30 tracked 13F filers disclose a position in XCAFX as of the latest SEC 13F filings, a combined $200.6M 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 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $96.8M | 4.6M | ▼−25% Reduced · −1.5M sh | Q2 2026 | |
| 2 | LAZARD ASSET MANAGEMENT LLC | $33.7M | 1.9M | ▼−19% Reduced · −441K sh | Q1 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | $32.3M | 1.8M | ▲+10% Added · +173K sh | Q1 2026 | |
| 4 | 1607 Capital Partners, LLC | $10.3M | 591K | ▼−8.9% Reduced · −58K sh | Q1 2026 | |
| 5 | Karpus Management, Inc. | $8.3M | 473K | ▼−15% Reduced · −83K sh | Q1 2026 | |
| 6 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $5.8M | 333K | ▼−56% Reduced · −423K sh | Q1 2026 | |
| 7 | BANK OF MONTREAL /CAN/ | $3.1M | 175K | ▲New +175K sh | Q1 2026 | |
| 8 | Sculptor Capital LP | $1.8M | 105K | ▲New +105K sh | Q1 2026 | |
| 9 | UBS Group AG | $1.5M | 84K | ▲52× Added · +82K sh | Q1 2026 | |
| 10 | CSS LLC/IL | $1.4M | 79K | ▲+98% Added · +39K sh | Q1 2026 | |
| 11 | Ursa Fund Management, LLC | $1.2M | 70K | ▲New +70K sh | Q1 2026 | |
| 12 | Shaker Financial Services, LLC | $884K | 42K | ▲Added Added · +42K sh | Q2 2026 | |
| 13 | Marex Group plc | $700K | 40K | —Held | Q1 2026 | |
| 14 | MORGAN STANLEY | $521K | 30K | ▲+6.5% Added · +2K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $481K | 27K | ▲+11% Added · +3K sh | Q1 2026 | |
| 16 | STRS OHIO | $418K | 24K | —Held | Q1 2026 | |
| 17 | XTX Topco Ltd | $279K | 16K | ▲New +16K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $236K | 14K | ▲+3.3% Added · +431 sh | Q1 2026 | |
| 19 | Dakota Wealth Management | $178K | 10K | ▼−43% Reduced · −8K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $205K | 10K | ▲New +10K sh | Q2 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $114K | 7K | ▼−14% Reduced · −1K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $61K | 3K | ▲+21% Added · +596 sh | Q1 2026 | |
| 23 | FIFTH THIRD BANCORP | $39K | 2K | ▲New +2K sh | Q1 2026 | |
| 24 | ST GERMAIN D J CO INC | $34K | 2K | —Held | Q2 2026 | |
| 25 | Rockefeller Capital Management L.P. | $14K | 800 | —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, 4 funds opened a new position in XCAFX and 3 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 9 funds | $3.5B |
| VANGUARD S&P 500 ETFVOO | 9 funds | $695.3M |
| NVIDIA CORPNVDA | 8 funds | $3.9B |
| ALPHABET INC-CL AGOOGL | 8 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $982.9M |
| ASML HOLDING NV-NY REG SHSASML | 8 funds | $601.8M |
| TESLA INCTSLA | 8 funds | $593.1M |
| TAIWAN FUND INC/TH/MD-US INCTWN | 8 funds | $316.1M |
| ORACLE CORPORCL | 8 funds | $230.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $178.4M |
| WALT DISNEY CO/THEDIS | 8 funds | $118.3M |
| ISHARES 20+ YEAR TREASURY BDTLT | 8 funds | $73.2M |
Ranked by how many of XCAFX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XCAFX
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/XCAFX/capital-change-brief"
Use Arkolith's capital_change_brief for XCAFX. 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 XCAFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.