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/XCEM/capital-change-brief"
Use Arkolith's capital_change_brief for XCEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $139.9M | 3.4M | ▲+10% Added · +318K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $129.0M | 3.2M | ▲+13% Added · +361K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $59.5M | 1.5M | ▲+0.8% Added · +11K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $54.7M | 1.3M | ▲+34% Added · +341K sh | Q1 2026 | |
| 5 | Hennion & Walsh Asset Management, Inc. | $53.3M | 1.0M | ▲+5.1% Added · +49K sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $38.8M | 950K | ▲+3.9% Added · +35K sh | Q1 2026 | |
| 7 | Marotta Asset Management | $41.9M | 819K | ▼−6.1% Reduced · −53K sh | Q2 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $18.7M | 458K | ▲+40% Added · +131K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $18.4M | 450K | ▼−16% Reduced · −85K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $17.3M | 425K | ▲+60% Added · +159K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $16.9M | 414K | ▲New +414K sh | Q1 2026 | |
| 12 | UBS Group AG | $14.2M | 348K | ▲+13% Added · +39K sh | Q1 2026 | |
| 13 | Savvy Advisors, Inc. | $13.8M | 339K | ▼−13% Reduced · −52K sh | Q1 2026 | |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $13.1M | 321K | ▼−56% Reduced · −411K sh | Q1 2026 | |
| 15 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $13.1M | 320K | —Held | Q1 2026 | |
| 16 | CIBC Bancorp USA Inc. | $11.4M | 294K | ▲New +294K sh | Q1 2026 | |
| 17 | Richard P Slaughter Associates Inc | $13.6M | 258K | ▲+22% Added · +47K sh | Q2 2026 | |
| 18 | CENTRAL TRUST Co | $10.5M | 257K | ▼−2.7% Reduced · −7K sh | Q1 2026 | |
| 19 | Sanctuary Advisors, LLC | $10.4M | 255K | ▲+750% Added · +225K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $9.4M | 231K | ▲+494% Added · +192K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $9.3M | 227K | ▲+22% Added · +42K sh | Q1 2026 | |
| 22 | Pine Valley Investments Ltd Liability Co | $9.0M | 221K | ▼−1.6% Reduced · −4K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $8.0M | 195K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 24 | McKinley Carter Wealth Services, Inc. | $7.9M | 195K | ▼−11% Reduced · −23K sh | Q1 2026 | |
| 25 | Mariner, LLC | $7.9M | 194K | ▲13× Added · +179K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 63 funds | $11.1B |
| ISHARES CORE S&P 500 ETFIVV | 62 funds | $15.5B |
| ALPHABET INC-CL AGOOGL | 62 funds | $7.2B |
| BROADCOM INCAVGO | 62 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 62 funds | $2.9B |
| VANGUARD FTSE EMERGING MARKEVWO | 62 funds | $2.8B |
| VISA INC-CLASS A SHARESV | 62 funds | $2.7B |
| TESLA INCTSLA | 62 funds | $2.3B |
| CHEVRON CORPCVX | 62 funds | $2.2B |
| ORACLE CORPORCL | 62 funds | $1.1B |
| AT&T INCT | 62 funds | $972.2M |
Ranked by how many of XCEM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XCEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.