108 tracked 13F filers disclose a position in XCHYX as of the latest SEC 13F filings, a combined $122.0M 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 | LPL Financial LLC | $15.7M | 1.4M | ▼−2.4% Reduced · −35K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $14.2M | 1.3M | ▲+1.6% Added · +20K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $13.7M | 1.3M | ▲+1.7% Added · +21K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $10.6M | 974K | ▲+3.2% Added · +30K sh | Q1 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $7.9M | 727K | ▲+1.1% Added · +8K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $3.7M | 337K | ▲+9.9% Added · +30K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $3.4M | 312K | ▲+31% Added · +73K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $3.3M | 301K | ▲+6.5% Added · +19K sh | Q1 2026 | |
| 9 | GREATMARK INVESTMENT PARTNERS, INC. | $4.1M | 301K | ▲+1.5% Added · +4K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $2.5M | 231K | ▼−8.0% Reduced · −20K sh | Q1 2026 | |
| 11 | GREENBERG FINANCIAL GROUP | $2.3M | 201K | ▲+94% Added · +98K sh | Q4 2025 | |
| 12 | UBS Group AG | $2.0M | 184K | ▲+30% Added · +42K sh | Q1 2026 | |
| 13 | Corient Private Wealth LLC | $1.9M | 171K | ▲+30% Added · +40K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 163K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 15 | Shaker Financial Services, LLC | $2.1M | 157K | ▲+90% Added · +75K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | $1.6M | 149K | ▲+14% Added · +18K sh | Q1 2026 | |
| 17 | Baird Financial Group, Inc. | $1.3M | 116K | ▲+26% Added · +24K sh | Q1 2026 | |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 110K | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $1.2M | 109K | ▼−15% Reduced · −19K sh | Q1 2026 | |
| 20 | Cornerstone Advisory, LLC | $1.4M | 105K | ▼−62% Reduced · −174K sh | Q2 2026 | |
| 21 | Mariner, LLC | $1.1M | 102K | ▼−22% Reduced · −29K sh | Q1 2026 | |
| 22 | PMG Family Office LLC | $1.3M | 92K | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | $865K | 79K | ▼−3.3% Reduced · −3K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $815K | 75K | ▲+83% Added · +34K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $807K | 74K | ▼−1.9% 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.
Last quarter, 5 funds opened a new position in XCHYX and 19 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 39 funds | $14.6B |
| NVIDIA CORPNVDA | 39 funds | $11.6B |
| MICROSOFT CORPMSFT | 39 funds | $11.4B |
| AMAZON.COM INCAMZN | 39 funds | $8.4B |
| ALPHABET INC-CL AGOOGL | 39 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 39 funds | $5.5B |
| BROADCOM INCAVGO | 39 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 39 funds | $4.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 39 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $4.3B |
| JOHNSON & JOHNSONJNJ | 39 funds | $3.2B |
| VISA INC-CLASS A SHARESV | 39 funds | $3.2B |
Ranked by how many of XCHYX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.