| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $92.8M | 9.8M | ▼−1.8% Reduced · −184K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $45.5M | 4.8M | ▲+6.8% Added · +308K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $17.2M | 1.8M | ▲+3.3% Added · +58K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $10.4M | 1.1M | ▼−18% Reduced · −246K sh | Q1 2026 | |
| 5 | Chicago Partners Investment Group LLC | $10.2M | 1.1M | ▲+1.3% Added · +13K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $9.4M | 996K | ▲+2.0% Added · +20K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $8.8M | 933K | ▲+15% Added · +122K sh | Q1 2026 | |
| 8 | UBS Group AG | $6.8M | 717K | ▼−6.4% Reduced · −49K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $5.6M | 591K | ▲+14% Added · +71K sh | Q1 2026 | |
| 10 | Cyndeo Wealth Partners, LLC | $3.8M | 401K | ▼−8.2% Reduced · −36K sh | Q1 2026 | |
| 11 | OAK HILL ADVISORS LP | $3.7M | 390K | —Held | Q1 2026 | |
| 12 | Kanen Wealth Management LLC | $3.6M | 380K | ▲+7.0% Added · +25K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $3.5M | 373K | ▲+2.9% Added · +10K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $3.4M | 364K | ▲+6.3% Added · +22K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $3.1M | 323K | ▲+14% Added · +41K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $2.7M | 284K | ▲+8.7% Added · +23K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $2.5M | 266K | ▼−9.7% Reduced · −29K sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | $2.3M | 246K | ▼−5.3% Reduced · −14K sh | Q1 2026 | |
| 19 | Shaker Financial Services, LLC | $2.2M | 233K | ▼−20% Reduced · −57K sh | Q2 2026 | |
| 20 | Creative Planning | $2.2M | 229K | ▲+0.1% Added · +200 sh | Q1 2026 | |
| 21 | Summit Financial, LLC | $2.0M | 208K | ▲+8.2% Added · +16K sh | Q1 2026 | |
| 22 | Baird Financial Group, Inc. | $1.9M | 203K | ▲+14% Added · +25K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 193K | ▼−9.1% Reduced · −19K sh | Q1 2026 | |
| 24 | CoreCap Advisors, LLC | $1.1M | 122K | ▼−5.4% Reduced · −7K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $888K | 94K | ▼−4.9% Reduced · −5K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 44 funds | $15.4B |
| NVIDIA CORPNVDA | 44 funds | $15.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 44 funds | $13.1B |
| MICROSOFT CORPMSFT | 44 funds | $12.6B |
| AMAZON.COM INCAMZN | 44 funds | $9.6B |
| BROADCOM INCAVGO | 44 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 44 funds | $5.5B |
| JOHNSON & JOHNSONJNJ | 44 funds | $2.9B |
| CHEVRON CORPCVX | 44 funds | $2.2B |
| GENERAL ELECTRICGE | 44 funds | $1.5B |
| NETFLIX INCNFLX | 44 funds | $1.4B |
| NORFOLK SOUTHERN CORPNSC | 44 funds | $1.1B |
Ranked by how many of XEVVX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for XEVVX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.