91 tracked 13F filers disclose a position in XEFRX as of the latest SEC 13F filings, a combined $93.7M 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 | 1607 Capital Partners, LLC | $9.4M | 890K | ▼−44% Reduced · −697K sh | Q2 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 | Logan Stone Capital, LLC | $5.7M | 541K | ▲+2.7% Added · +14K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $5.3M | 499K | ▼−48% Reduced · −459K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $5.1M | 482K | ▲+8.6% Added · +38K sh | Q1 2026 | |
| 7 | Gridiron Partners, LLC | $4.6M | 434K | ▲+525% Added · +364K sh | Q2 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 | Marble Harbor Investment Counsel, LLC | $3.5M | 326K | ▲Added Added · +326K sh | Q2 2026 | |
| 11 | Baird Financial Group, Inc. | $2.6M | 251K | ▲+7.2% Added · +17K sh | Q1 2026 | |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | $2.3M | 223K | ▲+3.0% Added · +6K sh | Q1 2026 | |
| 13 | Ethos Financial Group, LLC | $2.0M | 193K | ▼−5.9% Reduced · −12K sh | Q2 2026 | |
| 14 | WHITE PINE CAPITAL LLC | $2.0M | 191K | ▼−5.7% Reduced · −12K sh | Q2 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9M | 184K | ▼−16% Reduced · −36K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $1.8M | 173K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 17 | ICON ADVISERS INC/CO | $1.7M | 165K | ▲New +165K sh | Q2 2026 | |
| 18 | CWM, LLC | $1.6M | 149K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 19 | Atlas Wealth LLC | $1.6M | 147K | ▲New +147K sh | Q2 2026 | |
| 20 | LPL Financial LLC | $1.5M | 146K | ▲+57% Added · +53K sh | Q1 2026 | |
| 21 | Collar Capital Management, LLC | $1.1M | 106K | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 22 | Matisse Capital | $1.1M | 100K | ▲New +100K sh | Q2 2026 | |
| 23 | HOURGLASS CAPITAL, LLC | $1.0M | 97K | —Held | Q2 2026 | |
| 24 | Advisors Asset Management, Inc. | $1.4M | 96K | ▼−83% Reduced · −472K sh | Q3 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $994K | 94K | ▲+12% Added · +10K 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, 6 funds opened a new position in XEFRX and 11 added to an existing one, while 18 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 41 funds | $5.3B |
| NVIDIA CORPNVDA | 40 funds | $11.7B |
| APPLE INCAAPL | 40 funds | $5.1B |
| AMAZON.COM INCAMZN | 39 funds | $7.1B |
| JOHNSON & JOHNSONJNJ | 39 funds | $907.6M |
| CISCO SYSTEMS INCCSCO | 39 funds | $659.7M |
| CHEVRON CORPCVX | 39 funds | $589.2M |
| ALPHABET INC-CL AGOOGL | 38 funds | $7.7B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $6.2B |
| ALPHABET INC-CL CGOOG | 38 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 38 funds | $1.4B |
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.
Connected entities for XEFRX
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.