XETYX

Eaton Vance Tax-MGD Div Eqty$15.44 2.09%
UnclassifiedUSCUSIP 27828N102· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
66
+3 QoQ
13F Value (tracked)
$66.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)19 adding · 10 trimming
Insider net (180d)$0

Price & smart-money activity

$15.44 2.09%5Y +12.8%
$10.42$11.88$13.35$14.81$16.27202120222023202420252026186116111020913121410191191915151612161420111514221221162182513231524222821
Hover for who · click for detailEnd-of-day closing prices52w $14.18 – $15.89
Build

Use XETYX data in an agent

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.

Build

Ask your agent who owns XETYX

This stock page is the Follow view. The Build view lets your agent query XETYX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XETYX"
Ask your agent
Use Arkolith to show who owns XETYX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

66 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1PRINCIPAL SECURITIES, INC.
$15.5M
1.1M
−1.2%
Reduced · −13K sh
Q1 2026
2RFG Advisory, LLC
$8.6M
626K
+2.1%
Added · +13K sh
Q1 2026
3IHT Wealth Management, LLC
$6.1M
445K
+7.3%
Added · +30K sh
Q1 2026
4Advisors Asset Management, Inc.
$3.3M
240K
−22%
Reduced · −68K sh
Q1 2026
5Private Advisor Group, LLC
$3.3M
239K
+1.5%
Added · +4K sh
Q1 2026
6Steward Partners Investment Advisory, LLC
$2.9M
212K
−0.6%
Reduced · −1K sh
Q1 2026
7Aptus Capital Advisors, LLC
$2.3M
166K
Held
Q1 2026
8Merit Financial Group, LLC
$2.0M
145K
−1.9%
Reduced · −3K sh
Q1 2026
9PARSONS CAPITAL MANAGEMENT INC/RI
$2.0M
145K
−0.8%
Reduced · −1K sh
Q1 2026
10READYSTATE ASSET MANAGEMENT LP
$1.9M
138K
+175%
Added · +88K sh
Q1 2026
11Kestra Advisory Services, LLC
$1.4M
105K
+46%
Added · +33K sh
Q1 2026
12Kingsview Wealth Management, LLC
$1.1M
81K
+1.3%
Added · +1K sh
Q1 2026
13Sanctuary Advisors, LLC
$998K
72K
+0.2%
Added · +144 sh
Q1 2026
14NewEdge Advisors, LLC
$916K
66K
+0.7%
Added · +445 sh
Q1 2026
15Jefferies Financial Group Inc.
$806K
58K
+42%
Added · +17K sh
Q1 2026
16Gladstone Institutional Advisory LLC
$783K
57K
+0.2%
Added · +98 sh
Q1 2026
17&PARTNERS
$731K
53K
+4.1%
Added · +2K sh
Q1 2026
18Summit Financial, LLC
$638K
46K
−0.5%
Reduced · −225 sh
Q1 2026
19CENTAURUS FINANCIAL, INC.
$620K
45K
+0.9%
Added · +390 sh
Q1 2026
20Beacon Pointe Advisors, LLC
$601K
44K
+31%
Added · +10K sh
Q1 2026
21Ameritas Advisory Services, LLC
$551K
40K
−0.5%
Reduced · −200 sh
Q1 2026
22Compound Planning, Inc.
$496K
36K
−57%
Reduced · −47K sh
Q1 2026
23Stratos Wealth Advisors, LLC
$445K
32K
Held
Q1 2026
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$425K
30K
−30%
Reduced · −13K sh
Q1 2026
25COMMERCE BANK
$424K
31K
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.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
14
funds
Reduced
10
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

118 funds+32 since Q2 2022
059118Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $428.7M

Funds that own XETYX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA73 funds$16.0B
MICROSOFT CORPMSFT73 funds$14.2B
BROADCOM INCAVGO73 funds$7.1B
META PLATFORMS INC-CLASS AMETA73 funds$5.9B
JOHNSON & JOHNSONJNJ73 funds$3.4B
TESLA INCTSLA73 funds$3.3B
CHEVRON CORPCVX73 funds$2.6B
HOME DEPOT INCHD73 funds$2.4B
NETFLIX INCNFLX73 funds$1.7B
MICRON TECHNOLOGY INCMU73 funds$1.3B
GENERAL ELECTRICGE73 funds$1.2B
BLACKROCK INCBLK73 funds$1.1B

Ranked by how many of XETYX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XETYX. 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.