185 tracked 13F filers disclose a position in XERS as of the latest SEC 13F filings, a combined $551.0M 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 | BlackRock, Inc. | $75.1M | 12.9M | ▲+2.4% Added · +306K sh | Q1 2026 | |
| 2 | D. E. Shaw & Co., Inc. | $45.2M | 7.8M | ▲+2.8% Added · +214K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $40.5M | 7.0M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $27.0M | 4.7M | ▲+13% Added · +541K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $24.9M | 4.3M | ▲+0.3% Added · +15K sh | Q1 2026 | |
| 6 | Qube Research & Technologies Ltd | $23.9M | 4.1M | ▲+18% Added · +616K sh | Q1 2026 | |
| 7 | Nuveen, LLC | $16.9M | 2.9M | ▲+3.9% Added · +110K sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $15.5M | 2.7M | →First observed position No prior filed position | Q1 2026 | |
| 9 | MORGAN STANLEY | $14.9M | 2.6M | ▼−5.0% Reduced · −135K sh | Q1 2026 | |
| 10 | MILLENNIUM MANAGEMENT LLC | $13.1M | 2.3M | ▲+164% Added · +1.4M sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $11.2M | 1.9M | ▲+11% Added · +192K sh | Q1 2026 | |
| 12 | ARMISTICE CAPITAL, LLC | $11.1M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 13 | Legal & General Group Plc | $11.1M | 1.9M | ▲+37% Added · +512K sh | Q1 2026 | |
| 14 | Parkman Healthcare Partners LLC | $10.0M | 1.7M | ▲+1.8% Added · +30K sh | Q1 2026 | |
| 15 | UBS Group AG | $9.5M | 1.6M | ▲+174% Added · +1.0M sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $9.4M | 1.6M | ▲+2.9% Added · +45K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $8.4M | 1.4M | ▲+4.2% Added · +58K sh | Q1 2026 | |
| 18 | AQR CAPITAL MANAGEMENT LLC | $8.1M | 1.4M | ▲+46% Added · +437K sh | Q1 2026 | |
| 19 | Voss Capital, LP | $8.0M | 1.4M | ▲+273% Added · +1.0M sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.9M | 1.4M | ▼−3.1% Reduced · −44K sh | Q1 2026 | |
| 21 | CenterBook Partners LP | $7.2M | 1.2M | ▼−10% Reduced · −143K sh | Q1 2026 | |
| 22 | KENNEDY CAPITAL MANAGEMENT LLC | $7.2M | 1.2M | ▲+2.2% Added · +27K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $6.6M | 1.1M | →First observed position No prior filed position | Q1 2026 | |
| 24 | Ishara Investments LP | $5.9M | 1.0M | ▲+28% Added · +225K sh | Q1 2026 | |
| 25 | Granahan Investment Management, LLC | $5.3M | 922K | ▼−25% Reduced · −302K 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, 8 funds opened a new position in XERS and 29 added to an existing one, while 8 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 |
|---|---|---|
| ELI LILLY & COLLY | 75 funds | $9.1B |
| MICROSOFT CORPMSFT | 74 funds | $33.0B |
| NVIDIA CORPNVDA | 73 funds | $50.0B |
| BROADCOM INCAVGO | 73 funds | $18.5B |
| APPLE INCAAPL | 72 funds | $38.5B |
| AMAZON.COM INCAMZN | 72 funds | $24.5B |
| ALPHABET INC-CL AGOOGL | 72 funds | $21.5B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $15.3B |
| TESLA INCTSLA | 72 funds | $10.4B |
| LAM RESEARCH CORPLRCX | 72 funds | $4.9B |
| BOSTON SCIENTIFIC CORPBSX | 72 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 71 funds | $7.8B |
Ranked by how many of XERS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Pieper Steven | See Remarks | Sell (S) | 28K | $235K |
| Jul 6, 2026 | Pieper Steven | See Remarks | Sell (S) | 17K | $148K |
| Jul 1, 2026 | Hecht Beth | See Remarks | Sell (S) | 17K | $134K |
| Jul 1, 2026 | McCulloch Kevin | See Remarks | Sell (S) | 90K | $723K |
| Jun 4, 2026 | HALKUFF DAWN | Director | Sell (S) | 20K | $122K |
| Jun 4, 2026 | BORMANN-KENNEDY BARBARA-JEAN ANNE | Director | Sell (S) | 16K | $98K |
| Jun 4, 2026 | JOHNSON JOHN | Director | Sell (S) | 15K | $91K |
| Jun 3, 2026 | PERSKY MARLA | Director | Sell (S) | 16K | $91K |
| Jun 1, 2026 | Hecht Beth | See Remarks | Sell (S) | 17K | $101K |
| May 1, 2026 | Hecht Beth | See Remarks | Sell (S) | 17K | $104K |
| Apr 1, 2026 | Hecht Beth | See Remarks | Sell (S) | 17K | $100K |
| Mar 30, 2026 | Brady James Aloysius | Director | Sell (S) | 11K | $60K |
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/XERS/capital-change-brief"
Use Arkolith's capital_change_brief for XERS. 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 XERS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.