60 tracked 13F filers disclose a position in XFOFX as of the latest SEC 13F filings, a combined $66.9M 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 | MORGAN STANLEY | $18.3M | 1.4M | ▼−1.8% Reduced · −26K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $8.1M | 633K | ▼−31% Reduced · −284K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $7.1M | 552K | ▲+1.8% Added · +9K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $4.6M | 360K | ▼−2.8% Reduced · −10K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $4.1M | 318K | ▼−3.2% Reduced · −11K sh | Q1 2026 | |
| 6 | UBS Group AG | $3.2M | 251K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $3.0M | 234K | ▼−8.7% Reduced · −22K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $3.0M | 230K | ▲+120% Added · +126K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 208K | ▼−0.4% Reduced · −777 sh | Q1 2026 | |
| 10 | Mariner, LLC | $2.1M | 166K | ▲+5.3% Added · +8K sh | Q1 2026 | |
| 11 | Private Advisor Group, LLC | $1.1M | 77K | ▲+10% Added · +7K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $850K | 66K | ▼−12% Reduced · −9K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $682K | 53K | ▼−4.6% Reduced · −3K sh | Q1 2026 | |
| 14 | Clearstead Advisors, LLC | $723K | 52K | ▼−1.3% Reduced · −702 sh | Q2 2026 | |
| 15 | NWF Advisory Services Inc. | $701K | 50K | ▼−0.2% Reduced · −113 sh | Q2 2026 | |
| 16 | Financial Alternatives, Inc | $608K | 44K | —Held | Q2 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $457K | 36K | ▲+22% Added · +6K sh | Q1 2026 | |
| 18 | FIFTH THIRD BANCORP | $426K | 33K | ▲New +33K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $387K | 30K | ▼−3.4% Reduced · −1K sh | Q1 2026 | |
| 20 | Saxony Capital Management, LLC | $361K | 26K | —Held | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | $338K | 24K | ▼−28% Reduced · −10K sh | Q2 2026 | |
| 22 | Kapstone Financial Advisors LLC | $329K | 24K | —Held | Q2 2026 | |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | $308K | 22K | ▲+0.9% Added · +197 sh | Q2 2026 | |
| 24 | Strategic Wealth Partners, Ltd. | $294K | 21K | —Held | Q2 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $256K | 20K | ▼−2.3% Reduced · −465 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 XFOFX and 3 added to an existing one, while 7 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 28 funds | $2.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $905.5M |
| APPLE INCAAPL | 27 funds | $2.8B |
| AMAZON.COM INCAMZN | 27 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 27 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 27 funds | $1.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 27 funds | $796.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 27 funds | $582.5M |
| NVIDIA CORPNVDA | 26 funds | $1.9B |
| MICROSOFT CORPMSFT | 26 funds | $1.7B |
| VANGUARD GROWTH ETFVUG | 26 funds | $1.3B |
| ISHARES RUSSELL 1000 GROWTHIWF | 26 funds | $747.8M |
Ranked by how many of XFOFX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XFOFX
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/XFOFX/capital-change-brief"
Use Arkolith's capital_change_brief for XFOFX. 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 XFOFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.