Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was IFP Advisors, Inc (new position).
3 tracked 13F filers disclose a position in XCLR as of the latest SEC 13F filings, a combined $1.2M 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 | Kingswood Wealth Advisors, LLC | 30K | $823K | ▼−20% Reduced · −7K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 14K | $354K | ▼−25% Reduced · −5K sh | Q1 2026 | |
| 3 | IFP Advisors, Inc | 20 | $550 | ▲New +20 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, 1 fund opened a new position in XCLR, while none reduced or exited. 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 | 1 funds | $140.3M |
| Nvidia CorpNVDA | 1 funds | $132.8M |
| Invesco QQQ Trust Series 1QQQ | 1 funds | $80.0M |
| Amazon.com IncAMZN | 1 funds | $78.2M |
| Microsoft CorpMSFT | 1 funds | $67.3M |
| Alphabet Inc-CL CGOOG | 1 funds | $66.4M |
| Vanguard Growth ETFVUG | 1 funds | $64.0M |
| Alphabet Inc-CL AGOOGL | 1 funds | $60.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 1 funds | $57.4M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 1 funds | $55.6M |
| Advanced Micro DevicesAMD | 1 funds | $46.7M |
| Ste STR SPDR PT DW EU ETFSPDW | 1 funds | $46.2M |
Ranked by how many of XCLR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XCLR.
No filings captured for this ticker in the live stream yet.
Connected entities for XCLR
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/XCLR/capital-change-brief"
Use Arkolith's capital_change_brief for XCLR. 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 XCLR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.