼−3.0% Reduced · −56 sh | Q1 2026 | |
| 18 | CoreCap Advisors, LLC | $13K | 388 | ▼−97% Reduced · −11K sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $11K | 324 | —Held | Q1 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $7K | 198 | —Held | Q1 2026 | |
| 21 | Ashton Thomas Private Wealth, LLC | $6K | 194 | ▲New +194 sh | Q1 2026 | |
| 22 | EverSource Wealth Advisors, LLC | $6K | 176 | —Held | Q1 2026 | |
| 23 | UBS Group AG | $4K | 112 | ▲+762% Added · +99 sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $3K | 95 | ▼−100% Reduced · −22K sh | Q1 2026 | |
| 25 | BARCLAYS PLC | $2K | 53 | ▼−16% Reduced · −10 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.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $3.8B |
| APPLE INCAAPL | 11 funds | $3.6B |
| NVIDIA CORPNVDA | 11 funds | $3.2B |
| MICROSOFT CORPMSFT | 11 funds | $2.2B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $2.0B |
| AMAZON.COM INCAMZN | 11 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 11 funds | $1.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $1.3B |
| ISHARES S&P 500 GROWTH ETFIVW | 11 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 11 funds | $1.0B |
| BROADCOM INCAVGO | 11 funds | $977.6M |
| JPMORGAN CHASE & COJPM | 11 funds | $945.3M |
Ranked by how many of XBOC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/XBOC/capital-change-brief"
Use Arkolith's capital_change_brief for XBOC. 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 XBOC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.