XEADX

Allspring Income Opport$7.17 0.42%
UnclassifiedUSCUSIP 94987B105· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
23
+9 QoQ
13F Value (tracked)
$17.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$7.17 0.42%5Y -22.2%
$6.51$7.26$8.00$8.75$9.5020212022202320242025202658946741092781175103846937856745657856898138
Hover for who · click for detailEnd-of-day closing prices52w $7.04 – $7.48
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Use XEADX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns XEADX

This stock page is the Follow view. The Build view lets your agent query XEADX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XEADX"
Ask your agent
Use Arkolith to show who owns XEADX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

23 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Pathstone Holdings, LLC
$10.1M
1.6M
+2.3%
Added · +35K sh
Q1 2026
2Advisors Asset Management, Inc.
$2.0M
305K
+149%
Added · +183K sh
Q1 2026
3PRINCIPAL SECURITIES, INC.
$1.1M
174K
+3.1%
Added · +5K sh
Q1 2026
4Fiera Capital Corp
$1.1M
167K
−3.6%
Reduced · −6K sh
Q1 2026
5Sowell Financial Services LLC
$671K
104K
Held
Q1 2026
6RIVERNORTH CAPITAL MANAGEMENT, LLC
$538K
83K
−71%
Reduced · −208K sh
Q1 2026
7Lido Advisors, LLC
$436K
67K
+2.2%
Added · +1K sh
Q1 2026
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$415K
64K
−4.0%
Reduced · −3K sh
Q1 2026
9Stratos Wealth Partners, LTD.
$269K
41K
Held
Q1 2026
10NewEdge Advisors, LLC
$265K
41K
−14%
Reduced · −6K sh
Q1 2026
11CHOREO, LLC
$167K
26K
+0.5%
Added · +137 sh
Q1 2026
12Merit Financial Group, LLC
$142K
22K
−1.3%
Reduced · −287 sh
Q1 2026
13GC Wealth Management RIA, LLC
$110K
17K
−10%
Reduced · −2K sh
Q1 2026
14OPPENHEIMER & CO INC
$108K
17K
+1.2%
Added · +191 sh
Q1 2026
15CITADEL ADVISORS LLC
$84K
13K
New
+13K sh
Q1 2026
16KESTRA PRIVATE WEALTH SERVICES, LLC
$71K
11K
Held
Q1 2026
17TD Waterhouse Canada Inc.
$20K
3K
New
+3K sh
Q1 2026
18Arax Advisory Partners
$6K
1K
Held
Q1 2026
19WHITTIER TRUST CO OF NEVADA INC
$6K
850
New
+850 sh
Q1 2026
20CWM, LLC
$4K
631
Held
Q1 2026
21IFP Advisors, Inc
$2K
300
Held
Q1 2026
22Wilmington Savings Fund Society, FSB
$1K
200
New
+200 sh
Q1 2026
23ASSETMARK, INC
$58
9
Held
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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
4
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

57 funds+15 since Q2 2022
02957Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $61.8M

Funds that own XEADX also own

CompanyCo-held byCombined value
APPLE INCAAPL26 funds$11.0B
MICROSOFT CORPMSFT26 funds$10.7B
ALPHABET INC-CL AGOOGL25 funds$7.9B
AMAZON.COM INCAMZN25 funds$7.6B
BROADCOM INCAVGO25 funds$4.5B
META PLATFORMS INC-CLASS AMETA25 funds$4.3B
JOHNSON & JOHNSONJNJ25 funds$2.9B
HOME DEPOT INCHD25 funds$1.8B
CHEVRON CORPCVX25 funds$1.6B
GENERAL ELECTRICGE25 funds$1.4B
BLACKROCK INCBLK25 funds$1.2B
SHERWIN-WILLIAMS CO/THESHW25 funds$868.4M

Ranked by how many of XEADX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.