XC

Wisdomtree True Emerging Mar$32.32 0.10%
UnclassifiedUSCUSIP 97717Y535· EOD Aug 12, 2026◍ Confluence graph
Tracked 13F Holders
28
-15 QoQ
13F Value (tracked)
$66.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$32.32 0.10%4Y +31.8%
$21.85$25.55$29.25$32.95$36.65202220232024202520262223562455262577343
Hover for who · click for detailEnd-of-day closing prices52w $30.22 – $35.69

Who owns XC?

28 tracked 13F filers

28 tracked 13F filers disclose a position in XC as of the latest SEC 13F filings, a combined $66.7M 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.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$13.1M
421K
New
+421K sh
Q1 2026
2OARSMAN CAPITAL, INC.
$12.1M
382K
+7.8%
Added · +28K sh
Q2 2026
3Aprio Wealth Management, LLC
$9.4M
297K
−7.6%
Reduced · −24K sh
Q2 2026
4tru Independence LLC
$6.9M
219K
+6.5%
Added · +13K sh
Q2 2026
5LPL Financial LLC
$5.0M
160K
+23%
Added · +30K sh
Q1 2026
6Noble Wealth Management PBC
$4.0M
126K
+6.1%
Added · +7K sh
Q2 2026
7CITADEL ADVISORS LLC
$3.3M
105K
−29%
Reduced · −42K sh
Q1 2026
8Chicago Partners Investment Group LLC
$3.1M
100K
+1.4%
Added · +1K sh
Q2 2026
9OLD MISSION CAPITAL LLC
$3.1M
98K
New
+98K sh
Q1 2026
10GOLDMAN SACHS GROUP INC
$1.2M
40K
+261%
Added · +29K sh
Q1 2026
11Creative Planning
$842K
27K
+0.4%
Added · +99 sh
Q1 2026
12Cetera Investment Advisers
$713K
23K
+15%
Added · +3K sh
Q1 2026
13Kestra Advisory Services, LLC
$709K
22K
−5.3%
Reduced · −1K sh
Q2 2026
14Legacy Financial Advisors, Inc.
$702K
22K
−33%
Reduced · −11K sh
Q2 2026
15JANE STREET GROUP, LLC
$478K
15K
+53%
Added · +5K sh
Q1 2026
16Goldenstone Wealth Management LLC
$422K
13K
~0%
Reduced · −1 sh
Q2 2026
17Dynamic Advisor Solutions LLC
$395K
12K
−57%
Reduced · −17K sh
Q2 2026
18Sanctuary Advisors, LLC
$378K
12K
−8.3%
Reduced · −1K sh
Q2 2026
19Private Advisor Group, LLC
$258K
8K
−16%
Reduced · −2K sh
Q2 2026
20SMI Advisory Services, LLC
$241K
8K
New
+8K sh
Q2 2026
21Farther Finance Advisors, LLC
$107K
3K
16×
Added · +3K sh
Q1 2026
22GHP Investment Advisors, Inc.
$20K
637
New
+637 sh
Q1 2026
23ROTHSCHILD INVESTMENT LLC
$15K
476
Held
Q2 2026
24Ashton Thomas Private Wealth, LLC
$15K
468
Held
Q2 2026
25OSAIC HOLDINGS, INC.
$4K
125
−91%
Reduced · −1K 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.

Is XC being bought or sold by institutions?

Last quarter, 3 funds opened a new position in XC and 4 added to an existing one, while 2 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).

Opened (NEW)
3
funds
Added
4
funds
Reduced
2
funds
Exited
0
funds

Funds that own XC also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA11 funds$5.0B
ISHARES CORE S&P 500 ETFIVV11 funds$3.4B
SS SPDR S&P 500 ETF TRUST-USSPY11 funds$939.0M
APPLE INCAAPL10 funds$3.2B
TESLA INCTSLA10 funds$1.2B
ISHARES CORE MSCI EMERGINGIEMG10 funds$852.6M
VANGUARD S&P 500 ETFVOO10 funds$831.8M
ELI LILLY & COLLY10 funds$558.6M
LOCKHEED MARTIN CORPLMT10 funds$526.0M
INVESCO QQQ TRUST SERIES 1QQQ10 funds$370.0M
RTX CORPRTX10 funds$368.8M
SS FINANCIAL SELECT SECTORXLF10 funds$248.3M

Ranked by how many of XC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

15 funds-1 since Q3 2024
01530Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $38.7M

Share classes

Class13F holdersValue held
USFRmc526 funds$9.6B
QGRWmc148 funds$1.9B
WTAImc141 funds$214.3M
NTSXmc99 funds$743.3M
WCLDFUND85 funds$127.0M
USMFUS MULTIFACTOR ETF68 funds$204.5M
GCCmc64 funds$143.3M
GDEmc63 funds$240.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XC

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XC.
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 XC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.