90 tracked 13F filers disclose a position in XEADX as of the latest SEC 13F filings, a combined $82.6M 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 | MORGAN STANLEY | $25.5M | 3.9M | ▼−0.8% Reduced · −30K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $10.1M | 1.6M | ▲+2.3% Added · +35K sh | Q1 2026 | |
| 3 | Peak Planning Group, LLC | $7.1M | 1.1M | ▼−4.6% Reduced · −52K sh | Q2 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $5.8M | 899K | ▼−14% Reduced · −145K sh | Q1 2026 | |
| 5 | Shaker Financial Services, LLC | $3.9M | 596K | ▲+5.0% Added · +28K sh | Q2 2026 | |
| 6 | UBS Group AG | $2.6M | 394K | ▲+6.9% Added · +26K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $2.5M | 386K | ▲+11% Added · +39K sh | Q1 2026 | |
| 8 | Advisors Asset Management, Inc. | $5.6M | 306K | ▲+4.6% Added · +13K sh | Q3 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 224K | ▲+63% Added · +87K sh | Q1 2026 | |
| 10 | BROWN ADVISORY INC | $1.3M | 205K | —Held | Q1 2026 | |
| 11 | PRINCIPAL SECURITIES, INC. | $1.2M | 190K | ▲+9.5% Added · +17K sh | Q2 2026 | |
| 12 | Fiera Capital Corp | $1.1M | 171K | ▲+2.7% Added · +4K sh | Q2 2026 | |
| 13 | Marks Group Wealth Management, Inc | $1.1M | 163K | —Held | Q2 2026 | |
| 14 | EASTERLY INVESTMENT PARTNERS LLC | $1.0M | 161K | ▲+1.6% Added · +3K sh | Q2 2026 | |
| 15 | Sowell Financial Services LLC | $841K | 129K | ▲+25% Added · +26K sh | Q2 2026 | |
| 16 | Luken Investment Analytics, LLC | $837K | 129K | ▼−10% Reduced · −15K sh | Q2 2026 | |
| 17 | Corient Private Wealth LLC | $760K | 117K | ▼−2.9% Reduced · −4K sh | Q1 2026 | |
| 18 | ADAPT WEALTH ADVISORS, LLC | $715K | 110K | ▼−9.1% Reduced · −11K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $654K | 101K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $570K | 88K | ▼−0.4% Reduced · −326 sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $547K | 84K | ▼−4.0% Reduced · −3K sh | Q1 2026 | |
| 22 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $538K | 83K | ▼−71% Reduced · −208K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $501K | 77K | ▲+400% Added · +62K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $468K | 72K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 25 | PFG Investments, LLC | $454K | 70K | ▲+0.1% Added · +90 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, 10 funds opened a new position in XEADX and 15 added to an existing one, while 8 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $3.3B |
| MICROSOFT CORPMSFT | 36 funds | $8.6B |
| NVIDIA CORPNVDA | 35 funds | $9.3B |
| APPLE INCAAPL | 35 funds | $7.7B |
| ALPHABET INC-CL CGOOG | 35 funds | $4.2B |
| VISA INC-CLASS A SHARESV | 35 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 35 funds | $2.3B |
| HOME DEPOT INCHD | 35 funds | $1.0B |
| CISCO SYSTEMS INCCSCO | 35 funds | $859.2M |
| ISHARES CORE S&P 500 ETFIVV | 34 funds | $6.7B |
| AMAZON.COM INCAMZN | 34 funds | $6.4B |
Ranked by how many of XEADX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for XEADX
This stock 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/XEADX/capital-change-brief"
Use Arkolith's capital_change_brief for XEADX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XEADX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.