Among active 13F managers last quarter, 1 opened and 1 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (+11%). Over the last 180 days, 1 insider bought and none sold, a net +$34K in open-market trades.
Funds lean in and no leg opposes.
9 tracked 13F filers disclose a position in XELB as of the latest SEC 13F filings, a combined $876K 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Summit Trail Advisors, LLC | 331K | $597K | —Held | Q2 2026 | |
| 2 | Citadel Advisors LLC | 48K | $87K | ▲+11% Added · +5K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 28K | $50K | ▼−52% Reduced · −30K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 28K | $50K | ▲+257% Added · +20K sh | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 27K | $49K | ▲New +27K sh | Q2 2026 | |
| 6 | Two Sigma Investments, LP | 17K | $27K | ▼−36% Reduced · −10K sh | Q1 2026 | |
| 7 | Morgan Stanley | 10K | $16K | —Held | Q1 2026 | |
| 8 | UBS Group AG | 478 | $741 | ▼−70% Reduced · −1K sh | Q1 2026 | |
| 9 | Caitong International Asset Management Co., Ltd | 2 | $4 | ▲New +2 sh | Q2 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, 1 fund opened a new position in XELB and 1 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 4 funds | $4.5B |
| Amazon.com IncAMZN | 4 funds | $4.0B |
| Apple IncAAPL | 4 funds | $3.9B |
| Alphabet Inc-CL AGOOGL | 4 funds | $2.5B |
| JPMorgan Chase & CoJPM | 4 funds | $1.7B |
| Tesla IncTSLA | 4 funds | $1.6B |
| Mastercard Inc - AMA | 4 funds | $1.6B |
| Micron Technology IncMU | 4 funds | $1.5B |
| Abbott LaboratoriesABT | 4 funds | $1.4B |
| Costco Wholesale CorpCOST | 4 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $1.4B |
| Advanced Micro DevicesAMD | 4 funds | $1.3B |
Ranked by how many of XELB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XELB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | D Loren Robert W | CEO and Chairman, Director, 10% Owner | Buy (P) | 4K | $3K |
| Aug 27, 2026 | D Loren Robert W | CEO and Chairman, Director, 10% Owner | Buy (P) | 2K | $2K |
| Aug 26, 2026 | D Loren Robert W | CEO and Chairman, Director, 10% Owner | Buy (P) | 10K | $10K |
| Aug 24, 2026 | D Loren Robert W | CEO and Chairman, Director, 10% Owner | Buy (P) | 10K | $9K |
| Aug 21, 2026 | D Loren Robert W | CEO and Chairman, Director, 10% Owner | Buy (P) | 12K | $10K |
| Dec 17, 2025 | D Loren Robert W | CEO and Chairman, Director, 10% Owner | Buy (P) | 81K | $95K |
| Dec 5, 2025 | DiSanto Mark | Director | Buy (P) | 50K | $18K |
| Dec 5, 2025 | D Loren Robert W | CEO and Chairman, Director, 10% Owner | Buy (P) | 50K | $18K |
| Aug 4, 2025 | D Loren Robert W | CEO and Chairman, Director, 10% Owner | Buy (P) | 124K | $137K |
| Aug 4, 2025 | DiSanto Mark | Director | Buy (P) | 92K | $101K |
| Mar 15, 2024 | D Loren Robert W | CEO & Chairman, Director, 10% Owner | Buy (P) | 146K | $95K |
| Mar 15, 2024 | Burroughs Seth | EVP of BD Treasurer Secretary | Buy (P) | 33K | $21K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 3 | – |
Insiders Form 4 open-market | 1 | 0 | +$34K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for XELB
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/XELB/capital-change-brief"
Use Arkolith's capital_change_brief for XELB. 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 XELB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.