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.
This stock page is the Follow view. The Build view lets your agent query XELB owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XELB"
Use Arkolith to show who owns XELB, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Summit Trail Advisors, LLC | $514K | 331K | ▲+0.1% Added · +486 sh | Q1 2026 | |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | $90K | 58K | ▲+415% Added · +47K sh | Q1 2026 | |
| 3 | CITADEL ADVISORS LLC | $67K | 44K | ▲New +44K sh | Q1 2026 | |
| 4 | TWO SIGMA INVESTMENTS, LP | $27K | 17K | ▼−36% Reduced · −10K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $16K | 10K | —Held | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $12K | 8K | ▲New +8K sh | Q1 2026 | |
| 7 | UBS Group AG | $741 | 478 | ▼−70% Reduced · −1K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 27, 2026 | D LOREN ROBERT W | CEO and Chairman, Director, 10% Owner | Grant (A) | 20K | $30K |
| Feb 27, 2026 | D LOREN ROBERT W | CEO and Chairman, Director, 10% Owner | Tax withholding (F) | 11K | $15K |
| Feb 23, 2026 | LIEBMAN HOWARD M | Director | Disposed to issuer (D) | 777 | $2K |
| Feb 2, 2026 | D LOREN ROBERT W | CEO and Chairman, Director, 10% Owner | Tax withholding (F) | 10K | $15K |
| Feb 2, 2026 | D LOREN ROBERT W | CEO and Chairman, Director, 10% Owner | Grant (A) | 20K | $30K |
| Jan 2, 2026 | D LOREN ROBERT W | CEO and Chairman, Director, 10% Owner | Grant (A) | 27K | $30K |
| Jan 2, 2026 | D LOREN ROBERT W | CEO and Chairman, Director, 10% Owner | Tax withholding (F) | 14K | $15K |
| Dec 30, 2025 | LIEBMAN HOWARD M | Director | Disposed to issuer (D) | 3K | $3K |
| Dec 17, 2025 | D LOREN ROBERT W | CEO and Chairman, Director, 10% Owner | Grant (A) | 41K | $2K |
| Dec 17, 2025 | D LOREN ROBERT W | CEO and Chairman, Director, 10% Owner | Buy (P) | 81K | $95K |
| Dec 5, 2025 | D LOREN ROBERT W | CEO and Chairman, Director, 10% Owner | Buy (P) | 50K | $18K |
| Dec 5, 2025 | DiSanto Mark | Director | Buy (P) | 50K | $18K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $3.5B |
| AMAZON.COM INCAMZN | 3 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 3 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 3 funds | $1.6B |
| APPLE INCAAPL | 3 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 3 funds | $1.4B |
| BROADCOM INCAVGO | 3 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.1B |
| MICROSOFT CORPMSFT | 3 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.0B |
| TESLA INCTSLA | 3 funds | $839.0M |
| ALPHABET INC-CL CGOOG | 3 funds | $815.8M |
Ranked by how many of XELB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XELB. 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.