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 XEVTX 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/XEVTX"
Use Arkolith to show who owns XEVTX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Joel Isaacson & Co., LLC | $18.0M | 732K | ▼−1.8% Reduced · −13K sh | Q1 2026 | |
| 2 | Stratos Wealth Partners, LTD. | $11.3M | 459K | ▲+2.8% Added · +13K sh | Q1 2026 | |
| 3 | Karpus Management, Inc. | $10.2M | 416K | ▼−3.2% Reduced · −14K sh | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | $6.6M | 268K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $5.2M | 214K | ▲+3.7% Added · +8K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $3.7M | 152K | ▲+60% Added · +57K sh | Q1 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.6M | 146K | ▼−24% Reduced · −47K sh | Q1 2026 | |
| 8 | &PARTNERS | $3.5M | 140K | ▲+4.5% Added · +6K sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | $2.1M | 85K | ▲+0.5% Added · +435 sh | Q1 2026 | |
| 10 | Allspring Global Investments Holdings, LLC | $1.7M | 70K | ▲+68% Added · +28K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $1.1M | 44K | ▼−6.3% Reduced · −3K sh | Q1 2026 | |
| 12 | Prospera Financial Services Inc | $838K | 34K | ▲+7.3% Added · +2K sh | Q1 2026 | |
| 13 | Sowell Financial Services LLC | $658K | 27K | —Held | Q1 2026 | |
| 14 | Cornerstone Wealth Management, LLC | $626K | 26K | ▲+3.0% Added · +732 sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $558K | 23K | ▲+42% Added · +7K sh | Q1 2026 | |
| 16 | Snowden Capital Advisors LLC | $532K | 22K | ▼−7.1% Reduced · −2K sh | Q1 2026 | |
| 17 | Prime Capital Investment Advisors, LLC | $479K | 19K | ▼−10% Reduced · −2K sh | Q1 2026 | |
| 18 | DAVENPORT & Co LLC | $457K | 19K | ▼−1.6% Reduced · −300 sh | Q1 2026 | |
| 19 | Kovack Advisors, Inc. | $425K | 17K | —Held | Q1 2026 | |
| 20 | AlphaCore Capital LLC | $416K | 17K | ▲+0.4% Added · +61 sh | Q1 2026 | |
| 21 | Summit Financial, LLC | $411K | 17K | ▼−1.7% Reduced · −290 sh | Q1 2026 | |
| 22 | Sound Income Strategies, LLC | $373K | 15K | —Held | Q1 2026 | |
| 23 | Concurrent Investment Advisors, LLC | $317K | 13K | ▲+6.3% Added · +759 sh | Q1 2026 | |
| 24 | OPPENHEIMER & CO INC | $311K | 13K | ▲+0.7% Added · +84 sh | Q1 2026 | |
| 25 | CWM, LLC | $297K | 12K | ▲+1.6% Added · +190 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 46 funds | $12.8B |
| ELI LILLY & COLLY | 46 funds | $3.5B |
| ABBVIE INCABBV | 46 funds | $2.2B |
| HOME DEPOT INCHD | 46 funds | $2.1B |
| ORACLE CORPORCL | 46 funds | $1.2B |
| WALT DISNEY CO/THEDIS | 46 funds | $629.1M |
| NVIDIA CORPNVDA | 45 funds | $14.5B |
| ISHARES CORE S&P 500 ETFIVV | 45 funds | $14.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 45 funds | $9.7B |
| VANGUARD S&P 500 ETFVOO | 45 funds | $8.7B |
| BROADCOM INCAVGO | 45 funds | $6.4B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $5.8B |
Ranked by how many of XEVTX'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 XEVTX. 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.