Among active 13F managers last quarter, 6 opened and 20 added, while 11 reduced; the largest holder to move was 1607 Capital Partners, LLC (+13%).
141 tracked 13F filers disclose a position in XEVTX as of the latest SEC 13F filings, a combined $349.8M 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 | Raymond James Financial Inc | 1.0M | $24.9M | ▲+1.1% Added · +11K sh | Q1 2026 | |
| 2 | Morgan Stanley | 973K | $23.9M | ▲+2.8% Added · +26K sh | Q1 2026 | |
| 3 | 1607 Capital Partners, LLC | 947K | $26.2M | ▲+13% Added · +105K sh | Q2 2026 | |
| 4 | UBS Group AG | 893K | $21.9M | ▲+6.4% Added · +54K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 884K | $21.7M | ▼−3.5% Reduced · −32K sh | Q1 2026 | |
| 6 | McGowan Group Asset Management, Inc. | 777K | $21.5M | ▼−1.0% Reduced · −8K sh | Q2 2026 | |
| 7 | Wells Fargo & Company | 729K | $17.9M | ▲+1.6% Added · +12K sh | Q1 2026 | |
| 8 | Joel Isaacson & Co., LLC | 727K | $20.1M | ▼−0.6% Reduced · −5K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 523K | $12.8M | ▲+3.4% Added · +17K sh | Q1 2026 | |
| 10 | Stratos Wealth Partners, LTD. | 434K | $12.0M | ▼−5.5% Reduced · −25K sh | Q2 2026 | |
| 11 | Karpus Management, Inc. | 413K | $11.4M | ▼−0.9% Reduced · −4K sh | Q2 2026 | |
| 12 | Guggenheim Capital LLC | 396K | $9.7M | ▲+4.7% Added · +18K sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 298K | $7.3M | ▲+11% Added · +29K sh | Q1 2026 | |
| 14 | Ameriprise Financial Inc | 255K | $6.3M | ▼−29% Reduced · −105K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | 247K | $6.8M | ▲+16% Added · +33K sh | Q2 2026 | |
| 16 | Advisors Asset Management, Inc. | 219K | $6.1M | ▼−19% Reduced · −50K sh | Q2 2026 | |
| 17 | Rockefeller Capital Management L.P. | 194K | $4.8M | ▼−6.1% Reduced · −13K sh | Q1 2026 | |
| 18 | Royal Bank Of Canada | 190K | $4.7M | ▼−15% Reduced · −34K sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 159K | $4.4M | ▲+4.7% Added · +7K sh | Q2 2026 | |
| 20 | Wealth Enhancement Advisory Services, LLC | 154K | $4.2M | ▲+5.3% Added · +8K sh | Q2 2026 | |
| 21 | First Trust Advisors LP | 153K | $3.8M | ▲+5.0% Added · +7K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | 151K | $3.7M | ▲+0.2% Added · +251 sh | Q1 2026 | |
| 23 | &Partners | 146K | $4.1M | ▲+4.5% Added · +6K sh | Q2 2026 | |
| 24 | Legacy Financial Independent Advisors LLC | 129K | $3.6M | ▲+42% Added · +38K sh | Q2 2026 | |
| 25 | Commonwealth Equity Services, LLC | 127K | $3.1M | ▲+6.6% Added · +8K 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, 6 funds opened a new position in XEVTX and 20 added to an existing one, while 11 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 |
|---|---|---|
| Microsoft CorpMSFT | 64 funds | $9.7B |
| Apple IncAAPL | 63 funds | $14.3B |
| Nvidia CorpNVDA | 62 funds | $15.8B |
| Amazon.com IncAMZN | 62 funds | $9.7B |
| Eli Lilly & CoLLY | 62 funds | $3.4B |
| Meta Platforms Inc-Class AMETA | 61 funds | $4.0B |
| JPMorgan Chase & CoJPM | 61 funds | $3.9B |
| Walmart IncWMT | 61 funds | $3.3B |
| Tesla IncTSLA | 60 funds | $3.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 60 funds | $3.3B |
| Johnson & JohnsonJNJ | 60 funds | $2.3B |
| Chevron CorpCVX | 60 funds | $1.9B |
Ranked by how many of XEVTX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XEVTX.
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.