Among active 13F managers last quarter, 4 opened and 2 added, while 6 reduced; the largest holder to move was City Of London Investment Management Co Ltd (−25%).
32 tracked 13F filers disclose a position in XCAFX as of the latest SEC 13F filings, a combined $197.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | City Of London Investment Management Co Ltd | 4.6M | $96.8M | ▼−25% Reduced · −1.5M sh | Q2 2026 | |
| 2 | Lazard Asset Management LLC | 1.9M | $33.7M | ▼−19% Reduced · −441K sh | Q1 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | 1.4M | $28.4M | ▼−27% Reduced · −497K sh | Q2 2026 | |
| 4 | Karpus Management, Inc. | 482K | $10.1M | ▲+1.9% Added · +9K sh | Q2 2026 | |
| 5 | 1607 Capital Partners, LLC | 406K | $8.5M | ▼−31% Reduced · −185K sh | Q2 2026 | |
| 6 | Public Employees Retirement System Of Ohio | 356K | $7.5M | ▲+6.8% Added · +23K sh | Q2 2026 | |
| 7 | Bank Of Montreal | 175K | $3.1M | ▲New +175K sh | Q1 2026 | |
| 8 | Matisse Capital | 99K | $2.1M | ▼−45% Reduced · −80K sh | Q2 2026 | |
| 9 | UBS Group AG | 84K | $1.5M | ▲52× Added · +82K sh | Q1 2026 | |
| 10 | CSS LLC | 42K | $891K | ▼−46% Reduced · −37K sh | Q2 2026 | |
| 11 | Shaker Financial Services, LLC | 42K | $884K | ▲Added Added · +42K sh | Q2 2026 | |
| 12 | Morgan Stanley | 30K | $521K | ▲+6.5% Added · +2K sh | Q1 2026 | |
| 13 | Royal Bank Of Canada | 27K | $481K | ▲+11% Added · +3K sh | Q1 2026 | |
| 14 | Cresset Asset Management, LLC | 25K | $532K | ▲Added Added · +25K sh | Q2 2026 | |
| 15 | STRS Ohio | 24K | $418K | —Held | Q1 2026 | |
| 16 | Readystate Asset Management LP | 22K | $455K | ▲New +22K sh | Q2 2026 | |
| 17 | XTX Topco Ltd | 16K | $279K | ▲New +16K sh | Q1 2026 | |
| 18 | Raymond James Financial Inc | 14K | $236K | ▲+3.3% Added · +431 sh | Q1 2026 | |
| 19 | Dakota Wealth Management | 12K | $244K | ▲+14% Added · +1K sh | Q2 2026 | |
| 20 | Private Advisor Group, LLC | 10K | $205K | ▲New +10K sh | Q2 2026 | |
| 21 | PNC Financial Services Group, Inc. | 7K | $114K | ▼−14% Reduced · −1K sh | Q1 2026 | |
| 22 | Wells Fargo & Company | 3K | $61K | ▲+21% Added · +596 sh | Q1 2026 | |
| 23 | Fifth Third Bancorp | 2K | $39K | ▲New +2K sh | Q1 2026 | |
| 24 | ST Germain D J Co Inc | 2K | $34K | —Held | Q2 2026 | |
| 25 | Rockefeller Capital Management L.P. | 800 | $14K | —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 2 added to an existing one, while 6 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 10 funds | $3.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $110.2M |
| Vanguard S&P 500 ETFVOO | 9 funds | $676.1M |
| Taiwan Fund Inc/th/md-US IncTWN | 9 funds | $339.6M |
| Japan Smaller CapitalizationJOF | 9 funds | $176.0M |
| Korea Fund IncKF | 9 funds | $174.4M |
| Templeton Dragon Fund IncTDF | 9 funds | $156.1M |
| Oracle CorpORCL | 9 funds | $117.7M |
| Liberty All Star Equity FundUSA | 9 funds | $50.7M |
| Nvidia CorpNVDA | 8 funds | $3.7B |
| Meta Platforms Inc-Class AMETA | 8 funds | $925.6M |
| Valero Energy CorpVLO | 8 funds | $481.4M |
Ranked by how many of XCAFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XCAFX.
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.