The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query XGDVX owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XGDVX"
Use Arkolith to show who owns XGDVX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | $40.4M | 1.5M | ▼−9.2% Reduced · −152K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $20.0M | 743K | ▲+8.1% Added · +56K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $18.0M | 668K | ▲+18% Added · +102K sh | Q1 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $9.7M | 359K | ▲+19% Added · +58K sh | Q1 2026 | |
| 5 | CAPSTONE INVESTMENT ADVISORS, LLC | $7.1M | 262K | —Held | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $5.3M | 195K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 7 | OPPENHEIMER & CO INC | $4.4M | 165K | ▼−0.3% Reduced · −551 sh | Q1 2026 | |
| 8 | &PARTNERS | $4.1M | 151K | ▲+16% Added · +21K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.5M | 128K | ▼−24% Reduced · −41K sh | Q1 2026 | |
| 10 | Hennion & Walsh Asset Management, Inc. | $3.1M | 115K | ▲+13% Added · +13K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $3.1M | 115K | ▲+72% Added · +48K sh | Q1 2026 | |
| 12 | EVOLVE PRIVATE WEALTH, LLC | $2.9M | 107K | ▼−0.2% Reduced · −263 sh | Q1 2026 | |
| 13 | Prospera Financial Services Inc | $2.2M | 82K | ▲+15% Added · +11K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $1.9M | 69K | ▲+0.4% Added · +258 sh | Q1 2026 | |
| 15 | Summit Financial, LLC | $1.7M | 62K | ▲+0.9% Added · +580 sh | Q1 2026 | |
| 16 | Sanctuary Advisors, LLC | $1.3M | 47K | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 17 | Dakota Wealth Management | $1.0M | 37K | ▼−2.0% Reduced · −749 sh | Q1 2026 | |
| 18 | D.A. DAVIDSON & CO. | $921K | 34K | ▼−2.3% Reduced · −800 sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $866K | 32K | ▲+2.4% Added · +751 sh | Q1 2026 | |
| 20 | STEPHENS INC /AR/ | $858K | 32K | ▼−4.2% Reduced · −1K sh | Q1 2026 | |
| 21 | Vestmark Advisory Solutions, Inc. | $794K | 29K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 22 | ELEVATION POINT WEALTH PARTNERS, LLC | $794K | 29K | —Held | Q1 2026 | |
| 23 | Waverly Advisors, LLC | $676K | 25K | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | $553K | 21K | ▲+7.8% Added · +1K sh | Q1 2026 | |
| 25 | DAVENPORT & Co LLC | $552K | 21K | ▲~0% Added · +9 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 64 funds | $16.3B |
| WALT DISNEY CO/THEDIS | 64 funds | $840.5M |
| VANGUARD S&P 500 ETFVOO | 63 funds | $10.5B |
| BROADCOM INCAVGO | 63 funds | $7.8B |
| ELI LILLY & COLLY | 63 funds | $4.0B |
| JOHNSON & JOHNSONJNJ | 63 funds | $4.0B |
| TESLA INCTSLA | 63 funds | $3.1B |
| ABBVIE INCABBV | 63 funds | $2.6B |
| HOME DEPOT INCHD | 63 funds | $2.4B |
| PROCTER & GAMBLE CO/THEPG | 63 funds | $2.3B |
| MERCK & CO. INC.MRK | 63 funds | $1.9B |
| VERIZON COMMUNICATIONS INCVZ | 63 funds | $1.6B |
Ranked by how many of XGDVX'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XGDVX. 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.