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/XEMD/capital-change-brief"
Use Arkolith's capital_change_brief for XEMD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $419.2M | 9.5M | ▲+21% Added · +1.6M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $53.7M | 1.2M | ▲+379% Added · +966K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $24.2M | 551K | ▲+124% Added · +305K sh | Q1 2026 | |
| 4 | Kestra Investment Management, LLC | $22.2M | 505K | ▲New +505K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $19.1M | 435K | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 6 | Sound Income Strategies, LLC | $14.5M | 330K | ▲+4.3% Added · +13K sh | Q1 2026 | |
| 7 | FLPUTNAM INVESTMENT MANAGEMENT CO | $13.1M | 297K | ▲New +297K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $7.6M | 173K | ▲+2.4% Added · +4K sh | Q1 2026 | |
| 9 | Strait & Sound Wealth Management LLC | $3.1M | 70K | ▲+14% Added · +9K sh | Q1 2026 | |
| 10 | Orion Porfolio Solutions, LLC | $3.0M | 68K | ▲+8.0% Added · +5K sh | Q1 2026 | |
| 11 | Focus Partners Wealth | $2.8M | 65K | ▲+11% Added · +6K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 63K | ▲New +63K sh | Q2 2026 | |
| 13 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.0M | 45K | ▲+263% Added · +33K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 44K | ▲+183% Added · +28K sh | Q1 2026 | |
| 15 | Encompass More Asset Management | $1.9M | 42K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $1.3M | 30K | ▲+434% Added · +24K sh | Q1 2026 | |
| 17 | TRUIST FINANCIAL CORP | $1.1M | 26K | ▲+2.3% Added · +576 sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.1M | 26K | ▲+82% Added · +12K sh | Q1 2026 | |
| 19 | CGN Advisors LLC | $812K | 18K | ▲+12% Added · +2K sh | Q2 2026 | |
| 20 | CITADEL ADVISORS LLC | $682K | 16K | ▲+88% Added · +7K sh | Q1 2026 | |
| 21 | &PARTNERS | $679K | 15K | ▲New +15K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $539K | 12K | ▲+20% Added · +2K sh | Q1 2026 | |
| 23 | KINTRA WEALTH, LLC | $425K | 10K | ▲New +10K sh | Q1 2026 | |
| 24 | Ameritas Advisory Services, LLC | $258K | 6K | ▼−0.8% Reduced · −46 sh | Q1 2026 | |
| 25 | UBS Group AG | $168K | 4K | ▲+673% Added · +3K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $7.8B |
| APPLE INCAAPL | 14 funds | $5.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 14 funds | $1.9B |
| TESLA INCTSLA | 14 funds | $1.5B |
| NVIDIA CORPNVDA | 13 funds | $7.3B |
| MICROSOFT CORPMSFT | 13 funds | $4.1B |
| AMAZON.COM INCAMZN | 13 funds | $3.8B |
| ALPHABET INC-CL AGOOGL | 13 funds | $3.1B |
| BROADCOM INCAVGO | 13 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 13 funds | $2.0B |
Ranked by how many of XEMD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XEMD. 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.