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 XHE 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/XHE"
Use Arkolith to show who owns XHE, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $1.6M | 21K | —Held | Q1 2026 | |
| 2 | Kestra Advisory Services, LLC | $498K | 6K | ▼−1.5% Reduced · −100 sh | Q1 2026 | |
| 3 | Wealthfront Advisers LLC | $498K | 6K | ▲+26% Added · +1K sh | Q1 2026 | |
| 4 | IHT Wealth Management, LLC | $447K | 6K | ▲+91% Added · +3K sh | Q1 2026 | |
| 5 | Waverly Advisors, LLC | $380K | 5K | —Held | Q1 2026 | |
| 6 | TD Waterhouse Canada Inc. | $39K | 493 | ▲New +493 sh | Q1 2026 | |
| 7 | Sound Income Strategies, LLC | $32K | 402 | ▼−11% Reduced · −50 sh | Q1 2026 | |
| 8 | Y.D. More Investments Ltd | $24K | 307 | —Held | Q1 2026 | |
| 9 | FMR LLC | $21K | 267 | ▼−19% Reduced · −62 sh | Q1 2026 | |
| 10 | Arax Advisory Partners | $21K | 264 | —Held | Q1 2026 | |
| 11 | MAI Capital Management | $16K | 200 | —Held | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $7K | 95 | ▼−21% Reduced · −25 sh | Q1 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $7K | 84 | —Held | Q1 2026 | |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $6K | 80 | ▲New +80 sh | Q1 2026 | |
| 15 | CWM, LLC | $5K | 58 | —Held | Q1 2026 | |
| 16 | Ashton Thomas Private Wealth, LLC | $3K | 40 | ▲New +40 sh | Q1 2026 | |
| 17 | Larson Financial Group LLC | $3K | 35 | ▲New +35 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 |
|---|---|---|
| APPLE INCAAPL | 20 funds | $8.5B |
| NVIDIA CORPNVDA | 20 funds | $7.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $6.0B |
| AMAZON.COM INCAMZN | 20 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 20 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 20 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 20 funds | $3.2B |
| BROADCOM INCAVGO | 20 funds | $3.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $2.1B |
| VISA INC-CLASS A SHARESV | 20 funds | $1.9B |
Ranked by how many of XHE'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 XHE. 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.