Among active 13F managers last quarter, 4 opened and 6 added, while 6 reduced; the largest holder to move was Guggenheim Capital LLC (−5.3%).
37 tracked 13F filers disclose a position in XEVGX as of the latest SEC 13F filings, a combined $41.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.7M | $17.8M | ▲+7.7% Added · +119K sh | Q1 2026 | |
| 2 | Guggenheim Capital LLC | 358K | $3.8M | ▼−5.3% Reduced · −20K sh | Q1 2026 | |
| 3 | Morgan Stanley | 356K | $3.8M | ▲+5.4% Added · +18K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 147K | $1.6M | ▲+2.8% Added · +4K sh | Q1 2026 | |
| 5 | First Trust Advisors LP | 128K | $1.4M | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 123K | $1.3M | ▲+50% Added · +41K sh | Q1 2026 | |
| 7 | Fiera Capital Corp | 116K | $1.2M | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 8 | AE Wealth Management LLC | 106K | $1.1M | ▲+15% Added · +14K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 88K | $937K | ▼−44% Reduced · −69K sh | Q1 2026 | |
| 10 | Advisors Asset Management, Inc. | 82K | $882K | ▼−31% Reduced · −37K sh | Q2 2026 | |
| 11 | Equitable Holdings, Inc. | 64K | $691K | ▲+15% Added · +9K sh | Q2 2026 | |
| 12 | Shaker Financial Services, LLC | 64K | $689K | ▼−49% Reduced · −60K sh | Q2 2026 | |
| 13 | Royal Bank Of Canada | 52K | $553K | ▼−1.8% Reduced · −951 sh | Q1 2026 | |
| 14 | Wells Fargo & Company | 51K | $548K | ▲+4.5% Added · +2K sh | Q1 2026 | |
| 15 | Bank Of America Corp | 42K | $445K | ▼−5.7% Reduced · −3K sh | Q1 2026 | |
| 16 | Commonwealth Equity Services, LLC | 39K | $412K | ▼−28% Reduced · −15K sh | Q1 2026 | |
| 17 | Diligent Investors, LLC | 36K | $384K | ▼−9.4% Reduced · −4K sh | Q2 2026 | |
| 18 | Post Resch Tallon Group Inc. | 35K | $373K | ▲+25% Added · +7K sh | Q2 2026 | |
| 19 | Calamos Advisors LLC | 33K | $361K | ▼−32% Reduced · −16K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | 30K | $322K | ▼−4.5% Reduced · −1K sh | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 28K | $298K | ▲+1.7% Added · +470 sh | Q1 2026 | |
| 22 | Cornerstone Wealth Management, LLC | 26K | $277K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 23 | Melfa Wealth Management, Inc. | 26K | $275K | ▼−0.4% Reduced · −103 sh | Q2 2026 | |
| 24 | FSA Advisors, Inc. | 25K | $267K | ▼−15% Reduced · −4K sh | Q2 2026 | |
| 25 | Raymond James Financial Inc | 24K | $259K | ▲+41% Added · +7K 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, 4 funds opened a new position in XEVGX and 6 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 16 funds | $3.2B |
| Alphabet Inc-CL AGOOGL | 16 funds | $3.1B |
| Microsoft CorpMSFT | 16 funds | $2.8B |
| Amazon.com IncAMZN | 16 funds | $2.4B |
| Invesco QQQ Trust Series 1QQQ | 16 funds | $1.8B |
| Broadcom IncAVGO | 16 funds | $1.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $1.2B |
| Johnson & JohnsonJNJ | 16 funds | $957.2M |
| Alphabet Inc-CL CGOOG | 16 funds | $854.0M |
| Walmart IncWMT | 16 funds | $698.6M |
| Eli Lilly & CoLLY | 16 funds | $669.7M |
| Advanced Micro DevicesAMD | 16 funds | $604.1M |
Ranked by how many of XEVGX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XEVGX.
No filings captured for this ticker in the live stream yet.
Connected entities for XEVGX
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/XEVGX/capital-change-brief"
Use Arkolith's capital_change_brief for XEVGX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XEVGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.