125 tracked 13F filers disclose a position in XHLF as of the latest SEC 13F filings, a combined $1.1B 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 | POTOMAC FUND MANAGEMENT INC /ADV | $323.0M | 6.4M | ▼−21% Reduced · −1.7M sh | Q1 2026 | |
| 2 | Carrera Capital Advisors | $150.8M | 3.0M | ▲+6.1% Added · +172K sh | Q2 2026 | |
| 3 | TOTAL INVESTMENT MANAGEMENT INC | $55.4M | 1.1M | ▼−38% Reduced · −678K sh | Q2 2026 | |
| 4 | Tanager Wealth Management LLP | $48.8M | 970K | ▼−34% Reduced · −492K sh | Q2 2026 | |
| 5 | BANK OF MONTREAL /CAN/ | $48.7M | 968K | ▲+99% Added · +481K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $47.6M | 946K | ▲+9.4% Added · +82K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $31.7M | 630K | ▲+45% Added · +195K sh | Q1 2026 | |
| 8 | Pasadena Private Wealth, LLC | $30.8M | 613K | ▲Added Added · +613K sh | Q2 2026 | |
| 9 | JDM Financial Group LLC | $25.1M | 499K | ▼−6.3% Reduced · −34K sh | Q2 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $21.9M | 436K | ▲+746% Added · +384K sh | Q1 2026 | |
| 11 | Advisors Preferred, LLC | $19.0M | 378K | ▲+36% Added · +99K sh | Q2 2026 | |
| 12 | Ameritas Advisory Services, LLC | $18.9M | 376K | ▲+186% Added · +244K sh | Q2 2026 | |
| 13 | SILVER OAK SECURITIES, INCORPORATED | $17.5M | 349K | ▼−9.8% Reduced · −38K sh | Q2 2026 | |
| 14 | Signal Advisors Wealth, LLC | $15.5M | 308K | ▲+42% Added · +91K sh | Q2 2026 | |
| 15 | EVERGREEN CAPITAL MANAGEMENT LLC | $15.2M | 302K | ▼−11% Reduced · −38K sh | Q2 2026 | |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $14.8M | 295K | ▲+117% Added · +159K sh | Q2 2026 | |
| 17 | Diversify Advisory Services, LLC | $14.8M | 295K | ▲New +295K sh | Q2 2026 | |
| 18 | Focus Partners Wealth | $12.5M | 248K | ▲+58% Added · +91K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $12.1M | 241K | ▼−9.2% Reduced · −24K sh | Q1 2026 | |
| 20 | CAMBIENT FAMILY OFFICE, LLC | $10.5M | 210K | ▼−10% Reduced · −24K sh | Q2 2026 | |
| 21 | Encompass More Asset Management | $10.2M | 204K | ▲+12% Added · +21K sh | Q2 2026 | |
| 22 | eCIO, Inc. | $9.1M | 180K | ▲+30% Added · +42K sh | Q2 2026 | |
| 23 | Fairlight Advisors | $9.1M | 180K | ▲New +180K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $7.7M | 153K | ▼−24% Reduced · −48K sh | Q1 2026 | |
| 25 | Strait & Sound Wealth Management LLC | $7.1M | 140K | ▲+7.6% Added · +10K sh | Q2 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, 10 funds opened a new position in XHLF and 17 added to an existing one, while 30 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 70 funds | $3.4B |
| NVIDIA CORPNVDA | 68 funds | $7.1B |
| AMAZON.COM INCAMZN | 68 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 68 funds | $2.7B |
| APPLE INCAAPL | 67 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 65 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 65 funds | $1.8B |
| ISHARES CORE S&P 500 ETFIVV | 64 funds | $7.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 63 funds | $2.1B |
| ELI LILLY & COLLY | 63 funds | $1.2B |
| JOHNSON & JOHNSONJNJ | 63 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 62 funds | $1.6B |
Ranked by how many of XHLF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 167 funds | $960.3M |
| XHLFthis pagemc | 125 funds | $1.1B |
| XONEmc | 97 funds | $503.6M |
| PCMMUIT EXCHANGE TRADED | 71 funds | $135.4M |
| XEMDJP MORGAN USD EM | 54 funds | $662.2M |
| XSVNETF | 54 funds | $292.0M |
| TAXXSHORT DURATION ETF | 54 funds | $192.8M |
| XFIVETF | 52 funds | $248.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XHLF
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.
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.