52 tracked 13F filers disclose a position in XFIV as of the latest SEC 13F filings, a combined $248.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $47.8M | 972K | ▼−1.8% Reduced · −18K sh | Q1 2026 | |
| 2 | Gradient Investments LLC | $26.8M | 550K | ▼−63% Reduced · −944K sh | Q2 2026 | |
| 3 | Kestra Investment Management, LLC | $25.2M | 517K | ▼−19% Reduced · −123K sh | Q2 2026 | |
| 4 | Donoghue Forlines LLC | $23.6M | 485K | ▼−11% Reduced · −58K sh | Q2 2026 | |
| 5 | Capital Investment Counsel, LLC | $22.2M | 456K | ▲+13% Added · +53K sh | Q2 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $20.7M | 421K | ▲+26% Added · +88K sh | Q1 2026 | |
| 7 | AE Wealth Management LLC | $20.5M | 416K | ▲+22% Added · +76K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $11.4M | 232K | ▲New +232K sh | Q1 2026 | |
| 9 | Meridian Wealth Management, LLC | $9.6M | 196K | ▲+4.8% Added · +9K sh | Q1 2026 | |
| 10 | WESPAC Advisors SoCal, LLC | $3.7M | 76K | ▲+9.0% Added · +6K sh | Q2 2026 | |
| 11 | Financial Guidance Group, Inc. | $3.3M | 67K | ▼−13% Reduced · −10K sh | Q2 2026 | |
| 12 | Aptus Capital Advisors, LLC | $3.3M | 67K | ▼−13% Reduced · −10K sh | Q2 2026 | |
| 13 | Mattson Financial Services, LLC | $3.1M | 64K | ▼−60% Reduced · −95K sh | Q2 2026 | |
| 14 | ALPS ADVISORS INC | $2.8M | 58K | ▲+0.5% Added · +310 sh | Q2 2026 | |
| 15 | Inspire Advisors, LLC | $2.7M | 56K | ▲New +56K sh | Q1 2026 | |
| 16 | S&A Financial Services, Inc. | $2.2M | 46K | ▲+18% Added · +7K sh | Q2 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 38K | ▲New +38K sh | Q2 2026 | |
| 18 | Brown Financial Advisors | $1.8M | 38K | ▼−62% Reduced · −62K sh | Q3 2026 | |
| 19 | Blume Capital Management, Inc. | $1.7M | 35K | ▼−1.8% Reduced · −625 sh | Q2 2026 | |
| 20 | Kestra Advisory Services, LLC | $1.6M | 32K | ▲New +32K sh | Q2 2026 | |
| 21 | CWM, LLC | $1.5M | 31K | ▲+163% Added · +19K sh | Q1 2026 | |
| 22 | Prime Capital Investment Advisors, LLC | $1.2M | 24K | ▲+26% Added · +5K sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $1.2M | 24K | ▼−30% Reduced · −10K sh | Q1 2026 | |
| 24 | Wealthcare Advisory Partners LLC | $1.1M | 23K | ▼−3.4% Reduced · −820 sh | Q2 2026 | |
| 25 | Paladin Wealth, LLC | $1.1M | 22K | ▼−58% Reduced · −31K 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, 8 funds opened a new position in XFIV and 10 added to an existing one, while 12 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 |
|---|---|---|
| NVIDIA CORPNVDA | 31 funds | $5.5B |
| APPLE INCAAPL | 30 funds | $3.6B |
| AMAZON.COM INCAMZN | 30 funds | $3.0B |
| MICROSOFT CORPMSFT | 30 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 30 funds | $1.7B |
| BROADCOM INCAVGO | 29 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $1.0B |
| WALMART INCWMT | 29 funds | $568.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 28 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $1.2B |
Ranked by how many of XFIV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 166 funds | $950.1M |
| XHLFmc | 125 funds | $1.1B |
| XONEmc | 97 funds | $503.6M |
| PCMMUIT EXCHANGE TRADED | 71 funds | $135.4M |
| XEMDJP MORGAN USD EM | 54 funds | $662.2M |
| XSVNETF | 54 funds | $292.0M |
| TAXXSHORT DURATION ETF | 54 funds | $192.8M |
| XFIVthis pageETF | 52 funds | $248.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XFIV
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/XFIV/capital-change-brief"
Use Arkolith's capital_change_brief for XFIV. 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 XFIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.