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 XES 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/XES"
Use Arkolith to show who owns XES, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Robertson Stephens Wealth Management, LLC | $5.3M | 46K | ▲+887% Added · +41K sh | Q1 2026 | |
| 2 | CWM, LLC | $3.6M | 31K | ▲+26% Added · +6K sh | Q1 2026 | |
| 3 | Trek Financial, LLC | $3.2M | 28K | ▲+2.1% Added · +569 sh | Q1 2026 | |
| 4 | Quadrature Capital Ltd | $2.1M | 18K | ▲New +18K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $1.0M | 9K | ▼−14% Reduced · −1K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $975K | 8K | ▲New +8K sh | Q1 2026 | |
| 7 | Wealthfront Advisers LLC | $772K | 7K | ▲+15% Added · +872 sh | Q1 2026 | |
| 8 | HORIZON KINETICS ASSET MANAGEMENT LLC | $672K | 6K | ▲+1.5% Added · +85 sh | Q1 2026 | |
| 9 | Stratos Wealth Advisors, LLC | $617K | 5K | —Held | Q1 2026 | |
| 10 | &PARTNERS | $615K | 5K | ▼−21% Reduced · −1K sh | Q1 2026 | |
| 11 | Stratos Wealth Partners, LTD. | $521K | 4K | ▲New +4K sh | Q1 2026 | |
| 12 | Equitable Holdings, Inc. | $449K | 5K | ▲New +5K sh | Q1 2026 | |
| 13 | StoneX Group Inc. | $353K | 3K | ▲+3.2% Added · +95 sh | Q1 2026 | |
| 14 | CreativeOne Wealth, LLC | $349K | 3K | ▲New +3K sh | Q1 2026 | |
| 15 | BLAIR WILLIAM & CO/IL | $230K | 2K | ▲86× Added · +2K sh | Q1 2026 | |
| 16 | WHITTIER TRUST CO | $74K | 637 | —Held | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $51K | 437 | ▲+360% Added · +342 sh | Q1 2026 | |
| 18 | Root Financial Partners, LLC | $40K | 347 | ▲+66% Added · +138 sh | Q1 2026 | |
| 19 | GROUP ONE TRADING LLC | $37K | 315 | ▼−68% Reduced · −663 sh | Q1 2026 | |
| 20 | IFP Advisors, Inc | $25K | 217 | ▲+76% Added · +94 sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $10K | 86 | —Held | Q1 2026 | |
| 22 | MAI Capital Management | $8K | 65 | —Held | Q1 2026 | |
| 23 | OXFORD FINANCIAL GROUP, LTD. LLC | $7K | 60 | ▲+362% Added · +47 sh | Q1 2026 | |
| 24 | Cassaday & Co Wealth Management LLC | $2K | 21 | ▲New +21 sh | Q1 2026 | |
| 25 | CBIZ Investment Advisory Services, LLC | $733 | 6 | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 29 funds | $7.8B |
| AMAZON.COM INCAMZN | 29 funds | $6.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 29 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 29 funds | $3.7B |
| BROADCOM INCAVGO | 29 funds | $3.5B |
| VISA INC-CLASS A SHARESV | 29 funds | $2.3B |
| ELI LILLY & COLLY | 29 funds | $2.2B |
| SPDR GOLD SHARESGLD | 29 funds | $2.0B |
| COSTCO WHOLESALE CORPCOST | 29 funds | $2.0B |
| CHEVRON CORPCVX | 29 funds | $1.5B |
| CATERPILLAR INCCAT | 29 funds | $1.1B |
| MASTERCARD INC - AMA | 29 funds | $1.1B |
Ranked by how many of XES'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XES. 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.