Among active 13F managers last quarter, 1 opened and 1 added, while 5 reduced; the largest holder to move was Brookwood Investment Group LLC (+6.5%).
36 tracked 13F filers disclose a position in XBOC as of the latest SEC 13F filings, a combined $31.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 188K | $6.2M | ▼−0.2% Reduced · −422 sh | Q1 2026 | |
| 2 | Osaic Holdings, Inc. | 111K | $3.6M | ▼−5.0% Reduced · −6K sh | Q1 2026 | |
| 3 | Blue Bell Private Wealth Management, LLC | 109K | $3.9M | ▼−1.6% Reduced · −2K sh | Q2 2026 | |
| 4 | HighTower Advisors, LLC | 103K | $3.4M | —Held | Q1 2026 | |
| 5 | Brookwood Investment Group LLC | 54K | $1.9M | ▲+6.5% Added · +3K sh | Q2 2026 | |
| 6 | Commonwealth Equity Services, LLC | 51K | $1.7M | ▼−29% Reduced · −21K sh | Q1 2026 | |
| 7 | Advisory Services Network, LLC | 36K | $1.2M | ▼−0.2% Reduced · −79 sh | Q1 2026 | |
| 8 | First Commonwealth Financial Corp | 35K | $1.2M | ▼−0.8% Reduced · −294 sh | Q2 2026 | |
| 9 | Snowden Capital Advisors LLC | 32K | $1.1M | —Held | Q2 2026 | |
| 10 | Welch Financial Planning, LLC | 26K | $932K | ▼−0.7% Reduced · −182 sh | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | 23K | $822K | ▼−0.4% Reduced · −100 sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 23K | $749K | ▼−1.6% Reduced · −379 sh | Q1 2026 | |
| 13 | IFP Advisors, Inc | 19K | $676K | —Held | Q2 2026 | |
| 14 | CRA Financial Services, LLC | 18K | $651K | —Held | Q2 2026 | |
| 15 | Centaurus Financial, Inc. | 17K | $597K | ▼−2.9% Reduced · −495 sh | Q2 2026 | |
| 16 | Millington Financial Advisors, LLC | 13K | $465K | ▼−82% Reduced · −59K sh | Q2 2026 | |
| 17 | Vestia Personal Wealth Advisors | 12K | $436K | —Held | Q2 2026 | |
| 18 | Lido Advisors, LLC | 11K | $408K | ▼−0.7% Reduced · −85 sh | Q2 2026 | |
| 19 | Diligent Investors, LLC | 10K | $368K | —Held | Q2 2026 | |
| 20 | Susquehanna International Group, LLP | 10K | $318K | ▲New +10K sh | Q1 2026 | |
| 21 | Citadel Advisors LLC | 8K | $294K | ▲New +8K sh | Q2 2026 | |
| 22 | DHJJ Financial Advisors, Ltd. | 7K | $241K | —Held | Q2 2026 | |
| 23 | Orion Capital Management LLC | 6K | $225K | —Held | Q2 2026 | |
| 24 | Royal Bank Of Canada | 2K | $79K | —Held | Q1 2026 | |
| 25 | Bank Of Montreal | 2K | $62K | —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.
Last quarter, 1 fund opened a new position in XBOC and 1 added to an existing one, while 5 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 |
|---|---|---|
| Nvidia CorpNVDA | 14 funds | $3.4B |
| Apple IncAAPL | 14 funds | $3.3B |
| Amazon.com IncAMZN | 14 funds | $3.2B |
| Microsoft CorpMSFT | 14 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 14 funds | $1.4B |
| Broadcom IncAVGO | 14 funds | $1.4B |
| Eli Lilly & CoLLY | 14 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 14 funds | $1.2B |
| Advanced Micro DevicesAMD | 14 funds | $1.1B |
| JPMorgan Chase & CoJPM | 14 funds | $961.8M |
| Abbvie IncABBV | 14 funds | $961.5M |
| Walmart IncWMT | 14 funds | $919.0M |
Ranked by how many of XBOC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XBOC.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 285 funds | $1.6B |
| SFLRmc | 205 funds | $1.4B |
| BUFFmc | 151 funds | $562.4M |
| ZALTmc | 104 funds | $665.6M |
| QFLRmc | 103 funds | $333.1M |
| BUFBmc | 88 funds | $175.3M |
| JAJLmc | 82 funds | $135.0M |
| ZJULmc | 79 funds | $60.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XBOC
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.