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/XHLF/capital-change-brief"
Use Arkolith's capital_change_brief for XHLF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $323.0M | 6.4M | ▼−21% Reduced · −1.7M sh | Q1 2026 | |
| 2 | BANK OF MONTREAL /CAN/ | $48.7M | 968K | ▲+99% Added · +481K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $47.6M | 946K | ▲+9.4% Added · +82K sh | Q1 2026 | |
| 4 | 3EDGE Asset Management, LP | $33.0M | 655K | ▼~0% Reduced · −248 sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $31.7M | 630K | ▲+45% Added · +195K sh | Q1 2026 | |
| 6 | JDM Financial Group LLC | $26.8M | 532K | ▼−3.6% Reduced · −20K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $21.9M | 436K | ▲+746% Added · +384K sh | Q1 2026 | |
| 8 | EVERGREEN CAPITAL MANAGEMENT LLC | $17.1M | 340K | ▲+7.3% Added · +23K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | $12.5M | 248K | ▲+58% Added · +91K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $12.1M | 241K | ▼−9.2% Reduced · −24K sh | Q1 2026 | |
| 11 | Encompass More Asset Management | $10.2M | 204K | ▲+12% Added · +21K sh | Q2 2026 | |
| 12 | Sigma Planning Corp | $7.9M | 157K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $7.7M | 153K | ▼−24% Reduced · −48K sh | Q1 2026 | |
| 14 | DIVERSIFY WEALTH MANAGEMENT, LLC | $6.8M | 136K | ▲+0.2% Added · +330 sh | Q1 2026 | |
| 15 | Ameritas Advisory Services, LLC | $6.6M | 131K | ▲16× Added · +123K sh | Q1 2026 | |
| 16 | Strait & Sound Wealth Management LLC | $6.6M | 130K | ▼−4.1% Reduced · −6K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $5.2M | 103K | ▼−34% Reduced · −54K sh | Q1 2026 | |
| 18 | Bulwark Capital Corp | $4.8M | 95K | ▼−8.4% Reduced · −9K sh | Q2 2026 | |
| 19 | Aptus Capital Advisors, LLC | $4.5M | 89K | ▼−29% Reduced · −36K sh | Q1 2026 | |
| 20 | Empowered Funds, LLC | $4.4M | 88K | ▲+13% Added · +10K sh | Q1 2026 | |
| 21 | Oliver Luxxe Assets LLC | $4.0M | 79K | ▼−3.9% Reduced · −3K sh | Q2 2026 | |
| 22 | GTS SECURITIES LLC | $3.9M | 78K | ▲New +78K sh | Q1 2026 | |
| 23 | GUARDIAN WEALTH ADVISORS, LLC / NC | $3.9M | 78K | ▼−32% Reduced · −36K sh | Q1 2026 | |
| 24 | Hobbs Group Advisors, LLC | $3.4M | 68K | ▲~0% Added · +11 sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $3.3M | 65K | ▲12× Added · +60K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 29 funds | $12.2B |
| NVIDIA CORPNVDA | 29 funds | $8.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 29 funds | $3.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $2.2B |
| ISHARES GOLD TRUSTIAU | 29 funds | $613.8M |
| SS ENERGY SELECT SECTORXLE | 29 funds | $398.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $5.3B |
| MICROSOFT CORPMSFT | 28 funds | $5.3B |
| AMAZON.COM INCAMZN | 28 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 28 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 28 funds | $2.5B |
| BROADCOM INCAVGO | 28 funds | $2.5B |
Ranked by how many of XHLF'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 XHLF. 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.