Among active 13F managers last quarter, 7 opened and 14 added, while 17 reduced; the largest holder to move was Guggenheim Capital LLC (+3.3%).
129 tracked 13F filers disclose a position in XEVVX as of the latest SEC 13F filings, a combined $271.6M 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 | Morgan Stanley | 9.8M | $92.8M | ▼−1.8% Reduced · −184K sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 4.8M | $45.5M | ▲+6.8% Added · +308K sh | Q1 2026 | |
| 3 | Guggenheim Capital LLC | 1.8M | $17.2M | ▲+3.3% Added · +58K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 1.1M | $10.4M | ▼−18% Reduced · −246K sh | Q1 2026 | |
| 5 | Chicago Partners Investment Group LLC | 1.0M | $9.5M | ▼−2.0% Reduced · −21K sh | Q2 2026 | |
| 6 | Royal Bank Of Canada | 996K | $9.4M | ▲+2.0% Added · +20K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | 933K | $8.8M | ▲+15% Added · +122K sh | Q1 2026 | |
| 8 | UBS Group AG | 717K | $6.8M | ▼−6.4% Reduced · −49K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 591K | $5.6M | ▲+14% Added · +71K sh | Q1 2026 | |
| 10 | Cyndeo Wealth Partners, LLC | 391K | $3.7M | ▼−2.5% Reduced · −10K sh | Q2 2026 | |
| 11 | Oak Hill Advisors LP | 390K | $3.7M | —Held | Q1 2026 | |
| 12 | Kanen Wealth Management LLC | 380K | $3.6M | ▲+7.0% Added · +25K sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 373K | $3.5M | ▲+2.9% Added · +10K sh | Q1 2026 | |
| 14 | Wells Fargo & Company | 364K | $3.4M | ▲+6.3% Added · +22K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | 329K | $3.1M | ▲+16% Added · +45K sh | Q2 2026 | |
| 16 | Stifel Financial Corp | 323K | $3.1M | ▲+14% Added · +41K sh | Q1 2026 | |
| 17 | Bank Of America Corp | 266K | $2.5M | ▼−9.7% Reduced · −29K sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | 252K | $2.4M | ▲+2.4% Added · +6K sh | Q2 2026 | |
| 19 | Shaker Financial Services, LLC | 233K | $2.2M | ▼−20% Reduced · −57K sh | Q2 2026 | |
| 20 | Creative Planning | 229K | $2.2M | ▲+0.1% Added · +200 sh | Q1 2026 | |
| 21 | Summit Financial, LLC | 218K | $2.0M | ▲+4.7% Added · +10K sh | Q2 2026 | |
| 22 | Baird Financial Group, Inc. | 203K | $1.9M | ▲+14% Added · +25K sh | Q1 2026 | |
| 23 | Commonwealth Equity Services, LLC | 193K | $1.8M | ▼−9.1% Reduced · −19K sh | Q1 2026 | |
| 24 | Ethos Financial Group, LLC | 165K | $1.5M | ▼−4.3% Reduced · −7K sh | Q2 2026 | |
| 25 | Aviance Capital Partners, LLC | 140K | $1.3M | ▼−2.1% Reduced · −3K 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, 7 funds opened a new position in XEVVX and 14 added to an existing one, while 17 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 | 65 funds | $6.4B |
| Microsoft CorpMSFT | 65 funds | $3.8B |
| JPMorgan Chase & CoJPM | 65 funds | $1.6B |
| Johnson & JohnsonJNJ | 65 funds | $1.1B |
| Nvidia CorpNVDA | 64 funds | $5.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 64 funds | $1.4B |
| Abbvie IncABBV | 64 funds | $822.3M |
| Chevron CorpCVX | 64 funds | $699.4M |
| Amazon.com IncAMZN | 63 funds | $3.8B |
| Alphabet Inc-CL AGOOGL | 63 funds | $2.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 62 funds | $2.6B |
| Meta Platforms Inc-Class AMETA | 62 funds | $2.1B |
Ranked by how many of XEVVX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XEVVX.
No filings captured for this ticker in the live stream yet.
Connected entities for XEVVX
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/XEVVX/capital-change-brief"
Use Arkolith's capital_change_brief for XEVVX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for XEVVX. Filings are public domain, sourced to SEC EDGAR.