Among active 13F managers last quarter, 7 opened and 23 added, while 8 reduced; the largest holder to move was Guggenheim Capital LLC (+1.1%).
130 tracked 13F filers disclose a position in XCHYX as of the latest SEC 13F filings, a combined $141.3M 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 | LPL Financial LLC | 1.4M | $15.7M | ▼−2.4% Reduced · −35K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 1.3M | $14.2M | ▲+1.6% Added · +20K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 1.3M | $13.7M | ▲+1.7% Added · +21K sh | Q1 2026 | |
| 4 | Morgan Stanley | 974K | $10.6M | ▲+3.2% Added · +30K sh | Q1 2026 | |
| 5 | Guggenheim Capital LLC | 727K | $7.9M | ▲+1.1% Added · +8K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | 573K | $7.8M | ▲+84% Added · +261K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 337K | $3.7M | ▲+9.9% Added · +30K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 301K | $3.3M | ▲+6.5% Added · +19K sh | Q1 2026 | |
| 9 | Greatmark Investment Partners, Inc. | 301K | $4.1M | ▲+1.5% Added · +4K sh | Q2 2026 | |
| 10 | Thomas J. Herzfeld Advisors, Inc. | 246K | $3.3M | ▲New +246K sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 231K | $2.5M | ▼−8.0% Reduced · −20K sh | Q1 2026 | |
| 12 | Morse Asset Management, Inc | 222K | $3.0M | ▲+4.9% Added · +10K sh | Q2 2026 | |
| 13 | Dumont & Blake Investment Advisors LLC | 213K | $2.9M | ▼−3.7% Reduced · −8K sh | Q2 2026 | |
| 14 | Greenberg Financial Group | 201K | $2.3M | ▲+94% Added · +98K sh | Q4 2025 | |
| 15 | UBS Group AG | 184K | $2.0M | ▲+30% Added · +42K sh | Q1 2026 | |
| 16 | Corient Private Wealth LP | 171K | $1.9M | ▲+30% Added · +40K sh | Q1 2026 | |
| 17 | Commonwealth Equity Services, LLC | 163K | $1.8M | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 18 | Shaker Financial Services, LLC | 157K | $2.1M | ▲+90% Added · +75K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | 149K | $1.6M | ▲+14% Added · +18K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | 116K | $1.3M | ▲+26% Added · +24K sh | Q1 2026 | |
| 21 | Kestra Private Wealth Services, LLC | 110K | $1.5M | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 22 | Ameriprise Financial Inc | 109K | $1.2M | ▼−15% Reduced · −19K sh | Q1 2026 | |
| 23 | Cornerstone Advisory, LLC | 105K | $1.4M | ▼−62% Reduced · −174K sh | Q2 2026 | |
| 24 | Mariner, LLC | 102K | $1.1M | ▼−22% Reduced · −29K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | 95K | $1.3M | ▲+19% Added · +15K sh | Q2 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, 7 funds opened a new position in XCHYX and 23 added to an existing one, while 8 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 |
|---|---|---|
| Apple IncAAPL | 63 funds | $8.1B |
| Nvidia CorpNVDA | 63 funds | $6.6B |
| Microsoft CorpMSFT | 63 funds | $4.7B |
| Amazon.com IncAMZN | 63 funds | $3.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 62 funds | $3.4B |
| Invesco QQQ Trust Series 1QQQ | 62 funds | $2.7B |
| Alphabet Inc-CL CGOOG | 62 funds | $2.4B |
| JPMorgan Chase & CoJPM | 62 funds | $2.0B |
| Walmart IncWMT | 62 funds | $1.3B |
| Chevron CorpCVX | 62 funds | $1.0B |
| Home Depot IncHD | 62 funds | $861.0M |
| Intl Business Machines CorpIBM | 62 funds | $573.5M |
Ranked by how many of XCHYX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XCHYX.
No filings captured for this ticker in the live stream yet.
Connected entities for XCHYX
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/XCHYX/capital-change-brief"
Use Arkolith's capital_change_brief for XCHYX. 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 XCHYX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.