110 tracked 13F filers disclose a position in XBOEX as of the latest SEC 13F filings, a combined $195.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $87.7M | 8.0M | ▲+6.4% Added · +483K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $13.3M | 1.2M | ▼−0.9% Reduced · −11K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $12.4M | 1.1M | ▼−1.3% Reduced · −15K sh | Q1 2026 | |
| 4 | LAZARD ASSET MANAGEMENT LLC | $9.7M | 887K | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $8.2M | 746K | ▼−3.7% Reduced · −28K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $7.1M | 646K | ▲+1.3% Added · +9K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $6.0M | 492K | ▼−62% Reduced · −809K sh | Q3 2026 | |
| 8 | LPL Financial LLC | $5.4M | 489K | ▲+7.2% Added · +33K sh | Q1 2026 | |
| 9 | Allspring Global Investments Holdings, LLC | $5.6M | 459K | ▲+14% Added · +56K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $2.9M | 263K | ▲+1.6% Added · +4K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $2.3M | 213K | ▲+11% Added · +21K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 187K | ▲+15% Added · +24K sh | Q1 2026 | |
| 13 | Shaker Financial Services, LLC | $1.9M | 158K | ▼−28% Reduced · −61K sh | Q2 2026 | |
| 14 | D.A. DAVIDSON & CO. | $1.8M | 149K | ▲+0.6% Added · +905 sh | Q2 2026 | |
| 15 | &PARTNERS | $1.7M | 138K | ▲+20% Added · +23K sh | Q2 2026 | |
| 16 | UBS Group AG | $1.5M | 133K | ▼−11% Reduced · −17K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.4M | 129K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 18 | EVOLVE PRIVATE WEALTH, LLC | $1.2M | 98K | ▼−4.6% Reduced · −5K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $1.1M | 96K | ▲+16% Added · +13K sh | Q1 2026 | |
| 20 | Centurion Wealth Management LLC | $1.0M | 87K | ▲~0% Added · +19 sh | Q2 2026 | |
| 21 | SAX WEALTH ADVISORS, LLC | $935K | 85K | —Held | Q2 2026 | |
| 22 | Logan Stone Capital, LLC | $907K | 83K | ▲New +83K sh | Q1 2026 | |
| 23 | Arkadios Wealth Advisors | $908K | 75K | ▲+0.1% Added · +84 sh | Q2 2026 | |
| 24 | AlphaCore Capital LLC | $869K | 72K | ▲+1.2% Added · +870 sh | Q2 2026 | |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $852K | 70K | ▲+9.1% Added · +6K 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, 2 funds opened a new position in XBOEX and 23 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 49 funds | $6.2B |
| ELI LILLY & COLLY | 48 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 48 funds | $1.9B |
| ABBVIE INCABBV | 48 funds | $871.7M |
| NVIDIA CORPNVDA | 47 funds | $7.6B |
| AMAZON.COM INCAMZN | 47 funds | $5.2B |
| JPMORGAN CHASE & COJPM | 47 funds | $1.8B |
| ADVANCED MICRO DEVICESAMD | 47 funds | $1.3B |
| APPLE INCAAPL | 46 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 46 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 46 funds | $1.4B |
| MERCK & CO. INC.MRK | 46 funds | $953.6M |
Ranked by how many of XBOEX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for XBOEX
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/XBOEX/capital-change-brief"
Use Arkolith's capital_change_brief for XBOEX. 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 XBOEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.