118 tracked 13F filers disclose a position in XEVTX as of the latest SEC 13F filings, a combined $303.3M 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 | RAYMOND JAMES FINANCIAL INC | $24.9M | 1.0M | ▲+1.1% Added · +11K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $23.9M | 973K | ▲+2.8% Added · +26K sh | Q1 2026 | |
| 3 | UBS Group AG | $21.9M | 893K | ▲+6.4% Added · +54K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $21.7M | 884K | ▼−3.5% Reduced · −32K sh | Q1 2026 | |
| 5 | 1607 Capital Partners, LLC | $20.7M | 842K | ▲+6.5% Added · +51K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $17.9M | 729K | ▲+1.6% Added · +12K sh | Q1 2026 | |
| 7 | Joel Isaacson & Co., LLC | $20.1M | 727K | ▼−0.6% Reduced · −5K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $12.8M | 523K | ▲+3.4% Added · +17K sh | Q1 2026 | |
| 9 | Stratos Wealth Partners, LTD. | $11.3M | 459K | ▲+2.8% Added · +13K sh | Q1 2026 | |
| 10 | Karpus Management, Inc. | $10.2M | 416K | ▼−3.2% Reduced · −14K sh | Q1 2026 | |
| 11 | GUGGENHEIM CAPITAL LLC | $9.7M | 396K | ▲+4.7% Added · +18K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $7.3M | 298K | ▲+11% Added · +29K sh | Q1 2026 | |
| 13 | Advisors Asset Management, Inc. | $6.6M | 268K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $6.3M | 255K | ▼−29% Reduced · −105K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $6.8M | 247K | ▲+16% Added · +33K sh | Q2 2026 | |
| 16 | Rockefeller Capital Management L.P. | $4.8M | 194K | ▼−6.1% Reduced · −13K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $4.7M | 190K | ▼−15% Reduced · −34K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 154K | ▲+5.3% Added · +8K sh | Q2 2026 | |
| 19 | FIRST TRUST ADVISORS LP | $3.8M | 153K | ▲+5.0% Added · +7K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $3.7M | 152K | ▲+60% Added · +57K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $3.7M | 151K | ▲+0.2% Added · +251 sh | Q1 2026 | |
| 22 | &PARTNERS | $3.5M | 140K | ▲+4.5% Added · +6K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 127K | ▲+6.6% Added · +8K sh | Q1 2026 | |
| 24 | Spire Wealth Management | $3.0M | 122K | ▲+5.5% Added · +6K sh | Q1 2026 | |
| 25 | Formidable Asset Management, LLC | $2.8M | 112K | ▼−1.3% Reduced · −2K sh | Q2 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 XEVTX and 19 added to an existing one, while 13 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 51 funds | $8.1B |
| APPLE INCAAPL | 50 funds | $10.9B |
| NVIDIA CORPNVDA | 49 funds | $12.7B |
| AMAZON.COM INCAMZN | 49 funds | $6.6B |
| ELI LILLY & COLLY | 49 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 48 funds | $2.9B |
| WALMART INCWMT | 48 funds | $2.7B |
| ABBVIE INCABBV | 48 funds | $914.4M |
| ALPHABET INC-CL AGOOGL | 47 funds | $5.8B |
| BROADCOM INCAVGO | 47 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 47 funds | $3.6B |
Ranked by how many of XEVTX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XEVTX
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/XEVTX/capital-change-brief"
Use Arkolith's capital_change_brief for XEVTX. 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 XEVTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.