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.
| # | 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 | Kestra Investment Management, LLC | $31.5M | 640K | ▲New +640K sh | Q1 2026 | |
| 3 | Gradient Investments LLC | $26.8M | 550K | ▼−63% Reduced · −944K sh | Q2 2026 | |
| 4 | Capital Investment Counsel, LLC | $22.2M | 456K | ▲+13% Added · +53K sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $20.7M | 421K | ▲+26% Added · +88K sh | Q1 2026 | |
| 6 | AE Wealth Management LLC | $20.5M | 416K | ▲+22% Added · +76K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $11.4M | 232K | ▲New +232K sh | Q1 2026 | |
| 8 | Meridian Wealth Management, LLC | $9.6M | 196K | ▲+4.8% Added · +9K sh | Q1 2026 | |
| 9 | Brown Financial Advisors | $4.9M | 100K | ▲+30% Added · +23K sh | Q1 2026 | |
| 10 | Aptus Capital Advisors, LLC | $3.8M | 76K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 11 | WESPAC Advisors SoCal, LLC | $3.7M | 76K | ▲+9.0% Added · +6K sh | Q2 2026 | |
| 12 | ALPS ADVISORS INC | $2.8M | 57K | ▲New +57K sh | Q1 2026 | |
| 13 | Inspire Advisors, LLC | $2.7M | 56K | ▲New +56K sh | Q1 2026 | |
| 14 | S&A Financial Services, Inc. | $1.9M | 39K | ▲New +39K sh | Q1 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 38K | ▲New +38K sh | Q2 2026 | |
| 16 | CWM, LLC | $1.5M | 31K | ▲+163% Added · +19K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $1.2M | 24K | ▼−30% Reduced · −10K sh | Q1 2026 | |
| 18 | Wealthcare Advisory Partners LLC | $1.1M | 23K | ▼−3.4% Reduced · −820 sh | Q2 2026 | |
| 19 | Paladin Wealth, LLC | $1.1M | 22K | ▼−58% Reduced · −31K sh | Q2 2026 | |
| 20 | Prime Capital Investment Advisors, LLC | $946K | 19K | ▲New +19K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $901K | 18K | ▼−26% Reduced · −6K sh | Q1 2026 | |
| 22 | Belpointe Asset Management LLC | $551K | 11K | ▲+9.0% Added · +926 sh | Q1 2026 | |
| 23 | WealthPlan Investment Management, LLC | $448K | 9K | ▼−3.7% Reduced · −349 sh | Q1 2026 | |
| 24 | Purpose Unlimited Inc. | $402K | 8K | ▼−85% Reduced · −45K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $393K | 8K | ▲+0.8% Added · +68 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 |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $5.2B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $4.5B |
| APPLE INCAAPL | 14 funds | $3.3B |
| AMAZON.COM INCAMZN | 14 funds | $2.8B |
| MICROSOFT CORPMSFT | 14 funds | $2.2B |
| BROADCOM INCAVGO | 14 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $1.5B |
| TESLA INCTSLA | 14 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 14 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 14 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.2B |
Ranked by how many of XFIV'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 + 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. Every panel above is one call to the Arkolith API & MCP server.