26 tracked 13F filers disclose a position in XDTE as of the latest SEC 13F filings, a combined $14.6M 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 | Proficio Capital Partners LLC | $5.3M | 145K | ▲+125% Added · +80K sh | Q1 2026 | |
| 2 | CENTAURUS FINANCIAL, INC. | $3.1M | 85K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 3 | MATHER GROUP, LLC. | $1.3M | 36K | ▲New +36K sh | Q1 2026 | |
| 4 | RFG Advisory, LLC | $1.2M | 32K | ▲+2.4% Added · +750 sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 30K | ▼−0.7% Reduced · −204 sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $578K | 16K | ▲+8.1% Added · +1K sh | Q1 2026 | |
| 7 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $414K | 11K | —Held | Q2 2026 | |
| 8 | NewEdge Wealth, LLC | $353K | 10K | ▲New +10K sh | Q1 2026 | |
| 9 | Quadrature Capital Ltd | $319K | 9K | ▲New +9K sh | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $279K | 8K | —Held | Q1 2026 | |
| 11 | STOCK YARDS BANK & TRUST CO | $246K | 7K | —Held | Q1 2026 | |
| 12 | SIMPLEX TRADING, LLC | $79K | 2K | ▲+490% Added · +2K sh | Q1 2026 | |
| 13 | Allworth Financial LP | $64K | 2K | ▲+9.7% Added · +155 sh | Q1 2026 | |
| 14 | Strive Financial Group ,LLC | $62K | 2K | ▼−52% Reduced · −2K sh | Q2 2026 | |
| 15 | BlackRock, Inc. | $33K | 906 | —Held | Q1 2026 | |
| 16 | Community Financial Services Group, LLC | $22K | 568 | —Held | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $19K | 508 | ▼−31% Reduced · −223 sh | Q1 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $12K | 322 | ▲+9.5% Added · +28 sh | Q1 2026 | |
| 19 | CoreCap Advisors, LLC | $6K | 164 | ▲+21% Added · +28 sh | Q1 2026 | |
| 20 | Advisory Services Network, LLC | $5K | 135 | ▲New +135 sh | Q1 2026 | |
| 21 | LifeSteps Financial, Inc. | $4K | 100 | ▲New +100 sh | Q2 2026 | |
| 22 | UBS Group AG | $698 | 19 | ▼−93% Reduced · −260 sh | Q1 2026 | |
| 23 | FMR LLC | $624 | 17 | ▲New +17 sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $85 | 2 | —Held | Q1 2026 | |
| 25 | MORGAN STANLEY | $75 | 2 | ▲+100% Added · +1 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, 4 funds opened a new position in XDTE and 5 added to an existing one, while 1 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 | 11 funds | $632.9M |
| SPDR GOLD SHARESGLD | 11 funds | $511.6M |
| AMAZON.COM INCAMZN | 11 funds | $479.5M |
| MICROSOFT CORPMSFT | 11 funds | $454.1M |
| TESLA INCTSLA | 11 funds | $301.3M |
| BROADCOM INCAVGO | 11 funds | $247.4M |
| ISHARES GOLD TRUSTIAU | 11 funds | $246.4M |
| ELI LILLY & COLLY | 11 funds | $197.2M |
| ALPHABET INC-CL CGOOG | 11 funds | $195.9M |
| SS ENERGY SELECT SECTORXLE | 11 funds | $186.1M |
| CHEVRON CORPCVX | 11 funds | $165.9M |
| JPMORGAN CHASE & COJPM | 11 funds | $164.5M |
Ranked by how many of XDTE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| 77926X320mc | 121 funds | $351.8M |
| QDTEmc | 29 funds | $20.3M |
| XDTEthis pageUIT EXCHANGE TRADED | 26 funds | $14.6M |
| OZEMMF Closed and MF Open | 26 funds | $11.8M |
| RDTERUSSELL 2000 0DT | 13 funds | $6.7M |
| TOPWWEEKLYPAY UNIVRS | 12 funds | $4.9M |
| YBTCETF | 12 funds | $3.7M |
| MAGYmc | 10 funds | $2.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XDTE
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/XDTE/capital-change-brief"
Use Arkolith's capital_change_brief for XDTE. 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 XDTE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.