| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | $16.7M | 1.6M | ▲+11% Added · +154K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $9.3M | 881K | ▼−27% Reduced · −319K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $5.9M | 566K | ▲+34% Added · +143K sh | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | $5.9M | 563K | ▲+1.8% Added · +10K sh | Q1 2026 | |
| 5 | Logan Stone Capital, LLC | $5.7M | 541K | ▲+2.7% Added · +14K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $5.3M | 499K | ▼−48% Reduced · −459K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $5.1M | 482K | ▲+8.6% Added · +38K sh | Q1 2026 | |
| 8 | GUGGENHEIM CAPITAL LLC | $4.5M | 423K | ▼−9.2% Reduced · −43K sh | Q1 2026 | |
| 9 | LOOMIS SAYLES & CO L P | $3.7M | 347K | ▲New +347K sh | Q1 2026 | |
| 10 | Baird Financial Group, Inc. | $2.6M | 251K | ▲+7.2% Added · +17K sh | Q1 2026 | |
| 11 | BALYASNY ASSET MANAGEMENT L.P. | $2.3M | 223K | ▲+3.0% Added · +6K sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9M | 184K | ▼−16% Reduced · −36K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $1.8M | 173K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 14 | CWM, LLC | $1.6M | 149K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $1.5M | 146K | ▲+57% Added · +53K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $994K | 94K | ▲+12% Added · +10K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $862K | 82K | —Held | Q1 2026 | |
| 18 | Calamos Advisors LLC | $812K | 77K | ▲+14% Added · +9K sh | Q1 2026 | |
| 19 | READYSTATE ASSET MANAGEMENT LP | $590K | 56K | ▼−60% Reduced · −83K sh | Q1 2026 | |
| 20 | Almitas Capital LLC | $525K | 50K | ▲+73% Added · +21K sh | Q1 2026 | |
| 21 | UBS Group AG | $477K | 45K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 22 | OPPENHEIMER & CO INC | $421K | 40K | ▲+4.1% Added · +2K sh | Q1 2026 | |
| 23 | SIMON QUICK ADVISORS, LLC | $404K | 38K | ▲New +38K sh | Q1 2026 | |
| 24 | Hennion & Walsh Asset Management, Inc. | $362K | 34K | ▼−36% Reduced · −19K sh | Q2 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $344K | 33K | ▼−13% Reduced · −5K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $11.7B |
| NVIDIA CORPNVDA | 31 funds | $14.8B |
| APPLE INCAAPL | 31 funds | $13.8B |
| ALPHABET INC-CL AGOOGL | 31 funds | $8.3B |
| BROADCOM INCAVGO | 31 funds | $6.2B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $5.4B |
| JOHNSON & JOHNSONJNJ | 31 funds | $3.1B |
| CHEVRON CORPCVX | 31 funds | $2.4B |
| GENERAL ELECTRICGE | 31 funds | $1.7B |
| NETFLIX INCNFLX | 31 funds | $1.5B |
| INTL BUSINESS MACHINES CORPIBM | 31 funds | $1.1B |
| KLA CORPKLAC | 31 funds | $781.2M |
Ranked by how many of XEFRX'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/XEFRX/capital-change-brief"
Use Arkolith's capital_change_brief for XEFRX. 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 XEFRX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.