Among active 13F managers last quarter, 5 opened and 18 added, while 12 reduced; the largest holder to move was Guggenheim Capital LLC (+16%). No recent Form 4 insider filings for XEMDX.
Funds lean in and no leg opposes.
85 tracked 13F filers disclose a position in XEMDX as of the latest SEC 13F filings, a combined $173.2M 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 | Morgan Stanley | 9.0M | $88.5M | ▲+0.4% Added · +39K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 966K | $9.5M | ▲+68% Added · +391K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 834K | $8.2M | ▼−3.4% Reduced · −29K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 751K | $7.4M | ▼−33% Reduced · −371K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 522K | $5.1M | ▲+20% Added · +86K sh | Q1 2026 | |
| 6 | Guggenheim Capital LLC | 521K | $5.1M | ▲+16% Added · +73K sh | Q1 2026 | |
| 7 | Allspring Global Investments Holdings, LLC | 465K | $5.0M | ▼−13% Reduced · −67K sh | Q2 2026 | |
| 8 | Ameriprise Financial Inc | 423K | $4.2M | ▲+7.1% Added · +28K sh | Q1 2026 | |
| 9 | Advisors Asset Management, Inc. | 346K | $3.7M | ▼−5.9% Reduced · −22K sh | Q2 2026 | |
| 10 | Rareview Capital LLC | 311K | $3.1M | ▲+8.4% Added · +24K sh | Q2 2026 | |
| 11 | UBS Group AG | 289K | $2.8M | ▲+3.6% Added · +10K sh | Q1 2026 | |
| 12 | Royal Bank Of Canada | 267K | $2.6M | ▲+21% Added · +47K sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 204K | $2.0M | ▲+13% Added · +23K sh | Q1 2026 | |
| 14 | Uncommon Cents Investing Inc | 170K | $1.8M | ▲+25% Added · +34K sh | Q2 2026 | |
| 15 | Envestnet Asset Management Inc | 148K | $1.4M | ▲New +148K sh | Q1 2026 | |
| 16 | Integrated Wealth Concepts LLC | 145K | $1.6M | ▼−4.2% Reduced · −6K sh | Q2 2026 | |
| 17 | Insigneo Advisory Services, LLC | 143K | $1.5M | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 18 | Ariadne Wealth Management, LP | 121K | $1.3M | —Held | Q2 2026 | |
| 19 | D.A. Davidson & Co. | 109K | $1.2M | ▲+3.1% Added · +3K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | 109K | $1.2M | ▲+17% Added · +16K sh | Q2 2026 | |
| 21 | Summit Financial, LLC | 95K | $1.0M | ▼−2.9% Reduced · −3K sh | Q2 2026 | |
| 22 | Mutual Advisors, LLC | 86K | $923K | ▲+1.1% Added · +911 sh | Q2 2026 | |
| 23 | Commonwealth Equity Services, LLC | 83K | $819K | ▲+163% Added · +52K sh | Q1 2026 | |
| 24 | Comprehensive Money Management Services LLC | 83K | $892K | ▲+4.7% Added · +4K sh | Q2 2026 | |
| 25 | Stifel Financial Corp | 81K | $797K | ▲+40% Added · +23K 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, 5 funds opened a new position in XEMDX and 18 added to an existing one, while 12 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 |
|---|---|---|
| Microsoft CorpMSFT | 40 funds | $3.9B |
| Apple IncAAPL | 39 funds | $6.5B |
| Amazon.com IncAMZN | 39 funds | $3.6B |
| Nvidia CorpNVDA | 38 funds | $5.6B |
| Alphabet Inc-CL CGOOG | 38 funds | $2.3B |
| Meta Platforms Inc-Class AMETA | 38 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 37 funds | $3.0B |
| JPMorgan Chase & CoJPM | 37 funds | $1.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 37 funds | $1.2B |
| Johnson & JohnsonJNJ | 37 funds | $1.1B |
| Cisco Systems IncCSCO | 37 funds | $819.2M |
| Abbvie IncABBV | 37 funds | $768.4M |
Ranked by how many of XEMDX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XEMDX.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 38 | 22 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for XEMDX
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/XEMDX/capital-change-brief"
Use Arkolith's capital_change_brief for XEMDX. 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 XEMDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.