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 XBOEX 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/XBOEX"
Use Arkolith to show who owns XBOEX, 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. | $13.3M | 1.2M | ▼−0.9% Reduced · −11K sh | Q1 2026 | |
| 2 | Advisors Asset Management, Inc. | $12.7M | 1.2M | ▲+15% Added · +150K sh | Q1 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | $4.4M | 403K | ▲+24% Added · +77K sh | Q1 2026 | |
| 4 | D.A. DAVIDSON & CO. | $1.6M | 148K | ▲+5.0% Added · +7K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $1.3M | 121K | ▲+0.7% Added · +858 sh | Q1 2026 | |
| 6 | &PARTNERS | $1.3M | 115K | ▲+26% Added · +24K sh | Q1 2026 | |
| 7 | EVOLVE PRIVATE WEALTH, LLC | $1.1M | 102K | ▲+3.7% Added · +4K sh | Q1 2026 | |
| 8 | SAX WEALTH ADVISORS, LLC | $999K | 85K | —Held | Q1 2026 | |
| 9 | Arkadios Wealth Advisors | $822K | 75K | ▲+0.1% Added · +84 sh | Q1 2026 | |
| 10 | AlphaCore Capital LLC | $779K | 71K | ▲+1.9% Added · +1K sh | Q1 2026 | |
| 11 | IHT Wealth Management, LLC | $740K | 68K | —Held | Q1 2026 | |
| 12 | Dakota Wealth Management | $491K | 45K | ▼−0.6% Reduced · −291 sh | Q1 2026 | |
| 13 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $432K | 39K | ▼−1.7% Reduced · −700 sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $432K | 39K | ▼−8.8% Reduced · −4K sh | Q1 2026 | |
| 15 | Blue Trust, Inc. | $353K | 32K | —Held | Q1 2026 | |
| 16 | CHOREO, LLC | $339K | 31K | ▲+11% Added · +3K sh | Q1 2026 | |
| 17 | Ameritas Advisory Services, LLC | $327K | 30K | ▼−7.5% Reduced · −2K sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $322K | 29K | ▼−5.2% Reduced · −2K sh | Q1 2026 | |
| 19 | Equitable Holdings, Inc. | $313K | 27K | ▲~0% Added · +13 sh | Q1 2026 | |
| 20 | Merit Financial Group, LLC | $293K | 27K | ▲+9.5% Added · +2K sh | Q1 2026 | |
| 21 | Waverly Advisors, LLC | $248K | 23K | ▲+16% Added · +3K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $235K | 21K | ▲+0.1% Added · +26 sh | Q1 2026 | |
| 23 | Marex Group plc | $225K | 21K | ▲+3.7% Added · +738 sh | Q1 2026 | |
| 24 | Kovack Advisors, Inc. | $202K | 18K | ▲+6.8% Added · +1K sh | Q1 2026 | |
| 25 | Snowden Capital Advisors LLC | $192K | 18K | ▲+1.0% Added · +170 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 48 funds | $13.5B |
| HOME DEPOT INCHD | 48 funds | $2.0B |
| APPLE INCAAPL | 47 funds | $16.1B |
| ISHARES CORE S&P 500 ETFIVV | 47 funds | $15.7B |
| NVIDIA CORPNVDA | 47 funds | $13.9B |
| AMAZON.COM INCAMZN | 47 funds | $9.4B |
| ALPHABET INC-CL AGOOGL | 47 funds | $8.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 47 funds | $8.4B |
| BROADCOM INCAVGO | 47 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 47 funds | $4.9B |
| ELI LILLY & COLLY | 47 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 47 funds | $3.2B |
Ranked by how many of XBOEX'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 XBOEX. 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.