29 tracked 13F filers disclose a position in XBP as of the latest SEC 13F filings, a combined $19.0M 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 | Gates Capital Management, Inc. | $7.4M | 3.2M | —Held | Q2 2026 | |
| 2 | HoldCo Asset Management, LP | $3.5M | 787K | —Held | Q1 2026 | |
| 3 | CANTOR FITZGERALD, L. P. | $3.4M | 767K | ▼−5.5% Reduced · −44K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $765K | 174K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 5 | Allianz Asset Management GmbH | $743K | 169K | —Held | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $695K | 158K | ▼~0% Reduced · −17 sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $563K | 128K | →First observed position No prior filed position | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $288K | 124K | ▼−3.0% Reduced · −4K sh | Q2 2026 | |
| 9 | BRC Group Holdings, Inc. | $324K | 74K | ▼−22% Reduced · −20K sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $254K | 58K | →First observed position No prior filed position | Q1 2026 | |
| 11 | CastleKnight Management LP | $249K | 57K | ▼−44% Reduced · −45K sh | Q1 2026 | |
| 12 | Jefferies Financial Group Inc. | $127K | 55K | —Held | Q2 2026 | |
| 13 | National Philanthropic Trust | $130K | 30K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $111K | 25K | —Held | Q1 2026 | |
| 15 | Shay Capital LLC | $110K | 25K | ▲+36% Added · +7K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $53K | 23K | —Held | Q2 2026 | |
| 17 | Alpine Global Management, LLC | $95K | 22K | ▼−38% Reduced · −13K sh | Q1 2026 | |
| 18 | BROOKFIELD Corp /ON/ | $87K | 20K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $76K | 17K | ▲+16% Added · +2K sh | Q1 2026 | |
| 20 | Crewe Advisors LLC | $21K | 9K | ▲+38% Added · +3K sh | Q2 2026 | |
| 21 | Vanguard Global Advisers, LLC | $17K | 4K | →First observed position No prior filed position | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $12K | 3K | ▲+0.7% Added · +20 sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $3K | 633 | ▲+209% Added · +428 sh | Q1 2026 | |
| 24 | BARCLAYS PLC | $339 | 77 | ▼−69% Reduced · −173 sh | Q1 2026 | |
| 25 | Tower Research Capital LLC (TRC) | $207 | 47 | ▲New +47 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.
Last quarter, 1 fund opened a new position in XBP and 2 added to an existing one, while 4 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 |
|---|---|---|
| BLACKSTONE INCBX | 11 funds | $771.6M |
| NVIDIA CORPNVDA | 10 funds | $41.3B |
| MICROSOFT CORPMSFT | 10 funds | $26.9B |
| ALPHABET INC-CL AGOOGL | 10 funds | $16.3B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $8.5B |
| ORACLE CORPORCL | 10 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.2B |
| APPLE INCAAPL | 9 funds | $30.5B |
| AMAZON.COM INCAMZN | 9 funds | $17.8B |
| BROADCOM INCAVGO | 9 funds | $13.7B |
| ALPHABET INC-CL CGOOG | 9 funds | $10.4B |
| TESLA INCTSLA | 9 funds | $8.1B |
Ranked by how many of XBP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 19, 2026 | Klein Randal T | Director | Buy (P) | 25K | $61K |
| Oct 6, 2025 | LUTNICK HOWARD W | 10% Owner | Sell (S) | 6.1M | — |
| Aug 18, 2025 | Klein Randal T | Director | Buy (P) | 150K | $81K |
| Dec 14, 2023 | CF GROUP MANAGEMENT INC | 10% Owner | Sell (S) | 41K | $457K |
| Dec 14, 2023 | CF GROUP MANAGEMENT INC | 10% Owner | Sell (S) | 23K | $245K |
| Dec 14, 2023 | CF GROUP MANAGEMENT INC | 10% Owner | Sell (S) | 37K | $448K |
| Class | 13F holders | Value held |
|---|---|---|
| XBPthis pageCOMMON STOCK | 29 funds | $19.0M |
| XBPEWWarrant | 19 funds | $244K |
| 98400V101COM | 1 funds | $42K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for XBP
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/XBP/capital-change-brief"
Use Arkolith's capital_change_brief for XBP. 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 XBP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.